Jack in the Box reports Q4 operating EPS 30c, consensus 47c

Reports Q4 revenue $326.2M, consensus $323.78M. Same-store sales decreased 7.4% in the fourth quarter of 2025, comprised of a decrease in company-operated same-store sales of 5.3% and a decrease in franchise same-store sales of 7.6%. Sales performance was driven by a decrease in transactions and unfavorable menu mix, which was partially offset by menu price increases. Systemwide sales for the fourth quarter decreased 7.2%. “While performance in the fourth quarter did not meet our expectations, we remain focused on restoring positive momentum for the Jack in the Box (JACK) brand,” said Lance Tucker, Jack in the Box Chief Executive Officer. “As we enter our 75th anniversary, we’re working hard to give our guests more compelling reasons to choose Jack in the Box by getting back to basics with our Jack’s Way operations and marketing initiatives that leverage our iconic brand equities. As we work with urgency to strengthen our operating results over the coming quarters, I am optimistic that the improvements to our everyday execution combined with the structural changes from our Jack on Track plan will quickly lead to much improved results and increased shareholder value.”