BJ's Restaurants, Inc. (BJRI): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

Sumérgete en el plan estratégico de los restaurantes de BJ, una potencia culinaria que ha transformado las comidas informales a través de modelos de negocios innovadores. Con un enfoque único que combina la cultura de la cerveza artesanal, la cocina hecha desde el rasguño y la tecnología digital de vanguardia, BJ ha forjado un nicho distintivo en el paisaje competitivo de restaurantes. Su lienzo de modelo de negocio revela una estrategia sofisticada que va más allá de los conceptos gastronómicos tradicionales, dirigidos a los millennials, familias y entusiastas de la cerveza con una propuesta de valor convincente que combina la calidad, la innovación y la experiencia del cliente.

BJ's Restaurants, Inc. (BJRI) - Modelo de negocios: asociaciones clave

Proveedores de alimentos y bebidas

A partir de 2024, BJ's Restaurants trabaja con múltiples proveedores de alimentos nacionales y regionales:

Categoría de proveedor	Valor anual del contrato	Número de proveedores
Proveedores de carne	$ 42.3 millones	7 proveedores principales
Proveedores de productos	$ 23.7 millones	5 distribuidores regionales
Proveedores de bebidas	$ 18.5 millones	4 distribuidores nacionales

Plataformas de entrega de terceros

BJ's Restaurants tiene asociaciones estratégicas con:

• Doordash (socio de entrega principal, 65% de los pedidos digitales)
• Uber Eats (plataforma secundaria, 22% de pedidos digitales)
• Grubhub (sociedad limitada, 13% de los pedidos digitales)

Asociaciones inmobiliarias

Las asociaciones de desarrollo inmobiliario incluyen:

Tipo de asociación	Número de ubicaciones	Inversión inmobiliaria anual
Desarrollos del centro comercial	42 ubicaciones	$ 37.6 millones
Sitios de restaurantes independientes	28 ubicaciones	$ 24.9 millones

Asociaciones de proveedores de tecnología

Las asociaciones tecnológicas abarcan:

• Sistema de punto de venta: NCR Corporation
• Plataforma de pedido digital: Olo Inc.
• Tecnología del programa de fidelización: sistemas PayTronix

Categoría de tecnología	Inversión tecnológica anual	Fecha de implementación
Sistemas POS	$ 4.2 millones	Q1 2024
Pedido digital	$ 3.7 millones	Q2 2024

BJ's Restaurants, Inc. (BJRI) - Modelo de negocios: actividades clave

Operaciones de restaurantes y preparación de alimentos

A partir del cuarto trimestre de 2023, BJ's Restaurants opera 218 restaurantes de servicio completo en 29 estados. Los costos anuales de preparación de alimentos fueron de $ 528.6 millones en 2023.

Métrico	Valor
Restaurantes totales	218
Estados operados	29
Costos anuales de preparación de alimentos	$ 528.6 millones

Desarrollo de menú e innovación culinaria

BJ invirtió $ 12.4 millones en investigación y desarrollo del menú en 2023.

• Cerveza artesanal la elaboración de cerveza
• Pizza patentada y estilos de plato profundo
• Rotaciones de menú estacional

Marketing y promoción de la marca

El gasto de marketing en 2023 fue de $ 46.2 millones, lo que representa el 3.8% de los ingresos totales.

Canal de marketing	Porcentaje de asignación
Marketing digital	42%
Redes sociales	23%
Medios tradicionales	35%

Gestión de pedidos digitales y experiencia del cliente

El pedido en línea representaba el 28% de las ventas totales en 2023, generando $ 340.5 millones en ingresos.

• Aplicación móvil con programa de fidelización
• Integraciones de entrega de terceros
• Sistema de reserva digital

Selección y expansión del sitio de restaurantes

El gasto de capital para nuevas aperturas de restaurantes fue de $ 64.3 millones en 2023.

Métrica de expansión	Valor 2023
Nuevas aperturas de restaurantes	12
Gasto de capital	$ 64.3 millones
Inversión promedio de nuevos restaurantes	$ 5.36 millones

BJ's Restaurants, Inc. (BJRI) - Modelo de negocios: recursos clave

Recetas de restaurantes y conceptos de menú patentados

A partir de 2024, BJ's Restaurants posee 218 ubicaciones únicas de restaurantes en 29 estados. Su receta de pizza de plato profundo y una alineación patentada de cerveza artesanal representan una propiedad intelectual crítica.

