Jeff Farmer, CFA
Senior Analyst, Restaurants

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Tracking Traffic Across 55 Concepts Through March 16th...
Tracking Traffic Across 55 Concepts Through March 16th - Growth Moderates vs. Run Rate; OG & LH D...
3-20-2025
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Restaurant Sector Revision Momentum Monitor: March 2025...
Restaurant Sector Revision Momentum Monitor: March 2025 - Our 25 Company, Multi-quarter Analysis ...
3-19-2025
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Domino's Pizza Inc - Stuffed Crust Pizza Launch Has...
Domino's Pizza Inc - Stuffed Crust Pizza Launch Has a Solid First Week with Domino’s Absolute & R...
3-17-2025
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Restaurant Consumer Macro Monitor: March 2025 - Jobs...
Restaurant Consumer Macro Monitor: March 2025 - Jobs Solid, But Disposable Income & Consumer Conf...
3-14-2025
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Tracking Traffic Across 55 Concepts Through March 9th ...
Tracking Traffic Across 55 Concepts Through March 9th - Sector Traffic Declines Return; Chipotle...
3-14-2025
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2025 Restaurant Sector Unit Growth Landscape - 2025...
2025 Restaurant Sector Unit Growth Landscape - 2025 Unit Development Guidance for 30 Companies: B...
3-12-2025
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Darden Restaurants - Expect F3Q SSS Miss w/ Weather Not...
Darden Restaurants - Expect F3Q SSS Miss w/ Weather Not Captured by Street #’s; DRI Shares Remark...
3-11-2025
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1QE Street SSS vs. Card Sales & Traffic Growth...
1QE Street SSS vs. Card Sales & Traffic Growth Through February - Data Through First 9 Weeks of 1...
3-10-2025
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Cracker Barrel - Solid Quarter of Progress Against a...
Cracker Barrel - Solid Quarter of Progress Against a Long List of Initiatives; Road Ahead Remains...
3-6-2025
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Tracking Traffic Across 55 Concepts Through March 2nd -...
Tracking Traffic Across 55 Concepts Through March 2nd - Traffic Growth Jumps in Late Feb./Early M...
3-6-2025
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Restaurant Sector Menu Pricing Quarterly: Winter...
Restaurant Sector Menu Pricing Quarterly: Winter ‘24/’25 - Chili’s, CAVA, Wingstop, Roadhouse & B...
3-4-2025
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Bloomin Brands, Inc. - BLMN Model Update
Bloomin Brands, Inc. - BLMN Model Update
3-2-2025
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Tracking Traffic Across 55 Concepts Through February...
Tracking Traffic Across 55 Concepts Through February 23rd - Weather Amplifying Traffic Declines, ...
2-27-2025
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Peeling Back Layers of Feb. SSS Swoon Reveals Anxious...
Peeling Back Layers of Feb. SSS Swoon Reveals Anxious Consumer - Moving Past Calendar/Weather Hea...
2-26-2025
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Jack in the Box - JACK Model Update
Jack in the Box - JACK Model Update
2-25-2025
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Domino's Pizza Inc - Q4 Underwhelms as Expected;...
Domino's Pizza Inc - Q4 Underwhelms as Expected; See Top Line Building Across ’25 Driven by Stuff...
2-24-2025
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BJ's Restaurants - 4Q24 Model Update
BJ's Restaurants - 4Q24 Model Update
2-21-2025
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Cheesecake Factory - CAKE Model Update
Cheesecake Factory - CAKE Model Update
2-20-2025
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Texas Roadhouse - Tough YTD Start Attributed to...
Texas Roadhouse - Tough YTD Start Attributed to Weather/Shifts: Regardless, 2025E Street #s Comin...
2-20-2025
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Shake Shack - Q1 SSS Choppy, But Solid Considering List...
Shake Shack - Q1 SSS Choppy, But Solid Considering List of Headwinds; Margin Expansion Momentum P...
2-20-2025

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