Jeff Farmer, CFA
Senior Analyst, Restaurants

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SBUX: Starbucks Corp - With EPS/SSS Pre-Announced, F2Q...
SBUX: Starbucks Corp - With EPS/SSS Pre-Announced, F2Q Release Was Short on Big News – All Eyes o...
4-28-2020
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Tracking GA & TN Restaurant Reopenings Through Local...
Tracking GA & TN Restaurant Reopenings Through Local Media - Wide Range of Strategies, but Majori...
4-27-2020
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Citywide Fee Caps A Mounting Third-party Delivery...
Citywide Fee Caps A Mounting Third-party Delivery Headwind - Grubhub and DoorDash Most Exposed to...
4-27-2020
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DPZ: Domino's Pizza Inc - Call Takeaways: April SSS...
DPZ: Domino's Pizza Inc - Call Takeaways: April SSS Tailwinds Set to Benefit Much of Segment; Int...
4-23-2020
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DPZ: Domino's Pizza Inc - U.S. SSS Accelerate in...
DPZ: Domino's Pizza Inc - U.S. SSS Accelerate in April, Int’l Closures Weigh on Sales; Call Focus...
4-23-2020
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Data Points Mounting: Stimulus-Driven Sales Inflection...
Data Points Mounting: Stimulus-Driven Sales Inflection is Here - Can Stimulus Help Bridge Restaur...
4-22-2020
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CMG: Chipotle - Relative SSS & Balance Sheet...
CMG: Chipotle - Relative SSS & Balance Sheet Strength Live Up to Expectations, but Margin & EPS G...
4-21-2020
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Casual Dining Sales Positioned to See Stimulus...
Casual Dining Sales Positioned to See Stimulus Inflection - The 2008 Consumer Stimulus Case Study...
4-21-2020
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DRI: Darden Restaurants - View Equity Raise as...
DRI: Darden Restaurants - View Equity Raise as Offensive: Allows for Continued Investment & Accel...
4-20-2020
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Social Distancing Restaurant Consumer Survey (pt. 5) -...
Social Distancing Restaurant Consumer Survey (pt. 5) - Tracking Restaurant Customer Response to C...
4-20-2020
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Visualizing the Wave of Restaurant Sector SSS Data...
Visualizing the Wave of Restaurant Sector SSS Data Points - COVID Impact on SSS: Tracking Every R...
4-17-2020
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BLMN: Bloomin Brands, Inc. - BLMN Deserves Your...
BLMN: Bloomin Brands, Inc. - BLMN Deserves Your Attention: Strongest Off-Premise Sales in Casual ...
4-16-2020
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JACK: Jack in the Box - JACK Oversold vs. Franchise...
JACK: Jack in the Box - JACK Oversold vs. Franchise Peers: News of SSS That Are Equal or Greater ...
4-15-2020
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RRGB: Red Robin - QTD SSS Offer Few Surprises; Weekly...
RRGB: Red Robin - QTD SSS Offer Few Surprises; Weekly Sales Disclosure Confirms Healthy Consumer ...
4-15-2020
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Casual Dining Web Traffic Points to Still Accelerating...
Casual Dining Web Traffic Points to Still Accelerating Off-Premise - Web Traffic Data Through 4/1...
4-15-2020
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GRUB: Grubhub Inc - GRUB Proving Delivery Not Immune...
GRUB: Grubhub Inc - GRUB Proving Delivery Not Immune from COVID-19; Another Round of Downward EBI...
4-13-2020
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RRGB: Red Robin - Aggressive Cost Control & Facility...
RRGB: Red Robin - Aggressive Cost Control & Facility Borrowing Will Keep RRGB Solvent, but EPS Lo...
4-13-2020
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YUM: Yum! Brands - Updating SSS & EPS for COVID...
YUM: Yum! Brands - Updating SSS & EPS for COVID Impact: More Than Ample Liquidity, But Outsized G...
4-13-2020
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JACK: Jack in the Box - JACK Oversold vs Franchise Peers...
JACK: Jack in the Box - JACK Oversold vs Franchise Peers w/ (1) Sufficient Liquidity, (2) Minimal...
4-13-2020
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SBUX: Starbucks Corp - Store Closure-Driven U.S. SSS...
SBUX: Starbucks Corp - Store Closure-Driven U.S. SSS Trends Ugly, But Will Recover Quickly w/ May...
4-9-2020

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