Jeff Farmer, CFA
Senior Analyst, Restaurants

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Chipotle - Q1 Weak & 2025 Outlook Softer Than We’d...
Chipotle - Q1 Weak & 2025 Outlook Softer Than We’d Expected. Street #’s Coming Down, but Company ...
4-23-2025
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Starbucks Corp - Expect EPS Miss on Flattish SSS....
Starbucks Corp - Expect EPS Miss on Flattish SSS. Shares Down Big – Especially vs. Large Cap Glob...
4-22-2025
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Wingstop - Looking for SSS Miss & 2025 Guidance...
Wingstop - Looking for SSS Miss & 2025 Guidance Reiteration; March & April Card Sales Growth Not ...
4-22-2025
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Brinker International - Market Expects Upside/Upward...
Brinker International - Market Expects Upside/Upward Revision - And It’s Coming. Chili’s Approach...
4-21-2025
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McDonald's - See Q1 Numbers Underwhelming, But...
McDonald's - See Q1 Numbers Underwhelming, But Remain Constructive w/ MCD Intensifying Market Sha...
4-21-2025
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Tracking Traffic Across 55 Concepts Through April 13th...
Tracking Traffic Across 55 Concepts Through April 13th - Traffic +1.0% Yr/Yr as Week-to-Week Vola...
4-16-2025
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Domino's Pizza Inc - Expect In-Line Q1; Remain...
Domino's Pizza Inc - Expect In-Line Q1; Remain Constructive w/ DoorDash Partnership on Way & Rota...
4-16-2025
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Restaurant Consumer Macro Monitor: April 2025 - Jobs...
Restaurant Consumer Macro Monitor: April 2025 - Jobs Lone Bright Spot; Disp. Income Growth Fallin...
4-15-2025
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Chipotle - Expect EPS & SSS Miss with Q2 RL Margin...
Chipotle - Expect EPS & SSS Miss with Q2 RL Margin Guide Below Street. Consumer Uncertainty Build...
4-14-2025
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Yum! Brands - YUM Model Update
Yum! Brands - YUM Model Update
4-10-2025
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Tracking Traffic Across 55 Concepts Through April 6th -...
Tracking Traffic Across 55 Concepts Through April 6th - Traffic -1.8% Y/Y, Largely In-Line w/ Pri...
4-10-2025
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Modest Knee-Jerk Traffic Reaction to Tariff...
Modest Knee-Jerk Traffic Reaction to Tariff Volatility/Anxiety - It’s Early, But First Four Days ...
4-9-2025
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Closer Look at 1Q Street SSS Ests vs. Card Sales &...
Closer Look at 1Q Street SSS Ests vs. Card Sales & Traffic Growth - Data Points to 1Q SSS Upside ...
4-9-2025
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Dave & Buster's - PLAY Unwinding Former CEO’s...
Dave & Buster's - PLAY Unwinding Former CEO’s Top-Line Strategies; A Near-term Course Correction ...
4-7-2025
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Tracking Traffic Across 55 Concepts Through March 30th...
Tracking Traffic Across 55 Concepts Through March 30th - Sector Traffic +2.9% Yr/Yr, or -1% When ...
4-2-2025
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Dutch Bros Inc. - Model Update
Dutch Bros Inc. - Model Update
4-1-2025
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Restaurant Sector Cash-on-Cash Return Deep Dive: 2025...
Restaurant Sector Cash-on-Cash Return Deep Dive: 2025 Edition - Wingstop, Chipotle, CAVA on Pace ...
3-27-2025
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Tracking Traffic Across 55 Concepts Through March 23rd...
Tracking Traffic Across 55 Concepts Through March 23rd - Sector Growth Bounces Back to +LSD% Rang...
3-26-2025
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Domino's Pizza Inc - Domino’s Card Sales Growth...
Domino's Pizza Inc - Domino’s Card Sales Growth Further Accelerates in Second Week of the Stuffed...
3-24-2025
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Darden Restaurants - DRI Pointing to +3% SSS in Q4: All...
Darden Restaurants - DRI Pointing to +3% SSS in Q4: All Eyes on Response to Return of OG’s Buy-On...
3-20-2025

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