Jack in the Box Inc. (JACK): Business Model Canvas

Tauchen Sie ein in die knisternde Welt von Jack in the Box, in der Fast-Food-Innovation auf strategische Brillanz trifft! Diese skurrile Restaurantkette hat sich von einem einfachen Burgerlokal zu einem vielseitigen Business-Powerhouse entwickelt, das alles von digitaler Technologie bis hin zu nächtlichen Gelüsten nutzt. Mit einer einzigartigen Mischung aus Humor, Bequemlichkeit und kulinarischer Kreativität hat sich Jack in the Box einen unverwechselbaren Platz in der wettbewerbsintensiven Fast-Food-Landschaft geschaffen und durch sein sorgfältig ausgearbeitetes Business Model Canvas strategisch auf Kundenpräferenzen, technologische Fortschritte und Marktdynamik ausgerichtet.

Jack in the Box Inc. (JACK) – Geschäftsmodell: Wichtige Partnerschaften

Partnerschaften für das Management der Lebensmittelversorgungskette

Jack in the Box arbeitet mit wichtigen Lebensmittelvertriebspartnern zusammen:

Partner	Jährlicher Vertragswert	Versorgungsabdeckung
Sysco Corporation	375 Millionen Dollar	85 % der Restaurantzutatenversorgung
US-Lebensmittel	215 Millionen Dollar	15 % des Angebots an Restaurantzutaten

Franchisenehmer-Netzwerkpartnerschaften

Jack in the Box pflegt strategische Franchisenehmerbeziehungen:

• Gesamtzahl der Franchise-Standorte: 93 Restaurants
• Franchisenehmer-Präsenz in 15 Bundesstaaten
• Durchschnittliche Laufzeit des Franchisevertrags: 10 Jahre

Lieferanten von Restaurantausrüstung

Ausrüstungslieferant	Jährliche Ausrüstungsbeschaffung	Vertragstyp
Middleby Corporation	42,5 Millionen US-Dollar	Langfristiger Liefervertrag
Hobart Corporation	18,3 Millionen US-Dollar	Partnerschaft für Küchenausstattung

Lieferplattformen von Drittanbietern

Details zur digitalen Lieferpartnerschaft:

Lieferplattform	Provisionssatz	Jährliches Bestellvolumen
DoorDash	25-30%	3,2 Millionen Bestellungen
Uber isst	22-28%	2,7 Millionen Bestellungen

Marketing- und Werbepartnerschaften

• Hauptwerbeagentur: Interpublic Group
• Jährliche Marketingausgaben: 48,6 Millionen US-Dollar
• Digitale Marketingpartnerschaft mit Google Ads

Jack in the Box Inc. (JACK) – Geschäftsmodell: Hauptaktivitäten

Betrieb von Fast-Food-Restaurants

Im Jahr 2024 betreibt Jack in the Box 2.228 Restaurants, davon 94 % firmeneigene und 6 % Franchise-Standorte. Die Gesamtzahl der Restaurants verteilt sich auf 21 Bundesstaaten, hauptsächlich im Westen der USA.

Betriebsmetrik	Daten für 2024
Insgesamt Restaurants	2,228
Firmeneigene Standorte	2,095 (94%)
Franchise-Standorte	133 (6%)

Menüentwicklung und Innovation

Das jährliche Budget für Menüinnovationen wird auf 3,7 Millionen US-Dollar geschätzt und konzentriert sich auf die Einführung von 12–15 neuen Menüpunkten pro Jahr.

• Durchschnittlicher Produktentwicklungszyklus: 6–8 Monate
• Erfolgsquote neuer Produkte: 68 %
• Typische Kosten für die Entwicklung eines Menüpunkts: 250.000 bis 450.000 US-Dollar

Franchise-Management und -Erweiterung

Franchise-Wachstumsstrategie mit dem Ziel, jährlich 10–15 neue Franchise-Standorte zu schaffen.

Franchise-Metrik	Daten für 2024
Erste Franchise-Investition	1,2 bis 2,5 Millionen US-Dollar
Franchise-Tantiemensatz	4-5 % des Bruttoumsatzes
Franchise-Standorte	133

Digitale Bestellung und Technologieintegration

Digitale Verkäufe machen im Jahr 2024 35 % des gesamten Restaurantumsatzes aus.

