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Allison Armstrong

Research Analyst at Piper Sandler

Allison Armstrong's questions to BJs RESTAURANTS (BJRI) leadership

Question · Q4 2025

Allison Armstrong, representing Brian Mullan from Piper Sandler, asked about the rationale behind BJ's Restaurants' decision to refresh its burger and chicken sandwich categories, the potential opportunities, and if the process would mirror the pizza relaunch timeline.

Answer

President and CEO Lyle Tick explained that the decision to refresh these categories is based on identifying opportunities through menu satisfaction, intent to reorder, and value perceptions, focusing on driver categories. He confirmed that the process would be similar to the pizza relaunch, involving screener work, operational and guest feedback, and subsequent adjustments. Tick noted it is too early to provide material details as these refreshes are in the early test market stages.

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Question · Q4 2025

Allison Armstrong asked about the strategic rationale behind refreshing the burger and chicken sandwich categories, the potential opportunities these initiatives present, and whether the rollout process will mirror the structured approach used for the pizza platform relaunch.

Answer

President and CEO Lyle Tick explained that category refreshes are identified by analyzing menu satisfaction, intent to reorder, and value perceptions, focusing on driver categories. He confirmed that the process for burgers and chicken sandwiches will be similar to the pizza relaunch, involving screener work, operational and guest feedback, and iterative adjustments before a broader market rollout. Tick noted it's too early to provide specific details as these initiatives are still in early test market stages.

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