TXRH 为买入；近期股价下跌源于暂时的牛肉成本上涨，但底层增长指标稳健。
逐段跳播
Texas Roadhouse是另一家我想强调的公司，我认为它今天可以买入。股价会让你以为这只股票出了什么大问题，因为它刚刚大幅抛售。过去一个月下跌了21%。所以，这一只继续大跌。
与此同时，基本面看起来很强劲。营收持续增长。餐厅数量在增加。平均周销售额、同店销售额都在增长。外卖业务在增长。
Texas Roadhouse is another company that I want to highlight that I think is a buy today. The stock price would make you believe that there's something dramatically wrong with the stock because it just sold off a lot.
It went down 21% in the past month. So, this one continues to tank. Meanwhile, the fundamentals look strong. The revenue continues growing. The number of restaurants are increasing.
The average weekly sales, the same store sales are increasing. The to-go business is increasing.
股价下跌的原因是过去一年盈利不会增长。事实上，每股收益下降了5%。原因是商品通胀。牛肉价格上涨。Texas Roadhouse维持价格不变，这意味着它们的净利润下降。由于牛肉的商品价格通胀，它们的净利润下降了约16%。
The reason the stock is down is because the earnings are not going to be growing over the past year. In fact, there's a 5% decline in EPS. The reason why is because of commodity inflation.
Beef prices go up. Texas Roadhouse holds their prices the same, which means that their net income goes down. Their net income is down like 16% because of commodity price inflation of beef.
Texas Roadhouse没有做的是，它们不会说牛肉价格在上涨，所以我们就大幅提价。它们不这么做，因为那会破坏客户信任。人们想要稳定的涨价。他们想要缓慢的涨价。他们不想要一家立刻快速提价的公司。
所以，Texas Roadhouse是在打持久战。它们会暂时承受每股收益增长的打击，但之后当牛肉价格下跌时，它们的净利润会疯狂上涨。
Now, what Texas Roadhouse doesn't do is they don't say that beef prices are going up, so let's just jack up our prices. They don't do that because that destroys customer trust.
People want stable price increases. They want slow price increases. They don't want a company that immediately bumps up prices quickly. So, Texas Roadhouse is playing the long game.
They'll take a temporary hit in EPS growth, but then when beef prices go down, their net income goes up like crazy.
这个频道对 $TXRH 的历次判断
Joseph Carlson After Hours 在这只股票上共 2 条判断，这里只列相邻的几条。