UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 23, 2025 JACK IN THE BOX INC. (Exact name of registrant as specified in its charter) _________________ (State or Other Jurisdiction of Incorporation) (Commission File Number) Delaware 1-9390 95-2698708 (I.R.S. Employer Identification Number) 9357 Spectrum Center Blvd, San Diego, CA 92123 ...

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Shares of Jack in the Box Inc. (JACK) have declined 18.3% in the past month compared with the Zacks Retail – Restaurants industry’s 4.1% fall. The stock has underperformed the Zacks Retail-Wholesale sector’s and the S&P 500’s decrease of 8.4% and 6.9%, respectively.JACK experienced notable volatility in March. At the beginning of the month, the stock was trading above $38, reaching as high as $39.65 on Feb. 27. However, a steep decline began in mid-March, with JACK tumbling to $33.73 on March 11 and further ...

Jack in the Box, Inc. (NASDAQ:JACK) Q1 2025 Earnings Conference Call February 25, 2025 5:00 PM ET Company Participants Chris Brandon - Vice President, Investor Relations Lance Tucker - Interim Principal Executive Officer Dawn Hooper - Interim Principal Financial Officer Conference Call Participants Brian Bittner - Oppenheimer Lauren Silberman - Deutsche Bank Gregory Francfort - Guggenheim Securities Operator Thank you for standing by, and good day, everyone. My name is Arzi [ph], and I will be your conferen ...

For the quarter ended December 2024, Jack In The Box (JACK) reported revenue of $469.44 million, down 3.7% over the same period last year. EPS came in at $1.92, compared to $1.95 in the year-ago quarter.The reported revenue represents a surprise of -0.17% over the Zacks Consensus Estimate of $470.22 million. With the consensus EPS estimate being $1.71, the EPS surprise was +12.28%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall ...

Core Insights - Jack In The Box (JACK) reported quarterly earnings of $1.92 per share, exceeding the Zacks Consensus Estimate of $1.71 per share, but down from $1.95 per share a year ago, indicating a 1.5% year-over-year decline [1] - The company achieved an earnings surprise of 12.28% for the quarter, following a previous surprise of 4.50% [1][2] - Revenue for the quarter was $469.44 million, slightly missing the Zacks Consensus Estimate by 0.17% and down from $487.5 million year-over-year [2] - Jack In The Box has consistently surpassed consensus EPS estimates over the last four quarters, but has not beaten revenue estimates during the same period [2] Earnings Outlook - The future performance of Jack In The Box shares will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current consensus EPS estimate for the upcoming quarter is $1.19, with projected revenues of $353.57 million, and for the current fiscal year, the EPS estimate is $5.32 on revenues of $1.54 billion [7] Industry Context - The Retail - Restaurants industry, to which Jack In The Box belongs, is currently ranked in the top 26% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked using tools like the Zacks Rank [5][6]

