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Jack In The Box Inc (JACK)
NASDAQ:JACK
Earnings Data
Report Date
May 20, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.8Last Year’s EPS
1.2Same Quarter Last Year
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Negative
The call presented a mix of constructive strategic progress—most notably the completed Del Taco sale, an immediate debt prepayment, planned real estate monetization, marketing-driven early sales improvement, technology upgrades, and operational initiatives producing modest lifts—against material near-term operating and financial headwinds. Key operating metrics were weak in the quarter: same-store sales fell 6.7%, restaurant-level margins compressed sharply (to 16.1% from 23.2%), consolidated adjusted EBITDA and EPS declined meaningfully, and commodity and labor inflation pressured margins (food +380 bps; labor +200 bps). Leverage remains elevated (net debt/adj. EBITDA 6.5x) and refinancing needs are upcoming. Management reiterated prior guidance and emphasized that the improvements are early-stage and will take time to fully materialize.Company Guidance
Completion of Del Taco Sale and Immediate Debt Reduction Actions
Closed sale of Del Taco on 12/22/2025 and used proceeds to make a $105 million partial prepayment on the August 2026 tranche. Total debt outstanding at quarter end was $1.6 billion and management reiterated plan to pay down an additional $200 million over the Jack on Track plan.
Planned Real Estate Monetization to Reduce Leverage
Generated $10.9 million of real estate proceeds in Q1 with associated gains of ~$6.3 million. Management expects $50–$60 million of real estate sale proceeds by the end of fiscal 2026 to be applied toward debt reduction.
Early Sales Momentum from 75th Anniversary Marketing
January/early-Q2 trends showed meaningful improvement vs Q1 (management said a couple hundred basis points better as Q2 began). Anniversary activations (Munchie Meals, Jibby collectible) drove higher average checks and trial, contributing to improved top-line trends when adjusting for weather.
Operational Improvements and 'Jack’s Way' Progress
Restructured field support and aligned restaurant training and audits to reinforce fundamentals. Mini refresh tests in ~20 restaurants delivered low single-digit sales lifts, and the company is expanding these efforts into Southern California.
Technology Modernization
Completed rollout of new POS and back-of-house systems (labor management and inventory) in late 2025. Q1 CapEx was $23.2 million (primarily IT), and management expects to leverage these systems for top-line upsells and bottom-line efficiencies.
Simplification and SG&A Reduction
Company simplified brands and marketing (reduced media messages from three to two) and continued to simplify operations. SG&A declined to $37.0 million (10.6% of revenues) from $41.2 million (11.1% prior year), driven by COLI market fluctuations and TSA income.
Franchisee Unit Economics and Local Benefits from Closures
Average Unit Volumes (AUVs) remain near ~$2.0 million for many franchisees. Franchisee closures (12 closed so far) have been associated with roughly a 30% sales benefit to nearby restaurants, according to management.
JACK 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
JACK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 19, 2025 | $14.38 | $15.50 | +7.79% |
Aug 06, 2025 | $18.94 | $18.63 | -1.64% |
May 14, 2025 | $25.67 | $24.06 | -6.27% |
Feb 25, 2025 | $33.47 | $37.41 | +11.76% |
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 Jack In The Box Inc (JACK) report earnings?
Jack In The Box Inc (JACK) is schdueled to report earning on May 20, 2026, After Close (Confirmed).
What is Jack In The Box Inc (JACK) earnings time?
Jack In The Box Inc (JACK) earnings time is at May 20, 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 JACK EPS forecast?
JACK EPS forecast for the fiscal quarter 2026 (Q2) is 0.8.
