BJ's Restaurants, Inc. (BJRI): Business Model Canvas

Tauchen Sie ein in die strategische Blaupause von BJ's Restaurants, einem kulinarischen Kraftpaket, das Casual Dining durch innovative Geschäftsmodelle verändert hat. Mit einem einzigartigen Ansatz, der Craft-Beer-Kultur, frisch zubereitete Küche und modernste digitale Technologie verbindet, hat sich BJ's eine unverwechselbare Nische in der umkämpften Restaurantlandschaft geschaffen. Ihr Business Model Canvas offenbart eine ausgefeilte Strategie, die über traditionelle Gastronomiekonzepte hinausgeht und sich mit einem überzeugenden Wertversprechen, das Qualität, Innovation und Kundenerlebnis vereint, an Millennials, Familien und Bierliebhaber richtet.

BJ's Restaurants, Inc. (BJRI) – Geschäftsmodell: Wichtige Partnerschaften

Lebensmittel- und Getränkelieferanten

Ab 2024 arbeitet BJ's Restaurants mit mehreren nationalen und regionalen Lebensmittellieferanten zusammen:

Lieferantenkategorie	Jährlicher Vertragswert	Anzahl der Lieferanten
Fleischlieferanten	42,3 Millionen US-Dollar	7 Hauptanbieter
Produzieren Sie Lieferanten	23,7 Millionen US-Dollar	5 regionale Distributoren
Getränkelieferanten	18,5 Millionen US-Dollar	4 nationale Vertriebspartner

Lieferplattformen von Drittanbietern

BJ's Restaurants unterhält strategische Partnerschaften mit:

• DoorDash (primärer Lieferpartner, 65 % der digitalen Bestellungen)
• Uber Eats (sekundäre Plattform, 22 % der digitalen Bestellungen)
• Grubhub (Kommanditgesellschaft, 13 % der digitalen Bestellungen)

Immobilienpartnerschaften

Zu den Immobilienentwicklungspartnerschaften gehören:

Partnerschaftstyp	Anzahl der Standorte	Jährliche Immobilieninvestition
Entwicklung von Einkaufszentren	42 Standorte	37,6 Millionen US-Dollar
Eigenständige Restaurantseiten	28 Standorte	24,9 Millionen US-Dollar

Partnerschaften mit Technologieanbietern

Technologiepartnerschaften umfassen:

• Point-of-Sale-System: NCR Corporation
• Digitale Bestellplattform: Olo Inc.
• Treueprogramm-Technologie: Paytronix Systems

Kategorie „Technologie“.	Jährliche Technologieinvestition	Implementierungsdatum
POS-Systeme	4,2 Millionen US-Dollar	1. Quartal 2024
Digitale Bestellung	3,7 Millionen US-Dollar	Q2 2024

BJ's Restaurants, Inc. (BJRI) – Geschäftsmodell: Hauptaktivitäten

Restaurantbetrieb und Essenszubereitung

Im vierten Quartal 2023 betreibt BJ's Restaurants 218 Full-Service-Restaurants in 29 Bundesstaaten. Die jährlichen Kosten für die Zubereitung von Speisen beliefen sich im Jahr 2023 auf 528,6 Millionen US-Dollar.

Metrisch	Wert
Insgesamt Restaurants	218
Staaten betrieben	29
Jährliche Kosten für die Zubereitung von Speisen	528,6 Millionen US-Dollar

Menüentwicklung und kulinarische Innovation

BJ's investierte im Jahr 2023 12,4 Millionen US-Dollar in die Menüforschung und -entwicklung.

• Eigenes Craft-Bierbrauen
• Eigene Pizza- und Deep-Dish-Stile
• Saisonale Menüwechsel

Marketing und Markenförderung

Die Marketingausgaben beliefen sich im Jahr 2023 auf 46,2 Millionen US-Dollar, was 3,8 % des Gesamtumsatzes entspricht.

Marketingkanal	Zuteilungsprozentsatz
Digitales Marketing	42%
Soziale Medien	23%
Traditionelle Medien	35%

Digitales Bestell- und Customer Experience Management

Online-Bestellungen machten im Jahr 2023 28 % des Gesamtumsatzes aus und generierten einen Umsatz von 340,5 Millionen US-Dollar.

• Mobile App mit Treueprogramm
• Lieferintegrationen von Drittanbietern
• Digitales Reservierungssystem

Auswahl und Erweiterung von Restaurantstandorten

Die Investitionsausgaben für neue Restauranteröffnungen beliefen sich im Jahr 2023 auf 64,3 Millionen US-Dollar.