Sales Performance - Jack in the Box's same-store sales decreased by 0.4% for the sixteen weeks ended January 19, 2025, compared to an increase of 2.0% in the same period of 2024[89] - Del Taco's same-store sales decreased by 2.5% for the sixteen weeks ended January 19, 2025, compared to an increase of 1.8% in the same period of 2024[89] - Jack in the Box's company-operated restaurant sales increased by $1.7 million, or 1.3%, to $133.755 million for the sixteen weeks ended January 19, 2025[91] - Del Taco's company-operated restaurant sales decreased by $24.3 million, or 26.5%, to $67.651 million for the sixteen weeks ended January 19, 2025, primarily due to refranchising[102] Franchise Revenue - Franchise rental revenues for Jack in the Box increased by $0.2 million, or 0.2%, to $105.781 million for the sixteen weeks ended January 19, 2025[98] - Franchise royalties for Jack in the Box increased by $0.3 million, or 0.4%, to $61.825 million for the sixteen weeks ended January 19, 2025[99] - Franchise rental revenues increased by $3.1 million, or 41.3%, compared to the prior year, primarily due to higher rental income from 60 refranchised restaurants[5] - Total franchise revenues rose to $30.7 million, an increase of $3.5 million, or 12.9%, compared to the prior year[5] Cost Management - Food and packaging costs for Jack in the Box as a percentage of company restaurant sales decreased by 3.8% compared to the prior year, primarily due to a new beverage contract[95] - Payroll and employee benefit costs for Jack in the Box increased by 2.5% as a percentage of company restaurant sales, driven by wage inflation of approximately 14.7%[96] - Del Taco's food and packaging costs as a percentage of company restaurant sales decreased to 25.1% from 27.0% in the prior year[102] - Menu price increases of approximately 7.6% contributed to a 1.9% decrease in food and packaging costs as a percentage of restaurant sales compared to the prior year[1] - Labor inflation was 15.4% in the quarter, leading to a 2.9% increase in payroll and employee benefit costs as a percentage of restaurant sales compared to the prior year[2] Restaurant Count - The total number of Jack in the Box restaurants decreased by 1 to 2,190, while Del Taco's total number of restaurants decreased by 3 to 589 as of January 19, 2025[89] Financial Performance - Operating cash flows increased by $128.3 million compared to a year ago, primarily due to a favorable change in working capital of $132.5 million[122] - Interest expense, net decreased by $0.1 million, primarily due to a decrease of $0.4 million in interest expense from lower average borrowings[117] - The effective tax rate increased to 29.8% from 26.9% in the prior fiscal year, driven by higher tax expenses on share-based compensation[118] - Total capital expenditures decreased by $3.7 million to $35.1 million, primarily due to a decrease in the number of properties acquired for refranchising[123] Shareholder Returns - The company repurchased 0.1 million shares of common stock for an aggregate cost of $5.0 million, with $175.0 million remaining under authorized share repurchase programs[128] - The company declared a cash dividend of $0.44 per share, totaling $8.4 million, with an additional dividend declared on February 21, 2025[128][129] Debt and Liquidity - The Company completed the sale of $550.0 million of Series 2022-1 Fixed Rate Senior Secured Notes, with anticipated repayment dates in February 2027 and February 2032[130] - As of January 19, 2025, the Company had available borrowing capacity of $95.7 million under its Variable Funding Notes, net of letters of credit issued of $54.3 million[131] - The Company had restricted cash of $29.7 million as of January 19, 2025, primarily for payments of interest and commitment fees required for the Class A-1 and A-2 Notes[134] - The Company was in compliance with all debt covenant requirements as of January 19, 2025, and was not subject to any rapid amortization events[135] - Del Taco entered into a syndicated credit facility with an aggregate principal amount of up to $75.0 million, maturing on February 28, 2025, with no outstanding borrowings as of January 19, 2025[136] - The Company has had a leverage ratio greater than 5.0x since the issuance of the 2022 Notes, resuming scheduled amortization payments in the second quarter of 2022[133] - The securitized debt instruments issued by certain wholly-owned subsidiaries have restrictive terms, and failure to comply could result in default[142] Business Risks - The Company has significant competition in the food service industry, which could adversely affect its business[140] - The Company faces risks associated with its highly franchised business model, which could negatively impact its operations if franchisees fail to operate successfully[141] - The Company is dependent on information technology and digital service providers, and any material failure could adversely affect its business[141]

