Jeff Farmer, CFA
Senior Analyst, Restaurants

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Chipotle - Expect Modest EPS Miss on In-line SSS w/ Q3...
Chipotle - Expect Modest EPS Miss on In-line SSS w/ Q3 RL Margin Guide Below Street. See Improved...
7-10-2025
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3PD Menu Pricing Premiums - Summer 2025 - Avg. Premium...
3PD Menu Pricing Premiums - Summer 2025 - Avg. Premium Holds at 20%, but with Several Concept-Spe...
7-8-2025
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The Heat Check (6/29): Sales Growth Heat Map for 60+...
The Heat Check (6/29): Sales Growth Heat Map for 60+ Concepts - Sector Card Sales Growth Slows vs...
7-7-2025
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June Jobs: The State of the U.S. Restaurant Sector...
June Jobs: The State of the U.S. Restaurant Sector Labor Market - Mixed Bag for Sector, but More ...
7-3-2025
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The Trend Tracker: Monitoring Foot Traffic and Menu...
The Trend Tracker: Monitoring Foot Traffic and Menu Innovation - Sector Traffic Growth Ticks Up t...
7-2-2025
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The Heat Check (6/22): Sales Growth Heat Map for 60+...
The Heat Check (6/22): Sales Growth Heat Map for 60+ Concepts - Card Sales Growth Stable – Hoveri...
6-30-2025
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Darden Restaurants - DRI Model Update
Darden Restaurants - DRI Model Update
6-23-2025
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The Heat Check (6/15): Sales Growth Heat Map for 60+...
The Heat Check (6/15): Sales Growth Heat Map for 60+ Concepts - Sector Growth Ticks Up vs. Prior ...
6-23-2025
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The Trend Tracker: Monitoring Foot Traffic and Menu...
The Trend Tracker: Monitoring Foot Traffic and Menu Innovation - Sector Traffic Growth Dips Back ...
6-18-2025
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Darden Restaurants - Expect: 1) OG-Driven SSS/EPS...
Darden Restaurants - Expect: 1) OG-Driven SSS/EPS Upside, 2) FY26 EPS Guidance Intro to Bracket S...
6-16-2025
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The Heat Check (6/8): Sales Growth Heat Map for 60+...
The Heat Check (6/8): Sales Growth Heat Map for 60+ Concepts - Casual Dining Segment Continues to...
6-16-2025
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Closer Look at 2Q Street SSS Ests. Vs. Card Sales &...
Closer Look at 2Q Street SSS Ests. Vs. Card Sales & Traffic Growth - Data Through First 9 Weeks o...
6-11-2025
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Dave & Buster's - Forgettable Q1, but Recent...
Dave & Buster's - Forgettable Q1, but Recent SSS Decline Moderation Solid. We See FY25 Street SSS...
6-10-2025
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The Heat Check (6/1): Sales Growth Heat Map for 65...
The Heat Check (6/1): Sales Growth Heat Map for 65 Concepts - Sector Growth Slows vs. Prior Week,...
6-9-2025
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May Jobs: The State of the U.S. Restaurant Sector Labor...
May Jobs: The State of the U.S. Restaurant Sector Labor Market - A Solid Jobs Report for Sector w...
6-6-2025
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Cracker Barrel - Cost Control Efforts Have Been Solid,...
Cracker Barrel - Cost Control Efforts Have Been Solid, But Traffic Declines Remain Sizeable and I...
6-5-2025
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The Trend Tracker: Monitoring Foot Traffic and Menu...
The Trend Tracker: Monitoring Foot Traffic and Menu Innovation - Sector Traffic Growth Stable at ...
6-5-2025
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The Heat Check (5/25): Sales Growth Heat Map for 50...
The Heat Check (5/25): Sales Growth Heat Map for 50 Concepts - Sector Growth Improves in Back-to-...
6-2-2025
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Restaurant Sector Unit Growth Landscape – Spring 2025 -...
Restaurant Sector Unit Growth Landscape – Spring 2025 - CAVA, Bros, Wingstop Delivering Hardest 1...
5-30-2025
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Restaurant Consumer Macro Monitor: May 2025 - Jobs...
Restaurant Consumer Macro Monitor: May 2025 - Jobs Remain Bright Spot, Consumer Conf. Drop Finds ...
5-29-2025

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