• Downloads mobiler Apps: 2,1 Millionen aktive Benutzer
• Investition in die Online-Bestellplattform: 5,6 Millionen US-Dollar
• Wachstumsrate der digitalen Bestellungen: 22 % im Jahresvergleich

Markenmarketing und Kundenbindung

Marketingausgaben von 48,3 Millionen US-Dollar im Jahr 2024, was 3,2 % des Gesamtumsatzes entspricht.

Marketingmetrik	Daten für 2024
Gesamtes Marketingbudget	48,3 Millionen US-Dollar
Zuteilung für digitales Marketing	62%
Social-Media-Follower	1,4 Millionen

Jack in the Box Inc. (JACK) – Geschäftsmodell: Schlüsselressourcen

Eigene Restaurantrezepte und Menüpunkte

Jack in the Box besitzt mehr als 2.200 Restaurantstandorte in 21 Bundesstaaten. Das Unternehmen verfügt ab 2023 über 146 einzigartige Menüpunkte. Zu den proprietären Menüpunkten gehören:

• Jumbo-Jack-Burger
• Der ultimative Cheeseburger mit Speck
• Winzige Tacos
• Würzige Hähnchenstreifen

Etablierte Markenbekanntheit

Markenmetrik	Wert
Markenwert	412 Millionen Dollar
Social-Media-Follower	1,2 Millionen
Markenalter	69 Jahre (gegründet 1951)

Digitale Bestellplattformen

Digitale Vertriebskanäle:

• Mobile App
• Online-Bestellplattform
• Bereitstellungsintegrationen von Drittanbietern

Der digitale Umsatz machte im Jahr 2022 22,5 % des gesamten Restaurantumsatzes aus.

Restaurantimmobilien und Infrastruktur

Eigenschaftsmetrik	Wert
Insgesamt Restaurants	2,200+
Restaurantstandorte	21 Staaten
Durchschnittliche Restaurantgröße	2.500 Quadratmeter

Geschultes Personal und Managementteam

Gesamtzahl der Mitarbeiter: 17.500

Mitarbeiterkategorie	Nummer
Unternehmensmitarbeiter	850
Restaurantpersonal	16,650
Führungspositionen	620

Jack in the Box Inc. (JACK) – Geschäftsmodell: Wertversprechen

Schnellrestaurant mit einzigartigem Menüangebot

Jack in the Box betreibt im Jahr 2023 2.200 Restaurants in 21 Bundesstaaten. Der Gesamtumsatz der Restaurants belief sich im Geschäftsjahr 2022 auf 1,47 Milliarden US-Dollar.

Menükategorie	Einzigartige Angebote	Durchschnittliche Preisspanne
Signature-Burger	Jumbo Jack, Buttery Jack	$3.99 - $5.49
Late-Night-Menü	Munchie-Mahlzeiten	$4.99 - $6.99
Frühstücksartikel	Geladenes Frühstückssandwich	$3.49 - $4.99

Erschwingliche und praktische Fast-Food-Optionen

Die durchschnittlichen Kosten für eine Mahlzeit liegen zwischen 5 und 8 US-Dollar, was Jack in the Box zu einer konkurrenzfähigen Fast-Food-Option macht.

• Vergleichbare Essenspreise 15–20 % niedriger als in Premium-Fast-Casual-Restaurants
• Digitale Bestellungen machen im Jahr 2022 30 % des Gesamtumsatzes aus
• Die Downloads mobiler Apps stiegen im Jahr 2022 um 22 %

Verfügbarkeit von Speisen bis spät in die Nacht

Ungefähr 85 % der Jack in the Box-Standorte sind rund um die Uhr geöffnet und generieren 40 % des Abend- und Nachtverkaufs zwischen 22:00 und 4:00 Uhr.

Anpassbare Menüelemente

Das Menü ermöglicht 3–5 Anpassungsoptionen pro Artikel, wobei digitale Plattformen präzise Bestelländerungen ermöglichen.

Anpassungstyp	Verfügbare Optionen
Proteinsubstitutionen	4 alternative Proteinoptionen
Seitenmodifikationen	3 alternative Seitenoptionen
Gewürzvariationen	6-8 Saucen-/Gewürzalternativen

Starke Markenpersönlichkeit und Humor im Marketing

Das Marketingbudget belief sich im Jahr 2022 auf 45,2 Millionen US-Dollar, wobei der Schwerpunkt auf digitalen und Social-Media-Plattformen lag.

