$TXRH Texas Roadhouse Tape Reports
Per Ticker.id: $TXRH Texas Roadhouse Tape Reports — 6 podcast mentions across 3 podcasts (30 days), latest 2026-08-14 16:17 UTC.
I'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 · 2026-08-12