JACKNasdaqRetail-Eating PlacesUS GAAP · USD

Jack In The Box Inc

Jack in the Box Inc. operates and franchises two quick-service restaurant brands: Jack in the Box, known for burgers, tacos, breakfast, and late-night variety, and Del Taco, which combines Mexican and American QSR items. The company is headquartered in San Diego and earns revenue mainly from company-operated restaurant sales plus franchise royalties, fees, rent, and advertising contributions.

Kysy yhtiöstä
Liikevaihto1 465milj. USD
−6,7 %v/v
Liikevoitto (EBIT)−18,1milj. USD
−121,9 %v/v
EBIT-marginaali−1,2%
−6,5 %-yks.v/v
Nettotulos−80,7milj. USD
−120,0 %v/v
Vapaa kassavirta74,1milj. USD
+258,9 %v/v

Tilikausi 2025 · muutos edellisvuodesta

Kehitys 2020–2025

−50005001 0001 5002 000milj. USD2020: 255 milj. USD2020: EBIT 66 milj. USD20202021: 1 144 milj. USD2021: EBIT 290 milj. USD20212022: 1 468 milj. USD2022: EBIT 248 milj. USD20222023: 1 692 milj. USD2023: EBIT 279 milj. USD20232024: 1 571 milj. USD2024: EBIT 83 milj. USD20242025: 1 465 milj. USD2025: EBIT −18 milj. USD20251 465−18
LiikevaihtoLiikevoitto (EBIT)
Kysy Clarifolta: Jack In The Box Inc

Liiketoiminta

Osuus liikevaihdosta
Jack in the Box restaurant sales55 %

Company-operated and franchised Jack in the Box menu sales across burgers, tacos, breakfast, snacks, and late-night items.

Del Taco restaurant sales25 %

Company-operated and franchised Del Taco sales of Mexican-American QSR items, including burritos, tacos, and drive-thru meals.

Franchise royalties and fees12 %

Royalty income, franchise fees, and other charges paid by franchisees based on restaurant sales and agreements.

Advertising and other franchise services5 %

Contributions from franchisees for marketing, advertising, and related support services.

Rental and occupancy revenue3 %

Rental income and related occupancy revenue tied to franchised or owned restaurant properties.

Tuotteet

Raportoitu · osuus liikevaihdosta
42,8%25,2%15,2%14,8%FY2025100 %
  • Restaurant Sales42,8 %
  • Franchise25,2 %
  • Royalty15,2 %
  • Advertising14,8 %
  • Technology Service1,4 %
  • Franchise Fees0,7 %

Lähde: 10-K FY2025, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.

Asiakkaat

The core customers are value-oriented quick-service restaurant guests who want convenience, speed, and customizable menu choices. Jack in the Box serves broad dayparts, including breakfast at night and burgers in the morning, while Del Taco appeals to consumers seeking Mexican-American QSR food with drive-thru convenience. A second customer group is franchisees, who buy brand rights, operating support, and marketing participation to run local restaurants under the company’s systems.

Jack in the Box consumers

Guests buying burgers, tacos, breakfast, snacks, and late-night meals for convenience and variety.

Del Taco consumers

Guests buying Mexican-American QSR items, especially drive-thru meals and value-oriented menu choices.

Franchise operators

Operators that purchase franchise rights and ongoing support to run Jack in the Box or Del Taco restaurants.

Advertising fund participants

Franchise restaurants contributing to brand marketing and local awareness programs.

Strategia

Management is focused on improving cash generation, optimizing the asset base, and using the franchise model to support capital-light growth. The company has also been evaluating strategic alternatives for Del Taco, including a sale, while continuing to pursue refranchising and property monetization. These actions are aimed at simplifying the portfolio and strengthening returns from the core Jack in the Box system.

Refranchise and asset monetizationLyhyt aikaväli

Reduces capital intensity and can improve cash flow and return on capital.

Del Taco portfolio reviewLyhyt aikaväli

Management is exploring strategic alternatives to simplify the business and unlock value.

Brand and menu innovationKeskipitkä aikaväli

Distinctive menu variety supports traffic, daypart expansion, and customer retention.

Operational technology and franchise supportKeskipitkä aikaväli

Labor scheduling, inventory systems, and order confirmation tools improve speed and consistency.

Maantiede

The business is concentrated in the western and southern United States, where most Jack in the Box and Del Taco restaurants operate. The company also has a small international footprint in Guam and Mexico, which adds limited but visible cross-border exposure. Del Taco is broader in state coverage, while Jack in the Box remains the larger brand by restaurant count and system presence.

Riskit

The company is exposed to intense QSR competition, traffic and consumer-spending sensitivity, and labor cost inflation, all of which can pressure restaurant margins and same-store sales. It also faces brand-specific execution risk at Del Taco, where management has already recorded impairment charges and is considering divestiture. Cybersecurity, franchisee performance, and seasonal demand swings are additional risks because the model depends on technology, systemwide brand health, and consistent guest traffic.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Labor cost inflation and staffing shortages1Consumer demand weakness2Cybersecurity and technology disruption4Seasonality and weather-related volatility5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Labor cost inflation and staffing shortagesVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Restaurants need enough workers to maintain service speed, quality, and internal controls.

    Kohdistuu: Company-operated restaurants and franchise system support

  2. Consumer demand weaknessVaikutus: KorkeaTodennäköisyys: Kohtalainen

    QSR traffic is sensitive to unemployment, confidence, and local economic conditions.

    Kohdistuu: Same-store sales and franchise royalties

  3. Del Taco brand impairment and strategic uncertaintyVaikutus: Korkea

    Management has already identified impairment indicators and is evaluating a sale.

    KohdistuuGoodwillTrademarkPortfolio strategy
  4. Cybersecurity and technology disruptionVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    The business relies on POS, ordering, and data systems across company and franchise restaurants.

    KohdistuuRestaurant operationsCustomer dataPayment systems
  5. Seasonality and weather-related volatilityVaikutus: KeskitasoTodennäköisyys: Matala

    Restaurant sales and profitability fluctuate with holidays, travel, and weather conditions.

    Kohdistuu: Quarterly revenue and operating margin comparability

Kysy Clarifolta: Jack In The Box Inc

Kirjanpito

Harkinnanvaraiset erät
Revenue recognition for franchise royalties and fees

Royalties are based on a percentage of franchise sales, so reported revenue depends on franchise system performance and contract timing.

Vaikutus: Affects franchise revenue growth and comparability across periods

Goodwill impairment

Del Taco goodwill was tested quantitatively after negative sales trends and strategic uncertainty.

Vaikutus: Can materially reduce earnings through non-cash impairment charges

Indefinite-lived trademark impairment

The Del Taco trademark was written down after fair value fell below carrying value.

Vaikutus: Can create large one-time charges and change balance sheet carrying values

Seasonality

Holiday travel, weather, and consumer patterns affect restaurant traffic and profitability.

Vaikutus: Quarterly results may not be directly comparable

Lease and property-related accounting

Owned properties, franchise tenant improvements, and occupancy costs affect reported operating expenses and asset values.

Vaikutus: Influences margins, depreciation, and impairment risk

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Päivitetty: 24.9.2026

Jack In The Box Inc (JACK) liikevaihto, tulos ja tunnusluvut 2025 – Clarifo