JaguarConsumer – Texas Roadhouse ($TXRH) Channel Checks
Jay’s strongest suit has always been covering consumer stocks. To further exploit that talent, today we are launching a new series in JaguarMedia called JaguarConsumer where Jay will present his views on selected stocks within consumer discretionary category. We anticipate the frequency of single-stock discussion in this category would be once per week, usually over the weekend, depending on market conditions and research. Today’s discussion covers the bull case for Texas Roadhouse $TXRH which reports earnings around mid February. The discussion walks through Q4 channel checks compared to other casual dining stocks and other important tidbits of forward looking commentary.