Core Insights - Domino's Pizza, Inc. has a market capitalization of $13.5 billion and operates through various segments including U.S. Stores, International Franchise, and Supply Chain [1] - The company's stock has underperformed compared to the broader market, with a 9.1% decline over the past 52 weeks, while the S&P 500 Index has increased by 12.3% [2] - In Q3 2025, Domino's reported an EPS of $4.08 and revenue of $1.15 billion, both exceeding analyst expectations, alongside a 5.2% growth in U.S. same-store sales [3] - Analysts project a 5.3% year-over-year increase in EPS for the fiscal year ending December 2025, reaching $17.57 [4] - The consensus rating among analysts is a "Moderate Buy," with a mix of ratings including 16 "Strong Buy" and 11 "Holds" [4] - BofA has raised its price target for Domino's to $536, indicating a potential upside of 25.2% from the current price [5] Performance Analysis - Over the past 52 weeks, Domino's shares have lagged behind the Consumer Discretionary Select Sector SPDR Fund's 4.2% rise [3] - Year-to-date, the stock has declined by 4.8%, contrasting with the S&P 500's 12.9% gain [2] Earnings and Forecast - The company's earnings surprise history shows mixed results, beating estimates in two of the last four quarters [4] - The mean price target from analysts is $500.53, with a Street-high target of $597 suggesting a 49.4% potential upside [5]

Core Insights - Chipotle Mexican Grill is launching a "Back Home BOGO" offer on Thanksgiving Eve, November 26, 2025, from 4 p.m. to close local time, encouraging gatherings among friends and family [1][3][8] - The company is also promoting a $0 delivery fee offer during Cyber Weekend from November 28 to December 1, 2025, for orders placed through its app and website using the code CYBER25 [4][10] Promotions and Offers - The "Back Home BOGO" promotion allows customers to buy one entrée and get one free, valid only in-restaurant at participating U.S. locations [7][8] - Chipotle's Build-Your-Own Chipotle (BYOC) meal is designed for family gatherings, serving 4 to 6 people, and is available for pickup in as little as 15 minutes [5][11] - A limited-time offer provides $10 off the first BYOC order with the code TRYBYOC, valid through December 31, 2025, or until 500,000 redemptions [6][11] Company Overview - Chipotle operates over 3,900 restaurants across the U.S., Canada, the U.K., France, Germany, and the Middle East, focusing on responsibly sourced, real food without artificial ingredients [12] - The company employs over 130,000 individuals and is recognized as a leader in the food industry, committed to digital innovation and sustainable practices [12]

Starbucks Corp. (NASDAQ:SBUX) witnessed a dramatic shift in its fundamental outlook this week as its Benzinga Edge’s Stock Rankings’ growth metric surged to a bullish 79.63, a massive leap from just 33.02 the previous week.Check out SBUX's stock price here.Coffee Maker Starbucks Surges In Growth RankingsThis sharp uptick highlights a growing divergence between the coffee giant's improving financial prospects and its battered public sentiment.While the company's momentum at 26.08 and value at 15.97 remain de ...

Group 1 - McDonald's stock price increased by 0.50%, but it underperformed the benchmark, indicating a potential limitation on upside due to elevated multiples in the near term [1] Group 2 - The author has over 10 years of experience in asset management, focusing on equity analysis, macroeconomics, and risk-managed portfolio construction [2] - The analysis emphasizes the importance of understanding macro trends and their influence on asset prices and investor behavior [2] - The goal of sharing insights is to empower investors and promote confidence in long-term investing [2]

Group 1 - The article does not provide any specific information or insights regarding a company or industry [1]

Core Insights - Jack In The Box reported a revenue of $326.19 million for the quarter ended September 2025, reflecting a year-over-year decline of 6.6% and an EPS of $0.30 compared to $1.16 a year ago, with a revenue surprise of +1.47% over the Zacks Consensus Estimate [1] - The consensus EPS estimate was $0.46, resulting in an EPS surprise of -34.78% [1] - The stock has returned -21.5% over the past month, underperforming the Zacks S&P 500 composite's -0.6% change, and currently holds a Zacks Rank 4 (Sell) [3] Revenue and Sales Performance - Same-store sales for Jack In The Box decreased by 7.4%, worse than the estimated decline of 5.8% [4] - Company restaurant sales revenue was $142.52 million, exceeding the average estimate of $136.31 million but showing a year-over-year decline of 5.9% [4] - Franchise revenues, including rental, royalties, and contributions, totaled $183.68 million, slightly below the estimated $185.39 million, marking a year-over-year decline of 7.2% [4] Franchise Metrics - Total restaurant counts for Jack In The Box remained at 2,136, matching analyst estimates [4] - Del Taco's same-store sales decreased by 3.9%, compared to the estimated decline of 2.1% [4] - Del Taco's total restaurant counts were 576, below the estimated 586 [4]

