Jeff Farmer, CFA
Senior Analyst, Restaurants

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Starbucks Corp - Expect Modest F1Q EPS/SSS Shortfall –...
Starbucks Corp - Expect Modest F1Q EPS/SSS Shortfall – U.S. & China Transaction Trends Remain Und...
1-22-2025
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Brinker International - EAT Discounting Big...
Brinker International - EAT Discounting Big Upside/Guidance Revision - We See it Being Delivered....
1-17-2025
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Tracking Traffic Across 55 Concepts Through January...
Tracking Traffic Across 55 Concepts Through January 12th - Sector Traffic Growth Slows. McDonald’...
1-16-2025
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Closer Look at 4Q Street SSS Ests vs. Card Sales &...
Closer Look at 4Q Street SSS Ests vs. Card Sales & Traffic Growth - The 4Q Data Points to SSS Ups...
1-16-2025
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Shake Shack - 4Q Upside Across the Board. 3-Year EBITDA...
Shake Shack - 4Q Upside Across the Board. 3-Year EBITDA Growth Target Sits Below Street, But We S...
1-13-2025
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2025 ICR Conference Pre-Release Quick Hits - Of the 7...
2025 ICR Conference Pre-Release Quick Hits - Of the 7 Companies Pre-Releasing 4Q SSS – 6 Posted U...
1-13-2025
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Tracking Traffic Across 55 Concepts Through January 5th...
Tracking Traffic Across 55 Concepts Through January 5th - Sector Growth Across Trailing-3 Week Pe...
1-9-2025
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2025 Outlook: Our View on Positioning & Drivers to...
2025 Outlook: Our View on Positioning & Drivers to Watch - Upgrading SHAK to Buy & BJRI to Hold, ...
1-8-2025
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McDonald's - $5 Meal Deal Case Studies Point to...
McDonald's - $5 Meal Deal Case Studies Point to Tangible Sales/Traffic & Market Share Inflection ...
1-6-2025
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Tracking Traffic Across 55 Concepts Through December...
Tracking Traffic Across 55 Concepts Through December 29th - Traffic +1.3% Over Last 2 Weeks of ’2...
1-2-2025
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Darden Restaurants - DRI Delivers SSS Upside,...
Darden Restaurants - DRI Delivers SSS Upside, Reiterates EPS Guide, Points to Improving Consumer ...
12-19-2024
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Tracking Traffic Across 55 Concepts Through December...
Tracking Traffic Across 55 Concepts Through December 15th - Sector Traffic Growth Improves vs. Pr...
12-18-2024
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Restaurant Cash-on-Cash Return Deep Dive: December 2024...
Restaurant Cash-on-Cash Return Deep Dive: December 2024 - Chipotle, Wingstop & CAVA Delivering Hi...
12-17-2024
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Tracking Card Sales Across 65 Concepts Through December...
Tracking Card Sales Across 65 Concepts Through December 8th - Sector Sales Growth Moderates vs. T...
12-16-2024
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McDonald's - Closer Look at Traffic Recovery:...
McDonald's - Closer Look at Traffic Recovery: Week-ended 12/8 Saw Growth in E.coli-impacted State...
12-12-2024
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Tracking Traffic Across 55 Concepts Through December...
Tracking Traffic Across 55 Concepts Through December 8th - Sector Growth Moderates vs. Trailing-...
12-11-2024
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Dave & Buster's - Downgrading to Hold: Another...
Dave & Buster's - Downgrading to Hold: Another Q of MSD SSS Declines & Little Traction w/ Turnaro...
12-10-2024
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Darden Restaurants - Expect Modest F2Q SSS & EPS...
Darden Restaurants - Expect Modest F2Q SSS & EPS Miss; See Balanced Risk/Reward With Segment Traf...
12-9-2024
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Nov. Jobs: The State of the U.S. Restaurant Sector...
Nov. Jobs: The State of the U.S. Restaurant Sector Labor Market - Mixed Bag – But More Good Than ...
12-6-2024
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Tracking Traffic Across 55 Concepts Through December...
Tracking Traffic Across 55 Concepts Through December 1st - Growth Improves Over 2-Wks Ended 12/1 ...
12-5-2024

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