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    Brian Vaccaro • Raymond James Financial

    Brian Vaccaro's questions to Texas Roadhouse Inc (TXRH) leadership

    Brian Vaccaro's questions to Texas Roadhouse Inc (TXRH) leadership • Q2 2025

    Question

    Brian Vaccaro of Raymond James inquired about the acquisition of the remaining franchise units in California, the company's growth strategy for the state, and the outlook for G&A spending.

    Answer

    CEO Gerry Morgan expressed excitement about consolidating ownership in California and confirmed that the company is actively developing a growth strategy for the state. Interim CFO Keith Humpich added that they expect G&A leverage in the back half of the year and noted an annual rent savings of approximately $2.5 million from purchasing their support center.

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    Brian Vaccaro's questions to Shake Shack Inc (SHAK) leadership

    Brian Vaccaro's questions to Shake Shack Inc (SHAK) leadership • Q3 2024

    Question

    Brian Vaccaro of Raymond James inquired about brand awareness improvements in key growth states and the traction seen from digital value promotions.

    Answer

    CEO Rob Lynch explained that brand awareness is growing organically through new Shack openings and is being boosted by targeted campaigns, such as the one launched in New York City. He noted this campaign has yielded strong awareness results, and the company is analyzing its sales impact to potentially scale the strategy nationally.

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