- Shake Shack (SHAK +1.2%) and Dunkin Donuts (DNKN -0.3%) are the two restaurants companies that could see the largest weekend sales impact from this weekend's East Coast winter storm.
- Both chains could see reduced traffic with over 60% of their stores located in the broad path of the storm. In previous years, winter storms have trimmed just enough sales to lead to revenue misses on unadjusted analyst estimates.
- Bloomberg Intelligence notes that pizza chains (DPZ, PZZA) could see a small bump in business in the storm-impacted states as delivery orders increase.
- The restaurant sector is heading into a February sales comparable which was reduced by heavy storms in the Northeast last year.
- Previously: Blizzard rally for HD, LOW, BGG, TTC, ACAT, COLM, and BDE (Jan. 22 2016)