Ella Zhou's questions to Jack in the Box Inc (JACK) leadership • Q3 2025
Question
Ella Zhou of Stifel Financial Corp. asked about the sensitivity of Jack's restaurant margin to changes in comparable sales and questioned if soft sales performance could risk the timing or sequencing of the 'Jack on Track' strategic plan.
Answer
EVP & CFO Dawn Hooper offered to follow up offline regarding the specific margin sensitivity. CEO Lance Tucker stated that current sales trends do not pose a risk to the 'Jack on Track' timeline, explaining that the financial impacts from store closures and real estate sales are spread out over several years, mitigating short-term pressures.