Jeff Farmer, CFA
Senior Analyst, Restaurants

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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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Tracking Traffic Across 55 Concepts Through January...
Tracking Traffic Across 55 Concepts Through January 26th - Trailing 2 Week Growth Modestly Improv...
1-30-2025
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Brinker International - New Customer Adoption/Increased...
Brinker International - New Customer Adoption/Increased Visit Frequency Momentum Showing No Signs...
1-29-2025
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Starbucks Corp - Solid Early U.S. Turnaround Progress....
Starbucks Corp - Solid Early U.S. Turnaround Progress. EPS/EBITDA Headwinds and Elevated Valuatio...
1-28-2025
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Chipotle - Expect In-line EPS/Modest SSS Miss, Intro of...
Chipotle - Expect In-line EPS/Modest SSS Miss, Intro of Q1 RL Margin Guidance Below Street. See T...
1-28-2025
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McDonald's - First 2 Weeks of McValue a Modest...
McDonald's - First 2 Weeks of McValue a Modest Traffic/Sales Growth Tailwind. Relative Growth vs....
1-27-2025
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Tracking Traffic Across 55 Concepts Through January...
Tracking Traffic Across 55 Concepts Through January 19th - Traffic Growth Up Big Lapping Easiest ...
1-23-2025
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Starbucks Corp - Expect Modest F1Q EPS/SSS Shortfall –...
Starbucks Corp - Expect Modest F1Q EPS/SSS Shortfall – U.S. & China Transaction Trends Remain Und...
1-22-2025
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Brinker International - EAT Discounting Big...
Brinker International - EAT Discounting Big Upside/Guidance Revision - We See it Being Delivered....
1-17-2025
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Tracking Traffic Across 55 Concepts Through January...
Tracking Traffic Across 55 Concepts Through January 12th - Sector Traffic Growth Slows. McDonald’...
1-16-2025
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Closer Look at 4Q Street SSS Ests vs. Card Sales &...
Closer Look at 4Q Street SSS Ests vs. Card Sales & Traffic Growth - The 4Q Data Points to SSS Ups...
1-16-2025
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Shake Shack - 4Q Upside Across the Board. 3-Year EBITDA...
Shake Shack - 4Q Upside Across the Board. 3-Year EBITDA Growth Target Sits Below Street, But We S...
1-13-2025
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2025 ICR Conference Pre-Release Quick Hits - Of the 7...
2025 ICR Conference Pre-Release Quick Hits - Of the 7 Companies Pre-Releasing 4Q SSS – 6 Posted U...
1-13-2025
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Tracking Traffic Across 55 Concepts Through January 5th...
Tracking Traffic Across 55 Concepts Through January 5th - Sector Growth Across Trailing-3 Week Pe...
1-9-2025
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2025 Outlook: Our View on Positioning & Drivers to...
2025 Outlook: Our View on Positioning & Drivers to Watch - Upgrading SHAK to Buy & BJRI to Hold, ...
1-8-2025
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McDonald's - $5 Meal Deal Case Studies Point to...
McDonald's - $5 Meal Deal Case Studies Point to Tangible Sales/Traffic & Market Share Inflection ...
1-6-2025
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Tracking Traffic Across 55 Concepts Through December...
Tracking Traffic Across 55 Concepts Through December 29th - Traffic +1.3% Over Last 2 Weeks of ’2...
1-2-2025

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