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    David Tarantino • Robert W. Baird & Co.

    David Tarantino's questions to Texas Roadhouse Inc (TXRH) leadership

    David Tarantino's questions to Texas Roadhouse Inc (TXRH) leadership • Q2 2025

    Question

    David Tarantino of Baird requested the expected commodity inflation for Q3 and Q4 and asked how the accelerated opening plans for Bubba's 33 might affect the company's overall annual unit growth target.

    Answer

    Michael Bailen, Senior Director & Head of IR and Financial Analysis, projected Q3 commodity inflation could be as high as 7%, moderating to the 4-5% range in Q4. CEO Gerry Morgan added that with Bubba's 33 potentially reaching double-digit openings, the company's total unit growth could be on the 'high side' of its typical 'approximately 30' annual target.

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    David Tarantino's questions to Shake Shack Inc (SHAK) leadership

    David Tarantino's questions to Shake Shack Inc (SHAK) leadership • Q3 2024

    Question

    David Tarantino of Baird requested a more concrete example to better understand the company's 'strategic product innovation' strategy.

    Answer

    CEO Rob Lynch pointed to the Black Truffle Burger and Korean Chicken Sandwich as examples of differentiated, high-quality innovation. He explained the strategy involves opening the aperture for the culinary team to explore new proteins, flavors, and side items beyond fries, with no guardrails, to unlock innovation across the entire menu platform.

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