Jeff Farmer, CFA
Senior Analyst, Restaurants

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The Heat Check (5/4): Sales Growth Heat Map for 50...
The Heat Check (5/4): Sales Growth Heat Map for 50 Concepts - Standouts for Week-Ended 5/4 – Acro...
5-12-2025
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In Their Own Words: Tariff Impact as Seen by 20...
In Their Own Words: Tariff Impact as Seen by 20 Restaurant Cos. - U.S. Company-Owned Models Expec...
5-9-2025
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Texas Roadhouse - SSS Build into 2Q w/ Roadhouse...
Texas Roadhouse - SSS Build into 2Q w/ Roadhouse Customer Shrugging Off Macro. RL Margin Pressure...
5-8-2025
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Dutch Bros Inc. - BROS Holding ‘25 Guidance in Place...
Dutch Bros Inc. - BROS Holding ‘25 Guidance in Place for Now, But We See it Moving Higher. Long L...
5-8-2025
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Bloomin Brands, Inc. - BLMN Candid in Assessment of...
Bloomin Brands, Inc. - BLMN Candid in Assessment of Outback’s Market Share Donor Status. Valuatio...
5-7-2025
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Tracking Traffic Across 55 Concepts Through May 4th -...
Tracking Traffic Across 55 Concepts Through May 4th - Sector Growth Rate Slows Modestly to +0.9%:...
5-7-2025
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Restaurant Consumer Demand Mosaic: Piecing it All...
Restaurant Consumer Demand Mosaic: Piecing it All Together - Updates From 15 Companies Point to T...
5-6-2025
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The Heat Check: Sales Growth Heat Map Across 50...
The Heat Check: Sales Growth Heat Map Across 50 Concepts - Standouts for Week-Ended 4/27 – Across...
5-5-2025
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April Jobs: The State of the U.S. Restaurant Sector...
April Jobs: The State of the U.S. Restaurant Sector Labor Market - Mixed Bag - More Good Than Bad...
5-2-2025
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Wendy's - 1Q25 Model Update
Wendy's - 1Q25 Model Update
5-2-2025
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BJ's Restaurants - BJRI Model Update
BJ's Restaurants - BJRI Model Update
5-1-2025
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Shake Shack - The Q1 Comp Number Was Ugly, but SHAK’s...
Shake Shack - The Q1 Comp Number Was Ugly, but SHAK’s EBITDA Growth Resiliency on Full Display & ...
5-1-2025
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McDonald's - 1Q SSS Underwhelm & Headwinds...
McDonald's - 1Q SSS Underwhelm & Headwinds Building – But We Like Shares w/ Top Line Efforts Inte...
5-1-2025
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Yum! Brands - YUM Model Update
Yum! Brands - YUM Model Update
5-1-2025
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Cheesecake Factory - CAKE Delivered a Solid Q1 &...
Cheesecake Factory - CAKE Delivered a Solid Q1 & Has Seen a Resilient Customer YTD, but is Opting...
4-30-2025
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Wingstop - WING Sees Q2 SSS as Low-Water Mark – We...
Wingstop - WING Sees Q2 SSS as Low-Water Mark – We Agree. SSS Guidance Update Disappoints, But We...
4-30-2025
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Tracking Traffic Across 55 Concepts Through April 27th...
Tracking Traffic Across 55 Concepts Through April 27th - Traffic +1.9% Yr/Yr, Bouncing Back from ...
4-30-2025
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Starbucks Corp - SBUX Model Update
Starbucks Corp - SBUX Model Update
4-30-2025
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Starbucks Corp - Turnaround Plan Taking Shape, But...
Starbucks Corp - Turnaround Plan Taking Shape, But Outweighed by Uncertainty w/ Timelines & Profi...
4-29-2025
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Brinker International - Revision Pace Will Slow in ’26,...
Brinker International - Revision Pace Will Slow in ’26, But We See Plenty of Room for Upside Rela...
4-29-2025

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