David Palmer
Analyst
Evercore ISI
Analyst
Evercore
Equibles does not estimate personal net worth.
About David Palmer
David Palmer is recorded as Analyst at Evercore ISI and Analyst at Evercore. David Palmer has spoken on 85 earnings calls and 4 other investor events across 24 companies, most recently for Dominos Pizza Inc on October 13, 2026. Those appearances were for Restaurant Brands International Limited Partnership (RSTRF), Yum Brands Inc (YUM), Conagra Brands Inc. (CAG), Restaurant Brands International Inc. (QSR), Texas Roadhouse, Inc. (TXRH) and 19 other companies. The companies whose calls David Palmer spoke on are classified in the Consumer Cyclical and Consumer Defensive sectors.
David Palmer on recent calls
“I'm wondering how you see Domino's U.S. delivery channel playing out now that third-party delivery has been fully rolled out and might be fully in the base, so to speak.”
“I wanted to ask you about the pricing, the acceptance at retail. How much is that a factor into what you're thinking there? Is your price elasticity modeling just basically a price impact to the consumer in a vacuum of competitors, not also pricing?”
“Maybe a little bit of a follow-up, but just on that, oftentimes you guys will talk about the consumer in general. There's been some nooks and crannies of the restaurant world out there where we're seeing a little bit of easing.”
“I just want to acknowledge, and thanks for all the detail today, I want to acknowledge a question we often get, and that is about product development, idea generation to all the elements of the funnel, and basically the effectiveness of that. you talked about a lot of new things coming yeah you've done a lot of things…”
“I was wondering if you could maybe give us an update or updated thinking about your digital marketing capabilities today and contrast for us what they might look like, say, in some intermediate period in 2027.”
Affiliation history
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Evercore ISI
Analyst
Source not stated
Current -
Evercore
Analyst
Source not stated
Current
Company network
YUM
Restaurants · Consumer Cyclical
Packaged Foods · Consumer Defensive
POST
Packaged Foods · Consumer Defensive
Packaged Foods · Consumer Defensive
HSY
Confectioners · Consumer Defensive
SBUX
Restaurants · Consumer Cyclical
WEN
Restaurants · Consumer Cyclical
Packaged Foods · Consumer Defensive
MCD
Restaurants · Consumer Cyclical
BGS
Packaged Foods · Consumer Defensive
DNUT
Grocery Stores · Consumer Defensive
Packaged Foods · Consumer Defensive
SJM
Packaged Foods · Consumer Defensive
CPB
Packaged Foods · Consumer Defensive