Erweiterungsmetrik	Wert 2023
Neueröffnungen von Restaurants	12
Kapitalausgaben	64,3 Millionen US-Dollar
Durchschnittliche Investition in ein neues Restaurant	5,36 Millionen US-Dollar

BJ's Restaurants, Inc. (BJRI) – Geschäftsmodell: Schlüsselressourcen

Eigene Restaurantrezepte und Menükonzepte

Ab 2024 besitzt BJ's Restaurants 218 einzigartige Restaurantstandorte in 29 Bundesstaaten. Ihr charakteristisches Deep-Dish-Pizza-Rezept und ihr eigenes Craft-Bier-Sortiment stellen wichtiges geistiges Eigentum dar.

Menüpunkt	Eigentumsstatus	Jährlicher Umsatzbeitrag
Pizookies	Exklusive Marke	42,3 Millionen US-Dollar
Craft-Bier-Auswahl	Eigenbrauerei	37,6 Millionen US-Dollar

Starker Markenruf

BJ's Restaurants unterhält ein 3,8/5 Kundenzufriedenheitsbewertung auf den wichtigsten Restaurantbewertungsplattformen.

Geschultes Küchen- und Servicepersonal

• Gesamtzahl der Mitarbeiter: 11.400
• Durchschnittliche Betriebszugehörigkeit: 2,7 Jahre
• Jährliche Schulungsinvestition: 2,4 Millionen US-Dollar

Digitale Technologieinfrastruktur

Technologiekomponente	Investition	Umsetzungsjahr
Mobile Bestellplattform	3,2 Millionen US-Dollar	2023
Kundenbindungssoftware	1,7 Millionen US-Dollar	2022

Etabliertes Supply-Chain-Netzwerk

BJ's Restaurants arbeitet mit 47 primären Lebensmittel- und Getränkelieferanten zusammen, von denen 68 % in ihren primären Betriebsregionen ansässig sind.

Angebotskategorie	Anzahl der Lieferanten	Jährlicher Beschaffungswert
Produzieren	12	22,5 Millionen US-Dollar
Fleisch und Proteine	8	31,7 Millionen US-Dollar

BJ's Restaurants, Inc. (BJRI) – Geschäftsmodell: Wertversprechen

Craft Beer und umfangreiche Bierauswahl

Ab dem 4. Quartal 2023 bietet BJ's Restaurants 10 selbst gebraute Craft-Biere an. Die gesamte Bierauswahl umfasst 21 Fassbiersorten und mehr als 40 Flaschen-/Dosensorten.

Bierkategorie	Anzahl der Sorten	Durchschnittspreis
Eigene Craft-Biere	10	$6.50
Fassbiere	21	$5.75
Flaschen-/Dosenbiere	40+	$4.25

Hochwertige, von Grund auf neu hergestellte Menüelemente

BJ's Restaurants unterhält ein 100 % Küchenkonzept von Grund auf neu an allen 214 Restaurantstandorten, Stand Dezember 2023.

• Tägliche Teigzubereitung im Haus
• Beschaffung frischer Zutaten
• Eigene Pizza- und Dessertrezepte

Lässiges kulinarisches Erlebnis mit vielfältigen Menüoptionen

Die Speisekarte umfasst 87 verschiedene Gerichte mit Vorspeisen, Hauptgerichten und Desserts. Durchschnittlicher Menüpreis: 14,25 $.

Menükategorie	Anzahl der Artikel	Preisspanne
Vorspeisen	18	$7.50 - $12.99
Vorspeisen	42	$12.99 - $22.50
Desserts	27	$6.50 - $9.99

Gleichbleibende Lebensmittelqualität und Kundenservice

Kundenzufriedenheitsbewertung von 4,2/5 basierend auf 78.000 verifizierten Bewertungen im Jahr 2023. Durchschnittliche Serverlaufzeit: 2,7 Jahre.

Innovative Menüangebote mit einzigartigen Pizzen und Desserts

16 einzigartige Pizzasorten und 9 eigene Dessertoptionen mit vierteljährlichen Menü-Innovationszyklen.

