Jeff Farmer, CFA
Senior Analyst, Restaurants

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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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Tracking Traffic Across 55 Concepts Through May 25th -...
Tracking Traffic Across 55 Concepts Through May 25th - Growth Gap Between the Haves (Casual Dinin...
5-28-2025
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The Heat Check (5/18): Sales Growth Heat Map for 50...
The Heat Check (5/18): Sales Growth Heat Map for 50 Concepts - Sector Card Sales Growth Improves:...
5-27-2025
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Restaurant Sector Menu Pricing Quarterly: Spring 2025 -...
Restaurant Sector Menu Pricing Quarterly: Spring 2025 - Chili’s, CAVA, Dutch Bros Least Reliant o...
5-22-2025
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Tracking Traffic Across 55 Concepts Through May 18th -...
Tracking Traffic Across 55 Concepts Through May 18th - Sector Traffic Flat Yr/Yr, Ticking Up vs. ...
5-22-2025
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The Heat Check (5/11): Sales Growth Heat Map for 50...
The Heat Check (5/11): Sales Growth Heat Map for 50 Concepts - Sector Sales Growth Slows vs. Prio...
5-19-2025
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Shining a Light on Restaurant Sector Dynamics Moving...
Shining a Light on Restaurant Sector Dynamics Moving into 2H25 - Risk-Off/Risk-On Share Price Mov...
5-19-2025
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Jack in the Box - Little News w/ Q2 SSS & Guidance...
Jack in the Box - Little News w/ Q2 SSS & Guidance Revision Pre-Released. Q3 QTD SSS Remain Under...
5-14-2025
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Tracking Traffic Across 55 Concepts Through May 11th -...
Tracking Traffic Across 55 Concepts Through May 11th - Sector Growth Slows, Casual Dining Outperf...
5-14-2025
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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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