Want to see JACK full AI Analyst Report?

Jack In The Box (JACK) Earnings Dates, Call Summary & Reports

504 Followers

Earnings Data

Report Date

Aug 12, 2026

After Close (Confirmed)

Period Ending

2026 (Q3)

Consensus EPS Forecast

0.9

Last Year’s EPS

1.02

Same Quarter Last Year

Analyst Consensus

Hold

Based on 15 Analysts Ratings

Earnings Call Summary

Q2 2026

Earnings Call Date:May 13, 2026|

% Change Since:

Earnings Call Sentiment|Negative

The call presented a mixed but cautious picture: near-term operating and financial results weakened with notable declines in comps, margins, EBITDA, and EPS, and elevated leverage and cost pressures (notably beef and labor). Management outlined concrete remediation steps — accelerated JACK on Track execution, promotional rebalancing, mini refreshes with measurable ROI, digital offer optimization, real estate monetization, and clarified guidance — and reported early signs of stabilization (quarter-to-date comps approaching flat, improved checks, positive guest/ops indicators). Given the material negative financial trends in Q2 and elevated leverage balanced against a clear turnaround plan and some early operational momentum, the overall tone is constructive but risk-laden.

Company Guidance

On the call management updated FY26 guidance and operational outlook: they now expect full‑year same‑store sales to decline low single digits (Q2 SSS -3.8%: franchise -3.9%, company -2.8%; quarter‑to‑date approaching flat with Q3 steady improvement and Q4 expected to be the strongest), and they expect restaurant‑level margin of ~17% (Q2 was 16.4% vs 19.6% LY) assuming mid‑single‑digit commodity inflation and low‑single‑digit wage inflation; food & packaging was 28.9% in Q2 (+110 bps) with commodity inflation ~5% in the quarter and beef up double‑digits through Q3 before moderating to low‑single‑digits in Q4, labor was 35.6% (+180 bps) and occupancy/other +40 bps. Franchise‑level margin is guided to $265–275M (Q2 franchise margin $60.5M or 37.9% of franchise revenues vs $68.3M/40% LY); SG&A is expected to be ~2.3% of systemwide sales with total SG&A (incl. advertising) $115–125M ex‑COLI; adjusted EBITDA guidance is $225–235M (Q2 adj. EBITDA $51.3M vs $61.5M LY). Q2 continuing ops income was $12.5M, GAAP diluted EPS $0.65 (operating EPS $0.76), adjusted tax rate used was 31.1% (effective Q2 rate 27.7%). On the balance sheet they reported total debt $1.6B and net debt/adjusted EBITDA 6.9x (pro forma ~6.2x after withdrawing ~$71M COLI funds and prepaying ~$99M of the Aug‑2026 tranche); YTD real‑estate proceeds $14.7M with an expected additional $35–45M by year‑end, capex YTD $34.5M, and management expects restaurant closures to accelerate in H2 (previously guided ~50–100 closures) with an average sales transfer benefit of ~30%.

Operational Momentum and Strategy Clarity

Management highlighted progress on the 'JACK on Track' plan with a streamlined marketing calendar, sharper value vs. premium positioning, and operational focus (ops excellence initiatives) intended to drive transactions and guest experience improvements.

Quarter-to-Date Sales Improvement

Company reported quarter-to-date same-store sales are approaching flat after a Q2 system same-store sales decline, indicating improving trends into Q3 and management expects Q4 to be the strongest quarter of the year.

Effective Promotion Mix Driving Check Growth

Balanced 'barbell' strategy (Munch Better Deals value offers and Smashed Jack Sliders premium innovation) improved transactions and check growth; improved offer lineup on first- and third-party digital channels drove higher, more profitable checks.

Mini Refresh Program Delivering High ROI

Mini refreshes (paint, parking lot, landscaping) have more than doubled pace year-to-date and are delivering measurable same-store sales improvements in the low single digits at limited capital outlay.

Nonfood and Collab Momentum

Nonfood items (e.g., Jibbitz) and beverage innovation (e.g., matcha drinks) showed positive guest response; upcoming culturally relevant marketing collaborations (Hot Ones) and World Cup promotions expected to support back-half sales.

Cost and G&A Discipline

SG&A declined $1.8M year-over-year to $26.4M (10.4% of revenues) and G&A steady at ~2.3% of systemwide sales (excluding COLI), with TSA income declining after Del Taco sale providing clearer stand-alone visibility.

Real Estate Monetization Plan to Reduce Leverage

Generated $14.7M of real estate proceeds YTD and expects an additional $35M–$45M by year-end to be used alongside ~$71M COLI withdrawal and cash to prepay debt, targeting a pro forma leverage of ~6.2x (from 6.9x).

Updated, Transparent Guidance with Path to Improvement

FY26 guidance narrowed with expectations of low-single-digit same-store sales decline (improving through year), restaurant-level margin ~17%, franchise-level margin $265M–$275M, and adjusted EBITDA of $225M–$235M, reflecting management’s plan to stabilize and improve results.

Jack In The Box (JACK) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

JACK Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 12, 2026	2026 (Q3)	0.90 / -	1.02	―	―	―
May 13, 2026	2026 (Q2)	0.74 / 0.76	1.2	-36.67% (-0.44)	―
Feb 20, 2026	2026 (Q1)	1.08 / 1.00	1.92	-47.92% (-0.92)	―
Nov 19, 2025	2025 (Q4)	0.44 / 0.30	1.16	-74.14% (-0.86)	―
Aug 06, 2025	2025 (Q3)	1.17 / 1.02	1.65	-38.18% (-0.63)	―
May 14, 2025	2025 (Q2)	1.11 / 1.20	1.46	-17.81% (-0.26)	―
Feb 25, 2025	2025 (Q1)	1.70 / 1.92	1.95	-1.54% (-0.03)	―
Nov 20, 2024	2024 (Q4)	1.09 / 1.16	1.09	6.42% (+0.07)	―
Aug 06, 2024	2024 (Q3)	1.53 / 1.65	1.45	13.79% (+0.20)	―
May 14, 2024	2024 (Q2)	1.43 / 1.46	1.47	-0.68% (-0.01)	―

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

JACK Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 13, 2026	$12.79	$10.98	-14.15%
Feb 20, 2026	$16.80	$17.07	+1.58%
Nov 19, 2025	$14.38	$15.50	+7.79%
Aug 06, 2025	$18.94	$18.63	-1.64%

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.