Jeff Farmer, CFA
Senior Analyst, Restaurants

Keyword

Tickers

Clear search
⬤
Indoor Dining Suspension Impact on Sales/Traffic...
Indoor Dining Suspension Impact on Sales/Traffic Through 12/12 - Visualizing the Impact of Mounti...
12-15-2020
⬤
PLAY: Dave & Buster's - Market Can See Light at...
PLAY: Dave & Buster's - Market Can See Light at End of Tunnel, but w/ SSS & EBITDA #s Continuing ...
12-10-2020
⬤
SBUX: Starbucks Corp - Investor Day Headlines Impress:...
SBUX: Starbucks Corp - Investor Day Headlines Impress: Increase in LT EPS Guidance & Prospect of ...
12-9-2020
⬤
DRI: Darden Restaurants - In Backdrop of Aggressive...
DRI: Darden Restaurants - In Backdrop of Aggressive Cost Control, We See Street EBITDA #s Moving ...
12-8-2020
⬤
PLAY: Dave & Buster's - Expect F3Q & F4Q...
PLAY: Dave & Buster's - Expect F3Q & F4Q QTD SSS Shortfalls/Downward EBITDA Revisions to Follow; ...
12-7-2020
⬤
CBRL: Cracker Barrel - Mitigation Efforts Weighing on...
CBRL: Cracker Barrel - Mitigation Efforts Weighing on SSS, Peers Poised to See Same; W/ Shares Up...
12-3-2020
⬤
CBRL: Cracker Barrel - EPS Upside Delivered on...
CBRL: Cracker Barrel - EPS Upside Delivered on Pre-announced SSS; QTD SSS Down 20%, Well Below St...
12-3-2020
⬤
SBUX: Starbucks Corp - Investor Day 2020: Return of...
SBUX: Starbucks Corp - Investor Day 2020: Return of Flat U.S. SSS in F2Q Increasingly Demanding, ...
12-3-2020
⬤
Social Distancing Restaurant Consumer Survey Week 38 -...
Social Distancing Restaurant Consumer Survey Week 38 - With Rising Case Counts & Colder Weather, ...
11-30-2020
⬤
Restaurant Sector High Frequency Data Snapshot Through...
Restaurant Sector High Frequency Data Snapshot Through 11/22 - Analysis of 6 Different Sales & Tr...
11-25-2020
⬤
JACK: Jack in the Box - F4Q Impresses from Top to...
JACK: Jack in the Box - F4Q Impresses from Top to Bottom: JACK Poised to Deliver More of the Same...
11-19-2020
⬤
JACK: Jack in the Box - Another Quarter of Significant...
JACK: Jack in the Box - Another Quarter of Significant SSS & EPS Upside; Best-in-Class SSS Contin...
11-18-2020
⬤
Mounting Short-Term Demand Headwinds vs. Vaccine...
Mounting Short-Term Demand Headwinds vs. Vaccine Optimism - With No Idea Which Factor Will Prove ...
11-18-2020
⬤
JACK: Jack in the Box - Looking for F4Q EPS Upside w/...
JACK: Jack in the Box - Looking for F4Q EPS Upside w/ Street Still Underestimating Flow Through o...
11-16-2020
⬤
EAT: Brinker International - Highlights from the...
EAT: Brinker International - Highlights from the GHRA-sponsored Virtual NDR with Brinker Management
11-16-2020
⬤
WING: Wingstop - Highlights from the GHRA-Sponsored...
WING: Wingstop - Highlights from the GHRA-Sponsored Investor Call with Wingstop Management
11-10-2020
⬤
MCD: McDonald's - Digital Dominance on a Global...
MCD: McDonald's - Digital Dominance on a Global Scale Does Not Come Cheap; EPS & EBITDA Ests. Poi...
11-9-2020
⬤
RRGB: Red Robin - RRGB Making Sales Recovery Progress,...
RRGB: Red Robin - RRGB Making Sales Recovery Progress, but Materially Lagging Pace of Peers. Liqu...
11-5-2020
⬤
WEN: Wendy's - Breakfast SSS Contribution...
WEN: Wendy's - Breakfast SSS Contribution Consternation Overdone, Drivers in Place for MSD to HSD...
11-4-2020
⬤
WING: Wingstop - 3Q Flow Though Underwhelmed; Looking...
WING: Wingstop - 3Q Flow Though Underwhelmed; Looking Forward However, We See Return of Free Deli...
11-2-2020

Contact us here for help accessing content or arranging a relationship with our firm.