Earnings summaries and quarterly performance for JACK IN THE BOX.
Executive leadership at JACK IN THE BOX.
Board of directors at JACK IN THE BOX.
Research analysts who have asked questions during JACK IN THE BOX earnings calls.
Brian Bittner
Oppenheimer & Co.
5 questions for JACK
Also covers: BJRI, CAKE, CMG +11 more
Alexander Slagle
Jefferies
4 questions for JACK
Also covers: BJRI, BLMN, CHEF +10 more
Andrew Charles
TD Cowen
4 questions for JACK
Also covers: BROS, CAVA, CMG +13 more
Brian Harbour
Morgan Stanley
4 questions for JACK
Also covers: BLMN, BROS, CAKE +21 more
Dennis Geiger
UBS
4 questions for JACK
Also covers: BLMN, BROS, CAKE +18 more
Gregory Francfort
Guggenheim Securities
4 questions for JACK
Also covers: BROS, CMG, DPZ +10 more
Jake Bartlett
Truist Securities
4 questions for JACK
Also covers: CBRL, DENN, DIN +11 more
Logan Reich
RBC Capital Markets
4 questions for JACK
Also covers: BROS, CAVA, DPZ +5 more
Jeffrey Bernstein
Barclays
3 questions for JACK
Also covers: BJRI, BLMN, BROS +22 more
Jim Sanderson
Northcoast Research
3 questions for JACK
Also covers: CAKE, DRI, EAT +6 more
Lauren Silberman
Deutsche Bank
3 questions for JACK
Also covers: BLMN, CAKE, CMG +13 more
Brian Mullan
Piper Sandler
2 questions for JACK
Also covers: BJRI, BLMN, BROS +18 more
Jon Tower
Citigroup
2 questions for JACK
Also covers: BJRI, BLMN, CAKE +17 more
Sara Senatore
Bank of America
2 questions for JACK
Also covers: BLMN, BROS, CAKE +21 more
Alton Stump
Loop Capital Markets
1 question for JACK
Also covers: CBRL, FAT, LANC
Andrew North
Robert W. Baird & Co.
1 question for JACK
Also covers: CAKE, CMG, SHAK
Arian Razai
Guggenheim Securities
1 question for JACK
Also covers: FL, FWRG, PTLO
Christine Cho
Goldman Sachs Group
1 question for JACK
Also covers: BEP, BEPC, BLMN +22 more
Ella Zhou
Stifel Financial Corp.
1 question for JACK
Hyun Jin Cho
Goldman Sachs
1 question for JACK
Also covers: CMG, DRI, EAT +6 more
Katherine Griffin
Bank of America
1 question for JACK
Also covers: CAKE, CBRL, DRI +4 more
Patrick Johnson
Stifel
1 question for JACK
Also covers: BROS, DRI, FWRG +1 more
Teddy Farley
Goldman Sachs
1 question for JACK
Also covers: BLMN
Recent press releases and 8-K filings for JACK.
Jack in the Box Reports Q4 2025 Results and Provides 2026 Outlook
JACK
Guidance Update
M&A
Demand Weakening
- Jack in the Box's CEO, Lance Tucker, acknowledged unsatisfactory operating performance in fiscal 2025 and declared 2026 will be a rebuilding year.
- The company anticipates completing the Del Taco divestiture in Q1 2026 and expects to end fiscal 2026 with 2,050-2,100 restaurants after 60-100 closures of underperforming locations.
- For fiscal year 2026, Jack in the Box forecasts same-store sales between -1% and +1%, company restaurant level margin of 17%-18%, and franchise level margin of $275 million-$290 million.
- In Q4 2025, sales trends improved by approximately 300 basis points due to a barbell promotional strategy, and the company reported $1.7 billion in total debt at year-end.
- The company aims to make significant progress in paying down debt in 2026, with $50 million to $70 million in real estate sales factored into its guidance to support this goal.
