Jack in the Box Inc. is a restaurant company that operates and franchises two quick-service restaurant brands: Jack in the Box® and Del Taco®. The company specializes in offering a diverse menu of hamburgers, tacos, burritos, breakfast items, and other fast-food options. With a focus on variety, customization, and fresh ingredients, it caters to customers across multiple dayparts, including breakfast, lunch, dinner, and late-night meals.
- Jack in the Box Restaurant Operations - Operates and franchises one of the largest hamburger chains in the U.S., offering a broad menu that includes burgers, tacos, breakfast sandwiches, curly fries, egg rolls, and shakes. Menu items are available all day, emphasizing variety and customization.
- Del Taco Restaurant Operations - Operates and franchises a leading Mexican-American quick-service chain, serving burritos, tacos, fries, shakes, and other items made with fresh ingredients like grilled chicken, carne asada steak, and house-made guacamole.
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Carl Mount Executive | SVP, Chief Supply Chain Officer | None | Carl Mount joined in August 2024, bringing over 30 years of supply chain experience from companies like Starbucks and Yum! Brands. | |
Dawn Hooper Executive | Interim Principal Financial Officer, SVP, Controller | None | Dawn Hooper has been with Jack in the Box since October 2000, holding various financial roles. She is known for her expertise in financial management and has served as Interim CFO multiple times. | |
Doug Cook Executive | Chief Technology Officer | None | Doug Cook joined Jack in the Box approximately 2.5 years ago and has improved system stability and modernization. | |
Lance Tucker Executive | Interim Principal Executive Officer, EVP, CFO | None | Lance Tucker returned as CFO in January 2025 and became Interim Principal Executive Officer in February 2025. He previously held CFO roles at Davidson Hospitality Group and CKE Restaurants. | |
Ryan Ostrom Executive | EVP, Chief Customer & Digital Officer | None | Ryan Ostrom joined Jack in the Box in February 2021 as CMO and became CCDO in December 2024. He leads digital transformation and marketing strategies. | |
Sarah Super Executive | SVP, Chief Legal and Risk Officer | None | Sarah Super joined Jack in the Box in December 2013 and has held various legal roles, currently overseeing legal and risk management. | |
Steven Piano Executive | SVP, Chief People Officer | None | Steven Piano has been with Jack in the Box since April 2021, previously serving as CHRO at GNC Holdings and MoneyGram International. | |
Tim Linderman Executive | SVP, Chief Development Officer | None | Tim Linderman joined in October 2020 and has overseen significant expansion and development agreements. | |
David L. Goebel Board | Non-Executive Chairman of the Board | Wingstop Inc., Murphy USA Inc., iOR Holdings, The ExCo Group, Santoku, Inc. | David L. Goebel has been a director since December 2008 and Non-Executive Chairman since June 2020. He has extensive experience in retail, food service, and hospitality. | |
Enrique Ramirez Mena Board | Director | President & CFO of Buff City Soap, Board Director & Chairman of Audit Committee at Six Flags | Enrique Ramirez Mena joined the Board in January 2024, with a background in finance and leadership roles at Yum! Brands. | |
Guillermo Diaz, Jr. Board | Director | Chairman of HITEC, Founder & CEO of Conectado Inc., Board Director at Blue Shield of California | Guillermo Diaz, Jr. joined the Board in September 2022 and has a background in IT and digital transformation, previously serving as Global CIO at Cisco. | |
James M. Myers Board | Independent Director | None | James M. Myers has been a director since December 2010 and is Chair of the Finance Committee. He has extensive experience in financial and retail operations. | |
Michael W. Murphy Board | Independent Director | None | Michael W. Murphy has been a director since September 2002 and is Chair of the Compensation Committee. He was previously CEO of Sharp HealthCare. | |
Vivien M. Yeung Board | Independent Director | Strategic Advisor at Bain & Company | Vivien M. Yeung has been a director since April 2017 and serves as a strategic advisor to Bain & Company. |
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With the recent departure of CEO Darin Harris, how will you ensure leadership stability and continuity in executing your long-term strategy, and what measures are in place to prevent disruptions during this transition?
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Given the expected negative same-store sales in Q2 for both Jack in the Box and Del Taco, what specific initiatives are you implementing to counteract these trends and achieve your maintained annual same-store sales guidance?
