Earnings summaries and quarterly performance for BJs RESTAURANTS.
Executive leadership at BJs RESTAURANTS.
Lyle D. Tick
Chief Executive Officer and President
Gregory S. Lynds
Executive Vice President and Chief Development Officer
Kendra D. Miller
Executive Vice President and General Counsel
Todd J. Wilson
Executive Vice President and Chief Financial Officer
William J. Atkins
Interim Principal Financial Officer and Interim Principal Accounting Officer
Board of directors at BJs RESTAURANTS.
Research analysts who have asked questions during BJs RESTAURANTS earnings calls.
Sharon Zackfia
William Blair & Company
6 questions for BJRI
Todd Brooks
The Benchmark Company
6 questions for BJRI
Jeffrey Bernstein
Barclays
5 questions for BJRI
Alexander Slagle
Jefferies
4 questions for BJRI
Brian Bittner
Oppenheimer & Co.
4 questions for BJRI
Brian Mullan
Piper Sandler
4 questions for BJRI
Jon Tower
Citigroup
4 questions for BJRI
Allison Armstrong
Piper Sandler
2 questions for BJRI
Andrew Paul Wolf
CL King & Associates
1 question for BJRI
Karen Holthouse
Citigroup
1 question for BJRI
Michael Tamas
Oppenheimer & Co. Inc.
1 question for BJRI
Nick Setyan
Wedbush Securities
1 question for BJRI
Pratik Patel
Barclays
1 question for BJRI
Recent press releases and 8-K filings for BJRI.
- BJ's Restaurants delivered a strong Q4 2025, achieving 2.6% same-store sales growth driven by 4.5% traffic growth, marking its sixth consecutive quarter of sales and traffic growth.
- Profitability significantly improved in Q4 2025, with restaurant-level operating margins at 16.1% (a 70 basis point improvement year-over-year) and Adjusted EBITDA at $35.6 million (a 7.4% increase compared to the prior year). Adjusted EPS increased 40% to $0.66 per diluted share.
- For the full year 2025, the company reported 2% same-store sales growth and 15.5% restaurant-level operating margins, with Adjusted EBITDA increasing 14.5% to $134.1 million.
- BJ's Restaurants provided 2026 financial guidance, projecting 1%-3% comparable restaurant sales growth, $221 million-$233 million in restaurant-level operating profit, and $140 million-$150 million in Adjusted EBITDA.
- The company plans $85 million-$95 million in capital expenditures for 2026, including opening up to 2 new restaurants in the second half, and authorized up to $50 million for stock repurchases.
- BJ's Restaurants delivered strong Q4 2025 results, with 2.6% comparable restaurant sales growth driven by 4.5% traffic growth, leading to $0.66 adjusted EPS and $35.6 million adjusted EBITDA.
- For the full year 2025, the company achieved 2% same-store sales growth and improved restaurant-level operating margins by 110 basis points to 15.5%.
- The company issued 2026 financial guidance, projecting 1%-3% comparable restaurant sales growth, $221 million-$233 million in restaurant-level operating profit, and $140 million-$150 million in adjusted EBITDA.
- BJ's plans to open up to two new restaurants in the second half of 2026 and may repurchase up to $50 million of stock.
- Performance was driven by the Pizookie Meal Deal and LTO Pizookies, which attracted younger demographics and increased late-night traffic, with the dine-in business experiencing almost 7% traffic growth.
- BJ's Restaurants (BJRI) reported strong Q4 2025 results, with 2.6% comparable restaurant sales growth driven by 4.5% traffic growth, and 16.1% restaurant-level operating margins. Net income increased to $12.6 million from a loss in the prior year, and Adjusted EPS grew 40% to $0.66.
- For the full year 2025, the company achieved 2% same-store sales growth and 15.5% restaurant-level operating margins, with Adjusted EBITDA increasing 14.5% to $134.1 million.
- The company issued 2026 financial guidance, projecting comparable restaurant sales growth of 1%-3%, restaurant-level operating profit between $221 million and $233 million, and Adjusted EBITDA between $140 million and $150 million.
- Key drivers of performance included the Pizookie Meal Deal and LTO Pizookies, attracting new and younger customers, alongside operational improvements and 19 restaurant remodels in 2025.
- BJ's Restaurants plans to repurchase up to $50 million of stock in 2026 and expects to open up to 2 new restaurants in the second half of the year, with capital expenditures of $85 million-$95 million. The company's balance sheet remains healthy with net funded debt of $61.2 million.
- BJ's Restaurants, Inc. reported strong fiscal fourth quarter 2025 results, with total revenues increasing 3.2% to $355.4 million and comparable restaurant sales growing 2.6%.
- For the full fiscal year 2025, total revenues increased 3.1% to $1.4 billion, and comparable restaurant sales rose 2.0%.
- The company achieved diluted net income per share of $0.58 for Q4 2025, a significant improvement from a net loss in the prior year, and $2.16 for the full fiscal year 2025.
