Burger chain Jack in the Box Q4 same-store sales down, adjusted EPS misses estimates

Jack In The Box

19/11/2025 21:15

Overview

Jack in the Box Q4 same-store sales fell 7.4%, driven by transaction declines and menu mix

Adjusted EPS for Q4 missed analyst expectations

Company opened 15 new restaurants, closed 47 in Q4, including closures under "Jack on Track"

Outlook

Jack in the Box expects FY 2026 same-store sales of -1% to +1% vs FY25

Company projects FY 2026 adjusted EBITDA of $225 to $240 mln

Jack in the Box plans ~20 new openings and 50-100 closures in FY 2026

Result Drivers

TRANSACTION DECLINES - Jack in the Box attributes decreased same-store sales to lower customer transactions and unfavorable menu mix

CHICAGO MARKET ENTRY - Inefficiencies from entering the Chicago market impacted restaurant-level margins, expected to normalize as market matures

INFLATIONARY PRESSURES - Inflationary increases in commodities contributed to margin declines, partially offset by menu price increases

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Company Restaurant Sales
$142.52 mln
Q4 Adjusted EPS
Miss
$0.30
$0.44 (18 Analysts)
Q4 EPS
$0.30
Q4 Net Income
$5.8 mln
Q4 Adjusted EBITDA
$45.6 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "strong buy" or "buy", 15 "hold" and 2 "sell" or "strong sell"

The average consensus recommendation for the restaurants & bars peer group is "buy."

Wall Street's median 12-month price target for Jack in the Box Inc is $20.00, about 28.7% above its November 18 closing price of $14.25

The stock recently traded at 3 times the next 12-month earnings vs. a P/E of 4 three months ago

Press Release: ID:nBw2CzcW3a

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)