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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
BJ's Restaurants
BJ's Restaurants (BJRI) investor relations material
BJ's Restaurants 28th Annual ICR Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual ICR Conference 2026 summary12 Jan, 2026
Strategic priorities and operational improvements
Focused on four strategic priorities: team member experience, menu innovation, guest experience, and fresh atmosphere.
Strengthened foundational operations in 2025, emphasizing hospitality basics and consistency.
Implemented outlier management and incentive alignment, leading to improved NPS and team retention.
Menu innovation included a pizza refresh and seasonal Pizookie launches, driving guest engagement.
Emphasis on making things better or easier for both guests and team members.
Financial performance and growth
Achieved five consecutive quarters of positive, traffic-driven same-store sales growth through Q3 2025.
Restaurant margins expanded by nearly 100 basis points, supporting higher EBITDA guidance for 2025.
Free cash flow exceeds $60 million, enabling share buybacks and reinvestment in remodels and growth.
Share repurchase program is structured and activated when the stock is undervalued.
Capital allocation prioritizes remodels, growth-driving investments, and disciplined share repurchases.
Traffic and marketing drivers
Traffic growth attributed to operational improvements, high NPS, and team retention.
Pizookie Meal Deal and seasonal LTOs attract new and returning guests, especially younger cohorts.
Marketing leverages social media, influencers, and word of mouth for product launches.
Pizza category refresh reinforced menu quality and generated social buzz.
Agility in marketing and product timing, such as advancing the Dubai Chocolate Pizookie launch.
Strategies to improve average check mix
What drives confidence in new unit growth restart?
Next frontier for restaurant margin improvement
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Next BJ's Restaurants earnings date
Q4 202520 Feb, 2026
BJ's Restaurants
Next BJ's Restaurants earnings date
Q4 202520 Feb, 2026
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Frequently asked questions
BJ's Restaurants Inc is a casual dining restaurant chain offering a wide variety of food and beverages, including signature deep-dish pizzas, craft beers, and American cuisine. The company operates a network of restaurants across the United States, providing dine-in, take-out, and delivery services. BJ's Restaurants Inc is headquartered in Huntington Beach, California, and its shares are listed on the NASDAQ.
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