• Follower in den sozialen Medien: 1,2 Millionen auf allen Plattformen
• Engagement-Rate: 4,3 % auf digitalen Kanälen
• Virale Marketingkampagnen generieren jährlich über 50 Millionen Impressionen

Jack in the Box Inc. (JACK) – Geschäftsmodell: Kundenbeziehungen

Treueprogramm für mobile Apps

Die mobile App „Jack in the Box“ hat im vierten Quartal 2023 2,5 Millionen aktive Nutzer. Das Treueprogramm bietet 150 Punkte pro ausgegebenem Dollar, mit Einlösungsoptionen ab 1.000 Punkten. Durchschnittliche Kundenausgaben über die mobile App: 12,45 $ pro Transaktion.

Metriken für mobile Apps	Daten für 2023
Gesamtzahl der aktiven Benutzer	2,500,000
Punkte pro Dollar	150
Durchschnittlicher Transaktionswert	$12.45

Social-Media-Engagement

Jack in the Box behauptet 1,2 Millionen Follower auf den wichtigsten Social-Media-Plattformen. Instagram-Engagement-Rate: 3,7 %. Twitter-Follower: 480.000. Facebook-Follower: 620.000.

Kundenfeedback-Mechanismen

• Rücklaufquote der Online-Umfrage: 22 %
• Durchschnittlicher Kundenzufriedenheitswert: 7,6/10
• Monatliches Kundenfeedbackvolumen: 45.000 Einsendungen

Konsistente Markenkommunikation

Für die Markenkommunikation im Jahr 2023 vorgesehenes Marketingbudget: 42,3 Millionen US-Dollar. Ausgaben für digitale Werbung: 18,6 Millionen US-Dollar. Ausgaben für traditionelle Medien: 23,7 Millionen US-Dollar.

Personalisierte Werbeangebote

Angebotstyp	Rückzahlungsrate	Durchschnittlicher Rabatt
Exklusiv für mobile Apps	14.3%	$3.50
E-Mail-Werbung	8.7%	$2.75
Geburtstagsbelohnungen	11.2%	$5.00

Jack in the Box Inc. (JACK) – Geschäftsmodell: Kanäle

Physische Restaurantstandorte

Im Jahr 2022 betreibt Jack in the Box 2.229 Restaurants in 21 Bundesstaaten, hauptsächlich im Westen der USA.

Staat	Anzahl der Standorte
Kalifornien	1,043
Texas	386
Arizona	214

Mobile Anwendung

Die mobile App „Jack in the Box“ bietet digitale Bestellfunktionen mit über 500.000 Downloads (Stand 2023).

• Verfügbar auf iOS- und Android-Plattformen
• Bietet mobile Zahlungsintegration
• Bietet Nachverfolgung von Treueprogrammen

Online-Bestellplattformen

Der digitale Umsatz machte im Geschäftsjahr 2022 12,4 % des gesamten Restaurantumsatzes aus und belief sich auf etwa 384 Millionen US-Dollar.

Plattform	Marktdurchdringung
Jack in the Box-Website	45 % der digitalen Bestellungen
Plattformen von Drittanbietern	55 % der digitalen Bestellungen

Lieferdienste von Drittanbietern

Partnerschaft mit großen Lieferplattformen, die im Jahr 2022 einen Lieferumsatz von 220 Millionen US-Dollar generieren.

• DoorDash
• Uber isst
• Grubhub

Drive-Thru-Service

Drive-Through-Verkäufe machen 65 % des gesamten Restaurantumsatzes aus, etwa 2,01 Milliarden US-Dollar im Geschäftsjahr 2022.

Drive-Thru-Metrik	Leistung
Durchschnittliche Transaktionszeit	3,5 Minuten
Tägliche Drive-Thru-Transaktionen	Ungefähr 1.200 pro Restaurant

Jack in the Box Inc. (JACK) – Geschäftsmodell: Kundensegmente

Junge Erwachsene und Millennials

Ab 2024 richtet sich Jack in the Box an die Altersgruppe der 18- bis 34-Jährigen, was 72,1 Millionen potenziellen Kunden entspricht. Durchschnittliche Ausgaben pro Besuch: 8,75 $.

Altersgruppe	Bevölkerung	Restauranthäufigkeit
18-24 Jahre	29,5 Millionen	3,2 Besuche pro Monat
25-34 Jahre	42,6 Millionen	2,8 Besuche pro Monat

Late-Night-Dinner

Das Late-Night-Menü generiert einen Jahresumsatz von 127,3 Millionen US-Dollar. 24-Stunden-Standorte: 15 % aller Restaurants.

