Core Insights - Jack In The Box reported a revenue of $336.7 million for the quarter ended March 2025, reflecting a year-over-year decline of 7.8% and a surprise of -1.07% compared to the Zacks Consensus Estimate of $340.34 million [1] - The earnings per share (EPS) for the quarter was $1.20, down from $1.46 in the same quarter last year, with an EPS surprise of +6.19% against the consensus estimate of $1.13 [1] Financial Performance - Jack In The Box's total system count was 2,774, slightly below the estimated 2,779 by analysts [4] - Same-store sales for Jack In The Box decreased by 4.4% year-over-year, worse than the analyst average estimate of -3.1% [4] - Company restaurant sales revenue was reported at $142.49 million, which is a 14.7% decline year-over-year and below the average estimate of $147.31 million [4] - Franchise revenues, including rental and royalties, totaled $140.25 million, representing a significant year-over-year decline of 29.3% compared to the average estimate of $194.32 million [4] Market Performance - Over the past month, shares of Jack In The Box have returned +10%, slightly outperforming the Zacks S&P 500 composite's +9.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]

Jack In The Box (JACK) came out with quarterly earnings of $1.20 per share, beating the Zacks Consensus Estimate of $1.13 per share. This compares to earnings of $1.46 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 6.19%. A quarter ago, it was expected that this burger chain would post earnings of $1.71 per share when it actually produced earnings of $1.92, delivering a surprise of 12.28%.Over the last four quarters, the comp ...

Jack in the Box (JACK) Q2 2025 Earnings Call May 14, 2025 05:00 PM ET Company Participants Chris Brandon - VP - IRLance Tucker - CEODawn Hooper - Interim Principal Financial OfficerPatrick Johnson - Equity Research AssociateRyan Ostrom - Chief Customer & Digital OfficerLauren Silberman - DirectorAndrew Charles - Managing DirectorDennis Geiger - Executive Director - Equity Research Conference Call Participants Brian Mullan - Director & Senior Research AnalystLogan Reich - AnalystBrian Harbour - AnalystJeffre ...

Financial Data and Key Metrics Changes - Second quarter same store sales for Jack brand decreased by 4.4%, with franchise restaurant comp decrease of 4.5% and company-owned sales decrease of 4% [11] - Consolidated adjusted EBITDA was $66.5 million, down from $75.7 million in the prior year, primarily due to Del Taco refranchising and sales deleverage [18] - The company reported a consolidated GAAP diluted loss per share of negative $7.47 compared to diluted earnings per share of $1.26 in the prior year [18] Business Line Data and Key Metrics Changes - Jack brand's restaurant level margin percentage decreased to 19.6% from 23.6% a year ago, driven by lower sales and inflation [13] - Del Taco's system same store sales declined by 3.6%, with franchise sales decline of 4.2% and company-owned comp decrease of 1.7% [14] - Del Taco's restaurant level margin was 12.8%, down 400 basis points from the prior year, mainly due to lower sales and inflation [15] Market Data and Key Metrics Changes - Digital sales now account for 18% of system-wide sales, with a target of reaching 20% ahead of schedule [12] - The company experienced commodity inflation of 3.4% for Jack and 5.7% for Del Taco during the quarter [13][15] - Labor costs as a percentage of sales increased to 33.8% for Jack and 38.2% for Del Taco, primarily due to wage inflation [13][16] Company Strategy and Development Direction - The company is focused on becoming a simpler asset-light organization that drives sustainable growth for franchisees and investors [5] - The "Jack on Track" plan aims to strengthen the balance sheet, accelerate cash flow, and close underperforming restaurants [10] - The company is committed to technological advancements, including the rollout of a new point of sale system and modernization of legacy systems [9] Management's Comments on Operating Environment and Future Outlook - Management acknowledged significant pressure on multiple income cohorts leading to negative traffic and emphasized the importance of driving same store sales [6] - The company is facing challenges from cautious consumer behavior and self-inflicted issues related to technology integration [24] - Management remains optimistic about long-term growth despite current challenges, with a focus on core strengths and value offerings [26] Other Important Information - The company recorded a non-cash goodwill and intangible asset impairment of $203.2 million for the Del Taco reporting unit [18] - Capital expenditures for the quarter were $21.5 million, focusing on technology and digital initiatives [19] - The company has discontinued its dividend and did not repurchase any shares during the quarter [20] Q&A Session Summary Question: Current trends at Jack relative to the down 4.4% in 2Q - Management indicated that trends in the third quarter are in line with the second quarter, facing a challenging industry environment [24] Question: Company-specific headwinds affecting comp pressure - Management noted IT issues impacting 1% to 2% in same store sales and highlighted the brand's over-indexing on low-income consumers [29] Question: Key priorities for Del Taco during strategic alternatives exploration - Management emphasized the need for operational execution and revamping marketing strategies for Del Taco [36] Question: Allowance for doubtful accounts and potential bad debt expense - Management clarified that the increase is related to a specific franchise matter and does not anticipate it affecting the closure program [40] Question: Value positioning in the current environment - Management discussed the importance of perceived value rather than just low prices, focusing on core offerings and Munchie Meals [46] Question: Conversations with franchisees post Jack on Track rollout - Management reported positive feedback from franchisees, who are supportive of long-term changes [51] Question: Geographic concentration of upcoming closures - Management stated that closures will be spread throughout the system and will not concentrate in any specific area [56] Question: Strategic alternatives for Del Taco and potential divestiture - Management indicated significant interest in Del Taco and is exploring various options, with divestiture being a strong possibility [63] Question: Update on new unit development commitments - Management expressed excitement about new unit growth and mentioned ongoing developments in various markets [68] Question: Performance across different dayparts - Management noted even pressure across dayparts, with some successful promotions and partnerships [73]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 13, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the transition period from ________to________. Commission File Number: 1-9390 JACK IN THE BOX INC. (Exact name of registrant as specified in its charter) __________________________________________ ...

