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"The bull case, the growth story isn't over. It can continue to deliver operating in profit margins that most restaurant tours would literally sell their families to earn. Not figuratively, but literally, the bear case, though is, consumers are starting to get squeezed, and that leads to a persistent downturn in eating out at pricier places like Texas Roadhouse. That cuts into profits because the bottom line is if you're a restaurant, and your revenues fall just a little bit, it really undermines your economic results."
The speakers acknowledge Texas Roadhouse's operational strength and disciplined management as key positives, while also warning that rising consumer cost pressures may erode profit margins. This mixed outlook suggests that while the brand is well-run, investors should be cautious due to potential revenue compression by higher input costs.
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