Texas Roadhouse ($TXRH) podcast mentions
No, I don't either. But Texas Roadhouse is having a good quarter.
Jim Cramer · Squawk on the Street · 9AM HOUR: Fed Chairman Warsh Keynote Speech Day at Jackson Hole 8/28/26 · 2026-08-28What about your Texas Roadhouse?
Carl Quintanilla · Squawk on the Street · 9AM HOUR: AI Trade Rally: Nvidia's Blowout Quarter, Salesforce Surges 8/27/26 · 2026-08-27They're not— no, I'm talking about taste. I happen to like Texas Roadhouse. They give you the peanuts on the table, you get the cinnamon rolls. Fantastic. $10.99 steak, but you got to get there by 4.
Jim Cramer · Squawk on the Street · 9AM HOUR: AI Trade Rally: Nvidia's Blowout Quarter, Salesforce Surges 8/27/26 · 2026-08-27Texas Roadhouse. Texas Roadhouse. We got one near Teeterboro. I'll take it.
Jim Cramer · Squawk on the Street · 9AM HOUR: AI Trade Rally: Nvidia's Blowout Quarter, Salesforce Surges 8/27/26 · 2026-08-27I'm not so sure it's about sort of which type of cuisine. I mean, definitely, you know, exposure to lower income versus higher income demographics and pricing decisions, right? I mean, ultimately, QSR fast food has taken cumulative almost 50% pricing, you know, since pre-COVID 2019. And this year they're taking another 3 to 5% to cover beef inflation, labor inflation and so on. Whereas casual dining and fast casual are much more in line with, with grocery in that low 30% range. And so we're seeing that play out as traffic share is trending towards casual dining and fast casual. So casual dining, Chili's, you know, Cheesecake Factory, BJ's Restaurant, Texas Roadhouse, you know, that's where we're We see the winners today.
Nick Setyan · Bloomberg Surveillance · Bloomberg Surveillance TV: August 14th, 2026 (Podcast) · 2026-08-14I'm sorry, I don't want to pay anything more than $10.99 at a fast food joint if I can go to Chili's and get that kind of bargain with a waiter or waitress. No wonder they've had 21 consecutive quarters of same-store sales growth. This time their comps were up 6%, which is stellar, especially when they're up against insanely difficult comparisons from last year. That's all thanks to Brinker offering good value, like its $6 margarita of the month with real good tequila, by the way, and a $3 16-ounce domestic beer during happy hour. Now, I can never duplicate those prices when we own Bar San Miguel in Brooklyn. I would have loved to, but we'd be losing money. Hey, by the way, we're going to hear directly from Brinker CEO Kevin Hochman on the show tomorrow. We're going to talk about this stuff. Don't miss it. What else is working? How about Texas Roadhouse? That's been on a run because it tried to keep a $10.99 steak deal, kind of not all the time, but a special on the menu. And they did that even in the face of runaway beef prices. That's a big reason why its stock has moved from $169 to $214 in just 3 months. Customers have good memories for those who didn't raise prices. Today, Cobb reported terrific numbers while the price your meals, does have this $12 offering that's consistent with Mediterranean chain known for its healthy fare. Stock rose $8.66 in response to its good results. Listen, Americans want value wherever they can find it. They love points. They love value. They love affinity clubs. They love all that stuff. Restaurants that don't have it or are not offering better prices, they're putting up lousy numbers. You have to work at it and be prepared even to take a beating on some items like Texas Roadhouse with steak to keep the customers coming in. Now, with local restaurants cutting prices, only going to get worse for the price gougers. What can I say? They brought this on themselves. I like to say it's always a bull market summer. Propster to find just for you. You know me, money. I'm Jim Cramer. See you tomorrow.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/12/26 · 2026-08-12Jim, Wendy's is harder because that's a problem with franchisees because they're not as strong. Quick serve Burger King. There's a guy, Pat Doyle, used to run He used to run Domino's. He's in there and he's the executive chairman. He comes on the show and what a story. What a story they have. They have a fabulous story and it's worldwide and it's really good. And I think on weekends I like that. Now, I got to say, Texas Roadhouse is amazing. Cheesecake Factory is amazing. Breakers is amazing. Those are the three that I really love.
Jim Cramer · Squawk on the Street · 9am Hour: Dimon's Market Warning, Sandisk and Western Digital Tumble, SpaceX Lockup Expiration 8/6/26 · 2026-08-06Yeah. Although I think, I think Yum will be fine. They'll get over it. The one that is going crazy ever since the president said we get Texas Roadhouse. What a straight line.
Jim Cramer · Squawk on the Street · 9am Hour: Stocks Hit Record Highs, Caterpillar and Palantir Surge, Wells Fargo CEO Exclusive 8/4/26 · 2026-08-04Is this interest you at 23, 28 times EV? Yes. I'll tell you why it does, because I think people want to have— that group has gotten better. Like, you know, just think about it. We have— we had decent numbers, Chipotle. Okay. Yum! It did what it did, but Darden's been great. Cheesecake Factory has been unbelievable. Texas Roadhouse has come back really well. Casey General is terrific. Yes, they did fire Julie. I thought that was wrong, but Cracker Barrel has been great. Charlie Morrison happens to be one of the best people in the industry and you will enjoy him. It's interesting. Troy Aikman for Wingstop. Now he's got Eli Manning.
Jim Cramer · Squawk on the Street · 9am Hour: Microsoft Soars, Meta Tumbles, Starbucks and Arm CEOs 7/30/26 · 2026-07-30Now, we also have got avocado coming down. We know that the government has allowed Mexican beef, which is important. Some of the outfits that I deal with, like Texas Roadhouse, have managed to be able to say, listen, we're starting to get a little more vague here with beef. Are you seeing some breaks in some food, food costs?
