Jeff Farmer, CFA
Senior Analyst, Restaurants

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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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Wingstop - Growth Algo Reset, Along w/ Valuation....
Wingstop - Growth Algo Reset, Along w/ Valuation. Turbulent Share Price Path to Get There, But We...
2-19-2025
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Tracking Traffic Across 55 Concepts Through February...
Tracking Traffic Across 55 Concepts Through February 16th - Frigid Weekend Temps & Unfavorable Va...
2-19-2025
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Domino's Pizza Inc - Expect a Soft Q4/Early Q1 –...
Domino's Pizza Inc - Expect a Soft Q4/Early Q1 – But See U.S. SSS Momentum Building Across 2025 W...
2-18-2025
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Wendy's - Q4 Numbers and 2025 Guide Largely Met...
Wendy's - Q4 Numbers and 2025 Guide Largely Met Expectations; We See Few NT Drivers of Upward Rev...
2-13-2025
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Tracking Traffic Across 55 Concepts Through February...
Tracking Traffic Across 55 Concepts Through February 9th - A Tough Week for the Sector with a Sh...
2-13-2025
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Dutch Bros Inc. - Long List of Discrete SSS Initiatives...
Dutch Bros Inc. - Long List of Discrete SSS Initiatives Drive Material SSS & EBITDA Upside. We Se...
2-12-2025
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Texas Roadhouse - Looking for: (1) Modest SSS & EPS...
Texas Roadhouse - Looking for: (1) Modest SSS & EPS Shortfall & (2) +5% SSS Through First 7 Wks o...
2-12-2025
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Cheesecake Factory - Looking for Margin-Driven EPS...
Cheesecake Factory - Looking for Margin-Driven EPS Upside & Modest Revenue Miss; See Margin Momen...
2-11-2025
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McDonald's - Solid Early Steps w/ U.S. SSS Efforts,...
McDonald's - Solid Early Steps w/ U.S. SSS Efforts, “Full-Margin Food Innovation” a Focus, Lower-...
2-10-2025
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Yum! Brands - KFC Int’l SSS & YUM EBIT Growth...
Yum! Brands - KFC Int’l SSS & YUM EBIT Growth Resilience Outpace Expectations. Middle East Recove...
2-6-2025
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Tracking Traffic Across 55 Concepts Through February...
Tracking Traffic Across 55 Concepts Through February 2nd - Growth Down Modestly Yr/Yr Lapping Tou...
2-5-2025
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Chipotle - Ok Q4, But Q1 Margin/’25 SSS Guide...
Chipotle - Ok Q4, But Q1 Margin/’25 SSS Guide Underwhelm. Potential Tariff Impact Modest; Honey C...
2-4-2025
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Wingstop - Looking for Modest SSS Miss & Interest...
Wingstop - Looking for Modest SSS Miss & Interest Expense-Driven EPS Miss. Expect Intro of MSD% S...
2-4-2025
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McDonald's - Expect Modest EPS/SSS Miss. Card...
McDonald's - Expect Modest EPS/SSS Miss. Card Sales/Traffic Data Point to Small-Scale Tailwinds F...
2-3-2025

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