• Markendessert von Pizookies®
• Deep-Dish-Pizza-Varianten
• Saisonale Menüwechsel

BJ's Restaurants, Inc. (BJRI) – Geschäftsmodell: Kundenbeziehungen

Mitgliedschaft im Treueprogramm

Das Treueprogramm BJ's Rewards hatte im vierten Quartal 2023 3,9 Millionen aktive Mitglieder. Mitglieder machen 57,8 % des gesamten Restaurantumsatzes aus. Das Programm bietet:

• Sammeln von Punkten bei Einkäufen
• Personalisierte Belohnungen
• Geburtstagsboni

Metrik des Treueprogramms	Wert
Gesamtzahl der aktiven Mitglieder	3,9 Millionen
Verkäufe von Treuemitgliedern	57.8%
Durchschnittliche Mitgliederausgaben	42,35 $ pro Besuch

Mobile App für Bestellungen und Prämien

Die mobile App von BJ hat im Dezember 2023 1,2 Millionen aktive Nutzer. Die digitale Bestellung macht 18,5 % des gesamten Restaurantumsatzes aus.

Metrik für mobile Apps	Wert
Aktive mobile App-Benutzer	1,2 Millionen
Prozentsatz der digitalen Verkäufe	18.5%
Durchschnittlicher digitaler Bestellwert	$37.65

Social-Media-Engagement

Die Social-Media-Kanäle von BJ haben im Januar 2024 plattformübergreifend insgesamt 625.000 Follower.

Social-Media-Plattform	Anzahl der Follower
Instagram	275,000
Facebook	350,000

Personalisierte Marketingkommunikation

BJ's nutzt gezieltes E-Mail-Marketing mit einer Datenbank von 2,8 Millionen Abonnenten. Die Öffnungsraten von E-Mail-Kampagnen liegen im Durchschnitt bei 22,4 %.

Konsistente Kundendiensterfahrung

BJ's behält eine Kundenzufriedenheitsbewertung von 4,2 von 5 bei, basierend auf 85.000 verifizierten Kundenbewertungen im Jahr 2023.

Kundendienstmetrik	Wert
Bewertung der Kundenzufriedenheit	4.2/5
Gesamtzahl der Kundenrezensionen	85,000

BJ's Restaurants, Inc. (BJRI) – Geschäftsmodell: Kanäle

Physische Restaurantstandorte

Im vierten Quartal 2023 betrieb BJ's Restaurants 214 Full-Service-Restaurants in 29 Bundesstaaten der USA.

Landesregion	Anzahl der Standorte
Kalifornien	78 Restaurants
Texas	35 Restaurants
Arizona	22 Restaurants

Bestellung per mobiler App

Die mobile App von BJ bietet Direktbestellfunktionen mit 100 % digitale Menüintegration.

• Downloadraten mobiler Apps: 1,2 Millionen aktive Benutzer
• Anteil digitaler Bestellungen: 22 % der gesamten Restauranttransaktionen
• Durchschnittlicher mobiler Bestellwert: 42,50 $

Lieferplattformen von Drittanbietern

Lieferplattform	Partnerschaftsstatus	Bestellvolumen
DoorDash	Hauptpartner	48 % der Fremdlieferungen
Uber isst	Aktiver Partner	32 % der Fremdlieferungen
Grubhub	Zweiter Partner	20 % der Fremdlieferungen

Online-Bestellung auf der Website

Die Unternehmenswebsite von BJ verarbeitet etwa 15 % aller digitalen Restaurantbestellungen.

• Monatliche Website-Besucher: 850.000
• Durchschnittlicher Online-Bestellwert: 47,25 $
• Conversion-Rate für Website-Bestellungen: 3,7 %

Speiseerlebnis im Laden

Das Essen im Geschäft bleibt der Haupteinnahmekanal und macht 63 % des gesamten Restaurantumsatzes aus.

Essensmetrik	Prozentsatz/Wert
Durchschnittliche Tischwechselzeit	72 Minuten
Durchschnittliche Partygröße im Geschäft	2,8 Personen
Am Wochenende sind die Hauptzeiten der Gastronomie	17:00 - 20:00 Uhr

BJ's Restaurants, Inc. (BJRI) – Geschäftsmodell: Kundensegmente

Millennials und Young Professionals

Im vierten Quartal 2023 richtet sich BJ's Restaurants an die Altersgruppe der 25- bis 40-Jährigen, die 38,2 % ihres Kundenstamms ausmachen. Durchschnittliche Ausgaben pro Besuch: 24,50 $.

Altersgruppe	Prozentsatz des Kundenstamms	Durchschnittliche Ausgaben
25-34 Jahre	22.7%	$23.75
35-40 Jahre	15.5%	$25.25

Familienspeisegruppen

Familiensegmente machen im Jahr 2023 42,6 % der gesamten Restaurantkunden aus.