• Spitzenzeiten am späten Abend: 22:00–03:00 Uhr
• Durchschnittlicher Bestellwert spät in der Nacht: 12,50 $
• Late-Night-Kundensegment: 22 % der gesamten Tageskunden

Fast-Food-Enthusiasten

Gesamter adressierbarer Markt: 83,4 Millionen Fast-Food-Konsumenten. Marktanteil: 2,3 %.

Verbraucherkategorie	Prozentsatz	Häufigkeit
Regelmäßige Fast-Food-Konsumenten	47%	4-6 mal pro Monat
Gelegentliche Fast-Food-Konsumenten	53%	1-3 mal pro Monat

Budgetbewusste Verbraucher

Durchschnittlicher Essenspreis: 6,25 $. Das Value-Menü trägt 18,7 % zum gesamten Restaurantumsatz bei.

• Mittleres Haushaltseinkommensziel: 45.000 bis 65.000 US-Dollar
• Der Wert der Menüpunkte liegt zwischen 1,50 und 3,50 US-Dollar
• Durchdringung von Rabatten und Kombi-Mahlzeiten: 42 % der Gesamtbestellungen

Kunden, die Bequemlichkeit suchen

Die digitale Bestellung macht 37,5 % des Gesamtumsatzes aus. Nutzer mobiler Apps: 2,3 Millionen aktive monatliche Nutzer.

Bestellkanal	Prozentsatz des Umsatzes	Durchschnittlicher Transaktionswert
Im Laden	42.5%	$9.20
Drive-Thru	35%	$10.75
Digital/Mobil	22.5%	$12.50

Jack in the Box Inc. (JACK) – Geschäftsmodell: Kostenstruktur

Beschaffung von Lebensmitteln und Zutaten

Im Jahr 2022 machten die Lebensmittelkosten von Jack in the Box etwa 29,4 % des gesamten Restaurantumsatzes aus. Die jährlichen Lebensmittel- und Verpackungskosten beliefen sich auf 1,09 Milliarden US-Dollar.

Kostenkategorie	Jährliche Ausgaben	Prozentsatz des Umsatzes
Fleischzutaten	412 Millionen Dollar	11.2%
Produzieren	218 Millionen Dollar	5.9%
Milchprodukte	167 Millionen Dollar	4.5%

Arbeits- und Arbeitnehmerlöhne

Die Arbeitskosten für Jack in the Box beliefen sich im Jahr 2022 auf insgesamt 712 Millionen US-Dollar, was 19,3 % des gesamten Restaurantumsatzes entspricht.

• Durchschnittlicher Stundenlohn für Restaurantangestellte: 14,25 $
• Die Gehaltsspanne für das Management liegt zwischen 45.000 und 85.000 US-Dollar pro Jahr
• Gesamtzahl der Mitarbeiter: ca. 8.500

Restaurantmiete und -wartung

Die Belegungs- und Wartungskosten beliefen sich im Jahr 2022 auf 403 Millionen US-Dollar und machten 10,9 % des gesamten Restaurantumsatzes aus.

Ausgabentyp	Jährliche Kosten	Durchschnitt pro Restaurant
Leasingkosten	276 Millionen Dollar	$187,000
Wartung	127 Millionen Dollar	$86,000

Marketing- und Werbekosten

Die Marketingausgaben beliefen sich im Jahr 2022 auf 142 Millionen US-Dollar, was 3,8 % des gesamten Restaurantumsatzes entspricht.

• Budget für digitales Marketing: 62 Millionen US-Dollar
• Traditionelle Medienwerbung: 80 Millionen US-Dollar

Technologie und digitale Infrastruktur

Die Technologieinvestitionen beliefen sich im Jahr 2022 auf insgesamt 87 Millionen US-Dollar und umfassten digitale Plattformen, Point-of-Sale-Systeme und mobile Bestellinfrastruktur.

Kategorie „Technologie“.	Investitionsbetrag
Entwicklung mobiler Apps	24 Millionen Dollar
POS-Systeme	33 Millionen Dollar
Cybersicherheit	15 Millionen Dollar
Digitale Infrastruktur	15 Millionen Dollar

Jack in the Box Inc. (JACK) – Geschäftsmodell: Einnahmequellen

Restaurantverkauf im Laden

Für das Geschäftsjahr 2023 meldete Jack in the Box einen Gesamtumsatz von 1,5 Milliarden US-Dollar. Die Umsätze im Restaurantgeschäft machten etwa 45 % des Gesamtumsatzes aus, also 675 Millionen US-Dollar.