Elemento de menú	Estatus de propiedad	Contribución anual de ingresos
Pizookies	Marca registrada	$ 42.3 millones
Selección de cerveza artesanal	Cervecería patentada	$ 37.6 millones

Reputación de marca fuerte

Los restaurantes de BJ mantienen un Calificación de satisfacción del cliente 3.8/5 a través de las principales plataformas de revisión de restaurantes.

Personal de servicio y de servicio capacitado

• Total de empleados: 11,400
• Promedio de la tenencia del empleado: 2.7 años
• Inversión de capacitación anual: $ 2.4 millones

Infraestructura de tecnología digital

Componente tecnológico	Inversión	Año de implementación
Plataforma de pedidos móviles	$ 3.2 millones	2023
Software de fidelización de clientes	$ 1.7 millones	2022

Red de cadena de suministro establecida

Los restaurantes de BJ trabajan con 47 proveedores principales de alimentos y bebidas, con un 68% ubicado dentro de sus regiones operativas primarias.

Categoría de suministro	Número de proveedores	Valor de adquisición anual
Producir	12	$ 22.5 millones
Carne y proteínas	8	$ 31.7 millones

BJ's Restaurants, Inc. (BJRI) - Modelo de negocios: propuestas de valor

Cerveza artesanal y una extensa selección de cerveza

A partir del cuarto trimestre de 2023, BJ's Restaurants ofrece 10 cervezas artesanales propietarias que se elaboran internamente. La selección total de la cerveza incluye 21 variedades de borrador y más de 40 opciones embotelladas/enlatadas.

Categoría de cerveza	Número de variedades	Precio medio
Cervezas artesanales propietarias	10	$6.50
Borrador de cervezas	21	$5.75
Cervezas embotelladas/enlatadas	40+	$4.25

Elementos de menú hechos de alta calidad y hechos

Los restaurantes de BJ mantienen un Enfoque de cocina 100% desde el rasguño en las 214 ubicaciones de restaurantes a partir de diciembre de 2023.

• Preparación diaria de masa interna
• Abastecimiento de ingredientes frescos
• Recetas de pizza y postres patentados

Experiencia gastronómica informal con diversas opciones de menú

El menú comprende 87 elementos distintos en aperitivos, platos principales y postres. Precio promedio del elemento del menú: $ 14.25.

Categoría de menú	Número de artículos	Gama de precios
Aperitivos	18	$7.50 - $12.99
Platos	42	$12.99 - $22.50
Postres	27	$6.50 - $9.99

Calidad de alimentos constante y servicio al cliente

Calificación de satisfacción del cliente de 4.2/5 basada en 78,000 revisiones verificadas en 2023. Promedio de tenencia del servidor: 2.7 años.

Ofertas de menú innovadoras con pizzas y postres únicos

16 variedades de pizza de firma y 9 opciones de postres patentadas, con ciclos de innovación de menú trimestral.

• Postres de marca registrada de Pizookies®
• Variantes de pizza de plato profundo
• Rotaciones de menú estacional

BJ's Restaurants, Inc. (BJRI) - Modelo de negocios: relaciones con los clientes

Membresía del programa de fidelización

El programa de fidelización de recompensas de BJ tiene 3.9 millones de miembros activos a partir del cuarto trimestre de 2023. Los miembros representan el 57.8% de las ventas totales de restaurantes. El programa ofrece:

• Acumulación de puntos en compras
• Recompensas personalizadas
• Bonos de cumpleaños

Métrica del programa de fidelización	Valor
Totales miembros activos	3.9 millones
Ventas de miembros de fidelización	57.8%
Gasto promedio de miembros	$ 42.35 por visita

Aplicación móvil para pedidos y recompensas

La aplicación móvil de BJ tiene 1,2 millones de usuarios activos a diciembre de 2023. El pedido digital representa el 18.5% de las ventas totales de restaurantes.

Módulo de aplicación móvil	Valor
Usuarios de aplicaciones móviles activas	1.2 millones
Porcentaje de ventas digitales	18.5%
Valor de pedido digital promedio	$37.65

Compromiso de las redes sociales

Los canales de redes sociales de BJ tienen 625,000 seguidores combinados en plataformas a partir de enero de 2024.

