Jeff Farmer, CFA
Senior Analyst, Restaurants

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MCD: McDonald's - Accelerating Unit Development: A...
MCD: McDonald's - Accelerating Unit Development: A Near-term Share Price Catalyst and Long-term V...
1-30-2023
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SBUX: Starbucks Corp - Expect Inline Q1 & Bullish...
SBUX: Starbucks Corp - Expect Inline Q1 & Bullish U.S. “Reinvention” Update Across Speed of Servi...
1-26-2023
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Tracking Traffic Across 30 Concepts Through January...
Tracking Traffic Across 30 Concepts Through January 22nd - Yr/Yr Traffic Growth Remains Big, But ...
1-25-2023
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CMG: Chipotle - Expect Largely Inline Q4; Jan. SSS Will...
CMG: Chipotle - Expect Largely Inline Q4; Jan. SSS Will Be Solid Lapping Omicron. Stay Buy w/ Mar...
1-24-2023
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MCD: McDonald's - Expect Q4 SSS/EPS Upside;...
MCD: McDonald's - Expect Q4 SSS/EPS Upside; “Accelerating the Arches 2.0” Detail Likely Modest, B...
1-24-2023
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Farmer’s Growth Restaurant Almanac: Winter 2023 -...
Farmer’s Growth Restaurant Almanac: Winter 2023 - Growth Restaurant Stocks Have Seen a Big Bounce...
1-23-2023
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Tracking Traffic Across 30 Concepts Through January...
Tracking Traffic Across 30 Concepts Through January 15th - Restaurants Deliver Another Week of St...
1-18-2023
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What’s Discounted, Drivers to Watch, How We See Group...
What’s Discounted, Drivers to Watch, How We See Group Trading - 2023 Restaurant Outlook: Upgradin...
1-17-2023
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WEN: Wendy's - Lot of Pieces, But Net Positive: LBO...
WEN: Wendy's - Lot of Pieces, But Net Positive: LBO Off Table (Few Surprised), SSS Resilient, Mov...
1-13-2023
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Tracking Traffic Across 30 Concepts Through January 8th...
Tracking Traffic Across 30 Concepts Through January 8th - Yr/Yr Traffic Sees Big Tailwind from Ca...
1-11-2023
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ICR Day Two Quick Hits - Quieter Day 2. Common Themes...
ICR Day Two Quick Hits - Quieter Day 2. Common Themes Unchanged: Omicron-Lap SSS Tailwinds, MSD-H...
1-10-2023
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ICR Pre-Release Quick Hits - SSS Modestly Ahead of...
ICR Pre-Release Quick Hits - SSS Modestly Ahead of Street for Most. Little New News, But Big Shar...
1-9-2023
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December Jobs & November JOLTS Report: Restaurant...
December Jobs & November JOLTS Report: Restaurant Focus - Solid Sector Data: Job Growth Supports ...
1-6-2023
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Tracking Traffic Across 30 Concepts Through January 1st...
Tracking Traffic Across 30 Concepts Through January 1st - Last 2 Weeks of 2022 a Noisy Period w/ ...
1-5-2023
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Tracking Traffic Across 30 Concepts Through December...
Tracking Traffic Across 30 Concepts Through December 18th - Traffic Softening, But Poised to Infl...
12-22-2022
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PLAY: Dave & Buster's - CFO Meeting Highlights:...
PLAY: Dave & Buster's - CFO Meeting Highlights: Amusement Business Demand Resiliency Underappreci...
12-20-2022
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DRI: Darden Restaurants - DRI Delivers Impressive 2Q,...
DRI: Darden Restaurants - DRI Delivers Impressive 2Q, but Impressive Expected w/ Investors Well A...
12-16-2022
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DRI: Darden Restaurants - Looking for: (1) Modest EPS...
DRI: Darden Restaurants - Looking for: (1) Modest EPS Shortfall w/ Stronger SSS (Return of NEPB) ...
12-13-2022
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CMG: Chipotle - CFO Meeting Takes: Throughput-Driven...
CMG: Chipotle - CFO Meeting Takes: Throughput-Driven Traffic Growth Opportunity is Large; Affirms...
12-13-2022
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PLAY: Dave & Buster's - QTD SSS Moderate vs....
PLAY: Dave & Buster's - QTD SSS Moderate vs. Q3, See as Low-Water Mark w/ Special Event Biz Back ...
12-7-2022

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