Key Takeaways BJ's Restaurants will report Q3 fiscal 2025 results on Oct. 30 after market close.Menu innovation, group dining and pizza relaunch are expected to lift sales and traffic.Margin pressure from value deals, food inflation and higher labor costs may weigh on profits.BJ's Restaurants, Inc. (BJRI) is scheduled to report third-quarter fiscal 2025 results on Oct. 30, 2025, after the closing bell.In the previous quarter, the company’s earnings surpassed the Zacks Consensus Estimate by 40.6% while the r ...

Summary of BJ's Restaurants FY Conference Call Company Overview - **Company**: BJ's Restaurants (NasdaqGS: BJRI) - **Date of Conference**: September 10, 2025 Key Points Business Strategy and Performance - The CEO, Lyle Tick, emphasized the focus on strengthening the foundations of the business over the past year, aiming for a more consistent and sustainable operation [6][7] - The Pizookie Meal Deal, priced at $13, has become a significant traffic driver, accounting for approximately 15% of weekly business and nearly 20% on specific weekdays [10] - The company is exploring ways to evolve the Pizookie Meal Deal, including potential upgrades and new menu items [12][14] Menu Innovations - The company is revamping its pizza offerings, which are considered a core platform. The new pizza will launch in November, featuring a complete overhaul of the crust and ingredients to enhance quality [20][29] - The focus areas for the menu include pizza, Pizzookies, craft beverages, and shareables, with plans to streamline offerings by reducing the number of SKUs [31][32] - Seasonal items and customer feedback are being integrated into the menu strategy to keep offerings fresh and relevant [33] Operational Improvements - The company has implemented an Activity-Based Labor Model (ABLM) to optimize labor costs and improve guest satisfaction, with plans to expand this model to 20% of restaurants [38][40] - Operational metrics have shown improvement, with a focus on reducing errors in food preparation and order processing, leading to a double-digit decrease in food and beverage comps [36][37] Financial Outlook - Current store-level margins are projected to be in the mid-15% range, with potential for upside as operational efficiencies improve [43][44] - The CEO indicated that the focus is on growing sales and profit dollars rather than hitting specific percentage margin goals [45] Marketing Strategy - The marketing team has been effective in driving traffic through targeted campaigns, particularly around the Pizookie Meal Deal and new product launches [46][47] - Future marketing efforts will focus on building a consistent presence in social and influencer marketing, rather than competing on share of voice with larger brands [49] Store Development - The company is working on prototype stores to ensure that physical spaces reflect the brand's DNA and are adaptable to different market needs [53][55] - There is a focus on right-sizing stores based on market demand, with successful smaller footprint locations being identified [56] Off-Premise Business - The off-premise segment is seen as a growth opportunity, with plans to improve operational efficiency and menu offerings to better serve this channel starting in 2026 [58][60] Additional Insights - The company is committed to culinary excellence, particularly in pizza preparation, which has been a focus of employee training and operational standards [27] - The CEO expressed excitement about the potential for new product introductions and seasonal offerings to enhance customer engagement [33][59]