JACK
Next earnings: Aug 5, 2026 · After close
Signal
Bearish Setup2
Price
1
Move-1.00%Negative session
Volume
1
Volume1.1× avgNormal activity
Technical
1
RSIRSI 49Momentum negative
PRICE
Prev Close
10.98
Open
10.61
Day Range10.45 – 11.10
10.45
11.10
52W Range8.92 – 25.34
8.92
25.34
12% of range
VOLUME & SIZE
Avg Volume
888.8K
FUNDAMENTALS
P/E Ratio
-2.0x
Not profitable
EPS (TTM)
Div Yield
0.02%
Beta
0.91
Market-like
Performance
1D
-1.00%
5D
-22.58%
1M
-7.25%
3M
-47.56%
6M
-27.24%
YTD
-42.64%
1Y
-54.82%
Worst: 1Y (-54.82%)
Quick Read
TrendInsufficient MA data
Momentum
BEARISH
revenue -17% YoY
Valuation
FAIR
P/E not available
Health
MODERATE
CR 0.6 (low) · FCF $1.14/sh
Neutral
Key MetricsTTM
Market Cap$207.33M
Revenue TTM$1.26B
Net Income TTM$35.61M
Free Cash Flow$21.89M
Gross Margin27.8%
Net Margin2.8%
Operating Margin12.5%
Return on Equity-3.8%
Return on Assets1.8%
Debt / Equity-2.83
Current Ratio0.65
EPS TTM$1.86
Alpha SignalsFull Analysis →
What Moves This Stock

System-wide same-store sales growth (comps) - primary driver of franchise royalty revenue

Franchisee financial health and unit growth/closures - impacts long-term royalty stream sustainability

Company-operated restaurant margins and refranchising progress - path to margin recovery

Debt refinancing and leverage reduction - critical given negative equity and 0.51x current ratio

Macro Sensitivity
Economic Cycle

high - QSR traffic is highly sensitive to consumer discretionary spending and employment levels. Jack in the Box's positioning in the value/mid-tier segment makes it vulnerable to trade-down pressure from fast-casual and trade-up competition from pure value players (McDonald's Dollar Menu). Lower-income consumers (core customer base) reduce restaurant frequency during recessions. Current negative margins amplify cyclical sensitivity as fixed costs cannot be covered during traffic declines.

Interest Rates

High sensitivity through multiple channels: (1) Elevated debt load (Debt/Equity of -3.33 indicates negative equity) makes refinancing costs critical to survival; (2) Franchisee financing costs affect new unit development and existing operator profitability; (3) Rising rates reduce valuation multiples for cash-flow-based franchise models. Current 0.51x current ratio suggests near-term liquidity pressure if rates remain elevated.

Key Risks

Minimum wage inflation in California and Western states (core markets) - directly impacts franchisee profitability and royalty sustainability, with CA $20 fast-food minimum wage effective 2024

Delivery aggregator dependence and commission pressure - third-party delivery (DoorDash, Uber Eats) now represents 10-15% of QSR sales but carries 25-30% commission rates that compress unit economics

Consumer shift toward health-conscious eating and away from traditional fast food - Jack in the Box's menu skews toward indulgent items (tacos, burgers, late-night)

Investor Profile

value/distressed - Current 0.3x P/S and negative P/B attract deep-value investors betting on operational turnaround or restructuring. Recent 54.6% 3-month return suggests distressed/event-driven funds are active. Not suitable for growth or dividend investors given negative margins and no dividend capacity. Requires high risk tolerance and belief in franchise model recovery.

Watch on Earnings
US gasoline prices (GASPRICE) - affects customer traffic to drive-through locations and delivery economicsConsumer sentiment index (UMCSENT) - leading indicator for discretionary restaurant spendingUnemployment rate (UNRATE) - core customer base employment drives frequencyHigh-yield credit spreads (BAMLH0A0HYM2) - impacts refinancing costs and covenant flexibility given distressed balance sheet
Health Radar
1 strong1 watch4 concern
29/100
Liquidity
0.65Concern
Leverage
-2.83Strong
Coverage
2.0xWatch
ROE
-3.8%Concern
ROIC
7.4%Concern
Cash
$52MConcern
ANALYST COVERAGE22 analysts
HOLD
+38.0%upside to target
L $12.00
Med $15.00consensus
H $25.00
Buy
523%
Hold
1568%
Sell
29%
5 Buy (23%)15 Hold (68%)2 Sell (9%)
Full report →
Stock Health
Composite Score
1 of 5 signals bullish
3/10
Technicals
RSI RangeRSI 49 — Bearish momentum
Volume
Volume FlowDistribution — institutional selling
Fundamentals
Last EarningsBeat estimates
Analyst ConsensusHold
~
LiquidityCurrent Ratio 0.65 — liquidity risk
Upcoming Events
EEarnings ReportMay 17, 2026
Tomorrow
DEx-Dividend DateAug 14, 2026
In 90 days
PDividend PaymentAug 31, 2026
In 107 days
Technicals
Technical SetupMIXED
Technicals →

Trend

DowntrendDeath Cross · 50D trails 200D by 29.1%

-11.2% vs SMA 50 · -37.1% vs SMA 200

Momentum

RSI48.8
Neutral territory
MACD+0.02
Above zero — bullish momentum · compressing
Market Position
Price Levels
52W High
$25.34+133.1%
EMA 200
$16.49+51.7%
EMA 50
$13.33+22.6%
Current
$10.87
52W Low
$8.92-17.9%
52-Week RangeNear 52-week low
$8.9212th %ile$25.34
Squeeze SetupVolume-based
Distribution Pressure

Heavy distribution on elevated volume — institutions appear to be exiting. Squeeze setups unlikely while selling pressure persists.