Financial Data and Key Metrics Changes - For Q4 2025, same-store sales for Jack in the Box declined 7.4%, with franchise same-store sales down 7.6% and company-owned same-store sales down 5.3% [19] - Jack restaurant level margin decreased by 240 basis points year-over-year to 16.1%, driven by sales deleverage, commodity inflation of 6.9%, and elevated labor costs [20] - Consolidated adjusted EBITDA for Q4 was $45.6 million, down from $65.5 million in the prior year, primarily due to lower same-store sales [26] - GAAP diluted earnings per share for Q4 was $0.30, compared to $1.12 in the prior year [27] Business Line Data and Key Metrics Changes - Jack in the Box opened 15 restaurants and closed 47 in Q4, ending the year with 2,136 restaurants [19] - Del Taco's system same-store sales declined 3.9%, with company-owned same-store sales down 3.1% and franchise same-store sales down 4.2% [24] - Del Taco restaurant level margin decreased to 6.8% from 9.3% in the prior year, primarily due to transaction declines and inflationary increases in commodities [24] Market Data and Key Metrics Changes - The Chicago market had a -130 basis point drag on overall company restaurant level margin due to elevated labor costs from new restaurant openings [21] - Franchise level margin for Jack in the Box was $62.6 million, or 38.9% of franchise revenues, compared to $70.9 million, or 40.4% a year ago [22] Company Strategy and Development Direction - The company is focused on the "Jack on Track" plan, which aims to simplify the business and strengthen the Jack in the Box brand [8] - The divestiture of Del Taco is a key step to refocus on the Jack in the Box brand and improve operational performance [8] - The company plans to enhance operational excellence and improve food quality, with a focus on consistency across operations [12] Management's Comments on Operating Environment and Future Outlook - Management expects 2026 to be a rebuilding year, with same-store sales returning to positive as operational improvements are implemented [16] - The company anticipates challenges in the first quarter of 2026 but expects improvements in the second quarter, coinciding with the 75th anniversary celebrations [39] - Management has not built in significant macroeconomic tailwinds into their guidance, expecting conditions to remain flat [60] Other Important Information - The company ended the year with total debt of $1.7 billion and a net debt to adjusted EBITDA leverage ratio of six times [28] - Capital expenditures for Q4 were $17.9 million, with cash flows from operations for the quarter at $33.7 million [28] Q&A Session Summary Question: What are the main drivers of improvement in same-store sales for 2026? - Management expects improvements to be driven by a combination of promotional strategies, operational enhancements, and softer comparisons in the second half of the year [39][40] Question: What is the assumption in the current EBITDA guidance regarding real estate sales and closures? - Management confirmed that the guidance includes block closures and anticipates $50 million to $70 million in real estate sales [41][42] Question: How is franchisee sentiment regarding the current competitive environment? - Franchisees are under pressure but remain supportive of the brand, with ongoing conversations to drive business forward [66][70] Question: What are the expectations for G&A expenses in the second half of 2026? - G&A is expected to decrease to approximately 2.3%-2.4% of system-wide sales in the second half as the company right-sizes the business [62] Question: How are value scores trending, and what is the strategy moving forward? - Value scores have improved slightly, and the company aims to maintain consistent value offerings across its menu [84][92]

Financial Data and Key Metrics Changes - For Q4 2025, same-store sales for Jack in the Box declined 7.4%, with franchise same-store sales down 7.6% and company-owned same-store sales down 5.3% [19] - Jack restaurant level margin decreased by 240 basis points to 16.1% due to sales deleverage, commodity inflation of 6.9%, and elevated labor costs [20] - Consolidated adjusted EBITDA was $45.6 million, down from $65.5 million in the prior year, primarily due to lower same-store sales [26] Business Line Data and Key Metrics Changes - Jack in the Box had 15 restaurant openings and 47 closures in Q4, ending the year with 2,136 restaurants [19] - Del Taco's system same-store sales declined 3.9%, with company-owned same-store sales down 3.1% and franchise same-store sales down 4.2% [24] - Del Taco restaurant level margin decreased to 6.8% from 9.3% in the prior year, driven by transaction declines and inflationary increases in commodities [24] Market Data and Key Metrics Changes - The Chicago market had a negative 130 basis point drag on overall company restaurant level margin due to elevated labor costs from new restaurant openings [21] - Franchise level margin for Jack in the Box was $62.6 million, or 38.9% of franchise revenues, compared to $70.9 million, or 40.4% a year ago [22] Company Strategy and Development Direction - The company is focused on the "Jack on Track" plan, which includes simplifying the business and divesting Del Taco to strengthen the Jack in the Box brand [8][9] - A comprehensive reimage program is in progress, with a focus on modernizing restaurants and enhancing customer experience [15][99] - The company aims to achieve same-store sales growth and improve operational efficiency while managing costs effectively [16][12] Management's Comments on Operating Environment and Future Outlook - Management expects 2026 to be a rebuilding year, with same-store sales returning to positive as operational improvements are implemented [16] - The company anticipates challenges in the first quarter due to comparisons with stronger results from the previous year and external factors like government shutdowns [40][48] - Management is optimistic about the long-term potential, aiming for a stronger, more disciplined brand by the end of 2026 [18] Other Important Information - The company plans to pay down $263 million in debt by retiring the August 2026 tranche of its securitization with proceeds from the Del Taco divestiture and real estate sales [34] - Capital expenditures for Q4 were $17.9 million, with cash flows from operations for the quarter at $33.7 million [28] Q&A Session Summary Question: What are the main drivers of same-store sales improvement in 2026? - Management expects the first quarter to be soft but anticipates improvements in the second quarter due to marketing initiatives and anniversary promotions [39] Question: What is the assumption in the current EBITDA guidance regarding real estate sales and closures? - Management confirmed that block closures are included in the guidance, with expectations of 60-100 closures and $50 million to $70 million in real estate sales [41][42] Question: How is franchisee sentiment regarding the brand and investment in the Jack on Track plan? - Franchisees are under pressure but remain supportive, with a willingness to invest in the brand as conditions improve [66][69] Question: What are the expectations for top and bottom line growth in the long term? - Management indicated that long-term guidance will be provided once the company is further along in the Jack on Track program, with expectations for moderate growth in the future [73] Question: What is the current status of the reimage program? - The company has a reimage plan in place and is focused on ensuring that significant contributions are made to enhance restaurant appearances [96][99]

