Wall Street analysts forecast that Jack In The Box (JACK) will report quarterly earnings of $1.10 per share in its upcoming release, pointing to a year-over-year decline of 42.7%. It is anticipated that revenues will amount to $343.87 million, exhibiting a decrease of 26.7% compared to the year-ago quarter.The consensus EPS estimate for the quarter has undergone a downward revision of 0.1% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reas ...

Core Viewpoint - Biglari Capital Corp. criticizes David Goebel's 17-year tenure as chairman of Jack in the Box Inc., claiming his outdated expertise has led to significant financial losses and poor company performance [1][7]. Group 1: Company Performance and Financial Impact - Jack in the Box has lost approximately $1.8 billion, or 80% of its value, in the last five years, indicating severe financial distress under Goebel's leadership [7]. - The company has been forced to suspend dividends, close 150-200 stores, and restructure to remain solvent, which reflects the negative impact of Goebel's decisions [2]. - Jack in the Box is experiencing its lowest same-store sales and adjusted EBITDA since the COVID pandemic, highlighting ongoing operational challenges [8]. Group 2: Governance and Leadership Issues - The board is described as being heavily reliant on Goebel's outdated experience, with long-tenured directors lacking relevant restaurant expertise [2]. - There has been chronic leadership instability, with three CEOs and eight CFOs in the last five years, indicating governance issues within the company [8]. - Short interest accounts for over 30% of the float, suggesting a lack of confidence in the current board and its ability to lead the company effectively [9]. Group 3: Call to Action - Biglari Capital urges shareholders to vote against Goebel's re-election, emphasizing the need for accountability and a change in leadership to improve the company's situation [11]. - The statement asserts that Goebel's continued influence poses a risk of further damaging the brand and worsening the financial situation [9][10].

reduction as part of its "JACK on Track†plan. "This debt repayment reflects the meaningful progress we continue to make toward strengthening our balance sheet and positioning the Company for sus...[Back to Newsroom]## Wish your news had this kind of reach?[Sign Up][Learn About Business Wire] Jack in the Box Brings Back the Hot Mess Burger as a Limited-Time Throwback Classic for Its 75th AnniversaryFeb 10, 2026 4:19 PM Eastern Standard Time# Jack in the Box Brings Back the Hot Mess Burger as a Limited-Time T ...

Core Viewpoint - Jack in the Box is defending its board of directors, particularly chair David Goebel, ahead of the annual shareholders meeting, emphasizing the importance of their leadership for the company's strategic plan and shareholder value [1][4]. Group 1: Shareholder Communication - The company has urged shareholders to vote for all 10 of its board nominees, including Goebel, in response to activist investor Sardar Biglari's campaign against them [2]. - Jack in the Box has sent a letter to shareholders reiterating its support for the board and Goebel, highlighting his critical expertise and the potential risks of his removal [4]. Group 2: Performance and Challenges - Proxy advisory firm Egan Jones has recommended that shareholders withhold votes from several directors, including Goebel, citing a 7.4% decline in same-store sales in the fourth quarter since the introduction of the Jack on Track plan [3]. - The company claims that Biglari's campaign is motivated by self-interest and has hindered constructive dialogue, asserting that the board is well-suited to lead the company [4]. Group 3: Management and Strategy - Jack in the Box has appointed a new CEO, CFO, and COO, and is implementing an orderly board refreshment process to strengthen its leadership [4]. - The company believes it has the right board and management team in place to build a strong foundation for future growth, with Goebel being recognized as a highly qualified executive in the quick-service and casual-dining sector [4].

