Jack in the Box (JACK) Misses Q4 EPS by 16c; offers guidance
Jack in the Box (NASDAQ: JACK) reported Q4 EPS of $0.30, $0.16 worse than the analyst estimate of $0.46. Revenue for the quarter came in at $326.19 million versus the consensus estimate of $324.77 million.
Fiscal Year 2026 Company-wide Guidance
Jack in the Box Restaurant Count of 2,050 to 2,100
This includes approximately 20 new restaurant openings and approximately 50 to 100 closures, most of which will be franchise restaurants
Same Store Sales of -1% to +1% vs. Fiscal Year 2025
The company expects first-quarter results to remain pressured, with sequential improvement anticipated over the balance of fiscal year 2026
Company-Owned Restaurant Level Margin of 17 to 18%
This includes mid-single-digit commodity inflation and low-single-digit wage inflation
Franchise Level Margin of $275 to $290 million
As the company continues to execute its “Jack on Track” plan, which includes a block closure program and selling real estate, both of which influence Franchise Level Margin, visibility into timing is limited.
SG&A of $125 to $135 million
G&A, excluding selling and advertising, is expected to be approximately 2.5% of systemwide sales. This will remain elevated for the first half of the year and then improve into the back half of the year as the company restructures following the sale of Del Taco
This does not include any offset from income as part of the Transition Services Agreement (“TSA Income”) that is expected to be received as part of the Del Taco divestiture
Depreciation and Amortization of $45 to $50 million
Adjusted EBITDA of $225 to $240 million
Capital Expenditures of $45 to $55 million, prioritizing sales-driving investments in technology
As previously mentioned, the company has discontinued its dividend and share repurchase program.
For earnings history and earnings-related data on Jack in the Box (JACK) click here.