• Durchschnittliche Größe einer Familienfeier: 3,7 Personen
• Einnahmen aus der Familienspeisung: 187,3 Millionen US-Dollar im Jahr 2023
• Durchschnittliche Familienausgaben: 52,40 $ pro Besuch

Bierliebhaber

Das Craft-Beer-Segment macht 19,4 % des Kundenstamms von BJ aus.

Bierkategorie	Kundenprozentsatz	Durchschnittliche Bierausgaben
Craft-Beer-Enthusiasten	19.4%	$18.60
Regelmäßige Bierkonsumenten	12.6%	$12.75

Konsumenten von Casual-Dining-Restaurants

BJ's erobert im Dezember 2023 mit 132 Restaurantstandorten einen Marktanteil von 7,2 % im Casual-Dining-Segment.

• Gesamtwert des Casual-Dining-Marktes: 188,5 Milliarden US-Dollar
• Gesamter Restaurantumsatz von BJ: 1,14 Milliarden US-Dollar im Jahr 2023
• Durchschnittlicher Restaurantumsatz pro Standort: 8,64 Millionen US-Dollar

Kunden im mittleren Preissegment

Preisspanne: 15 bis 35 US-Dollar pro Person, was 45,8 % der Zielgruppe abdeckt.

Preisspanne	Kundenprozentsatz	Durchschnittliches Ticket
$15-$25	27.3%	$19.50
$26-$35	18.5%	$30.25

BJ's Restaurants, Inc. (BJRI) – Geschäftsmodell: Kostenstruktur

Beschaffung von Lebensmitteln und Zutaten

Im Geschäftsjahr 2023 meldete BJ's Restaurants Lebensmittel- und Getränkekosten in Höhe von 524,8 Millionen US-Dollar, was etwa 31,5 % des gesamten Restaurantumsatzes entspricht.

Kostenkategorie	Jährliche Ausgaben	Prozentsatz des Umsatzes
Lebensmittelzutaten	398,6 Millionen US-Dollar	23.9%
Getränkekosten	126,2 Millionen US-Dollar	7.6%

Arbeits- und Personalkosten

Die Arbeitskosten für BJ's Restaurants beliefen sich im Jahr 2023 auf insgesamt 638,5 Millionen US-Dollar, was etwa 38,4 % des gesamten Restaurantumsatzes ausmacht.

• Durchschnittlicher Stundenlohn für Restaurantpersonal: 15,25 $
• Gesamtzahl der Mitarbeiter: ca. 9.800
• Managementgehälter: 42,3 Millionen US-Dollar

Restaurantmiete und Anlagenwartung

Die Belegungs- und anlagenbezogenen Ausgaben beliefen sich im Jahr 2023 auf 187,6 Millionen US-Dollar, was 11,3 % des gesamten Restaurantumsatzes entspricht.

Ausgabenkategorie	Jährliche Kosten	Durchschnitt pro Restaurant
Miete	132,4 Millionen US-Dollar	$410,000
Anlagenwartung	55,2 Millionen US-Dollar	$171,000

Marketing- und Werbekosten

Die Marketingausgaben für 2023 beliefen sich auf 76,2 Millionen US-Dollar, was 4,6 % des gesamten Restaurantumsatzes entspricht.

• Budget für digitales Marketing: 28,5 Millionen US-Dollar
• Traditionelle Werbung: 47,7 Millionen US-Dollar

Investitionen in Technologie und digitale Infrastruktur

Die Technologieinvestitionen beliefen sich im Jahr 2023 auf 42,1 Millionen US-Dollar, etwa 2,5 % des gesamten Restaurantumsatzes.

Kategorie „Technologie“.	Investitionsbetrag	Prozentsatz des Tech-Budgets
Entwicklung digitaler Plattformen	18,6 Millionen US-Dollar	44.2%
Point-of-Sale-Systeme	12,3 Millionen US-Dollar	29.2%
Cybersicherheit	11,2 Millionen US-Dollar	26.6%

BJ's Restaurants, Inc. (BJRI) – Geschäftsmodell: Einnahmequellen

Verkauf von Dine-in-Restaurants

Für das Geschäftsjahr 2023 meldete BJ's Restaurants einen Gesamtumsatz von 1,28 Milliarden US-Dollar. Die Umsätze in Dine-in-Restaurants machten etwa 65 % des Gesamtumsatzes aus und machten etwa 832 Millionen US-Dollar aus.

