Company Performance - Texas Roadhouse (NASDAQ: TXRH) missed earnings estimates for the third time in the past four quarters, indicating a potential decline in performance after a previously strong growth period [1] Investment Strategy - The focus is on investing in companies with strong qualitative attributes, purchasing them at attractive prices based on fundamentals, and holding them long-term. This strategy includes a concentrated portfolio aimed at minimizing losses while maximizing exposure to high-potential winners [2]

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Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (State or other jurisdiction of (IRS Employer incorporation or organization) Identification Number) For the quarterly period ended July 1, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-50972 Texas Roadhouse, ...

Texas Roadhouse (TXRH) came out with quarterly earnings of $1.86 per share, missing the Zacks Consensus Estimate of $1.95 per share. This compares to earnings of $1.79 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -4.62%. A quarter ago, it was expected that this restaurant chain would post earnings of $1.75 per share when it actually produced earnings of $1.7, delivering a surprise of -2.86%.Over the last four quarters, the ...

Texas Roadhouse (TXRH) Q2 2025 Earnings Call August 07, 2025 05:00 PM ET Company ParticipantsMichael Bailen - Senior Director & Head - IR and Financial AnalysisGerald Morgan - CEO & DirectorKeith Humpich - Interim CFODavid Palmer - Senior MDLauren Silberman - DirectorDennis Geiger - Equity Research - RestaurantsKelly Merrill - Equity Research AssociateAnisha Datt - Equity Research AVPPeter Saleh - MD - RestaurantsJeff farmer - Managing DirectorBrian Vaccaro - Managing Director - Equity ResearchKaren Holthou ...

Texas Roadhouse (TXRH) Q2 2025 Earnings Call August 07, 2025 05:00 PM ET Speaker0Good evening, and welcome to the Texas Roadhouse Second Quarter Earnings Conference Call. Today's call is being recorded. All participants are now in a listen only mode. After the speakers' remarks, there will be a question and answer session. I would now like to introduce Michael Balen, Head of Investor Relations for Texas Roadhouse.You may begin your conference.Speaker1Thank you, Tamika, and good evening. By now, you should h ...

LOUISVILLE, KY. (August 7, 2025) – Texas Roadhouse, Inc. (NasdaqGS: TXRH), today announced financial results for the 13 and 26 weeks ended July 1, 2025. Financial Results Financial results for the 13 and 26 weeks ended July 1, 2025 and June 25, 2024 were as follows: Exhibit 99.1 Texas Roadhouse, Inc. Announces Second Quarter 2025 Results Declares Quarterly Dividend of $0.68 per Share | ($000's, except per share | 13 Weeks Ended | | | | 26 Weeks Ended | | | | --- | --- | --- | --- | --- | --- | --- | --- | | ...

Core Insights - The article does not provide specific insights or analysis regarding any companies or industries, focusing instead on disclosures and disclaimers related to investment positions and advice [1][2] Group 1 - There is no stock, option, or similar derivative position held by the analyst in any mentioned companies, nor plans to initiate such positions in the next 72 hours [1] - The article expresses personal opinions of the author and does not reflect the views of Seeking Alpha as a whole [2] - The analysts contributing to the article may not be licensed or certified by any regulatory body [2]

Core Viewpoint - Texas Roadhouse is strategically adapting to changing consumer preferences by embracing fast-casual dining trends and implementing innovative measures to enhance customer experience and profitability [2][3][4]. Group 1: Consumer Trends and Company Strategy - Restaurant-goers are increasingly seeking high-quality food and prompt service at reasonable prices, leading to a shift towards fast-casual dining options [1][2]. - Texas Roadhouse is positioning itself to capitalize on this trend by underpricing certain food items to attract budget-conscious consumers while maintaining a diverse menu that includes both affordable and premium options [3][4]. - The company is also focusing on beverage innovation, introducing non-alcoholic drinks that appeal to younger demographics [3]. Group 2: Operational Improvements - Texas Roadhouse is implementing a Digital Kitchen System in over 200 locations to streamline operations and reduce labor requirements, with more than 60% of conversions already completed [4]. - The company has reported reduced cook times in restaurants utilizing the new system, contributing to a more efficient service environment [4]. Group 3: Market Expansion and Performance - Texas Roadhouse is expanding its market presence with new concepts like Bubba's 33 and Jaggers, targeting the fast-casual segment and competing with established brands [5]. - As of April 2025, the company has opened 50 Bubba's 33 and 14 Jaggers locations, with Bubba's 33 experiencing over 20% revenue growth last year [5]. - The company's Q1 2025 revenue reached $1.45 billion, reflecting nearly 12% year-over-year growth, despite a cautious consumer environment [8]. Group 4: Financial Outlook - Texas Roadhouse's EPS is expected to rebound as inflation moderates, despite missing Q1 2025 earnings expectations with an EPS of $1.70 compared to projections of $1.75 [7][8]. - Analysts have raised their price targets for the stock, with estimates of $212 and $210 from Truist Financial and Guggenheim, indicating potential upside of over 11% from current levels [9]. - The company is projected to achieve earnings growth of 14.52% as it navigates current market challenges [7].

Company Announcement - Texas Roadhouse, Inc. will release its second quarter 2025 financial results on August 7, 2025, after market close [1] - A conference call will take place at 5:00 PM ET, which will be webcast live on the company's investor relations website [1] Conference Call Details - Listeners can access the call by dialing (888) 440-5667 or (646) 960-0476 for international calls [2] - A replay of the call will be available until August 14, 2025, using the provided numbers and conference ID 7714420 [2] Company Overview - Texas Roadhouse is a growing restaurant company in the casual dining segment, established in 1993 [3] - The company operates over 790 restaurants across 49 states, one U.S. territory, and ten foreign countries [3]