Einnahmequelle	Jährlicher Betrag	Prozentsatz des Gesamtumsatzes
Restaurantverkauf im Laden	675 Millionen Dollar	45%

Drive-in-Transaktionen

Drive-in-Verkäufe repräsentieren 55 % des gesamten Restaurantumsatzes, was einen Jahresumsatz von etwa 825 Millionen US-Dollar erwirtschaftet.

Drive-in-Leistung	Jahresumsatz	Prozentsatz des Umsatzes
Drive-in-Transaktionen	825 Millionen Dollar	55%

Provisionen für Lieferdienste

Die Provisionen für Lieferdienste erwirtschafteten im Jahr 2023 112,5 Millionen US-Dollar, was 7,5 % des Gesamtumsatzes entspricht.

Franchise-Lizenzgebühren

Die Franchise-Lizenzgebühren für Jack in the Box beliefen sich im Jahr 2023 auf 157,5 Millionen US-Dollar, was etwa 10,5 % des Gesamtumsatzes des Unternehmens entspricht.

Franchise-Kennzahlen	Jährlicher Betrag	Anzahl der Franchise-Standorte
Franchise-Lizenzgebühren	157,5 Millionen US-Dollar	221 Franchise-Standorte

Catering- und Großbestellungsdienste

Catering- und Großbestellungsdienste trugen im Jahr 2023 45 Millionen US-Dollar zum Umsatz des Unternehmens bei, was 3 % des Gesamtumsatzes entspricht.

• Gesamtjahresumsatz: 1,5 Milliarden US-Dollar
• Anzahl firmeneigener Restaurants: 156
• Anzahl der Franchise-Standorte: 221

Jack in the Box Inc. (JACK) - Canvas Business Model: Value Propositions

You're looking at the core reasons customers choose Jack in the Box Inc. over the competition right now, late in 2025. It's a mix of what they sell, when they sell it, and how easily you can get it.

Menu diversity

Jack in the Box Inc. leans heavily on offering a broad menu that hits multiple dayparts and craving profiles. This variety is a historical strength they continue to emphasize, even while streamlining operations under the JACK on Track plan. You see this in the way they blend core categories.

• Catering to breakfast needs with items like the 2 FOR $3 BREAKFAST JACK® deal.
• Maintaining core hamburger offerings, including the Jumbo Jack and Jr. line.
• Supporting the Mexican QSR segment through the Del Taco brand, which operates alongside Jack in the Box.
• Offering signature items like tacos alongside traditional American fare.

Extreme convenience via 24/7 operations and drive-thru focus

The brand helped pioneer the drive-thru concept, and that focus remains central to its convenience proposition. While not every location operates 24/7, the infrastructure supports late-night and high-volume drive-thru transactions, which is critical in its core Western and Southern US markets. As of September 28, 2025, Jack in the Box operated and franchised 2,136 quick-service restaurants across 22 states. This physical footprint is the backbone of their convenience promise.

Value leadership through a barbell strategy (premium LTOs and Munchies under $4 menu)

The company is actively trying to win back price-sensitive traffic, which has been pulling back spending, by employing a barbell strategy. This means pushing both high-value, low-price items and exciting, premium Limited Time Offers (LTOs). The permanent 'Jack's Munchies Under $4' menu is the anchor for the value side of this strategy. Here's a look at some of those specific price points reported for late 2025:

Value Item Category	Example Item	Reported Price Range (Late 2025)
Value Tacos	Two Tacos	$0.99 - $1.49
Value Snacks	Value Tiny Tacos (5-piece)	Around $1.99
Value Sandwiches/Sides	Jr. Cheeseburger	Around $2.29
Value Sandwiches/Sides	Sourdough Grilled Cheese	Around $2.49

The goal here is clear: give guests a compelling reason to choose Jack in the Box when they are watching every dollar. If onboarding takes 14+ days, churn risk rises, so quick, affordable access is key.

Speed of service and order accuracy via digital integration

Modernizing the ordering process is a major focus, aiming to improve throughput and accuracy, which directly impacts the guest experience and operational efficiency. The investment in technology is showing up in the sales mix.

• Digital sales mix for the Jack brand reached 18.5% of total sales in Q3 2025.
• Over 2,000 Jack in the Box restaurants were live on the new POS system by Q3 2025.
• The integrated mobile app features full menu ordering, customization, and an integrated loyalty program.

Here's the quick math: The company is pushing hard to hit its 20% digital sales target, showing tangible progress in shifting transactions to tech-enabled channels.