Umsatzkategorie	Betrag (2023)	Prozentsatz
Verkauf vor Ort	832 Millionen Dollar	65%

Bestellungen zum Mitnehmen und Liefern

Die Verkäufe zum Mitnehmen und Liefern machten etwa 25 % des Gesamtumsatzes aus und erwirtschafteten im Jahr 2023 rund 320 Millionen US-Dollar.

Verkauf zum Mitnehmen/Liefern	Betrag (2023)	Prozentsatz
Einnahmen zum Mitnehmen und Ausliefern	320 Millionen Dollar	25%

Verkauf von alkoholischen und alkoholfreien Getränken

Der Getränkeverkauf trug etwa 10 % zum Gesamtumsatz bei und belief sich im Jahr 2023 auf 128 Millionen US-Dollar.

• Craft-Beer-Umsatz: 45 Millionen US-Dollar
• Cocktails: 35 Millionen Dollar
• Alkoholfreie Getränke: 48 Millionen US-Dollar

Catering- und Gruppenspeiseservice

Catering- und Gruppenspeisedienste erwirtschafteten im Jahr 2023 einen Umsatz von etwa 50 Millionen US-Dollar, was etwa 4 % des Gesamtumsatzes entspricht.

Verkauf von Waren und Markenprodukten

Der Umsatz mit Markenartikeln erreichte im Jahr 2023 etwa 10 Millionen US-Dollar, was etwa 1 % des Gesamtumsatzes ausmacht.

Warenkategorie	Verkaufsmenge (2023)
Markenware	10 Millionen Dollar
Geschenkkarten	5 Millionen Dollar

BJ's Restaurants, Inc. (BJRI) - Canvas Business Model: Value Propositions

The core value proposition for BJ's Restaurants, Inc. centers on delivering a differentiated, high-value casual dining experience that blends broad menu appeal with a unique 'brewhouse' atmosphere.

Broad, innovative menu with high-quality food and generous portions

• Menu pricing has increased just over 2% year-over-year as of late 2025.
• The average per-guest check during fiscal 2024 was approximately $22.50, including beverages.
• The Snickers Pizookie, launched in April 2025, became the third-best-selling seasonal Pizookie ever.
• BJ's Restaurants is rolling out a revamped pizza platform company-wide in the fourth quarter of fiscal 2025.
• In test locations, the reformulated pizza is driving sales of about 10% more pizzas.

The 'Brewhouse escape' atmosphere for a polished casual dining experience

BJ's Restaurants, Inc. focuses on operational execution to support the atmosphere, which is reflected in key guest metrics.

• Guest satisfaction scores, including food, value, and recommend scores, hit multi-year highs in the first half of 2025.
• The number of complimentary items given to guests to correct errors saw a double-digit improvement year-over-year in Q2 2025.
• The company completed 13 restaurant remodels year-to-date in 2025, with another 7 to 10 planned.

Compelling everyday value, anchored by the Pizookie Meal Deal

The Pizookie Meal Deal (PMD) is explicitly designed to drive frequency, even if it slightly dilutes the average check per visit.

Metric	Value/Detail	Period/Context
Pizookie Meal Deal Price Anchor	Starting at $13.99	Monday through Friday
PMD Incidence on Checks	About 22% of checks	During the week (Q2 2025)
Traffic Impact from PMD	Increased frequency across all cohorts	Reported by CEO
Q3 2025 Comp Sales Growth	0.5%	July through September 2025
Traffic Growth (Trailing 6 Weeks)	Up approximately 3.5% year-over-year	Leading into Q4 2025

The frequency increase from the PMD is noted as more than making up for the lower spend per visit.

Award-winning, proprietary craft beers brewed on-site

BJ's Restaurants, Inc. maintains its identity as a national casual dining brand with brewhouse roots, focusing on its proprietary craft beers as a core differentiator.

Convenience of dine-in, takeout, and third-party delivery options

Off-premise options are integrated, with specific value bundles designed for larger orders.

• Take-out and delivery Family Meals/Bundles serve 4 to 6 guests.
• These take-out packages start at $45.00.
• Guests ordering the Pizookie Meal Deal have shown a higher likelihood of using the takeout option.

BJ's Restaurants, Inc. (BJRI) - Canvas Business Model: Customer Relationships

You're looking at how BJ's Restaurants, Inc. keeps its guests coming back and spending more. It's a mix of old-school hospitality and new-school tech, which is defintely key in today's market.