Nov 19, 2025, 10:00 PM
Jack in the Box outlines Q4 2025 results and 2026 outlook, including Del Taco divestiture
JACK
Guidance Update
M&A
New Projects/Investments
- Jack in the Box announced the pending divestiture of Del Taco in October, a meaningful step to recenter attention on the Jack in the Box brand and execute the "Jack on Track" plan. The divestiture is expected to be completed in Q1 2026.
- The company was not satisfied with its 2025 operating performance. In Q4 2025, sales trends improved by approximately 300 basis points due to a barbell promotional strategy, though check remained pressured.
- For fiscal year 2026, the company expects same-store sales of -1% to +1% versus the prior year and Adjusted EBITDA of $225 million-$240 million. They also plan to pay down $263 million in debt.
- As part of the "Jack on Track" plan, the company expects to end fiscal 2026 with 2,050-2,100 restaurants, including 60-100 closures built into guidance, and plans to begin actively executing a reimage program later in the year.
Nov 19, 2025, 10:00 PM
Jack in the Box Reports Q4 2025 Results and Provides 2026 Outlook
JACK
Earnings
Guidance Update
M&A
- Jack in the Box reported Q4 2025 consolidated adjusted EBITDA of $45.6 million and GAAP diluted EPS of $0.30, with full-year adjusted EBITDA at $270.9 million. Sales trends improved by approximately 300 basis points throughout Q4 2025, driven by a pivot to a barbell promotional strategy.
- The company announced the pending divestiture of Del Taco, expected to complete in Q1 2026, as a key step in its "Jack on Track" plan to refocus on the Jack in the Box brand. This plan also includes progress on a restaurant closure program and real estate transactions.
- For fiscal year 2026, Jack in the Box expects same-store sales to range from -1% to +1% and adjusted EBITDA to be between $225 million and $240 million. Management anticipates 2026 will be a rebuilding year, with the first quarter being soft and sequential improvement expected throughout the year, supported by 75th-anniversary promotions, innovation, and easier comparisons. The guidance includes 60-100 restaurant closures and $50 million-$70 million in real estate sales.
Nov 19, 2025, 10:00 PM
Jack in the Box Inc. Reports Q4 and Full-Year 2025 Earnings
JACK
Earnings
Demand Weakening
Guidance Update
- Jack in the Box Inc. reported diluted earnings per share of $0.30 and net earnings of $5.8 million for the fourth quarter of 2025.
- Total revenues for Q4 2025 decreased 6.6% to $326.2 million compared to the prior year quarter.
- Both brands experienced significant same-store sales declines in Q4 2025, with Jack in the Box decreasing 7.4% and Del Taco decreasing 3.9%.
- The company closed 47 Jack in the Box restaurants in Q4 2025, with 38 being part of the "JACK on Track" block restaurant closure program.
- For fiscal year 2026, the company anticipates Jack in the Box same-store sales to be between -1% and +1%, and has discontinued its dividend.
Nov 19, 2025, 9:09 PM
Jack in the Box to Sell Del Taco Unit
JACK
M&A
Guidance Update
- Jack in the Box Inc. has entered into a definitive agreement to sell its Del Taco Holdings unit to Yadav Enterprises Inc. for $115 million in cash.
- The transaction is expected to close by January 2026, with the proceeds intended to reduce debt, specifically the Series 2019-1 4.476% Fixed Rate Senior Secured Notes.
- This divestiture aligns with the company's "Jack on Track" plan to return to a simpler, asset-light business model focused on its core brand.
- Following the announcement, Jack in the Box shares (JACK) increased by 2.6% in premarket trading.
- The company plans to provide updated fiscal year 2026 guidance and "Jack on Track" plan details during its November 19 earnings announcement.
Oct 16, 2025, 12:13 PM
Jack in the Box Announces Definitive Agreement to Sell Del Taco Holdings
JACK
M&A
Debt Issuance
- Jack in the Box Inc. has entered into a definitive agreement to sell its wholly-owned subsidiary, Del Taco Holdings Inc., to Yadav Enterprises Inc. for $115 million in cash, subject to certain adjustments.