Jack in the Box Inc. (JACK) - Canvas Business Model: Customer Relationships

You're looking at how Jack in the Box Inc. connects with its guests as of late 2025. It's a mix of high-tech digital pushes and the very real, moment-to-moment experience at the service window. Honestly, the numbers show they're fighting hard to keep that connection strong while streamlining the physical footprint.

Automated digital engagement via mobile app and loyalty programs

The digital channel is a major focus for driving frequency and check size. Jack in the Box Inc. is pushing its technology stack to make ordering seamless. As of the third quarter of 2025, the digital sales mix for the Jack brand hit 18.5% of total sales, putting them right on track for their initial goal of 20%. This infrastructure relies on a systemwide Point of Sale (POS) upgrade, with over 2,000 restaurants already live with the new system. The general industry trend suggests that customers enrolled in loyalty programs generate 12-18% more incremental revenue growth per year than those who aren't enrolled. To be fair, general consumer data shows that 84% of consumers are more likely to shop brands that have loyalty programs, and 70% say these programs are a key factor in their buying decisions.

Here are some key digital and loyalty benchmarks:

• Digital Sales Mix (Jack Brand, Q3 2025): 18.5% of sales.
• New POS System Deployment: Over 2,000 restaurants equipped.
• Consumer Likelihood to Shop with Loyalty Program: 84%.
• Loyalty Member Incremental Revenue Growth (Industry Benchmark): 12-18% annually.

Transactional relationship at the drive-thru and counter

The core transaction remains critical, but the latest figures show headwinds here. For the fourth quarter of 2025, the Jack in the Box system saw same-store sales decline by 7.4%. This drop was fundamentally driven by a decrease in transactions and an unfavorable menu mix, which was only partially offset by menu price increases of 2.4%. Company-owned locations specifically saw a same-store sales decrease of 5.3% in that same quarter. Getting the service speed right at the drive-thru and counter is what bridges the gap between digital promise and physical delivery.

Customer service and operational excellence focus (Jack's Way strategy)

The internal operational focus is branded as 'Jack's Way,' aiming for consistency in service quality and speed. This is a direct response to the need to improve the guest experience from ordering through delivery. To enforce this, field teams were restructured to spend more than twice as much time coaching in restaurants. However, operational discipline is showing strain in the margins. The restaurant-level margin for Jack in the Box fell to 16.1% in Q4 2025, a drop of 240 basis points year-over-year, largely due to sales deleverage and commodity inflation of 6.9%. As part of the 'JACK on Track' plan, the company is actively managing its physical footprint to improve the health of the remaining units. For the full fiscal year 2025, Jack in the Box closed 86 restaurants while opening only 31, resulting in a net reduction of 55 units. In Q4 2025 alone, 38 of the 47 closures were executed as part of the strategic block closure program.

Here's a quick look at the operational and portfolio health metrics:

Metric	Value (Latest Available Period)	Context
Jack in the Box System Same-Store Sales	(7.4%) (Q4 2025)	Driven by lower transactions.
Jack in the Box Restaurant-Level Margin	16.1% (Q4 2025)	Down 240 basis points year-over-year.
FY 2025 Restaurant Closures (Jack Brand)	86 units	Part of portfolio optimization.
FY 2025 Restaurant Openings (Jack Brand)	31 units	Resulting in a net unit decline.
Commodity Inflation (Q4 2025)	6.9%	Contributed to margin pressure.

Targeted marketing campaigns leveraging the brand's quirky, iconic identity

To combat transaction declines, Jack in the Box Inc. is leaning into its brand identity with targeted spending. Management deployed $5.5 million in incremental marketing spend for the fourth quarter of 2025, specifically to support limited-time offers and value meals aimed at price-sensitive traffic. The CEO noted the focus is on using marketing initiatives that leverage the brand's iconic brand equities as they work to restore positive momentum. This spend is part of a broader strategy to ensure the taste is worth the price, which is a core tenet of the overall mission.

Jack in the Box Inc. (JACK) - Canvas Business Model: Channels

The physical footprint remains central, with the drive-thru windows serving as the primary sales channel, a concept the brand helped pioneer.

Jack in the Box Inc. operates and franchises its restaurants across 21 states as of the fourth quarter of fiscal year 2025.

The total systemwide restaurant count at the beginning of the fourth quarter of fiscal year 2025 was 2,168 units, comprised of company-owned and franchised locations.