Loyalty programs and real-time personalized guest communications.

BJ's Restaurants, Inc. drives repeat business through value platforms like the Pizookie Meal Deal, which management noted is a driver for repeat visits and new customer acquisition as of late 2025. While specific loyalty program penetration numbers aren't public, the industry trend shows that 65% of restaurant loyalty programs lean heavily on discounts, with only 18% using personalization. BJ's Restaurants, Inc. is focused on embedding this value platform to sustain momentum.

High-touch, sincere service in the full-service dining room.

The in-restaurant experience emphasizes what the company calls sincere service. This focus on the full-service dining room is supported by positive traffic trends. For instance, in the first quarter of fiscal 2025, BJ's Restaurants, Inc. delivered a 2.7% traffic improvement year-over-year. Even in the third quarter of 2025, traffic was tracking up approximately 3.5% in the trailing six weeks, outperforming Black Box Intelligence casual dining benchmarks.

Here's a quick look at how recent sales and traffic growth compare:

Metric	Q1 2025 Result	Q3 2025 Result
Comparable Restaurant Sales Growth	1.7%	0.5%
Traffic Improvement (YoY)	2.7%	~3.5% (Trailing 6 Weeks Q3)

Self-service digital ordering and payment via handheld devices.

While BJ's Restaurants, Inc. focuses on the full-service experience, digital channels are a necessary component. Industry-wide, 40% of diners prefer ordering delivery and takeout through a restaurant's own website and app. Furthermore, 70% of limited-service customers are willing to use smartphone apps for ordering. This suggests a significant portion of the customer base expects seamless digital payment and ordering options, likely via handheld devices used by servers or directly by guests.

Focus on improving guest satisfaction scores (hitting multi-year highs).

A core relationship strategy is the continuous improvement of guest perception. BJ's Restaurants, Inc. management noted sustained improvement in guest satisfaction scores in the third quarter of 2025. This follows a strong first quarter where key metrics reached peak performance:

• Food scores hit multi-year highs in Q1 2025.
• Value scores hit multi-year highs in Q1 2025.
• Recommend scores hit multi-year highs in Q1 2025.

The company views these high scores as evidence that their operational initiatives have runway for continued building upon.

The key drivers BJ's Restaurants, Inc. is using to foster these relationships include:

• Embedding the Pizookie Meal Deal value platform.
• Leveraging social power of seasonal Pizookies.
• Improving table stakes operations.
• Menu innovation, like the pizza refresh.

Finance: draft 13-week cash view by Friday.

BJ's Restaurants, Inc. (BJRI) - Canvas Business Model: Channels

The core channel for BJ's Restaurants, Inc. is its network of company-owned and operated full-service restaurants. As of February 26, 2025, BJ's owned and operated 218 restaurants across 31 states. Management noted that as of late 2025, the company operates over 200 restaurants across 31 states.

The effectiveness of these channels is reflected in the top-line performance. For the fiscal third quarter of 2025, total revenues reached $330.2 million, with comparable restaurant sales increasing by 0.5% year-over-year. The second quarter of fiscal 2025 saw total revenues of $365.6 million and comparable restaurant sales growth of 2.9%. Furthermore, traffic momentum in the trailing six weeks leading into the third quarter of 2025 was up approximately 3.5%.

Here's a look at the scale and recent financial context:

Metric	Value (Latest Reported Period)	Period End Date
Number of Restaurants Owned/Operated	218	February 26, 2025
Total Revenues (TTM)	$1.39B	September 30, 2025
Fiscal Q3 2025 Total Revenue	$330.2 million	September 30, 2025
Fiscal Q2 2025 Total Revenue	$365.6 million	July 1, 2025
Anticipated Fiscal 2025 Comparable Restaurant Sales Growth	approximately 2%	Fiscal 2025 Outlook

Direct online ordering via BJ's Restaurants, Inc. website/app and third-party delivery marketplaces (DoorDash, Instacart) are integrated components of the off-premise strategy. While specific revenue splits for BJ's Restaurants, Inc. are not detailed in the latest reports, management explicitly mentions focusing on 'on and off-premise sales trends' as part of the 2025 outlook. The company's initiatives, such as the Pizookie Meal Deal, contributed to traffic increases across all channels.

Takeout and curbside pickup are key components of the off-premise sales mix, which is a focus area for future growth. The company's traffic growth in the trailing six weeks was up approximately 3.5%, which reflects the success of value platforms resonating with guests across channels.

