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    Jake Bartlett • Truist Securities

    Jake Bartlett's questions to Texas Roadhouse Inc (TXRH) leadership

    Jake Bartlett's questions to Texas Roadhouse Inc (TXRH) leadership • Q2 2025

    Question

    Jake Bartlett from Truist Securities asked about the key drivers behind the strong growth in off-premise sales and its sustainability. He also sought clarification on whether the annual unit growth target of ~30 was changing.

    Answer

    CEO Gerry Morgan attributed off-premise success to a combination of operational execution, the convenience of pickup windows, and the user-friendly mobile app. Regarding unit growth, he indicated that while the official target remains 'approximately 30,' the company could land on the 'high side' of that number in the coming years as development for Bubba's and Jaggers accelerates.

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    Jake Bartlett's questions to Shake Shack Inc (SHAK) leadership

    Jake Bartlett's questions to Shake Shack Inc (SHAK) leadership • Q3 2024

    Question

    Jake Bartlett of Truist Securities questioned the magnitude of the long-term margin opportunity, asking what inning the company is in with its initiatives and its overall vision for margins.

    Answer

    CEO Rob Lynch emphasized that the focus is on sustainable, long-term productivity rather than short-term cuts that could compromise the guest experience. He stressed that driving a performance culture and process improvements are constant priorities. He also noted that supply chain optimizations are focused on efficiency and productivity, not on degrading the brand's signature food quality.

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