菜单创新和数字化倡议 - JACK将从菜单创新、数字化倡议和扩张努力中受益[1] - 公司不断努力保持品牌独特性，改进早餐供应和通过数字渠道提供交易，以满足消费者需求[2] - JACK提供一系列价值菜单项目，包括3美元的卷和10美元的Fan Phase[2] - 公司计划在2024年发布新的价值菜单和修订的Jack交易[2] 数字销售增长和技术投资 - 公司在2024财年第一季度报告显示，数字销售同比增长约12%，首次网站和应用程序订购有显著增长[5] - 公司在第一季度财年2024的收益电话会议中表示，正在加大对技术的投资，实施新的Jack销售点系统[6] 特许经营和扩张计划 - 公司专注于特许经营以推动增长，继续与特许经营者合作，利用客人见解确保价值仍然是两个品牌的竞争优势[7] - JACK在2024财年第一季度宣布了两项新的特许经营协议，其中一项将在佛罗里达州扩张10家餐厅，另一项涉及新的特许经营者将Jack引入密歇根州，签署协议建造五家餐厅[8] 特许经营和股价表现 - 在2024财年第一季度，Del Taco同店销售增长了2.2%，由Birria促销推动[9] - JACK已签署意向书，将额外的25家餐厅重新特许经营，包括开发协议，计划在2024年特许经营40-60家餐厅，目标是到2025年底将Del的90%特许经营[10] - Jack in the Box的股价在过去六个月中下跌了0.1%，而行业上涨了7.7%，主要是由于工资和公用事业通胀[11] 利润率和股票排名 - Del Taco餐厅级利润率在2024财年第一季度收缩了50个基点，主要是由于工资和公用事业通胀，以及餐厅组合的变化[12] - Jack in the Box目前持有Zacks Rank 3（持有）[13]

Key PointsShares have been trading soft in recent weeks, even as their peers have hit fresh highs. Jack In the Box has a history of lagging its peers, but its comparative valuation has become quite attractive. An entry opportunity has been developing, and some analysts are targeting a 30% upside.5 stocks we like better than Chipotle Mexican GrillWhile they managed to catch the initial wave of market optimism that swept across equities in November and December, shares of Jack In the Box Inc. NASDAQ: JACK hav ...

SAN DIEGO--(BUSINESS WIRE)--Jack in the Box (NASDAQ: JACK) is offering Oreo® Cookie Mint Shake fans the luckiest deal on St. Patrick’s Day: a free Oreo® Cookie Mint Shake with any $1 minimum purchase on the Jack app or website. This St. Patrick’s Day staple is no sham: the fan favorite features real Oreo® cookie pieces mixed into the cool and minty shake, topped with whipped cream and a cherry. Oreo® Cookie Mint Shake is back for its much anticipated appearance at all Jack in the Box locations. Since its i ...

Zacks Style Scores - Zacks Premium提供多种方式帮助投资者更加聪明和自信[2] - Zacks Style Scores是一组辅助指标，帮助投资者挑选未来30天内市场表现最佳的股票[3] - Style Scores分为价值评分、成长评分、动量评分和VGM评分四个类别[5]

SAN DIEGO--(BUSINESS WIRE)--Jack in the Box Inc. (NASDAQ: JACK) announces the retirement of SVP, Chief Supply Chain Officer Dean Gordon after 15 years at the organization. Gordon joined the Company in February 2009 and has been pivotal in driving its growth and success. He has been Senior Vice President and Chief Supply Chain Officer since November 2019. During his tenure, Gordon has spearheaded numerous cost savings initiatives and built invaluable relationships with the Company’s franchise owners, supp ...

OPELIKA, Ala., Feb. 28, 2024 (GLOBE NEWSWIRE) -- Del Taco, the nation's second-largest Mexican quick service restaurant*, announced today the opening of its new Fresh Flex location at 3065 Pepperell Parkway. The new location marks the third restaurant for franchisee and Alabama native Clay Gullatt. The restaurant features the brand's bold, modern design that optimizes operational efficiencies and improves the guest experience. It is also one of the first openings of the company's 60th anniversary year. Del ...

Jack in the Box Inc. (JACK) reported mixed first-quarter fiscal 2024 results, with earnings meeting the Zacks Consensus Estimate and revenues beating the same. The top and the bottom line declined from the prior-year quarter’s levels.Earnings & Revenues DetailsDuring the fiscal first quarter, adjusted earnings from continuing operations came in at $1.95 per share. The figure was in line with the Zacks Consensus Estimate. The metric declined 3% from $2.01 reported in the prior-year quarter.Quarterly revenues ...

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 ex ...