Corporate catering services are also part of the channel strategy, as evidenced by the mention of 'holiday large party offerings' driving sales in the fourth quarter of 2024. The company is focused on improving operational and financial discipline to support accelerated growth, which would naturally include scaling these service channels.

The channel strategy relies on a mix of physical presence and digital access:

• Company-owned restaurants: 218 locations as of early 2025.
• States of operation: 31.
• Traffic growth in recent weeks: up approximately 3.5%.
• Sales-driving initiatives impact traffic across all channels.

BJ's Restaurants, Inc. (BJRI) - Canvas Business Model: Customer Segments

You're looking at the core customer base for BJ's Restaurants, Inc. as of late 2025. The company's strategy clearly targets several distinct, yet overlapping, groups within the casual dining space, using specific value and experience drivers to pull them in.

Casual dining patrons seeking a high-quality, full-service experience.

This segment is drawn to the full-service environment, which the company has been actively refining. Management noted sustained improvement in guest satisfaction scores, which is key for this group seeking reliable quality. The focus on improving core items like the recently reformulated pizza platform, set for a November 2025 nationwide launch, is aimed directly at reinforcing this high-quality perception. The chain is also leaning into its destination status for celebrations, with Q2 2025 seeing record-breaking holidays like Mother's Day.

Families and groups looking for a broad menu variety and moderate prices.

BJ's Restaurants, Inc. maintains an extensive menu, which naturally appeals to groups with diverse tastes. While the average check per guest fell 0.4% year-over-year in Q2 2025 (even with prices rising 2.4% year-over-year), this was attributed to product mix shifts from value deals, suggesting the base customer is still seeking a comprehensive meal experience that can scale up or down in spend. The company's trailing twelve-month revenue as of September 30, 2025, stood at $1.39B.

Craft beer enthusiasts attracted to the Brewhouse concept.

The Brewhouse concept, centered around in-house craft beer, remains a strategic pillar. The company continues to focus on its craft beer program as one of its three core items, alongside pizza and Pizookies. While specific sales mix data for beer isn't public, the concept itself serves as a key differentiator for patrons specifically seeking a brewery experience alongside their meal.

Value-conscious consumers responding to promotions like the Pizookie Meal Deal.

This segment is heavily targeted by the Pizookie Meal Deal (PMD), which CEO Lyle Tick described as an 'everyday value platform'. The deal, which offers an entree, side, and mini Pizookie starting at $13.99, is successfully driving frequency. During Q3 2025, approximately 22% of checks included this meal deal. This focus on value is translating directly into traffic gains, which is crucial in the current environment.

Here's a quick look at how traffic and sales momentum are tracking, largely influenced by this value proposition:

Metric	Period/Date	Value
Traffic Growth (YoY)	Trailing Six Weeks (as of Oct 2025)	3.5%
Comparable Restaurant Sales (Q3 2025)	Thirteen Weeks Ended Sept 30, 2025	0.5%
Comparable Restaurant Sales Growth (YoY)	Q2 2025	2.9%
Full Year Comp Sales Guidance	FY 2025 Outlook	Approximately 2%
Restaurant Level Operating Profit Margin	Q3 2025	12.5%

The trade-off for this traffic generation is a lower average check, but management believes the increased frequency is more than making up for it. The PMD is successfully increasing visits across all age and income cohorts.

Off-premise customers utilizing delivery and takeout for convenience.

While BJ's Restaurants, Inc. management noted they are tracking 'on and off-premise sales trends' in their forward guidance, specific segment revenue data for late 2025 isn't detailed in the reports. However, the focus on operational simplification-like reducing POS clicks by over 500,000 steps-is intended to support all service channels, including off-premise. The broader industry trend shows that for full-service operators, off-premises dining accounted for 41% of sales compared to 2019 levels.

The key customer drivers BJ's Restaurants, Inc. is leveraging include:

• Increased frequency driven by the Pizookie Meal Deal.
• Improved guest satisfaction scores.
• Social media traction from seasonal items like the Spooky Pizookie.
• Focus on core menu items: Pizza, Pizookies, and craft beer.

Finance: draft 13-week cash view by Friday.

BJ's Restaurants, Inc. (BJRI) - Canvas Business Model: Cost Structure

You're looking at the core expenses that drive the operations for BJ's Restaurants, Inc. as of late 2025. The cost structure is heavily weighted toward direct operating costs, which is typical for a casual dining concept with a large menu and in-house brewing operations. We can look directly at the third quarter of 2025 results to see where the money is going right now. Honestly, managing these percentages against sales is the daily battle for the finance team.

