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Bj's Restaurants (BJRI)
NASDAQ:BJRI
Earnings Data
Report Date
Apr 16, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.61Last Year’s EPS
0.59Same Quarter Last Year
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights a healthy, improving BJ's with consistent traffic-led comp growth, margin expansion, stronger profitability (net income swing to positive), notable marketing and product momentum (Pizookie/PMD), operational investments (training, remodels, AI labor), and a conservative but constructive 2026 financial guide. Headwinds include check compression from promotional/mix shifts, continued commodity and labor inflation (notably beef +14% YoY), some one-time G&A items, and ongoing off-premise softness; management expects H1 2026 to be more measured before H2 acceleration. Overall, the positives (sustained comp/traffic gains, margin expansion, cash generation and clear strategy) outweigh the manageable challenges.Company Guidance
Consistent Sales and Traffic Growth
Q4 same-store sales +2.6% and traffic +4.5% (sixth consecutive quarter of positive sales and traffic); FY2025 comps +2.0% and traffic +2.8%.
Margin and Profit Expansion
Q4 restaurant-level operating margin 16.1% (up 70 bps YoY); Q4 adjusted EBITDA margin ~10% (up ~40 bps YoY). FY2025 restaurant-level margin 15.5% (up 110 bps YoY) and adjusted EBITDA margin 9.6% (up 100 bps YoY).
Strong Quarterly and Annual Profitability
Q4 net income $12.6M vs a loss of $5.3M year-ago; Q4 adjusted EPS $0.66, up 40% from $0.47; Q4 adjusted EBITDA $35.6M (+7.4% YoY). FY2025 adjusted EBITDA $134.1M (+14.5% YoY).
Top-Line Revenue and Mix Wins
Q4 total revenue $355.4M (+3.2% YoY). Pizookie initiatives and Pizookie Meal Deal drove trial and younger-demographic traffic; PMD represented ~16% of checks in Q4 (up ~2 percentage points YoY).
Marketing and Brand Momentum
Pizookie impressions increased ~4x quarter-over-quarter and organic social impressions increased ~12x YoY in Q4; late-night and dine-in demand strong (dine-in traffic +~7% in Q4).
Operational and Talent Improvements
Completed new manager and hourly training rollout; NPS recommend scores up just under 10% in Q4; deployed AI activity-based labor model to ~30% of system; completed 19 remodels in 2025 (approaching 50% of pre-2016 fleet).
Capital Allocation and Balance Sheet Strength
Repurchased ~167k shares for $5.4M in Q4 and ~2.0M shares in FY2025 (avg price $33.80); net funded debt $61.2M (debt $85M, cash $23.8M); board authorized >$90M remaining buyback capacity.
2026 Financial Guidance and Investment Plan
Guidance: comparable restaurant sales +1% to +3%; restaurant-level operating profit $221M–$233M; adjusted EBITDA $140M–$150M; CapEx $85M–$95M and up to 2 new restaurant openings in H2 2026; potential share repurchases up to $50M.
BJRI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BJRI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $40.88 | $40.03 | -2.08% |
Oct 30, 2025 | $28.69 | $33.96 | +18.37% |
Jul 31, 2025 | $35.43 | $34.17 | -3.56% |
May 01, 2025 | $33.49 | $37.91 | +13.20% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Bj's Restaurants (BJRI) report earnings?
Bj's Restaurants (BJRI) is schdueled to report earning on Apr 16, 2026, After Close (Confirmed).
What is Bj's Restaurants (BJRI) earnings time?
Bj's Restaurants (BJRI) earnings time is at Apr 16, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BJRI EPS forecast?
BJRI EPS forecast for the fiscal quarter 2026 (Q1) is 0.61.
