Jeff Farmer, CFA
Senior Analyst, Restaurants

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Casual Dining Closure Update: 41 State Mandates (90%...
Casual Dining Closure Update: 41 State Mandates (90% U.S. Pop) - Statewide Restaurant Closure Man...
3-23-2020
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Social Distancing Restaurant Consumer Survey: Week 2 -...
Social Distancing Restaurant Consumer Survey: Week 2 - Tracking the Restaurant Consumer Response ...
3-23-2020
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DRI: Darden Restaurants - Market Was Braced for Scary...
DRI: Darden Restaurants - Market Was Braced for Scary SSS & Got Them: Clarity on Liquidity, Cash ...
3-19-2020
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DRI: Darden Restaurants - Guidance Pulled, $1B in Cash...
DRI: Darden Restaurants - Guidance Pulled, $1B in Cash on Balance Sheet: All Eyes on Closure Deta...
3-19-2020
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Casual Dining Doors Closing Quickly – What We Know Now -...
Casual Dining Doors Closing Quickly – What We Know Now - Pace of Statewide Restaurant Closure Man...
3-18-2020
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MCD: McDonald's - MCD Closing U.S. Restaurant...
MCD: McDonald's - MCD Closing U.S. Restaurant Interiors: With 75% of Sales Coming Through Drive T...
3-17-2020
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Analyzing the Impact of COVID-19 on Third-party Delivery...
Analyzing the Impact of COVID-19 on Third-party Delivery - Restaurant Delivery Demand Hampered by...
3-16-2020
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DRI: Darden Restaurants - We Expect DRI to: Point to DD%...
DRI: Darden Restaurants - We Expect DRI to: Point to DD% SSS Declines in Recent Days, Outline Pot...
3-16-2020
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GRUB: Grubhub Inc - Quick Hits on GRUB's COVID-19...
GRUB: Grubhub Inc - Quick Hits on GRUB's COVID-19 Restaurant Relief Efforts
3-13-2020
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Restaurant SSS & Recessions: Burgers & Pizza...
Restaurant SSS & Recessions: Burgers & Pizza Most Resilient - Sector Sell Off Has Seen Models wit...
3-12-2020
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Sifting Through the Consumer-Facing Sector Sell Off -...
Sifting Through the Consumer-Facing Sector Sell Off - Where Have Quality Fundamentals and/or SSS ...
3-9-2020
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SBUX: Starbucks Corp - China Coronavirus Update No Worse...
SBUX: Starbucks Corp - China Coronavirus Update No Worse Than Feared; U.S. Concerns are Mounting ...
3-5-2020
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Which Concepts Are Growing Customer Counts and How? -...
Which Concepts Are Growing Customer Counts and How? - Traffic Growth Remains Elusive for Most: WI...
3-5-2020
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DPZ: Domino's Pizza Inc - U.S. SSS Finding Stable...
DPZ: Domino's Pizza Inc - U.S. SSS Finding Stable Ground, But Valuation Premium Outpacing Fundame...
2-28-2020
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GRUB: Grubhub Inc - Our Thoughts on Grubhub’s Membership...
GRUB: Grubhub Inc - Our Thoughts on Grubhub’s Membership Launch and Management Call Quick Hits
2-26-2020
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WEN: Wendy's - Impressive SSS Momentum to End the...
WEN: Wendy's - Impressive SSS Momentum to End the Year; We Continue to Expect a Material Breakfas...
2-26-2020
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RRGB: Red Robin - We See RRGB’s Turnaround Strategy as...
RRGB: Red Robin - We See RRGB’s Turnaround Strategy as High Risk/Modest Reward: Ongoing Investor ...
2-25-2020
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CBRL: Cracker Barrel - With Holiday SSS Inflection in...
CBRL: Cracker Barrel - With Holiday SSS Inflection in Rear View Mirror – We See Decelerating SSS ...
2-25-2020
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CBRL: Cracker Barrel - F2Q20 SSS See Big Benefit from...
CBRL: Cracker Barrel - F2Q20 SSS See Big Benefit from Strong January Segment Trends & 15% Heat n’...
2-25-2020
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TXRH: Texas Roadhouse - 4Q Impresses; See Jump in...
TXRH: Texas Roadhouse - 4Q Impresses; See Jump in Valuation Premium as Short Lived w/ Cost Pressu...
2-20-2020

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