Jack in the Box Inc. (JACK) Earnings Call Transcripts

Jack in the Box Inc.'s Latest Earnings Call - Q2 FY2026

In the second quarter of fiscal 2026, Jack in the Box Inc. (JACK:US) reported a decline in same-store sales of 3.8%, driven by a decrease in transactions despite menu price increases. Revenue for the quarter was $254.5 million, with GAAP diluted earnings per share at $0.65, down from $1.09 in the prior year. Management has adjusted its full-year guidance, now expecting same-store sales to decline by low single digits, signaling a potential recovery as they anticipate improvement in the back half of the year.

Reported metrics

Guidance from management

Management expects same-store sales to decline by low single digits for fiscal year 2026, with adjusted EBITDA projected between $225 million to $235 million. They anticipate a steady improvement in sales trends through Q3 and into Q4.

What management said

Yes. No, the number is still the same. I'll tell you that the closures have been slower than we had initially anticipated. We do think closures are going to accelerate in the back half of the year, mentioned that franchisees are starting to show more interest in closing restaurants sooner. We are seeing a very attractive sales transfer benefit of about 30% on average. Also, we're going to be dedicating more resources...

Yes. Like I mentioned, we'll have more details to share later this summer, but we are actively working with our advisers and are regularly evaluating the market conditions. Obviously, there is a headwind on the cost side, but we're evaluating all available structures, and we'll optimize our solution based on market conditions.

What analysts pressed on

Analysts expressed concerns regarding franchisee profitability and the impact of rising commodity costs on margins. There were questions about the effectiveness of marketing strategies and whether the company could support franchisees in navigating the current economic pressures.

Main topics on the call

• Same-Store Sales Decline — Jack in the Box experienced a same-store sales decline of 3.8%, with franchise locations down 3.9% and company-owned locations down 2.8%. Management noted, "This resulted primarily from a decline in transactions, partial...
• Improved Sales Trends — Management indicated that sales trends are improving, stating that same-store sales are "approaching flat" quarter-to-date. They attribute this to a better balance of value and premium offerings, particularly the success...
• Operational Improvements — The company is focusing on operational excellence, with COO Shannon McKinney emphasizing improvements in customer satisfaction and accuracy. Management highlighted that "operational improvements" are lead indicators of b...
• Franchisee Support — Management is prioritizing franchisee profitability, with interim CEO Mark King stating, "Helping to ensure franchisees thrive is not just one single initiative, but rather our core focus across all operations every day....

Read the full Jack in the Box Inc. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 37 Jack in the Box Inc. earnings call transcripts on record, spanning February 20, 2020 to August 12, 2026. Based on this history, Jack in the Box Inc. reports quarterly. The most recent call on file is dated August 12, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

JACK

Exchange

NasdaqGS

Country

US

Sector

Consumer Discretionary

Industry

Hotels, Restaurants and Leisure

Calls on record

37

First call

February 20, 2020

Most recent

August 12, 2026

Reporting cadence

quarterly