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    Lauren SilbermanDeutsche Bank

    Lauren Silberman's questions to Texas Roadhouse Inc (TXRH) leadership

    Lauren Silberman's questions to Texas Roadhouse Inc (TXRH) leadership • Q2 2025

    Question

    Lauren Silberman from Deutsche Bank asked for additional color on the monthly comparable sales cadence during the second quarter and inquired about any performance differences across regions or days of the week.

    Answer

    Michael Bailen, Senior Director & Head of IR and Financial Analysis, explained that the April period had a 70 basis point negative impact from the timing of Easter. He stated that overall performance was consistently strong across all regions, seven days a week, and all day parts, with no specific areas of weakness or outsized strength to highlight.

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    Lauren Silberman's questions to Shake Shack Inc (SHAK) leadership

    Lauren Silberman's questions to Shake Shack Inc (SHAK) leadership • Q3 2024

    Question

    Lauren Silberman of Deutsche Bank asked about the expected composition of same-store sales in 2025, particularly the balance between traffic and negative mix.

    Answer

    CEO Rob Lynch stated that the negative mix is a direct result of strategic investments in promotions, which are successfully driving flat to positive traffic in a challenging environment. He affirmed that the company will continue this balanced approach, using promotions to drive traffic while mitigating inflation with pricing, a model they believe is sustainable.

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