Core Viewpoint - Biglari Capital Corp. is urging all shareholders of Jack in the Box Inc. to vote against Chairman David Goebel at the upcoming annual meeting [1] Group 1: Shareholder Engagement - Biglari Capital has sent a letter to Jack in the Box shareholders emphasizing the importance of their votes regardless of the number of shares owned [1] - Shareholders are encouraged to sign, date, and return the GOLD proxy card to express their stance [1] Group 2: Proxy Voting Assistance - Biglari Capital provides contact information for Saratoga Proxy Consulting LLC for shareholders needing assistance with the voting process or proxy materials [1]

Core Insights - Del Taco is reintroducing its seasonal Jumbo Shrimp Tacos and Burrito, available for a limited time at a price of two tacos for $6, featuring crispy Jumbo Shrimp, house-made pico de gallo, crunchy cabbage, and signature secret sauce wrapped in a warm flour tortilla [1][3] - The Beer Battered Fish Taco, made with wild-caught Alaska Pollock, is offered at three tacos for $7, available at any time, promoting seafood options beyond just Fridays [2][3] - The seafood menu will be available systemwide from February 3 through April 14, while supplies last, emphasizing the value and quality of ingredients used in the meals [3][4] Company Overview - Del Taco has been recognized as the Best Fast Food Restaurant in USA Today's 2025 10 Best Reader's Choice Awards, highlighting its unique variety of Mexican and American favorites prepared fresh in each restaurant [4] - Founded in 1964, Del Taco serves over three million guests weekly across nearly 600 locations in 19 states, focusing on providing real food at a real value [5]

Core Insights - Jack in the Box is celebrating its 75th anniversary through a collaboration with streetwear brand The Hundreds, emphasizing street culture and community engagement [1] Company Collaboration - The collaboration will feature the "Jack Was Here!" collection, launching on January 28, which is the first of four limited-edition drops planned throughout 2026 [1] Cultural Significance - The partnership aims to merge the iconic Jack Box character with The Hundreds' Adam Bomb, highlighting the fun and creativity that occurs outside traditional boundaries [1]

分组1 - Jack in the Box Inc. (JACK) has been identified as a weaker investment call for 2024 and early 2025, particularly when compared to "Ugly Ducklings" in the fast-service restaurant (FSR) sector, which have outperformed quick-service restaurant (QSR) counterparts [1] 分组2 - The research firm Goulart's Restaurant Stocks focuses on the U.S. restaurant industry, covering various segments including quick-service, fast casual, fine dining, and niche concepts, with an emphasis on uncovering hidden value in public equities [2] - The analyst has a background in finance and business management, holding an MBA in Controllership and Accounting Forensics, and a Bachelor's in Business Administration, along with specialized training in valuation and financial modeling [2]

分组1 - McDonald's successfully avoided losing market share among low-income consumers by cutting prices on core menu combos and reviving the Extra Value Meal, driven by menu innovation [1][8] - The brand reversed a negative trend from an E. coli outbreak and consumer pullback in Q1 2025, achieving gains in Q2 and Q3, with competitors like Applebee's adopting similar value-focused strategies [2] - Chili's emerged as the same-store sales leader in 2025, posting over 20% comps growth in the first three quarters, primarily driven by traffic growth [5] 分组2 - Taco Bell outperformed the QSR sector with same-store sales growth of 9%, 4%, and 7% in the first three quarters of 2025, leveraging a strategy that combined value, novelty, and premium options [9][11] - Starbucks showed signs of recovery in Q1 fiscal 2026, with its holiday launch being the biggest sales day ever in North America, despite facing labor unrest [14][15] - Sweetgreen faced significant challenges in 2025, with a 7.6% same-store sales drop in Q2 and an 11.7% traffic decline in Q3, leading to operational adjustments and leadership changes [23][27] 分组3 - Jack in the Box struggled in 2025, experiencing a 7.4% same-store sales decline in its fiscal fourth quarter, attributed to a lack of value perception among consumers [18][19] - Pizza Hut continued to face negative same-store sales growth, with a 6% decline in Q3 2025, prompting Yum's CEO to consider selling the brand [28][30] - Fat Brands ended 2025 with significant financial distress, defaulting on debt obligations and reporting a 5.5% decline in systemwide sales [31][32]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]