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    Anisha Datt • Barclays

    Anisha Datt's questions to Texas Roadhouse Inc (TXRH) leadership

    Anisha Datt's questions to Texas Roadhouse Inc (TXRH) leadership • Q2 2025

    Question

    Anisha Datt, on for Jeff Bernstein at Barclays Capital, inquired about how the mix of value-oriented sales has evolved at Texas Roadhouse and Bubba's 33. She also asked about any plans to further emphasize value offerings to support lower-income guests.

    Answer

    CEO Gerald Morgan stated that value is inherently built into the menu through features like early-dine, country dinners, and a range of steak sizes. He noted that guests can choose their price point and highlighted the value of included sides, bread, and peanuts. He also mentioned the recent addition of a $5 beverage menu, including mocktails, to offer more value-priced options.

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    Anisha Datt's questions to Restaurant Brands International Inc (QSR) leadership

    Anisha Datt's questions to Restaurant Brands International Inc (QSR) leadership • Q2 2025

    Question

    Anisha Datt, on behalf of Jeff Bernstein at Barclays Capital, asked about franchisee willingness to support national value platforms that might impact near-term profitability and whether there are concerns about franchisee alignment.

    Answer

    CEO Josh Kobza stated that franchisee alignment is 'as good as it's ever been.' He emphasized that RBI is held accountable for franchisee profitability, which it publicly tracks. He noted that franchisees understand value is a necessary part of the business, and RBI works collaboratively with them to ensure value strategies are balanced, drive traffic, and are respectful of their margins.

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    Anisha Datt's questions to Cheesecake Factory Inc (CAKE) leadership

    Anisha Datt's questions to Cheesecake Factory Inc (CAKE) leadership • Q3 2024

    Question

    Anisha Datt, on for Jeff Bernstein, inquired about any observed changes in consumer behavior in recent months, specifically regarding different income cohorts or shifts in menu mix.

    Answer

    EVP and CFO Matt Clark responded that consumer behavior has remained very consistent across all concepts. He emphasized that trends in dayparts, days of the week, and item attachment have been stable, predictable, and showed slight improvement in Q3 compared to Q2.

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