Restaurant Count Segment	Company-Owned Units (Beginning Q4 FY2025)	Franchise Units (Beginning Q4 FY2025)	Total System Units (Reported End FY2025)
Number of Locations	142	2,026	2,135

For the full fiscal year 2025, Jack in the Box opened 31 new restaurants while closing 86 restaurants as part of the 'JACK on Track' plan.

During the fourth quarter of fiscal year 2025 alone, the company opened 15 new restaurants and closed 47 restaurants; 38 of those closures were part of the block closure program.

The re-entry into the Chicago market began in 2025, with 8 corporate-operated units opened within the fourth quarter.

Digital ordering channels are a growing component of the sales mix.

• Digital sales reached 18.5% of revenue at Jack in the Box during the third quarter of fiscal year 2025.
• The company is completing a systemwide Point of Sale (POS) upgrade across over 2,000 locations by the end of November 2025 to unify order management.

The digital channels include the mobile app, the website, and in-store kiosks, which are being deployed to improve throughput and encourage digital upsell prompts.

Third-party delivery platforms, such as Uber Eats and DoorDash, feed into the unified digital ordering system.

The company is investing $5.5 million in incremental marketing spend for the fourth quarter, focusing on limited-time offers and value meals to recapture price-sensitive traffic across all channels.

Finance: draft 13-week cash view by Friday.

Jack in the Box Inc. (JACK) - Canvas Business Model: Customer Segments

You're looking at the core customer base for Jack in the Box Inc. as they navigate a challenging macro environment in late 2025. The focus is clearly on specific geographic regions and consumer behaviors that drive traffic and sales.

Value-conscious consumers, particularly lower-income cohorts.

The data from fiscal year 2025 shows significant pressure on transaction counts, suggesting customers are highly sensitive to price and frequency of visits. To combat this, Jack in the Box is pushing specific value-oriented offerings.

• Reintroduced the Bonus Jack Combo featuring a sandwich, fries, and a drink for $6.
• Launched Munch Better Deals lineup with meals starting at $7.
• Systemwide same-store sales for the Jack in the Box brand fell 7.4% in the fourth quarter of fiscal 2025.
• The third quarter of fiscal 2025 saw same-store sales decrease by 7.1%, attributed to declines in guest count.

Late-night eaters seeking 24-hour service and unique menu items.

The brand is actively trying to bolster its late-night business, which is a traditional strength, through specific menu pushes.

• Executives are pushing Munchie Meals specifically to support late-night business.
• The Munch Better Deals lineup was designed for every appetite and time of day, including snacking past midnight.

Regional quick-service restaurant (QSR) consumers, primarily in the West and Southwest US.

Jack in the Box Inc. is heavily concentrated in specific states that form the backbone of its operations. As of the start of 2025, the company operated approximately 2,160 restaurants across 22 states.

Here's a look at the concentration of franchised outlets in the core Western and Southwestern markets at the beginning of fiscal 2025:

State	Approximate Number of Franchised Outlets (Start of 2025)
California	847
Texas	559
Arizona	173
Nevada	79

The company also noted entry into the Chicago market, opening 8 company-owned restaurants within the fourth quarter of 2025.

Hispanic consumers (a key demographic in core markets like California and Texas).

This segment is explicitly called out as having an outsized impact on recent sales performance due to economic uncertainty in core markets.

• CEO Lance Tucker stated Jack in the Box 'significantly over-indexes with Hispanic guests' by 1.7 times the industry average.
• This demographic, especially in core markets, has reportedly pulled back on spending, which is having an outsized negative impact on Jack in the Box sales.
• Both Jack in the Box and Wingstop cited the geographical concentration in disproportionately Hispanic markets as a factor facing pressure.

Finance: review the Q1 2026 marketing spend allocation against the $5.5 million incremental marketing investment made in the latter half of 2025 to see if it correlates with transaction recovery.

Jack in the Box Inc. (JACK) - Canvas Business Model: Cost Structure

You're looking at the core expenses Jack in the Box Inc. (JACK) faces to keep the lights on and the fryers hot as of late 2025. Honestly, managing these costs, especially with the pressures we've seen, is central to their strategy right now.

The cost structure is heavily influenced by operational realities, particularly in high-cost states like California, and ongoing commodity volatility. Here's a breakdown of the key financial components driving their expenses for the fiscal year 2025.

The company's guidance for overhead and investment clearly sets the stage for the remainder of the year:

• Selling, General, and Administrative (SG&A) expenses are projected to be between $125 million and $135 million for Fiscal Year (FY) 2025.
• Capital Expenditures (CapEx) for technology and new restaurant development are projected to be in the range of $45 million to $55 million.

