)
Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
How Duolingo made language learning addictive, scaled to millions of users, and built a powerful subscription business around everyday practice.
Jack in the Box (JACK) investor relations material
Jack in the Box Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary19 Nov, 2025
Executive summary
Fiscal 2025 was challenging, with declines in same-store sales for both brands and a focus on operational discipline and the Jack on Track plan to restore growth and shareholder value in 2026 and beyond.
The company is divesting Del Taco to focus on the core brand and simplify operations, with Del Taco results to be reflected in discontinued operations for FY26.
Restaurant closures and real estate transactions are progressing, including a block closure program, to clean up the restaurant base and improve profitability.
A barbell promotional strategy and menu changes improved transactions late in Q4, though average check remained pressured.
2026 is positioned as a rebuilding year, with expectations for positive same-store sales, completed divestiture, and a reimage program rollout.
Financial highlights
Jack in the Box Q4 system same-store sales declined 7.4% year-over-year; franchise down 7.6%, company-owned down 5.3%.
Del Taco Q4 system same-store sales declined 3.9% year-over-year; company-owned down 3.1%, franchise down 4.2%.
Restaurant level margin for Jack in the Box was 16.1% in Q4 2025, down from 18.5% last year; Del Taco's was 6.8%, down from 9.3%.
Consolidated adjusted EBITDA for Q4 was $45.6 million, down from $65.5 million prior year; full-year adjusted EBITDA was $270.9 million.
GAAP diluted EPS for Q4 was $0.30, down from $1.12 prior year; operating EPS also $0.30, down from $1.16.
Outlook and guidance
Fiscal 2026 guidance: end with 2,050-2,100 restaurants, same-store sales of -1% to +1% year-over-year, with 20 new openings and 50–100 closures.
Company restaurant level margin expected at 17%-18%, with mid-single-digit commodity inflation and low single-digit wage inflation.
Franchise level margin expected at $275M-$290M, with 60-100 closures impacting margin by $4.8M-$8M.
SG&A expenses projected at $125M-$135M; G&A (excluding selling/advertising) at ~2.5% of system-wide sales, improving in the second half.
Adjusted EBITDA for 2026 expected at $225M-$240M; plan to pay down $263M in debt using divestiture and real estate proceeds.
"Jack on Track" impact on JIB unit profitability?
Del Taco divestiture: future SG&A and TSA income?
Capital allocation shift: rationale for tech focus?
Reimage program funding for franchisees
Impact of ops changes on quality perception
Chicago market margin drag: future expansion impact?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Jack in the Box earnings date
Q1 202624 Feb, 2026
Next Jack in the Box earnings date
Q1 202624 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Jack in the Box Inc operates and franchises a chain of quick-service restaurants serving burgers, tacos, sandwiches, salads, and breakfast items. It operates primarily in the United States through company-owned and franchised locations. The company is headquartered in San Diego, California, and its shares are listed on the NASDAQ.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage