Jeff Farmer, CFA
Senior Analyst, Restaurants

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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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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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