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Stock impact report

Beef prices in the U.S. are forecast to remain elevated [Seeking Alpha]

Texas Roadhouse, Inc. (TXRH) 
Last texas roadhouse, inc. earnings: 2/20 04:03 pm Check Earnings Report
Company Research Source: Seeking Alpha
Factors such as drought, high feed and input costs, and slow herd rebuilding have constrained supply even as consumer demand for steaks and burgers remains resilient. Government Newsletters for Every Investor Get daily, sector-specific newsletters packed with expert insights, fresh ideas, and new opportunities. Subscribe to Newsletters Sign Up Quick Insights Beef price inflation creates profit risk for restaurants like Texas Roadhouse (TXRH) and could impact grocery and food producer margins for firms like Kroger (KR), Walmart (WMT), Tyson Foods (TSN), and others. Elevated beef costs are forecast to persist through at least 2026, with prices potentially flat or slightly declining in 2027; earlier hopes for faster deflation have faded. Texas Roadhouse faces nearly 150 basis points of food cost deleverage in 2026 due to beef inflation and it cannot fully pass these higher costs on to consumers, pressuring margins. Recommended For You Show less Read more
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