Sign in

Patrick Johnson

Research Analyst at Stifel

Patrick F. Johnson is Vice President/Investments and a CERTIFIED FINANCIAL PLANNER™ at Stifel, based in Sheridan, Wyoming, specializing in personalized wealth management for individuals and families. With a career that began in 2001, he joined Stifel in 2009 after prior roles at Piper Jaffray and UBS, bringing over two decades of industry experience. Johnson holds Series 7 and 66 securities licenses and the CFP® certification, reflecting strong credentials in comprehensive financial planning. While specific performance metrics and company names covered are not publicly disclosed, his focus is on tailored asset allocation strategies and long-term client financial goals.

Patrick Johnson's questions to First Watch Restaurant Group (FWRG) leadership

Patrick Johnson's questions to First Watch Restaurant Group (FWRG) leadership • Q2 2025

Question

Patrick Johnson of Stifel Financial Corp., on for Chris O'Cull, asked for details on marketing spend allocation between existing and new customers and the effectiveness of specific digital channels. He also inquired about the margin drag from new restaurant openings.

Answer

Chief Brand Officer Matt Eisenacher explained that the focus has been on efficiently targeting existing category users through various digital channels, which allows for unique one-to-one targeting. CFO Mel Hope addressed the new unit question, stating that while new restaurants operate at lower margins initially, they often over-index on sales, and this dynamic is a consistent and expected part of their consolidated margin structure.

Ask Fintool Equity Research AI

Patrick Johnson's questions to First Watch Restaurant Group (FWRG) leadership • Q1 2025

Question

Patrick Johnson, on behalf of Chris O'Cull from Stifel, asked about the timing of the Tri-Fecta portion and third-party delivery pricing changes to gauge their full-quarter impact, and requested a breakdown of the drivers behind improved ticket times.

Answer

CFO Mel Hope confirmed the changes were implemented early in January, affecting most of the quarter. CEO Chris Tomasso identified the Kitchen Display System (KDS) as the primary driver of faster ticket times, supplemented by dining room optimization, enhanced busing procedures, and the online waitlist feature.

Ask Fintool Equity Research AI

Patrick Johnson's questions to First Watch Restaurant Group (FWRG) leadership • Q4 2024

Question

Patrick Johnson, on behalf of Chris O'Cull, asked about the anticipated sales mix impact from marketing investments and how the marketing spend would be distributed geographically. He also inquired about learnings from tests targeting new versus existing customers.

Answer

CFO Mel Hope confirmed they do not expect a negative mix impact from marketing. CEO Chris Tomasso explained that marketing spend will be concentrated in markets with the highest restaurant density for efficiency. He added that tests targeting both existing customers for frequency and competitors' customers for trial were successful, and both strategies are incorporated into the 2025 plan.

Ask Fintool Equity Research AI

Patrick Johnson's questions to JACK IN THE BOX (JACK) leadership

Patrick Johnson's questions to JACK IN THE BOX (JACK) leadership • Q2 2025

Question

Patrick Johnson of Stifel inquired about current sales trends at Jack in the Box relative to the Q2 decline, how the brand exited the quarter, and if there were any notable geographic performance differences.

Answer

CEO Lance Tucker stated that Q3 trends were running in line with Q2's performance and guidance, acknowledging a challenging industry environment. Chief Customer and Digital Officer Ryan Ostrom added that the future strategy will focus on core equities like Munchie Meals, innovative curly fry flavors, and compelling value offers to drive sales.

Ask Fintool Equity Research AI

Patrick Johnson's questions to DARDEN RESTAURANTS (DRI) leadership

Patrick Johnson's questions to DARDEN RESTAURANTS (DRI) leadership • Q3 2025

Question

Speaking on behalf of Chris O'Cull, Patrick Johnson requested an update on the pilot of Darden's new point-of-sale (POS) system, including the timeline, brand rollout priorities, and any new capabilities it offers.

Answer

President and CEO Ricardo Cardenas confirmed the new POS is being piloted in two Olive Garden restaurants. He described it as the 'heartbeat' of the restaurant, requiring a careful rollout. The next brand to receive the system will be Chuy's to streamline its integration. Key benefits include a modern coding platform, easier maintenance, hardware flexibility, and very positive feedback from restaurant teams.

Ask Fintool Equity Research AI

Patrick Johnson's questions to Dutch Bros (BROS) leadership

Patrick Johnson's questions to Dutch Bros (BROS) leadership • Q3 2024

Question

Patrick Johnson from Stifel asked for clarification on the Q4 same-store sales guidance, the progression of comps in Q3, and the expected impact from mobile ordering.

Answer

CFO Josh Guenser clarified that the Q4 same-shop sales guidance is 1% to 2%, not flat, and that trends in October were on the higher side of that range. He noted that the guidance incorporates the mobile order trends observed in Q3. CEO Christine Barone added that the Q4 guidance also reflects a one-point tougher year-over-year comparison.

Ask Fintool Equity Research AI

Patrick Johnson's questions to Portillo's (PTLO) leadership

Patrick Johnson's questions to Portillo's (PTLO) leadership • Q3 2024

Question

Patrick Johnson, on for Chris O’Cull of Stifel, asked management to prioritize the levers for improving transaction performance and to discuss their confidence that smaller restaurant formats will not lead to lower sales volumes.

Answer

CEO Michael Osanloo identified key levers as improving throughput, leveraging kiosks, launching a loyalty program, and executing prudent marketing. He expressed confidence in the smaller format's capacity, explaining that kitchens are mocked up and tested by operators to ensure they can handle peak volumes (e.g., $200,000/week) required for a mature Portillo's restaurant.

Ask Fintool Equity Research AI