20-Day Money Flow
Acc days:1
Dist days:3
Edge:+2 dist
Volume Context
Avg Vol (50D)904K
Recent Vol (5D)
1.3M+48%

Based on volume distribution analysis. Direct short interest data (short float %, days to cover) is not available in current data sources.

Earnings & Analysts

ANALYST ESTIMATES

Consensus of 15 analysts
Analyst revisions:EPS↓ Revised DownRevenue↓ Revised Down

Analyst consensus estimates · Actuals replace estimates as reported

YearRevenue Est.Rev GthEPS Est.EPS GthRangeAnalysts
FY2023
$1.7B
$1.6B$1.8B
$5.71
±9%
High7
FY2024
$1.6B
$1.5B$1.6B
-4.5%$6.16+7.8%
±1%
High15
FY2025
$1.5B
$1.4B$1.5B
-7.7%$4.59-25.4%
±2%
High14
Range confidence:Tight (high)ModerateWide (low)
Earnings HistoryJACK
Last 8Q
-2.1%avg beat
Beat 5 of 8 quartersMissed 3 Estimates falling
+8%
Q3'24
+5%
Q4'24
+14%
Q1'25
+8%
Q2'25
-13%
Q3'25
-32%
Q4'25
-9%
Q1'26
+3%
Q2'26
Beat
Miss
Estimate
Deeper color = bigger beat/miss
Analyst Activity
All ratings →
No recent activity
Northcoast ResearchBuy
Jan 29
UPGRADE
WedbushNeutral → Outperform
May 10
UPGRADE
Loop Capital MarketsBuy
May 10
UPGRADE
OTR GlobalPositive
May 10
UPGRADE
OppenheimerOutperform
May 10
UPGRADE
Craig-HallumHold
May 10
DOWNGRADE
Piper SandlerNeutral
May 10
UPGRADE
Deutsche BankBuy → Hold
Nov 8
DOWNGRADE
Cowen & Co.Market Perform
Jun 22
DOWNGRADE
Zacks Investment Re…Buy
Apr 26
UPGRADE
Deutsche BankBuy
Dec 12
UPGRADE
Insider Activity
SEC Filings →
0 Buys/6 SellsNet Selling
NET SELLERS$0 bought · $69K sold · 30d window
Mount CarlSVP, CHF SUPPL…
$14K
May 4
SELL
Hooper Dawn ECFO
$9K
May 4
SELL
Super Sarah LEVP, Chief Leg…
$22K
May 4
SELL
Piano StevenSVP, CHIEF PEO…
$11K
May 4
SELL
Cook Richard DSVP, CHIEF TEC…
$12K
May 4
SELL
Tucker Lance F.Dir
$37K
Jan 28
SELL
Financials

INSTITUTIONAL OWNERSHIP

1
Callodine Capital Management, LP
1.8M
2
BIGLARI CAPITAL CORP.
1.7M
3
Nantahala Capital Management, LLC
1.5M
4
BlackRock, Inc.
1.3M
5
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
696K
6
LSV ASSET MANAGEMENT
564K
7
IPG Investment Advisors LLC
536K
8
MARSHALL WACE, LLP
526K
News & Activity

JACK News

About

jack in the box inc. (nasdaq: jack), based in san diego, is a restaurant company that operates and franchises jack in the box® restaurants, one of the nation’s largest hamburger chains, with more than 2,200 restaurants in 21 states and guam. additionally, through a wholly owned subsidiary, the company operates and franchises qdoba mexican eats®, a leader in fast-casual dining, with more than 600 restaurants in 47 states, the district of columbia and canada. join jack in the box’s mission to make the world a more delicious place. because everyone should experience a buttery jack for lunch, or an oreo cookie ice cream shake on a hot day (or any given day). it’s important to us that you’re as happy as our customers. we want you to try new things on our menu, figure out your favorites, and share them with the world. and if you want to take the next step in your career, we’ll help you set goals and develop skills to ensure you get there. even after more than sixty years of business, we’re s

CEO
Darin Harris
Ryan Lee OstromExecutive Vice President & Chief Customer & Digital Officer
Shannon McKinneySenior Vice President & Chief Operating Officer
Dawn E. HooperExecutive Vice President & Chief Financial Officer
PeersConsumer Cyclical(7 companies)
Screen sector →
SymbolPriceDay %Mkt CapP/ERev GrwMarginELO
JACK
$10.87-1.00%$207M5.9-674.5%-550.9%1500
$264.14-1.15%$2.8T31.3+1237.8%1083.4%1521
$422.24-4.75%$1.6T352.3-293.1%400.1%1507
$297.51-2.25%$296.3B20.9+324.0%859.6%1477
$276.39+0.52%$196.4B22.6+372.3%3185.0%1478
$147.43+0.05%$163.2B30.2+711.9%910.0%1494
$218.42-2.32%$122.3B18.3+312.2%771.2%1489
Sector avg-1.56%68.8+284.4%951.2%1495