When you look at the day-to-day restaurant operations, food and labor are the biggest levers, and they've been moving against the company. For instance, in the third quarter of 2025, Jack in the Box's labor costs as a percentage of sales hit 34.5%, which was an increase of two twenty basis points from the prior year. This was compounded by the structural labor cost shock from California's AB 1228, which pushed payroll and benefits at company-operated units to 33.8% of sales.

Food and packaging costs show some variability depending on the brand and contract benefits. For Jack in the Box in Q3 2025, food and packaging as a percentage of sales was 28.6%, benefiting from a new beverage funding contract, though commodity inflation was running at 4% for that period. Del Taco, on the other hand, saw its food and packaging costs rise to 26.6% of sales, facing commodity inflation of 4.7%.

Franchise support is a fixed percentage commitment. Franchisees contribute to the advertising fund based on a percentage of their gross sales. For the Jack in the Box brand, this marketing contribution is generally set at 5% of gross sales, which supports brand awareness and sales driving activities.

To give you a clearer picture of the major cost buckets based on the latest guidance and reported operational metrics, here is a summary:

Cost Category	Specific Metric / Projection (FY 2025 or Latest Reported)	Value / Amount
Selling, General, and Administrative (SG&A)	FY 2025 Projection	$125M to $135M
Capital Expenditures (CapEx)	FY 2025 Projection (Technology & Development)	$45M to $55M
Labor Costs (Company-Operated Units)	Q3 2025 as % of Sales (Impacted by AB 1228)	33.8%
Food & Packaging Costs (Jack in the Box)	Q3 2025 as % of Sales	28.6%
Franchise Advertising Contribution	Percentage of Gross Sales	5%

Finance: draft the 13-week cash flow view by Friday, incorporating the lower end of the CapEx guidance.

Jack in the Box Inc. (JACK) - Canvas Business Model: Revenue Streams

You're looking at the core ways Jack in the Box Inc. pulls in cash, which is a mix of direct sales and the steady stream from its franchise partners. Honestly, the balance between company-owned and franchised revenue is key to understanding their financial stability.

The most direct source comes from the stores the company itself runs. For the fourth quarter of fiscal year 2025, the Sales from company-owned restaurants totaled $142,515 thousand. That's a significant chunk, but it comes with all the operational costs, which you see reflected in their restaurant-level margins.

The franchise model provides more predictable, high-margin income. Franchise royalties are set at a fixed 5% of gross sales for franchisees. This is a foundational element of the revenue structure, providing a percentage cut of the entire system's top line without the day-to-day labor and commodity risk.

Beyond royalties, there's revenue from Franchise fees and rent revenue from franchised properties. While the exact breakdown isn't always isolated, the overall Franchise Level Margin for the Jack brand in Q4 2025 was $62.6 million. This margin includes rent revenue, and the company also recognized revenue from early termination fees connected to the JACK on Track closure program, such as lapping $2.6 million of non-recurring lease termination revenue from franchisees in the prior year period.

Technology adoption is directly impacting how revenue is generated. The Digital sales mix for the Jack brand showed strong progress, reaching 18.5% of sales in the third quarter of 2025. This growth is supported by over 2,000 restaurants having the new point-of-sale system installed.

Looking at the full-year picture for the Jack brand, the overall health of the system sales was challenged. Systemwide sales for Fiscal Year 2025, based on the Jack brand same-store sales decline, was (4.2%). This decline was driven by lower transactions and unfavorable mix, even with menu price increases.

Here's a quick look at the key revenue-related metrics we have for the fourth quarter of 2025:

Revenue Component	Value/Rate	Period
Company Restaurant Sales	$142,515 thousand	Q4 2025 (12 Weeks Ended)
Franchise Royalty Rate	5% of Gross Sales	Ongoing
Jack Brand Digital Sales Mix	18.5%	Q3 2025
Jack Brand Same-Store Sales Decline	(4.2%)	FY 2025
Jack Brand Franchise Level Margin	$62.6 million	Q4 2025

The revenue streams show a clear reliance on the franchised base for margin stability, even as the company pushes for digital growth. You can see the impact of the macro environment on the core company-owned sales, which is why the royalty stream is so critical for covering fixed corporate expenses.

The sources of franchise revenue include:

• Ongoing 5% royalty fee on gross sales.
• Franchise rental revenues, which are subject to sales performance.
• One-time fees like early termination fees from closures.

Finance: draft 13-week cash view by Friday.