Here's the quick math on the major variable costs as a percentage of total sales for the third quarter of 2025:

Cost Category	Percentage of Sales (Q3 2025)	Notes
Labor and Benefit Expenses	37.1%	Flat to last year, despite efforts to leverage hourly and management labor by approximately 50 basis points.
Cost of Sales (Food & Beverage Ingredients)	25.7%	Favorable by 90 basis points year-over-year, with food cost inflation around 2% on a year-over-year basis.
Occupancy and Operating Expenses (Including Marketing)	24.7%	Flat to the third quarter last year.

The capital allocation is also a significant, though less frequent, cost. For the full fiscal year 2025, management has guided capital expenditures for remodels and new unit development to be in the range of $65 million to $75 million. This spending supports the ongoing strategy, including plans to remodel approximately 20 additional restaurants in 2025, building on the eight already completed. That's a substantial investment in the physical assets to keep the brand fresh.

Digging into that combined Occupancy and Operating Expenses line item, which was 24.7% of sales in the third quarter, you see several key elements at play. This category is where the marketing spend lives, and it's important to track how that investment translates to traffic. What this estimate hides is the specific breakdown between fixed costs like rent and variable items like utilities and marketing.

• Marketing costs increased by 10 basis points year-over-year in Q3 2025.
• Sales leveraging offset approximately 40 basis points of year-over-year headwind on the write-down of certain assets.
• This line item covers rent, utilities, and maintenance across the entire restaurant base.

To be defintely clear, the labor component, at 37.1%, is the single largest cost bucket. While they saw operational efficiencies in scheduling, this was largely offset by accruals for higher anticipated medical cost inflation related to workers' compensation. Finance: draft 13-week cash view by Friday.

BJ's Restaurants, Inc. (BJRI) - Canvas Business Model: Revenue Streams

You're looking at how BJ's Restaurants, Inc. (BJRI) brings in the money, which is pretty straightforward for a casual dining chain, but with that brewhouse twist. The core of the revenue comes from the dining experience itself. The primary stream is definitely the in-restaurant food and non-alcoholic beverage sales across its locations. BJ's Restaurants, Inc. operates 219 restaurants across 31 states as of late 2025.

Another key part of the revenue mix involves alcoholic beverage sales, including proprietary craft beers. BJ's has been a pioneer in this area since 1996, brewing award-winning proprietary beers in-house,. This is a high-margin component that supports the overall restaurant profitability.

The third component of the revenue stream is off-premise sales from takeout and third-party delivery. While the exact split isn't public, the company is focused on driving sales through various channels, as suggested by the comparable restaurant sales growth guidance.

To give you a sense of the scale and expected performance driving these streams, here are some of the latest figures. The total revenues for the third quarter of fiscal 2025 were reported at $330.2 million,,,,. For the thirty-nine weeks of 2025, total revenues reached $1.04 billion.

Here's a quick look at how the operational performance, which directly underpins these revenues, is tracking:

• Full-year 2025 Restaurant Level Operating Profit is guided between $211 million and $219 million,,.
• Comparable restaurant sales growth for fiscal 2025 is guided at approximately 2%,,.
• Q3 2025 comparable restaurant sales increased 0.5% year-over-year,,,.

The actual restaurant-level profitability for Q3 2025 shows the margin on those sales. The restaurant level operating profit for Q3 2025 was $41.3 million, resulting in a margin of 12.5%,,.

It helps to see the key financial metrics that tie directly to the revenue generation and the company's outlook:

Metric	Value (Q3 2025 Actual or Guidance)
Total Revenues (Q3 2025)	$330.2 million,,,,
Total Revenues (39 Weeks 2025)	$1.04 billion
Restaurant Level Operating Profit (Q3 2025)	$41.3 million,,
Restaurant Level Operating Profit Margin (Q3 2025)	12.5%,,
Adjusted EBITDA (Q3 2025)	$21.1 million,,
Full-Year 2025 Operating Profit Guidance Range	$211 million to $219 million,,

The revenue streams are fundamentally tied to driving traffic and check size within their physical locations, which is why comparable sales are so closely watched. The company is actively managing its cost of sales, which was 24.8% of sales in Q3 2025, showing improvement from the prior year.

Finance: draft 13-week cash view by Friday.