What Texas Roadhouse promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

4 of 4 judged targets kept · 23 open · verdicts reflect calls analysed to Jun 2026.

Target	Original wording	Said	Latest call	Verdict
Full-year 2026 commodity inflation guidance	approximately 7%	Sep 2025	Jun 2026:we are reducing our full year 2026 commodity inflation guidance from between 6% and 7% to approximately 5% Call transcript, Jun 2026 · no direct link	Revised Up
Full-year 2025 capital expenditure guidance	approximately $400 million	Sep 2024	No later analysed call mentions it.	Pending

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

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