Q4 2025 Jack in the Box Inc Earnings Call Transcript
Key Points
- Jack In The Box Inc (JACK) announced the pending divestiture of Del Taco, allowing the company to focus on strengthening its core brand.
- The company implemented a successful barbell promotional strategy, featuring value offers like the $4.99 Bonus Jack combo, which improved transactions throughout the quarter.
- Jack In The Box Inc (JACK) is making strides in operational excellence by restructuring field teams to provide more real-time coaching and retraining the entire system.
- The company is reinvesting in culinary innovation with a new executive chef, aiming to elevate food quality and craveability.
- Jack In The Box Inc (JACK) plans to execute a comprehensive reimage program to modernize restaurants and drive stronger volumes.
- Jack In The Box Inc (JACK) reported a 7.4% decline in system same-store sales for the fourth quarter, with franchise sales decreasing 7.6% and company-owned sales down 5.3%.
- The company's restaurant level margin decreased by 240 basis points to 16.1%, driven by sales deleverage, commodity inflation, and elevated labor costs.
- Labor costs as a percentage of company-owned sales increased due to elevated labor at new restaurant openings in Chicago.
- Jack In The Box Inc (JACK) faces competitive pressure in the quick-service restaurant category, with consumers being careful about spending.
- The company anticipates a rebuilding year in 2026, with expectations of continued pressure on same-store sales in the first quarter.
Thank you for standing by. My name is Tina, and I will be your conference operator today. At this time, I would like to welcome everyone to the Jack in the Box fourth quarter fiscal year earnings call. (Operator Instructions)
It is now my pleasure to turn the call over to Rachel Webb, Vice President of Investor Relations. Please go ahead.
Thanks, operator, and good afternoon, everyone. We appreciate you joining today's conference call, highlighting results from our fourth quarter and fiscal year 2025. With me today are Chief Executive Officer, Lance Tucker; our Chief Financial Officer, Dawn Hooper; and our Chief Customer and Digital Officer, Ryan Ostrom. Following their prepared remarks, we will be happy to take questions from our covering sell-side analysts.
Note that during both our discussion and Q&A, we may refer to non-GAAP items. Please refer to the non-GAAP reconciliations provided in the earnings release, which is available on our Investor Relations website at
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