Analysts' Opinions Are Mixed on These Consumer Cyclical Stocks: Texas Roadhouse (NASDAQ: TXRH), Holley (NYSE: HLLY) and Starbucks (NASDAQ: SBUX)We suspect bears are playing for a '26 EPS reset closer to ~$2 (or -17% vs St.) on the view that comps stay lackluster & Green Apron costs prove larger than pot'l offsets. We think a ~15% LT EPS 'algo' is fair (via ~L-MSD% comp, MSD% units, LT EBIT% expansion & buybacks), but off a $2 bear case & low NT path, fears persist that SBUX could derate absent a faster ramp.