David Palmer

Senior Managing Director & Analyst, Restaurants and Food Producers, Evercore

Search every verified David Palmer interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. David Palmer, Senior Managing Director and Analyst covering restaurants and food producers at Evercore, appeared on episode 65 of The Real Eisman Playbook podcast, hosted by Steve Eisman, to discuss the state of the American consumer and stock opportunities in his coverage areas. During the conversation, Palmer described restaurant spending as divided into three roughly equal buckets by income cohort—under $50,000, $50,000 to $100,000, and over $100,000—noting that many people are surprised by the relatively low-income distribution. He also discussed challenges facing traditional food companies, attributing structural headwinds to the rise of protein-focused diets and GLP-1 drugs, and identified cocoa-exposed companies such as Mondelez and Hershey as outperform-rated longs due to an anticipated flow-through of cocoa price relief into 2027. Palmer referenced Campbell Soup's recent report, which guided to 2–3% inflation for fiscal 2027 before other factors.