Financial Data and Key Metrics Changes - In Q4 2025, Jack in the Box reported a system same-store sales decline of 7.4%, with franchise same-store sales down 7.6% and company-owned same-store sales down 5.3% [17] - The overall sales trends improved by approximately 300 basis points throughout the quarter, despite ongoing pressure on check sizes due to previous price increases [9][10] - Adjusted EBITDA for Q4 was $45.6 million, down from $65.5 million in the prior year, primarily due to lower same-store sales [24] Business Line Data and Key Metrics Changes - Jack in the Box opened 15 restaurants and closed 47 in Q4, ending the year with 2,136 locations [17] - Del Taco experienced a system same-store sales decline of 3.9%, with company-owned same-store sales down 3.1% and franchise same-store sales down 4.2% [21] - Del Taco's restaurant level margin decreased to 6.8% from 9.3% in the prior year, driven by transaction declines and inflationary increases in commodities [22] Market Data and Key Metrics Changes - The Chicago market had a negative impact on overall company restaurant level margin, contributing a drag of 130 basis points due to elevated labor costs from rapid new restaurant openings [19] - Franchise level margin for Jack in the Box was $62.6 million, or 38.9% of franchise revenues, compared to $70.9 million, or 40.4% a year ago [20] Company Strategy and Development Direction - The company is focused on the "Jack on Track" plan, which includes divesting Del Taco to concentrate on strengthening the Jack in the Box brand [6][14] - A comprehensive reimage program is in development, with a focus on modernizing restaurants and enhancing customer experience [13][62] - The company aims to achieve positive same-store sales in 2026 through operational improvements and a barbell promotional strategy [14] Management's Comments on Operating Environment and Future Outlook - Management acknowledged that 2025 was a challenging year but expressed confidence in the company's ability to restore momentum and drive long-term shareholder value [15] - The outlook for 2026 includes expectations for same-store sales to return to positive, completion of the Del Taco divestiture, and significant debt reduction [14][29] - Management noted that the competitive landscape is more intense, and consumer spending is cautious, necessitating a focus on value perception and operational excellence [10][11] Other Important Information - The company ended the year with total debt of $1.7 billion and a net debt to adjusted EBITDA leverage ratio of six times [26] - Capital expenditures for Q4 were $17.9 million, with cash flows from operations for the quarter at $33.7 million [26] Q&A Session Summary Question: What are the main drivers of improvement in same-store sales for 2026? - Management expects the first quarter to be soft but anticipates improvements in the second quarter due to promotional activities and the 75th anniversary celebrations [32] Question: What is the assumption in the current EBITDA guidance? - The guidance includes block closures and real estate sales, with expectations of $50 million to $70 million in real estate sales built into the guidance [34][35] Question: How is franchisee sentiment amid competitive pressures? - Franchisees are focused on driving sales and are willing to support the brand, although profitability pressures exist [44][46] Question: What are the expectations for G&A expenses in 2026? - G&A is expected to be elevated in the first half of the year but should improve in the second half as the company restructures following the Del Taco sale [41]

Core Insights - Jack In The Box, Inc. reported fourth-quarter earnings that missed analyst expectations, with earnings of 30 cents per share compared to the estimated 45 cents per share [2][3] - The company's quarterly revenue was $326.19 million, surpassing the analyst estimate of $319.65 million, but down from $349.29 million in the same period last year [2] Financial Performance - Same-store sales decreased by 7.4% [5] - Systemwide sales for the fourth quarter decreased by 7.2% [5] - Restaurant-Level Margin was 16.1%, down from 18.5% in the prior year quarter [5] - Franchise-Level Margin was 38.9%, down from 40.4% a year ago [5] Operational Changes - The company opened 15 new restaurants and closed 47 restaurants during the fourth quarter [5]