Jeff Farmer, CFA
Senior Analyst, Restaurants

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Shake Shack - CFO Meeting: Sharpened Focus on Menu...
Shake Shack - CFO Meeting: Sharpened Focus on Menu Innovation, Advertising, Ops & Throughput are ...
11-7-2024
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Dutch Bros Inc. - A Solid Beat & Raise Quarter: We...
Dutch Bros Inc. - A Solid Beat & Raise Quarter: We See More to Come w/ Advertising Impactful & Mo...
11-6-2024
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Tracking Traffic Across 55 Concepts Through November...
Tracking Traffic Across 55 Concepts Through November 3rd - Sector Traffic Growth Slows to +0.6 Y/...
11-6-2024
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Yum! Brands - Q3 Underwhelms & We See More of Same...
Yum! Brands - Q3 Underwhelms & We See More of Same into 1H25. Expect KFC & PH Demand Headwinds to...
11-5-2024
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Bloomin Brands, Inc. - Expect: (1) In-line EPS, (2) SSS...
Bloomin Brands, Inc. - Expect: (1) In-line EPS, (2) SSS Miss & (3) BLMN to Point to Low-End of EP...
11-5-2024
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BJ's Restaurants - BJRI 3Q24 Model Update
BJ's Restaurants - BJRI 3Q24 Model Update
11-4-2024
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Tracking Traffic Across 55 Concepts Through October...
Tracking Traffic Across 55 Concepts Through October 27th - Sector Growth Remains Above Aug/Sep Ru...
10-31-2024
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Shake Shack - Q3 Impresses, ’24 & ’25 Street #s...
Shake Shack - Q3 Impresses, ’24 & ’25 Street #s Moving Higher; See Continued Momentum, but Balanc...
10-30-2024
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Wingstop - WING Shares Take Gut Punch in Response to...
Wingstop - WING Shares Take Gut Punch in Response to Greater-Than-Expected Q4 SSS Moderation. See...
10-30-2024
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Brinker International - Brinker Delivers a Big Beat...
Brinker International - Brinker Delivers a Big Beat & Raise Quarter; We See More to Come with Chi...
10-30-2024
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McDonald's - E.coli Foot Traffic Update #3:...
McDonald's - E.coli Foot Traffic Update #3: McDonald’s U.S. Traffic -6.3% Yr/Yr on 10/27 – Improv...
10-30-2024
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Chipotle - Q3 a Bit Ho-Hum, but We See Street #s...
Chipotle - Q3 a Bit Ho-Hum, but We See Street #s Ticking Up w/ LSD-MSD% Transaction Growth Poised...
10-30-2024
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Cheesecake Factory - Q3 Upside Delivered, ’25 Guidance...
Cheesecake Factory - Q3 Upside Delivered, ’25 Guidance Likely to Push Street #s Higher: Margin Re...
10-29-2024
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McDonald's - Q3 SSS Underwhelm, but We’re...
McDonald's - Q3 SSS Underwhelm, but We’re Constructive w/ Value Efforts Intensifying, E.coli Head...
10-29-2024
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McDonald's - E.coli Foot Traffic Update #2:...
McDonald's - E.coli Foot Traffic Update #2: McDonald’s U.S. Traffic Down 9.1% & 9.5% Yr/Yr on Oct...
10-28-2024
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McDonald's - U.S. Foot Traffic Down ~5% Yr/Yr on...
McDonald's - U.S. Foot Traffic Down ~5% Yr/Yr on 10/23 – Moderating 8 Points vs. Growth Run Rate....
10-26-2024
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Texas Roadhouse - SSS Upside/Tax-Rate Driven EPS Miss....
Texas Roadhouse - SSS Upside/Tax-Rate Driven EPS Miss. Oct. SSS Strong & Franchise Acquisition Co...
10-25-2024
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McDonald's - Lessons from Wendy’s E.coli Outbreak...
McDonald's - Lessons from Wendy’s E.coli Outbreak Drawn from: Weekly Card Sales Growth, Quarterly...
10-24-2024
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Tracking Traffic Across 55 Concepts Through October...
Tracking Traffic Across 55 Concepts Through October 20th - Traffic Growth Has Solid Bounce-Back W...
10-23-2024
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McDonald's - Lessons From CMG’s 2015 E.coli...
McDonald's - Lessons From CMG’s 2015 E.coli Outbreak: Customers Have Short Memories Provided Food...
10-23-2024

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