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Jack in the Box Shares Jump Despite Earnings Miss and Sharp Sales Decline
Financial Modeling Prep· 2025-11-20 20:01
Core Insights - Jack in the Box Inc. experienced a more than 10% increase in share price despite reporting fourth-quarter adjusted earnings that fell short of expectations and significant declines in same-store sales across its brands [1][2] Financial Performance - Adjusted earnings per share were reported at $0.30, which is below the analyst estimates of $0.46 [1] - Revenue for the quarter was $326.2 million, slightly exceeding the consensus estimate of $324.77 million, but reflecting a 6.6% year-over-year decline [1] Same-Store Sales - Same-store sales for the Jack in the Box brand decreased by 7.4%, with company-operated restaurants down 5.3% and franchised locations down 7.6% [2] - Del Taco, which is in the process of being divested, reported a 3.9% decline in system-wide same-store sales [2] Operational Efficiency - The restaurant-level margin at Jack in the Box was 16.1%, down from 18.5% a year ago, attributed partly to operational inefficiencies related to the company's expansion in Chicago, where eight new restaurants were opened during the quarter [2] Future Projections - For fiscal 2026, the company projected same-store sales to range between -1% and +1% [3] - The company indicated that first-quarter results are expected to remain under pressure before showing sequential recovery throughout the year [3] - Jack in the Box plans to open approximately 20 new restaurants while closing 50 to 100 locations, primarily franchised units [3]
Starbucks ‘Red Cup Rebellion' Strike Spreads To More Stores, Cities And Key East Coast Hub
Forbes· 2025-11-20 19:35
ToplineOne week into the Starbucks Workers United strike over unfair labor practices, union protests have expanded to 30 stores in 25 new cities, including disruptions at the company’s largest East Coast distribution facility in York, PA, bringing the total to 95 stores across 65 cities participating in the open-ended ULP strike. NEW YORK, NEW YORK - NOVEMBER 13: Starbucks workers walk a picket line as they go on strike outside a Starbucks store on November 13, 2025 in the Clinton Hill neighborhood of the B ...
CORRECTING and REPLACING Dickey's Teams Up with Drew Pearson for Cowboy Alumni Event
Businesswire· 2025-11-20 19:33
DALLAS--(BUSINESS WIRE)--Please replace the release dated November 19, 2025 with the following corrected version due to multiple revisions. The updated release reads: DICKEY'S TEAMS UP WITH DREW PEARSON FOR COWBOY ALUMNI EVENT Free Family Event Celebrates Football, Barbecue and Thanksgiving Texas-Style There's nothing more Texas than barbecue and football, and this Thanksgiving season, Dickey's Barbecue Pit is bringing both together for an unforgettable hometown celebration. On Saturday, Novemb. ...
Yum Triples Darden's Margins by Franchising While Darden Buys More Restaurants
247Wallst· 2025-11-20 19:12
Darden Restaurants (NYSE: DRI) and Yum! ...
Jack In The Box: Everything Has Been Priced In, But No Drivers (Downgrade)
Seeking Alpha· 2025-11-20 19:05
Ever since I began trading in the U.S. market, Jack in the Box Inc. ( JACK ) has been my most unsuccessful attempt. From my previous coverage last March, the stock has alreadyI have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, ...
Final Trades: Alphabet, Starbucks and Welltower
Youtube· 2025-11-20 19:05
And we are back right here on halftime with final trades. Bin, you're up first. >> Google stock continues to perform well in a negative tape.Gemini 3 just rolled out and Google DeepMind just also rolled out the Nana Banana Pro, which is their great image generator. So, I think the stock continues to go higher. >> Yeah, one of the green spots in tech.Steph, over to you. >> I like Starbucks. I think the turn is happening faster than expected.First positive comp in over two years last quarter. I think there's ...
Jack in the Box sales continued to slide in Q4
Yahoo Finance· 2025-11-20 18:34
You can find original article here Nrn. Subscribe to our free daily Nrn newsletters. Jack in the Box announced fourth quarter financial results for its Jack in the Box and Del Taco brands Thursday after market and let’s just say it wasn’t pretty. Same-store sales at Jack in the Box fell 7.4%, comprised of a decrease in company-operated same-store sales of 5.3% and a decrease in franchise same-store sales of 7.6%. The performance was driven by a decrease in transactions and unfavorable menu mix, whi ...
Can Dutch Bros Protect Its Margins as Coffee Inflation Heats Up?
ZACKS· 2025-11-20 18:31
Key Takeaways BROS sees accelerating coffee inflation as its biggest near-term challenge for protecting margins.Hot food lifts comps through higher tickets and transactions but introduces modest product margin dilution.Digital gains, targeted rewards and strong traffic help BROS absorb cost pressures while sustaining momentum.Dutch Bros Inc. (BROS) is entering a period where margin preservation is taking on greater importance, even as the company continues to outperform on traffic and new unit growth. Its t ...
CMG's Traffic Slide Deepens: Can Menu Innovation Reverse the Trend?
ZACKS· 2025-11-20 18:21
Core Insights - Chipotle Mexican Grill, Inc. is experiencing a decline in guest traffic due to a challenging consumer environment, with management noting a series of sequential decreases in transactions throughout the year, particularly intensifying in October [1][7] - The primary factor contributing to this slowdown is a significant pullback among households earning below $100,000, which account for approximately 40% of Chipotle's sales, especially within the 25-35 age group [2][7] - In response to these challenges, Chipotle is focusing on menu innovation to stimulate customer engagement and increase transaction frequency, with plans to enhance its limited-time offerings and expand its sauce and dip options [3][4] Company Performance - Chipotle's stock has decreased by 48.5% year-to-date, significantly underperforming compared to the industry average decline of 11% [5] - The company's forward price-to-sales (P/S) multiple is 3.15, which is below the industry average of 3.35, indicating a relative valuation opportunity [9] - The Zacks Consensus Estimate for Chipotle's 2026 earnings per share has decreased by 14% to $1.22 over the past 60 days, reflecting a downward trend in earnings expectations [11] Market Context - The broader industry context shows that competitors like Sweetgreen and CAVA are expected to see year-over-year earnings increases of 15.9% and 11.6%, respectively, while Starbucks is projected to have a 15% rise in fiscal 2026 earnings [12] - Chipotle's management is optimistic that enhanced menu relevance and customer engagement strategies will help recover transaction frequency as consumer conditions improve [4]
Yum! Brands, Pizza Hut And The Billion-Dollar Slice: A Sale Could Unlock Value (NYSE:YUM)
Seeking Alpha· 2025-11-20 17:58
Group 1 - The article discusses the expertise of a research firm focused on the U.S. restaurant industry, covering various segments from quick-service to fine dining [1] - The firm employs advanced financial modeling and sector-specific KPIs to identify hidden value in public equities, particularly in micro and small-cap companies [1] - The research has been featured on multiple financial platforms, indicating a broad recognition of the firm's insights and analysis [1] Group 2 - The analyst has a strong academic background with an MBA in Controllership and Accounting Forensics, and a Bachelor's in Business Administration, enhancing the credibility of the research [1] - Specialized training in valuation, financial modeling, and restaurant operations contributes to the depth of analysis provided by the firm [1]