Jeff Farmer, CFA
Senior Analyst, Restaurants

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Which Restaurants Are Getting Swept Up in the Polar...
Which Restaurants Are Getting Swept Up in the Polar Vortex? - A Closer Look at Which Companies Ar...
2-1-2019
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MCD: McDonald's - Quick Thoughts from Our MCD...
MCD: McDonald's - Quick Thoughts from Our MCD Management Follow-up Call
1-31-2019
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MCD: McDonald's - 4Q First Look: A lower Tax Rate...
MCD: McDonald's - 4Q First Look: A lower Tax Rate & Int’l Segment Strength Drive EPS Upside. Remo...
1-30-2019
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EAT: Brinker International - Quick Hits from the...
EAT: Brinker International - Quick Hits from the Earnings Call & Our Management Follow-Up Call
1-29-2019
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EAT: Brinker International - A Cautionary Tale for...
EAT: Brinker International - A Cautionary Tale for Casual Dining in 2019? EAT Posts Strong SSS, B...
1-29-2019
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MCD: McDonald's - Looking for In-Line 4Q U.S. SSS...
MCD: McDonald's - Looking for In-Line 4Q U.S. SSS (+2.4%) & Expect Reassurance on Recent Franchis...
1-28-2019
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EAT: Brinker International - Looking for F2Q SSS and EPS...
EAT: Brinker International - Looking for F2Q SSS and EPS Upside with Casual Dining Segment SSS Fi...
1-25-2019
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The Who’s Who of Third-Party Restaurant Delivery Players...
The Who’s Who of Third-Party Restaurant Delivery Players - A Closer Look at the Third-Party Deliv...
1-24-2019
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EAT: Brinker International - Raising F2Q SSS and EPS...
EAT: Brinker International - Raising F2Q SSS and EPS Estimates to Reflect Stronger-than-Expected ...
1-18-2019
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CBRL: Cracker Barrel - Raising F2Q SSS & EPS...
CBRL: Cracker Barrel - Raising F2Q SSS & EPS Estimates to Reflect Heat n’ Serve Price Increase & ...
1-18-2019
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TXRH: Texas Roadhouse - Raising 2Q SSS and EPS Estimates...
TXRH: Texas Roadhouse - Raising 2Q SSS and EPS Estimates to Reflect Stronger-than-Expected Decemb...
1-18-2019
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BLMN: Bloomin Brands, Inc. - Raising 4Q SSS and EPS...
BLMN: Bloomin Brands, Inc. - Raising 4Q SSS and EPS Estimates to Reflect Stronger-than-Expected D...
1-18-2019
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Casual Dining SSS Estimates Too Low Following Strong...
Casual Dining SSS Estimates Too Low Following Strong December - Strong Finish to The Year, But Fa...
1-18-2019
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CMG: Chipotle - CMG ICR Breakout Session and Public...
CMG: Chipotle - CMG ICR Breakout Session and Public Presentation Quick Hits
1-15-2019
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PLAY: Dave & Buster's - PLAY ICR Breakout...
PLAY: Dave & Buster's - PLAY ICR Breakout Session & Public Presentation Quick Hits
1-15-2019
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DRI: Darden Restaurants - DRI ICR Breakout Session &...
DRI: Darden Restaurants - DRI ICR Breakout Session & Public Presentation Quick Hits
1-14-2019
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WING: Wingstop - WING ICR Breakout Session Quick Hits
WING: Wingstop - WING ICR Breakout Session Quick Hits
1-14-2019
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TXRH: Texas Roadhouse - TXRH Breakout Session Quick...
TXRH: Texas Roadhouse - TXRH Breakout Session Quick Hits: 2019 Menu Pricing Expected to Approach ...
1-14-2019
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2019 Sector Outlook: Rotation to EPS & Cash Flow...
2019 Sector Outlook: Rotation to EPS & Cash Flow Visibility - Our Highest Conviction Ratings & Ta...
1-11-2019
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What to Expect at ICR – 4Q SSS from CMG, PLAY & WING...
What to Expect at ICR – 4Q SSS from CMG, PLAY & WING - Looking for Modest SSS Upside from CMG, an...
1-7-2019

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