财务数据和关键指标变化 - 公司整体营收超过16亿美元,其中Jack in the Box营收13亿美元,Del Taco营收3亿美元 [13][36] - Jack in the Box同店销售增长0.8%,其中公司直营店同店销售增长2%,加盟店同店销售增长0.7% [30] - Del Taco同店销售增长2.2%,其中公司直营店同店销售增长1.8%,加盟店同店销售增长2.4% [36] - Jack in the Box餐厅营运利润率达23.1%,同比提升3.3个百分点,主要得益于原料成本下降和营业费用控制 [33] - Del Taco餐厅营运利润率为15.6%,同比下降0.5个百分点,主要受到工资和水电成本上涨的影响 [37] 各条业务线数据和关键指标变化 - Jack in the Box业务表现突出,主要得益于汉堡、配菜和夜间餐饮业务的强劲表现 [13][30] - Del Taco推出了新的Birria产品,带动了该品牌的销售 [13][36] - 两个品牌的数字渠道销售占比均达到12%,同比大幅增长 [13][36] 各个市场数据和关键指标变化 - 公司在犹他州和肯塔基州新开设了门店,这两个市场表现良好 [18] - 公司将在墨西哥开设首家Jack in the Box门店,这是公司进入的新市场 [21] 公司战略和发展方向及行业竞争 - 公司未来战略聚焦于提升餐厅平均营业额、改善餐厅经营效益和加强门店开发能力 [12] - 公司将推出全新汉堡产品Smashed Jack,预计将为业绩带来积极影响 [22][23] - 公司将加强在价值菜单和优惠活动方面的投入,以吸引更多预算有限的消费者 [24][25][26] - 行业整体面临一定的消费者压力,公司将采取针对性的营销策略应对 [59][60][61] 管理层对经营环境和未来前景的评论 - 管理层认为,尽管第一季度受到天气等因素的影响,但公司有信心通过新产品推广和优惠活动等措施来提振销售 [54][55][59] - 管理层表示,公司将继续关注提升餐厅经营效益,并通过技术投入等方式来提高运营效率 [95][96][97][98] - 管理层对公司未来3年的发展目标保持信心,包括同店销售增长2%-3%、餐厅营运利润率提升至23%-25%等 [47] 问答环节重要的提问和回答 问题1 **Brian Bittner提问** 提问了Jack in the Box同店销售在全年的走势,以及公司在定价和消费者行为方面的观察 [52][53][61][62][63] **Darin Harris和Brian Scott回答** 回应了天气因素对第一季度业绩的影响,以及公司未来通过新产品推广和优惠活动来提振销售的计划 [54][55][57][59][60][62] 问题2 **Sara Senatore提问** 询问了Jack in the Box早餐业务和汉堡业务的表现情况 [68][69][70][71] **Darin Harris回答** 解释了公司将采取措施来提升早餐业务,同时表示汉堡业务的强劲表现主要是由于营销策略的调整 [70][71][72] 问题3 **Alton Stump提问** 询问了公司在夜间餐饮业务方面的竞争态势 [76][77] **Darin Harris回答** 表示公司将继续保持在夜间餐饮业务的领先地位,通过创新和营销来应对竞争 [77]

营收表现 - Jack In The Box (JACK)在2023年12月结束的季度报告中，营收为4.875亿美元，同比下降了7.5%[1] 同店销售 - Jack In The Box的同店销售（同比变化）为0.8%，低于九位分析师的平均预期2.2%[5] 股票表现 - Jack In The Box的股票在过去一个月中回报率为-5.2%，表现不佳[16]

SAN DIEGO--(BUSINESS WIRE)--Jack in the Box Inc. (NASDAQ: JACK), one of the nation’s leading QSR chains, announced today the signing of five new restaurant commitments with Niraj Patel that will expand the brand into Michigan. It also announces an additional 10-store development agreement for Orlando, FL with owner, Ed Zausch. This historic expansion follows recent successful openings and development agreements in areas throughout Utah, Kentucky, Arkansas, Florida, Montana, and Wyoming. “The continued expan ...

Jack in the Box Inc. (JACK) is scheduled to report its first-quarter fiscal 2024 results on Feb 21, after market close. In the last reported quarter, the company’s earnings missed the Zacks Consensus Estimate by 5.2%, while revenues beat the same by 1.2%. The top and bottom lines declined on a year-over-year basis. JACK’s earnings surpassed expectations in three of the last four quarters and missed on one occasion, the average surprise being 10.1%. Q1 Expectations The Zacks Consensus Estimate for earnings i ...

Contact: Chris Brandon Vice President, Investor Relations chris.brandon@jackinthebox.com 619.902.0269 Jack in the Box Inc. Reports First Quarter 2024 Earnings Jack in the Box same-store sales of +0.8%; Del Taco same-store sales of +2.2% Jack in the Box systemwide sales growth of +1.8%; Del Taco systemwide sales growth of +0.1% Diluted EPS of $1.93; Operating EPS of $1.95 Jack in the Box restaurant level margin of 23.1%, up 3.3% from prior year Jack in the Box signed development agreements with new franchise ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended January 21, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the transition period from ________to________. Commission File Number: 1-9390 ____________________________________________________ JACK IN THE BOX INC. (Exact name of registrant as specified in ...

Jack In The Box (JACK) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended December 2023. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on Febru ...

Del Taco与Stone Brewing合作推出新品 - Del Taco与Stone Brewing合作推出了新的啤酒炸鱼玉米卷[1] - 新品包括两份用Stone Buenaveza啤酒制成的啤酒炸鱼玉米卷[2] 合作展示高品质食材和创新风味 - Del Taco和Stone Brewing的合作展示了对高品质食材和创新风味的承诺[3]

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both. Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor. Zacks Premium includes access to the Zacks Style Scores as well. What are the Zacks Style Scores? D ...

SAN DIEGO--(BUSINESS WIRE)--Jack in the Box, Inc. (NASDAQ: JACK) announces the following event: JACK Q1 2024 Earnings Webcast When: Wednesday, February 21 at 5 p.m. EST Where: investors.jackinthebox.com How: Live webcast (web address above) Chris Brandon, vice president of investor relations 619.902.0269 *This webcast event will be archived on the Jack in the Box investor relations website for replay. *Q1 2024 Earnings Release will go out after market close, prior to the conference call, on Wednesday, Febru ...