Restaurants RESEARCH

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Jeff Farmer, CFA

Senior Analyst, Restaurants

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November Jobs & October JOLTS Report: Restaurant...

November Jobs & October JOLTS Report: Restaurant Focus - Restaurant Job Openings Fall at Greater ...

12-8-2023

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DPZ: Domino's Pizza Inc - 10 Investor Day Takes:...

DPZ: Domino's Pizza Inc - 10 Investor Day Takes: Compelling Case Laid Out for Both SSS & Unit Gro...

12-7-2023

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MCD: McDonald's - Development Acceleration...

MCD: McDonald's - Development Acceleration Appreciated, But Share Gain Oppties That Come w/ Incre...

12-6-2023

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Tracking Traffic Across 30 Concepts Through December...

Tracking Traffic Across 30 Concepts Through December 3rd - Sector Traffic Growth Declines Moderat...

12-6-2023

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PLAY: Dave & Buster's - Long List of SSS/EBITDA...

PLAY: Dave & Buster's - Long List of SSS/EBITDA Initiatives in Earliest Stages – at 5x EBITDA: Li...

12-5-2023

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CBRL: Cracker Barrel - Model Update

CBRL: Cracker Barrel - Model Update

12-4-2023

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Tracking Traffic Across 30 Concepts Through November...

Tracking Traffic Across 30 Concepts Through November 26th - Yr/Yr Traffic Growth Softens Sequenti...

11-29-2023

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SHAK: Shake Shack - CFO Meeting: Customers Responding...

SHAK: Shake Shack - CFO Meeting: Customers Responding to Advertising; Improved Staffing Viewed as...

11-28-2023

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BROS: Dutch Bros Inc. - CEO & CFO Meeting:...

BROS: Dutch Bros Inc. - CEO & CFO Meeting: Opportunities Across Loyalty, Marketing & Throughput; ...

11-27-2023

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Tracking Traffic Across 30 Concepts Through November...

Tracking Traffic Across 30 Concepts Through November 19th - Traffic Growth Remains Volatile, But ...

11-22-2023

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JACK: Jack in the Box - Sell Off Has Investor...

JACK: Jack in the Box - Sell Off Has Investor Attention, But So Does Show-Me Story Nature of Reki...

11-21-2023

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TXRH: Texas Roadhouse - Meeting Highlights: Beef...

TXRH: Texas Roadhouse - Meeting Highlights: Beef Uncertainty Persists, but Margin Expansion Poten...

11-21-2023

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DPZ: Domino's Pizza Inc - CFO Meeting Takes: Tone...

DPZ: Domino's Pizza Inc - CFO Meeting Takes: Tone Suggests Continued Confidence in Trio of Sales ...

11-20-2023

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Tracking Traffic Across 30 Concepts Through November...

Tracking Traffic Across 30 Concepts Through November 5th - Both Casual Dining & Quick Service Tra...

11-8-2023

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BROS: Dutch Bros Inc. - Big Q3 Upside, Street #’s...

BROS: Dutch Bros Inc. - Big Q3 Upside, Street #’s Moving Higher. Significant Strides Have Been Ma...

11-7-2023

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Model Updates - Model Updates

Model Updates - Model Updates

11-3-2023

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BLMN: Bloomin Brands, Inc. - Intensifying Consumer...

BLMN: Bloomin Brands, Inc. - Intensifying Consumer Headwinds & Promotional Environment Likely to ...

11-3-2023

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SBUX: Starbucks Corp - Q4 Earnings & Reinvention...

SBUX: Starbucks Corp - Q4 Earnings & Reinvention Update Showcase U.S. SSS Strength & Plan to Sust...

11-3-2023

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SHAK: Shake Shack - SSS Miss Partially Offset by Margin...

SHAK: Shake Shack - SSS Miss Partially Offset by Margin Upside; With Pricing Moderating - Inves...

11-2-2023

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WING: Wingstop - WING Delivers Q3 Upside Across Board -...

WING: Wingstop - WING Delivers Q3 Upside Across Board - ‘23/’24 Street #s Moving Higher; Expect U...

11-1-2023

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