All you need to know about 4Q21 Investor Conference Calls
Papa John’s – Growth driven by innovation, add-ons, premium LTOs, loyalty & DSP delivery.
Domino’s – Delivery driver shortage (particularly in urban markets) is limiting sales.
Pizza Hut – Driver staffing shortages constrained delivery hours.
Wingstop – 28% wing inflation raises question of sustainability of necessary menu price hikes.
KFC – Sales drivers include strength in group orders, digital & success of chicken sandwich.
Popeye’s – Sales were pressured by staffing challenges & competition around its sandwich.
Jack in the Box – Menu price increases & add-on sales partially offset labor shortages & bad weather.
McDonald’s – Positive sales across all dayparts driven mostly by price. Digital & loyalty also contributed.
Wendy’s – 6% menu pricing, breakfast growth & digital strength.
Taco Bell – Growth driven by promotions & new value menu.
Burger King – Help from focused messaging around core products, delivery & digital.
Applebee’s – Guests are back in the restaurant, intent to return is strong & off-premise is holding.
Chili’s – Results reflect healthy holiday sales, 4% price & continuing off-premise sales.
Denny’s – Oct & Nov sales returned to pre-covid levels with strength in both dine-in & off-premise.
IHOP – Steadily improving sales helped by increasing number of stores operating at standard hours (improved +3% to 86%).