economy

February 2, 2026

We're scaling back our position in a stock that's riding Monday's market rally

Our trim is not due to a slowdown in the company's business.

We're scaling back our position in a stock that's riding Monday's market rally

TL;DR

  • Jim Cramer's Charitable Trust is selling 150 shares of Texas Roadhouse (TXRH).
  • The trust will retain 400 shares of TXRH after the sale.
  • The sale is motivated by concerns over beef cost inflation, not a slowdown in the company's business.
  • Tyson Foods' projection of tight cattle supplies through 2026-2027 is a key factor in the decision.
  • Texas Roadhouse is expected to report strong same-store sales growth.
  • The company's value proposition is seen as a positive factor for consumers focused on costs.
  • Potential relief for beef prices could come from increased cattle imports.
  • The trust expects to realize a small average gain of about 1% on the sold shares.

Continue reading the original article

Made withNostr