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JACK IN THE BOX (JACK)

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Earnings summaries and quarterly performance for JACK IN THE BOX.

Research analysts who have asked questions during JACK IN THE BOX earnings calls.

BB

Brian Bittner

Oppenheimer & Co.

5 questions for JACK

Also covers: BJRI, CAKE, CMG +11 more
AS

Alexander Slagle

Jefferies

4 questions for JACK

Also covers: BJRI, BLMN, CHEF +10 more
AC

Andrew Charles

TD Cowen

4 questions for JACK

Also covers: BROS, CAVA, CMG +13 more
Brian Harbour

Brian Harbour

Morgan Stanley

4 questions for JACK

Also covers: BLMN, BROS, CAKE +21 more
DG

Dennis Geiger

UBS

4 questions for JACK

Also covers: BLMN, BROS, CAKE +18 more
Gregory Francfort

Gregory Francfort

Guggenheim Securities

4 questions for JACK

Also covers: BROS, CMG, DPZ +10 more
JB

Jake Bartlett

Truist Securities

4 questions for JACK

Also covers: CBRL, DENN, DIN +11 more
LR

Logan Reich

RBC Capital Markets

4 questions for JACK

Also covers: BROS, CAVA, DPZ +5 more
JB

Jeffrey Bernstein

Barclays

3 questions for JACK

Also covers: BJRI, BLMN, BROS +22 more
Jim Sanderson

Jim Sanderson

Northcoast Research

3 questions for JACK

Also covers: CAKE, DRI, EAT +6 more
Lauren Silberman

Lauren Silberman

Deutsche Bank

3 questions for JACK

Also covers: BLMN, CAKE, CMG +13 more
Brian Mullan

Brian Mullan

Piper Sandler

2 questions for JACK

Also covers: BJRI, BLMN, BROS +18 more
JT

Jon Tower

Citigroup

2 questions for JACK

Also covers: BJRI, BLMN, CAKE +17 more
SS

Sara Senatore

Bank of America

2 questions for JACK

Also covers: BLMN, BROS, CAKE +21 more
Alton Stump

Alton Stump

Loop Capital Markets

1 question for JACK

Also covers: CBRL, FAT, LANC
Andrew North

Andrew North

Robert W. Baird & Co.

1 question for JACK

Also covers: CAKE, CMG, SHAK
Arian Razai

Arian Razai

Guggenheim Securities

1 question for JACK

Also covers: FL, FWRG, PTLO
CC

Christine Cho

Goldman Sachs Group

1 question for JACK

Also covers: BEP, BEPC, BLMN +22 more
Ella Zhou

Ella Zhou

Stifel Financial Corp.

1 question for JACK

HJ

Hyun Jin Cho

Goldman Sachs

1 question for JACK

Also covers: CMG, DRI, EAT +6 more
Katherine Griffin

Katherine Griffin

Bank of America

1 question for JACK

Also covers: CAKE, CBRL, DRI +4 more
Patrick Johnson

Patrick Johnson

Stifel

1 question for JACK

Also covers: BROS, DRI, FWRG +1 more
TF

Teddy Farley

Goldman Sachs

1 question for JACK

Also covers: BLMN

Recent press releases and 8-K filings for JACK.

Jack in the Box Announces Debt Repayment
JACK
Debt Issuance
  • Jack in the Box Inc. announced on January 9, 2026, that it has repaid $105 million of its existing Series 2019-1 4.476% Fixed Rate Senior Secured Notes, Class A-2-II.
  • This debt repayment is a component of the company's "JACK on Track" plan, which emphasizes debt reduction to strengthen its balance sheet and facilitate sustained growth.
7 days ago
Jack in the Box Announces Debt Repayment
JACK
  • Jack in the Box Inc. (NASDAQ: JACK) announced on January 9, 2026, the repayment of $105 million of its Series 2019-1 4.476% Fixed Rate Senior Secured Notes, Class A-2-II.
  • This repayment is a key part of the company's "JACK on Track" plan, focusing on debt reduction to strengthen the balance sheet and support sustainable growth.
  • The company intends to continue paying down debt using cash on hand and proceeds from targeted real estate sales.
Jan 9, 2026, 9:10 PM
Jack in the Box Completes Systemwide POS Modernization
JACK
New Projects/Investments
Revenue Acceleration/Inflection
  • Jack in the Box (NASDAQ: JACK) has completed a systemwide deployment of Qu's unified commerce platform across over 2,100 restaurants in 15 months, marking one of the fastest full-scale POS transformations in the quick-service industry.
  • The new platform is already delivering measurable impact, including higher check averages and training time cut by more than half, and enables restaurants to operate even during outages.
  • This modernization is a key part of the company's "Jack on Track" plan, laying the foundation for next-generation initiatives and expecting digital sales to climb toward 20 percent and beyond.
Jan 7, 2026, 1:00 PM
Jack in the Box Completes Del Taco Divestment
JACK
M&A
Demand Weakening
  • Jack in the Box completed the sale of Del Taco to Yadav Enterprises for approximately $119 million on December 22, 2025.
  • The transaction, which transfers roughly 550 Del Taco restaurants, included $109 million in cash and a $10 million promissory note.
  • This divestiture is a key step in Jack in the Box's "Jack on Track" plan to simplify its business model, reduce debt, and accelerate a shift toward a more asset-light, franchise-focused structure.
  • Notably, Jack in the Box had acquired Del Taco in 2022 for $585 million, making this recent sale a significant reversal.
  • Analysts offered mixed perspectives on Jack in the Box following the deal, with some raising price targets and others highlighting financial challenges such as declining revenue and a weak balance sheet.
Dec 22, 2025, 11:34 PM
Jack in the Box Completes Sale of Del Taco Holdings
JACK
M&A
  • Jack in the Box Inc. completed the sale of Del Taco Holdings Inc. to Yadav Enterprises Inc. on December 22, 2025.
  • The transaction was valued at approximately $119 million.
  • At closing, Jack in the Box Inc. received $109 million in cash, with the remaining $10 million in the form of a 21-day promissory note accruing 8% annual interest.
  • This sale is a key step in the company's "Jack on Track" plan to strengthen its balance sheet and accelerate its shift toward a simpler, asset-light business model.
Dec 22, 2025, 10:38 PM
Jack in the Box Completes Sale of Del Taco
JACK
M&A
Debt Issuance
  • Jack in the Box Inc. has completed the sale of Del Taco Holdings Inc. to Yadav Enterprises Inc.
  • The transaction was valued at approximately $119 million, with $109 million received in cash and the remaining $10 million as a 21-day promissory note.
  • This sale is a key step in the company's "Jack on Track" plan, aiming to strengthen the balance sheet, reduce debt, and transition to a simpler, asset-light business model.
Dec 22, 2025, 10:33 PM
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