Jeff Farmer, CFA
Senior Analyst, Restaurants

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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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Starbucks Corp - We Believe Market Was Braced for Weak...
Starbucks Corp - We Believe Market Was Braced for Weak Q4 & Withholding of FY25 Guide; But the Ve...
10-22-2024
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Brinker International - Upside on Tap; See Guidance...
Brinker International - Upside on Tap; See Guidance Moving Higher but Still Conservative. Shares ...
10-22-2024
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McDonald's - Expect In-line EPS & Modest Global...
McDonald's - Expect In-line EPS & Modest Global SSS Upside Driven by Improved U.S. SSS in Aug/Sep...
10-21-2024
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Restaurant Sector Unit Growth Snapshot: Fall 2024 -...
Restaurant Sector Unit Growth Snapshot: Fall 2024 - Unit Development Outlook Across Top-30 Market...
10-18-2024
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Visualizing Recent Restaurant Sector Laggard Catch-Up...
Visualizing Recent Restaurant Sector Laggard Catch-Up Trade - YTD Restaurant Stock Laggards Up 10...
10-18-2024
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Wingstop - Expect In-line SSS, EPS Upside & Reit....
Wingstop - Expect In-line SSS, EPS Upside & Reit. of ’24 Guide. SSS Moderating, But Best-in-Secto...
10-17-2024
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Tracking Traffic Across 55 Concepts Through October...
Tracking Traffic Across 55 Concepts Through October 13th - Sector Traffic Flattish Yr/Yr: Wendy’s...
10-16-2024
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Cheesecake Factory - Expect Modest SSS Miss &...
Cheesecake Factory - Expect Modest SSS Miss & In-Line EPS: Margin Upside Incrementally Challengin...
10-16-2024
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Chipotle - Looking for: (1) Modest SSS/EPS Upside, (2)...
Chipotle - Looking for: (1) Modest SSS/EPS Upside, (2) Intro of Q4 RL Margin Guidance Just Below ...
10-15-2024
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Domino's Pizza Inc - Q3 Soft: SSS Miss Was...
Domino's Pizza Inc - Q3 Soft: SSS Miss Was Appreciated, Store Development Cut Less So. Patience R...
10-10-2024
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Tracking Traffic Across 55 Concepts Through October 6th...
Tracking Traffic Across 55 Concepts Through October 6th - Return to Positive Growth Led by Quick ...
10-9-2024
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Texas Roadhouse - Looking for: (1) In-Line EPS w/...
Texas Roadhouse - Looking for: (1) In-Line EPS w/ Modest SSS Miss Offset by Greater-Than-Expected...
10-9-2024
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Closer Look at 3Q Street SSS Ests vs. Card Sales Growth...
Closer Look at 3Q Street SSS Ests vs. Card Sales Growth Data - 3Q SSS Ests vs. Card Sales Points ...
10-8-2024

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