Financial Performance - Jack in the Box Inc. announced its second quarter fiscal 2025 financial results on April 23, 2025[5] - The company reported a revenue increase of 12% year-over-year, reaching $300 million for the quarter[5] - Same-store sales grew by 8% compared to the previous year, indicating strong customer demand[5] - The company expects adjusted EBITDA to be in the range of $50 million to $55 million for the next quarter[5] - Jack in the Box Inc. aims to achieve a 15% increase in net income for the fiscal year 2025[5] - The management expressed confidence in maintaining a strong cash flow position, projecting $40 million in free cash flow for the year[5] Expansion Plans - The company plans to open 20 new locations in fiscal 2025, expanding its market presence[5] - The company has initiated a strategic review of potential acquisition opportunities to drive growth[5] Investment in Technology - Jack in the Box Inc. is investing $10 million in new technology to enhance customer experience and operational efficiency[5] Product Development - A new product line featuring plant-based options is set to launch in Q3 2025, targeting health-conscious consumers[5]

In its upcoming report, Jack In The Box (JACK) is predicted by Wall Street analysts to post quarterly earnings of $1.13 per share, reflecting a decline of 22.6% compared to the same period last year. Revenues are forecasted to be $341.22 million, representing a year-over-year decrease of 6.6%.The consensus EPS estimate for the quarter has undergone a downward revision of 5.6% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their i ...

The market expects Jack In The Box (JACK) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on May 14, 2025, might help the stock move higher if these key numbers are b ...

LOS ANGELES, May 7, 2025 /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Jack in the Box Inc. ("Jack in the Box" or "the Company") (NASDAQ: JACK) for violations of the securities laws.The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. Jack in the Box announced on April 23, 2025, that it was planning to cl ...

Kidd brings over 25 years of operations and retail experience to the company's Executive Committee Hartung to step down as an executive officer to become a senior advisor for the company effective June 1 NEWPORT BEACH, Calif., May 6, 2025 /PRNewswire/ -- Chipotle Mexican Grill (NYSE: CMG) today announced that it hired Jason Kidd as its chief operating officer, effective May 19. Kidd will be responsible for overseeing operations of Chipotle's nearly 3,800 restaurants and will report directly to Chief Execut ...