- BJ's Restaurants issued a positive fiscal 2026 financial outlook, projecting comparable restaurant sales growth of 1% to 3%, restaurant level operating profit between $221 million and $233 million, and Adjusted EBITDA from $140 million to $150 million.
- The company repurchased approximately 167,000 shares for $5.4 million in Q4 2025 and a total of 2.0 million shares for $67.8 million in fiscal year 2025, with plans for up to $50 million in share repurchases for 2026.
- Lyle Tick became CEO of BJ's Restaurants in June 2025, having joined the company in September 2024, and Todd Wilson joined as CFO on December 15th.
- The company has achieved five consecutive quarters of positive traffic growth, with Q4 2025 traffic reported to be up 3.5%, driven by operational execution and value initiatives like the Pizookie Meal Deal.
- BJ's Restaurants anticipates nearly 100 basis points of restaurant margin expansion in 2025, attributed to foundational operational improvements and simplification efforts.
- The company plans to restart unit growth with two new units in the second half of 2025, accelerating in 2027, and engaged in share buybacks in 2025 as part of its cash allocation strategy.
- BJ's Restaurants has undergone significant leadership changes, with Lyle Tick becoming CEO in June 2025 and Todd Wilson joining as CFO on December 15, 2025.
- The company has achieved five consecutive quarters of positive traffic growth through Q3 2025, with Q4 2025 traffic up 3.5%, attributed to operational improvements and value offerings like the Pizookie Meal Deal.
- Restaurant margins are anticipated to increase by nearly 100 basis points in 2025, leading to an upward revision in the 2025 EBITDA guidance.
- BJ's plans to restart unit growth, with two new units scheduled to open in the second half of 2026 and further acceleration in 2027, exploring flexible prototype options.
- The company utilized its strong cash flow for a share buyback program in 2025 and believes its stock is currently undervalued, trading around six times EBITDA.
- BJ's Restaurants (BJRI) has seen recent management changes with Lyle Tick becoming CEO in June 2025 and Todd Wilson joining as CFO on December 15th.
- The company has achieved five consecutive quarters of positive traffic growth, with Q4 traffic up approximately 3.5%, contributing to impressive $6.5 million AUVs.
- Restaurant margins are anticipated to improve by nearly 100 basis points in FY 2025 due to foundational operational enhancements.
- BJ's plans to restart unit growth with two new units in the second half of FY 2026, accelerating in 2027, and utilized a share buyback program in 2025 as part of its capital allocation strategy.
- BJ's Restaurants reported its fifth consecutive quarter of sales and traffic growth and fourth consecutive quarter of profit expansion in Q3 2025.
- For Q3 2025, the company achieved 0.5% same-store sales growth and 1.4% total sales growth to $330 million. Restaurant-level operating margins improved by 80 basis points year-over-year to 12.5%, and adjusted EBITDA margins improved by 70 basis points to 6.4%.
- BJ's Restaurants reiterated its full-year 2025 top-line guidance of approximately 2% and updated its annual share repurchase expectations to $65 million to $80 million , having repurchased $33.2 million in Q3 2025.
- The company announced a new CFO will start in mid-December and plans to launch a refreshed pizza platform next week, on November 6th.
- BJ's Restaurants, Inc. reported a 1.4% increase in total revenues to $330.2 million and a 0.5% increase in comparable restaurant sales for the fiscal third quarter ended September 30, 2025, compared to the prior year.
- The company achieved a diluted net income per share of $0.02 and an adjusted diluted net income per share of $0.04 for Q3 2025, marking its 5th consecutive quarter of sales and traffic growth and 4th consecutive quarter of profit expansion.
- During the third quarter of 2025, BJ's Restaurants repurchased approximately 996,000 shares of its common stock at a cost of approximately $33.2 million. In October 2025, the Board of Directors approved a $75 million increase to the share repurchase program.
- For fiscal year 2025, management anticipates comparable restaurant sales growth of approximately 2%, restaurant level operating profit between $211 million and $219 million, and Adjusted EBITDA between $132 million and $140 million.
- BJ's Restaurants, Inc. reported a 1.4% increase in total revenues to $330.2 million and a 0.5% increase in comparable restaurant sales for the fiscal third quarter ended September 30, 2025.
- The company achieved diluted net income per share of $0.02, a significant improvement from a diluted net loss per share of $0.13 in the prior year period. Adjusted diluted net income per share was $0.04.
- Restaurant level operating profit rose 8.8% to $41.3 million, resulting in a 12.5% margin, and Adjusted EBITDA increased 14.1% to $21.1 million for the third quarter of 2025.
- During Q3 2025, BJ's Restaurants repurchased approximately 996,000 shares of common stock at a cost of approximately $33.2 million. The Board of Directors also approved an additional $75 million for the share repurchase program in October 2025.
- For fiscal 2025, the company anticipates comparable restaurant sales growth of approximately 2%, restaurant level operating profit between $211 million and $219 million, and Adjusted EBITDA between $132 million and $140 million.
Quarterly earnings call transcripts for BJs RESTAURANTS.
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