- The transaction is expected to close by January 2026.
- Jack in the Box plans to use the net cash proceeds, after taxes and transaction costs, to retire debt within its securitization structure, specifically to repay part of its existing Series 2019-1 4.476% Fixed Rate Senior Secured Notes, Class A-2-II.
- This divestiture is part of the company's "Jack on Track" plan, aiming to strengthen the balance sheet and return to a simpler, asset-light business model.
Oct 16, 2025, 11:04 AM
Jack in the Box Adopts Stockholder Rights Plan
JACK
Takeover Bid
- Jack in the Box Inc. (NASDAQ: JACK) unanimously adopted a limited-duration stockholder rights plan, effective July 2, 2025.
- The plan was adopted in response to Biglari Capital Corp. privately informing the Company it owns 9.9% of common stock and intends to increase its stake.
- The Rights Plan will generally become exercisable if a person or group acquires beneficial ownership of 12.5% or more of the outstanding shares. If triggered, all holders of rights (other than the acquiring person, whose rights become void) will be entitled to acquire shares at a 50% discount to the then-current market price, or the Company may exchange each right for one share of common stock.
- The Rights will expire on the earliest of the Exchange Time, the close of business on July 1, 2026 (or July 1, 2028 if ratified by stockholders), redemption by the Board, or a non-Flip-over merger.
Jul 2, 2025, 12:00 AM
Jack in the Box Appoints New CFO
JACK
CFO Change
Management Change
Executive Compensation
- Jack in the Box Inc. has named Dawn Hooper as its new Chief Financial Officer, effective May 26, 2025.
- Hooper, a veteran with the company since October 2000, previously served as interim principal financial officer on multiple occasions.
- Her appointment includes an annual base salary of $620,000, a target incentive of 75% of her base salary, and an annual long-term incentive award of $750,000.
May 28, 2025, 12:00 AM
Jack in the Box Q2 2025 Earnings Call Summary
JACK
Earnings
M&A
New Projects/Investments
- Strategic Transformation: The company is executing its JACK on Track plan to transition to an asset‐light model by closing underperforming restaurants and focusing on franchise-led growth, positioning itself for sustainable long-term performance.
- Performance & Digital Growth: The Jack brand reported a 4.4% decline in same-store sales (with 4.5% decline for franchise and 4% for company-owned locations) while achieving 18% digital sales system-wide, aided by the rollout of new POS systems and nearly 1,500 flip kiosks.
- Operational Challenges: Del Taco experienced a 3.6% decline in same-store sales amid rising commodity, labor, and operating costs, including a noncash goodwill impairment of $203.2 million that contributed to a GAAP diluted loss per share of –$7.47.
May 14, 2025, 9:01 PM
Jack in the Box Announces Q2 2025 Strategic Initiatives & Long-Term Improvement Plan
JACK
Guidance Update
Dividends
M&A
- Debt Reduction & Dividend Discontinuation: The company plans to reduce debt by at least $300M over the next 12-18 months through select real estate sales while discontinuing its dividend, saving approximately $35M annually .
- Restaurant Optimization: A block closure program will exit 150-200 underperforming restaurants (with 80-120 closures expected by end-2025) to strengthen unit economics [1,3].
- Full-Year 2025 Guidance: Revised guidance now includes capital expenditures of $100-105M, adjusted EBITDA of $282-292M, and operating EPS of $5.05-$5.40, amid reported same-store sales declines .
- Q2 2025 Performance: Preliminary results show same-store sales declines of -4.4% for Jack in the Box and -3.6% for Del Taco, with Q2 adjusted EBITDA estimated at $66-$68M .
- Strategic Refocus: The company is proactively adjusting its balance sheet and capital investments while exploring strategic alternatives for the Del Taco brand [0,1,3].
- JACK on Track Plan: A long-term improvement initiative aimed at accelerating cash flow through targeted real estate sales, share repurchases, and focused debt paydown .
Apr 23, 2025, 9:31 PM
Quarterly earnings call transcripts for JACK IN THE BOX.
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