4Q21 Investor Call Summary

Mar 11, 2022 | Investor Briefs

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%).

 

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