Sales Performance - Jack in the Box reported same-store sales growth of 0.4% in Q1 2025, with franchise same-store sales increasing by 0.5% and company-owned same-store sales declining by 0.4%[2][4][8] - Del Taco experienced a same-store sales decline of 4.5% in Q1 2025, with franchise same-store sales down 5.1% and company-operated same-store sales down 2.5%[11][12] - Systemwide sales for Jack in the Box reached $1,366,102 thousand, a slight increase from $1,358,807 thousand, reflecting a growth of 0.2%[41] - Company restaurant sales decreased to $201,406 thousand from $224,040 thousand, a decline of 10.1% year-over-year[30] - Company restaurant sales for the 16 weeks ended January 19, 2025, totaled $133.8 million, compared to $132.1 million for the same period in 2024, showing a growth of 1.3%[58] - Company restaurant sales decreased to $133,755 in 2025 from $132,057 in 2024, indicating a slight decline of 1.3%[63] Financial Performance - Total revenues for Jack in the Box decreased by 3.7% to $469.4 million compared to $487.5 million in the prior year quarter[16] - Diluted earnings per share for the first quarter were $1.75, while operating EPS was $1.92, down from $1.95 in the prior year quarter[16][18] - Net earnings fell to $33,686 thousand, down 13.0% from $38,683 thousand in the same period last year[30] - Basic net earnings per share decreased to $1.77 from $1.94, a decline of 8.8%[30] - Non-GAAP Adjusted Net Income for the 16 weeks ended January 19, 2025, was $36.8 million, down from $39.1 million in the prior year, representing a decline of 3.3%[48] - Adjusted EBITDA for the 16 weeks ended January 19, 2025, was $97.2 million, compared to $101.8 million for the same period in 2024, indicating a decrease of 4.5%[54] - Total earnings from operations for Del Taco were $10,546 in 2025, compared to $11,073 in 2024, a decrease of 4.8%[63] - The overall company reported a total loss of $49,485 in 2025 from other operations, compared to a loss of $49,300 in 2024, indicating a slight increase in losses[63] Margins and Expenses - Restaurant-Level Margin for Jack in the Box was $31.0 million, or 23.2%, up from $30.4 million, or 23.1%, a year ago[5][6] - Restaurant-Level Margin for Jack in the Box was 23.2% for the 16 weeks ended January 19, 2025, slightly up from 23.1% in the same period in 2024[58] - Franchise-Level Margin for the 16 weeks ended January 19, 2025, was $40.3 million, with a margin percentage of 20.0%[58] - Franchise-Level Margin for Jack in the Box was 40.9% in 2025, slightly down from 41.2% in 2024[63] - Franchise-Level Margin for Del Taco was 25.7% in 2025, down from 29.3% in 2024, indicating a decline of 3.6 percentage points[63] - Payroll and employee benefits expenses rose to $44,528 in 2025 from $40,689 in 2024, an increase of 9.0%[63] - Selling, general and administrative expenses totaled $50,671 in 2025, up from $46,274 in 2024, reflecting an increase of 9.6%[63] Development and Agreements - Jack in the Box signed 3 development agreements for 10 new restaurants in Q1 2025, while the net restaurant count decreased slightly with five openings and six closures[7][9] - Del Taco has signed 40 agreements for a total of 303 restaurants since being acquired by Jack in the Box, with 14 restaurants opened to date[13] Cash Flow and Assets - Cash flows provided by operating activities were $105,656 thousand, compared to a cash outflow of $22,675 thousand in the prior year[35] - Total current assets increased to $213,986 thousand, up 18.0% from $181,277 thousand[33] - Cash and restricted cash at the end of the period rose to $104,633 thousand, compared to $82,534 thousand, an increase of 26.7%[35] Stock and Buybacks - The company repurchased 0.1 million shares for an aggregate cost of $5.0 million in Q1 2025, with $175.0 million remaining under the stock buyback program[20] Taxation - The effective tax rate for the first quarter of 2025 was 29.8%, compared to 26.9% in the same quarter of the previous year[18] - The income tax rate increased to 29.8% from 26.9% year-over-year[38] - The tax impact of adjustments for the quarter was a benefit of $0.03 per share, compared to a benefit of $0.02 per share in the prior year[48]

Core Viewpoint - Analysts expect Jack In The Box (JACK) to report quarterly earnings of $1.71 per share, reflecting a year-over-year decline of 12.3%, with revenues projected at $470.38 million, down 3.5% from the previous year [1] Revenue Estimates - Franchise revenues are estimated to be $265.34 million, indicating a year-over-year increase of 0.7% [4] - Revenues from franchise contributions for advertising and other services are expected to reach $77.11 million, showing a change of 0.2% from the year-ago quarter [4] - Company restaurant sales are projected at $204.08 million, reflecting a decline of 8.9% from the previous year [5] - Franchise rental revenues are anticipated to be $113.57 million, with a slight increase of 0.3% from the year-ago quarter [5] Restaurant Counts - Total restaurant counts for Jack In The Box are expected to reach 2,195, compared to 2,192 in the same quarter last year [5] - Total system counts (Jack In The Box + Del Taco) are projected at 2,789, up from 2,784 year-over-year [6] - Franchised restaurant counts for Jack In The Box are estimated at 2,044, down from 2,048 in the same quarter last year [7] - Del Taco's franchised restaurant counts are expected to be 476, up from 413 in the same quarter of the previous year [8] Stock Performance - Jack In The Box shares have shown a return of -2.9% over the past month, compared to a -0.5% change in the Zacks S&P 500 composite [10]