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You have reduced your share repurchase allocation from $20 million to $5 million to prioritize debt reduction; how does this shift in capital allocation affect your growth plans, especially regarding new restaurant openings and capital investments?
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Del Taco is facing continued challenges with negative same-store sales expected in Q2; what strategic actions are you taking to improve Del Taco's performance, and how confident are you in the effectiveness of the menu optimization initiative?
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In light of the challenging consumer environment and macro pressures impacting traffic, how do you plan to reaccelerate comparable sales in the back half of the year while balancing value offerings with the need to protect margins?
Research analysts who have asked questions during JACK IN THE BOX earnings calls.
Brian Bittner
Oppenheimer & Co.
3 questions for JACK
Lauren Silberman
Deutsche Bank
3 questions for JACK
Andrew Charles
TD Cowen
2 questions for JACK
Brian Harbour
Morgan Stanley
2 questions for JACK
Brian Mullan
Piper Sandler
2 questions for JACK
Dennis Geiger
UBS
2 questions for JACK
Gregory Francfort
Guggenheim Securities
2 questions for JACK
Jake Bartlett
Truist Securities
2 questions for JACK
Jon Tower
Citigroup
2 questions for JACK
Logan Reich
RBC Capital Markets
2 questions for JACK
Alexander Slagle
Jefferies
1 question for JACK
Alex Slagle
Jefferies
1 question for JACK
Alton Stump
Loop Capital Markets
1 question for JACK
Andrew North
Robert W. Baird & Co.
1 question for JACK
Arian Razai
Guggenheim Securities
1 question for JACK
Christine Cho
Goldman Sachs Group
1 question for JACK
Ella Zhou
Stifel Financial Corp.
1 question for JACK
Hyun Jin Cho
Goldman Sachs
1 question for JACK
Jeffrey Bernstein
Barclays
1 question for JACK
Jim Sanderson
Northcoast Research
1 question for JACK
Katherine Griffin
Bank of America
1 question for JACK
Patrick Johnson
Stifel
1 question for JACK
Teddy Farley
Goldman Sachs
1 question for JACK
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
Included in the peer group of companies used for comparison in the company's analysis of its performance. | |
Included in the peer group of companies used for comparison in the company's analysis of its performance. | |
Included in the peer group of companies used for comparison in the company's analysis of its performance. | |
Included in the peer group of companies used for comparison in the company's analysis of its performance. | |
Included in the peer group of companies used for comparison in the company's analysis of its performance. | |
Included in the peer group of companies used for comparison in the company's analysis of its performance. | |
Included in the peer group of companies used for comparison in the company's analysis of its performance. | |
Included in the peer group of companies used for comparison in the company's analysis of its performance. | |
Included in the peer group of companies used for comparison in the company's analysis of its performance. | |
Included in the peer group of companies used for comparison in the company's analysis of its performance. | |
Included in the peer group of companies used for comparison in the company's analysis of its performance. | |
Included in the peer group of companies used for comparison in the company's analysis of its performance. | |
Included in the peer group of companies used for comparison in the company's analysis of its performance. | |
Included in the peer group of companies used for comparison in the company's analysis of its performance. | |
Included in the peer group of companies used for comparison in the company's analysis of its performance. | |
Included in the peer group of companies used for comparison in the company's analysis of its performance. | |
Included in the peer group of companies used for comparison in the company's analysis of its performance. |
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Del Taco Restaurants, Inc. | 2022 | The acquisition was completed on March 8, 2022 for a total of $593.3 million, which included a $12.51 per share cash payment, settlement of $115.2 million debt, and $7.1 million in seller transaction costs; it strategically enhances Jack in the Box’s scale and growth by leveraging the similarities in guest profiles and menu offerings, with Del Taco becoming a wholly-owned subsidiary and its stock being delisted from NASDAQ. |
Recent press releases and 8-K filings for JACK.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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 .
- Jack in the Box Inc. appointed Lance Tucker as its permanent Chief Executive Officer, effective immediately, following his interim CEO role since February 2025.
- Tucker’s compensation has been enhanced with a base salary increase to $925,000, augmented performance incentives, and a one-time relocation cash payment, alongside his appointment to the board.