Jeff Farmer, CFA
Senior Analyst, Restaurants

Keyword

Tickers

Clear search
⬤
EAT: Brinker International - Guidance Unlikely to...
EAT: Brinker International - Guidance Unlikely to Materially Move St. #s: Stay Hold, But See Chea...
8-16-2023
⬤
JACK: Jack in the Box - Model Update
JACK: Jack in the Box - Model Update
8-10-2023
⬤
Tracking Traffic Across 30 Concepts Through August 6th...
Tracking Traffic Across 30 Concepts Through August 6th - Sector Traffic Has Seen a 5-Wk Run of Mo...
8-10-2023
⬤
WEN: Wendy's - Modest SSS Miss Offset by EPS/EBITDA...
WEN: Wendy's - Modest SSS Miss Offset by EPS/EBITDA Upside. Valuation Discount & More Aggressive ...
8-9-2023
⬤
BROS: Dutch Bros Inc. - EBITDA/EPS #’s Moving Up;...
BROS: Dutch Bros Inc. - EBITDA/EPS #’s Moving Up; Outlined Actions Across Development, Liquidity ...
8-9-2023
⬤
YUM: Yum! Brands - YUM Model Update
YUM: Yum! Brands - YUM Model Update
8-4-2023
⬤
Tracking Traffic Across 30 Concepts Through July 30th -...
Tracking Traffic Across 30 Concepts Through July 30th - Traffic Trends Soften vs. Prior Week: Cas...
8-4-2023
⬤
SHAK: Shake Shack - Big Margin Upside Partially Offset...
SHAK: Shake Shack - Big Margin Upside Partially Offset by SSS Miss; See Margin Recovery Slowing i...
8-3-2023
⬤
CAKE: Cheesecake Factory - Stronger RL Margins Offset...
CAKE: Cheesecake Factory - Stronger RL Margins Offset SSS Shortfall; Guidance Tweaks Unlikely to ...
8-2-2023
⬤
WING: Wingstop - Q3 SSS & EPS Upside; SSS Will Slow...
WING: Wingstop - Q3 SSS & EPS Upside; SSS Will Slow in 2H23/2024, But WING Fundamentals Will Rema...
8-2-2023
⬤
SBUX: Starbucks Corp - Q3 Offered Fodder for Bears...
SBUX: Starbucks Corp - Q3 Offered Fodder for Bears & Bulls; We Remain in Bull Camp & See SBUX Del...
8-2-2023
⬤
BLMN: Bloomin Brands, Inc. - Q2 Solid. We See Smaller...
BLMN: Bloomin Brands, Inc. - Q2 Solid. We See Smaller Oppty to Deliver 2H23 Upside; 2024 EPS/EBIT...
8-1-2023
⬤
BJRI: BJ's Restaurants - Cost Initiatives Gaining...
BJRI: BJ's Restaurants - Cost Initiatives Gaining Traction, LSD% Traffic Declines Persist into Ju...
7-28-2023
⬤
TXRH: Texas Roadhouse - Q2 Offers Fodder for Bulls...
TXRH: Texas Roadhouse - Q2 Offers Fodder for Bulls (Best-in-Class SSS) & Bears (Margin Shortfall)...
7-27-2023
⬤
MCD: McDonald's - Another Quarter of Big SSS &...
MCD: McDonald's - Another Quarter of Big SSS & EPS Upside; MCD Pointed to Moderating SSS Growth i...
7-27-2023
⬤
CMG: Chipotle - Street #’s Coming Down w/...
CMG: Chipotle - Street #’s Coming Down w/ Greater-than-Expected Cost Outlook; Remain Bulls w/ CMG...
7-26-2023
⬤
Tracking Traffic Across 30 Concepts Through July 23rd -...
Tracking Traffic Across 30 Concepts Through July 23rd - Sector Traffic Down 2% Yr/Yr, Matching Pr...
7-26-2023
⬤
DPZ: Domino's Pizza Inc - Q2 SSS as Expected,...
DPZ: Domino's Pizza Inc - Q2 SSS as Expected, Similar SSS on Way in Q3. Big Fans of Uber Partners...
7-24-2023
⬤
Q2 Restaurant Sector Preview - Upside/Downside...
Q2 Restaurant Sector Preview - Upside/Downside Expectations, Fundamental Themes, Valuation Dynami...
7-24-2023
⬤
Tracking Traffic Across 30 Concepts Through July 16th -...
Tracking Traffic Across 30 Concepts Through July 16th - Sector Traffic Declines Hold at 2% (Casua...
7-20-2023

Contact us here for help accessing content or arranging a relationship with our firm.