JACK
Jack in the Box Inc.20.39
+0.74+3.77%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q1 '26
Q2 trends improve ex-weather
Q&A spotlighted Q2 same-store sales kicking off low single-digits better ex-weather, a 200bps+ lift from Q1 despite 60-70bps full-quarter drag. Chicago's labor woes persist as expected, delaying 24-hour ops and digital rollout, but top-line upside awaits fixes. Franchisee margins squeezed by double-digit beef inflation get targeted aid—no blanket relief—via new dispensers, supply tweaks, and digital profitability revamps. Company stores lapped franchises on digital promo opt-ins. Chicago lingers as the drag. Management stayed bullish on value-innovation mix versus rivals; investors will eye franchisee health next.
Key Stats
Market Cap
385.31MP/E (TTM)
-Basic EPS (TTM)
-4.24Dividend Yield
0.04%Recent Filings
8-K
Rights plan ratified, extended
Jack in the Box stockholders ratified the Stockholder Protection Rights Agreement on February 27, 2026, extending its term to July 1, 2028. All ten director nominees won election; KPMG's auditor role, pay resolution, and incentive plan share increase also passed. Rights plan entrenches board control.
10-Q
Q1 FY2026 results
Jack in the Box revenues fell 5.8% y/y to $349.5M for Q1 FY2026 ended January 18, 2026, driven by 6.7% system same-store sales drop and fewer franchise units, yet continuing operations earned $14.4M ($0.75 diluted EPS) versus $31.0M ($1.61) last year. Operating income slid to $46.6M from $70.5M as costs outpaced topline. Del Taco closed December 22, 2025 for $115.0M cash (net proceeds $119.1M), triggering $47.4M pre-tax loss and netting $16.8M discontinued hit; proceeds funded $105.0M debt prepay, trimming total debt to $1.6B with $95.3M revolver availability. Cash sits at $72.0M. Debt weighs heavy.
8-K
Q1 sales drop 6.7%
Jack in the Box reported Q1 fiscal 2026 results with same-store sales down 6.7%, diluted EPS from continuing operations at $0.75, and Operating EPS at $1.00, post-Del Taco sale completed December 22, 2025. Restaurant count fell to 2,128 after 14 closures under 'JACK on Track.' Margins squeezed by commodity inflation, yet guidance holds steady. Debt prepaid $105M.
8-K
Del Taco sale closes
Jack in the Box completed the sale of Del Taco Holdings to Yadav Enterprises on December 22, 2025, for ~$119M cash, receiving $109M upfront while deferring $10M until January 12, 2026, at 8% interest, guaranteed by Anil Yadav. This sharpens focus on its asset-light model. Debt drops. Post-closing adjustments apply.
10-K
FY2025 results
Jack in the Box's FY2025 ending September 28 delivered systemwide sales of $4.21B for Jack in the Box (down 4.2% y/y) and $919M for Del Taco (down 3.7% y/y), hammered by transaction drops while average checks rose on pricing. Company restaurant margins squeezed at Jack in the Box (payroll up to 33.8%, occupancy to 18.7%) and Del Taco (payroll to 38.6%), yet food costs held steady on beverage deals amid 4%+ commodity inflation. Q4 closed 86 Jack in the Box and 32 Del Taco units under the 'Jack on Track' cleanup, boosting cash flow—operating cash hit $162M—while refranchising Del Taco sharpened focus. Debt sits at $1.7B; $96.8M revolver room. Del Taco sale pends at $115M. Labor costs threaten margins.
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