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 7/29/26 · 2026-07-29It's called our job. We're doing our job. It's great to do our job. Oh yeah. And by the way, Trump, let's talk about Trump. And why don't we talk about like how we feel about income and how we feel about things that don't make us any money? Because, man, I can talk about those till the cows come home. I can also talk about cows. Texas Roadhouse is really looking good. Is it there?
Jim Cramer · Squawk on the Street · 9AM Hour: IBM Plunges, Big Bank Earnings Reaction, Tame CPI, Fed's Warsh Heads to the Hill 7/14/26 · 2026-07-14I was wondering why Texas Roadhouse has done so well.
Steve Eisman · The Real Eisman Playbook · The Real State of the American Consumer w/ Three Evercore Analysts | The Real Eisman Playbook Ep 65 · 2026-06-22Let's do this again, maybe in six months. And we're back. So I think pretty universally between the three of them, they cover low end, middle end, high end consumer. The low end is definitely suffering. High end is still doing well. But what I thought was most interesting was that the middle is starting to struggle. And so companies like Walmart are actually doing extremely well because all of a sudden they're getting consumers that they never would have gotten in the past. It's good for Walmart. It's not a great sign for the consumer overall. That's how it's sort of shaking out right now in terms of the. We started with Michael who covers department stores and specialty retail. Lululemon is a disaster. Gap is doing well at Gap, but it's having trouble at Old Navy. Nike really messed up by doing do it yourself sales directly to the consumer. They did it too rapidly and the competition really came in very, very hard. Nike has lost tremendous mojo. Their competition is much stronger than it's ever been. They're having trouble turning it around. I didn't get the impression from Michael that he thinks that Nike is close yet to really turning the story around with respect to food restaurants. The low end is doing poorly. So that would be McDonald's, pizza companies. High end like Texas Roadhouse is doing well. What I thought was the most interesting was the food companies like Smucker's and Kellogg's and Kraft, Heinz and Campbell. It sounds like it's terrible. What's basically happening is these traditional companies, they skew very heavily towards not protein. And protein is where the consumer wants to be given GLP1. But even within their own categories, they're getting hurt because take for example cereal like Froot Loops. Consumers don't want that. They want much healthier granola, et cetera. And so the traditional food companies are having terrible difficulty, no end in sight to their problems. These are stocks that I would just stay away from. And then finally we talked to Greg Melich about big box retailers, Home Depot and Lowe's. We started with. Doesn't sound like there's much to do there because the housing market is just locked. Too many consumers have 3.5% and lower percent mortgages. Housing sales remain terrible. And now Home Depot has made major investments in the pro side. So if the housing market ever came back, Home Depot would do really well. I just don't get the impression the housing market's coming back anytime soon. And then we finished up with Walmart, which is doing extremely well because the middle consumer is digging down towards Walmart, trading down. And it also sounds like Walmart has the ability now to deliver anything to anyone that day, which nobody else seems to have. And so the Walmart club, he thinks, is about to take off. And that's where we ended with a very big positive story about Walmart. See you soon. This podcast is for informational purposes only and does not constitute investment advice. The host and guests may hold positions and stocks discussed, opinions expressed on their own and not recommendations. Please do your own due diligence and consult a licensed financial advisor before making any investment decisions.
Steve Eisman · The Real Eisman Playbook · The Real State of the American Consumer w/ Three Evercore Analysts | The Real Eisman Playbook Ep 65 · 2026-06-22NVIDIA, Broadcom, Taiwan Semiconductor. All eyes are on those companies. Taiwan Semiconductor reported earnings, annual sales increased 37% year over year. Artificial demand is still there. It is a lot choosier As the hyperscalers are moving from, let's spend our free cash flow on AI infrastructure, to let's borrow money to spend on AI infrastructure because other companies can't keep up with us, other countries can't keep up with us, other governments can't keep up with us. And that's why a company like Alphabet's doing a 100-year bond. Is it concerning? It is a concern. It's not a reason to cancel your thesis, but is a concern on your thesis. And maybe it brings in that cracking point a little bit closer on when we move from hypergrowth of Nvidia, which I think we've moved out of into the growth phase where it's not growing 60 to 100% year over year. We're going to look more for 20 to 60% year over year. DuPont shares are higher after better than expected fourth quarter. The company beat on net sales, EBITDA, earnings before interest, tax, depreciation, amortization. They also beat on adjusted earnings per share. So it was a good, broad-based, clean beat. I don't own any shares of DuPont, but I do pay attention to what we're using in our chemicals and where those are going into our cars and our phones. What's the cost? What's the margins? How's the health of the overall industry? How many people does the industry employ? CVS reported a strong fourth quarter. A drugstore chain reiterated its full-year earnings per share outlook of $7 to $7.20. Expectations were for about $7.10. It's one of those healthcare names that I can't quite get to, even if it's a retail healthcare. And I go, ooh, it's a retail healthcare. It's just, I can have it in an S&P 500 fund. I personally can't own that individual name unless they were to crater and we, I'd see a buying opportunity as a trade. Texas Roadhouse was downgraded to hold from buy. A lot of beef inflation going to persist through 2027, they say. That concerns me because I've got a 15-year-old and 17-year-old. Wingstop was downgraded at TD Cowen on expectations of a difficult same-store sales setup for 2026. If we're not eating beef at Texas Roadhouse, might we be eating Chicken at Wingstop.
Speaker B · Rob Black Show · Dow Jones Industrial Extends Record · 2026-02-10