Jack in the Box Inc. reported a challenging fourth quarter and full fiscal year 2025, with significant declines in same-store sales for both its Jack in the Box and Del Taco brands. The company is focused on operational improvements and strategic initiatives to restore momentum.
Del Taco Franchise-Level Margin increased to 30.0% from 26.5% in the prior year.
positiveJack in the Box Inc. opened 15 new restaurants and closed 47 during Q4 2025, with 38 closures part of the 'JACK on Track' program.
neutralJack in the Box same-store sales decreased 7.4% in Q4 2025 and 4.2% for FY 2025.
negativeDel Taco same-store sales decreased 3.9% in Q4 2025 and 3.7% for FY 2025.
negativeRestaurant-Level Margin for Jack in the Box decreased to 16.1% from 18.5% in the prior year, impacted by Chicago market entry and transaction declines.
attentionRestaurant-Level Margin for Del Taco decreased to 6.8% from 9.3% in the prior year, impacted by Colorado market entry and transaction declines.
attentionMargin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.
Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.
Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.
Performance in the fourth quarter did not meet expectations.
Focus on restoring positive momentum for the Jack in the Box brand.
Getting back to basics with 'Jack's Way' operations and marketing initiatives.
Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.
Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.