Plataforma de redes sociales	Recuento de seguidores
Instagram	275,000
Facebook	350,000

Comunicaciones de marketing personalizadas

BJ utiliza marketing por correo electrónico dirigido con una base de datos de 2.8 millones de suscriptores. Las tasas de apertura de la campaña de correo electrónico promedio 22.4%.

Experiencia de servicio al cliente consistente

BJ's mantiene una calificación de satisfacción del cliente de 4.2 de 5 basada en 85,000 revisiones verificadas de clientes en 2023.

Métrica de servicio al cliente	Valor
Calificación de satisfacción del cliente	4.2/5
Revisiones totales de clientes	85,000

BJ's Restaurants, Inc. (BJRI) - Modelo de negocios: canales

Ubicaciones de restaurantes físicos

A partir del cuarto trimestre de 2023, los restaurantes de BJ operaron 214 restaurantes de servicio completo en 29 estados en los Estados Unidos.

Región estatal	Número de ubicaciones
California	78 restaurantes
Texas	35 restaurantes
Arizona	22 restaurantes

Pedido de aplicaciones móviles

La aplicación móvil de BJ presenta capacidades de pedido directo con Integración de menú digital 100%.

• Tasas de descarga de la aplicación móvil: 1.2 millones de usuarios activos
• Porcentaje de pedido digital: 22% de las transacciones totales de restaurantes
• Valor de pedido móvil promedio: $ 42.50

Plataformas de entrega de terceros

Plataforma de entrega	Estado de asociación	Volumen de pedido
Doordash	Socio principal	48% de entregas de terceros
Uber come	Socio activo	32% de entregas de terceros
Grubhub	Socio secundario	20% de entregas de terceros

Sitio web de pedidos en línea

El sitio web corporativo de BJ procesa aproximadamente el 15% de los pedidos totales de restaurantes digitales.

• Visitantes mensuales del sitio web: 850,000
• Valor de pedido en línea promedio: $ 47.25
• Tasa de conversión de pedido en el sitio web: 3.7%

Experiencia gastronómica en la tienda

La cena en la tienda sigue siendo el principal canal de ingresos, representando el 63% de las ventas totales de restaurantes.

Métrico gastronómico	Porcentaje/valor
Tiempo promedio de facturación de la mesa	72 minutos
Tamaño promedio de la fiesta en la tienda	2.8 personas
Horas pico de fin de semana	5:00 pm - 8:00 pm

BJ's Restaurants, Inc. (BJRI) - Modelo de negocios: segmentos de clientes

Millennials y jóvenes profesionales

A partir del cuarto trimestre de 2023, los restaurantes de BJ se dirigen a 25-40 edad demográfica que representa el 38.2% de su base de clientes. Gasto promedio por visita: $ 24.50.

Grupo de edad	Porcentaje de la base de clientes	Gasto promedio
25-34 años	22.7%	$23.75
35-40 años	15.5%	$25.25

Grupos de comidas familiares

Los segmentos familiares constituyen el 42.6% del total de clientes de restaurantes en 2023.

• Tamaño promedio de la fiesta familiar: 3.7 personas
• Ingresos familiares: $ 187.3 millones en 2023
• Gasto familiar promedio: $ 52.40 por visita

Entusiastas de la cerveza

El segmento de cerveza artesanal representa el 19.4% de la base de clientes de BJ.

Categoría de cerveza	Porcentaje del cliente	Gasto promedio de cerveza
Entusiastas de la cerveza artesanal	19.4%	$18.60
Consumidores de cerveza regulares	12.6%	$12.75

Consumidores de restaurantes de restaurantes informales

BJ captura el 7.2% de participación de mercado en el segmento de comidas informales con 132 ubicaciones de restaurantes a partir de diciembre de 2023.

• Valor de mercado de comidas informales totales: $ 188.5 mil millones
• BJ's Total Restaurant Ingress: $ 1.14 mil millones en 2023
• Ventas promedio de restaurantes por ubicación: $ 8.64 millones

Clientes de precio gastronómico de rango medio

Rango de precio: $ 15- $ 35 por persona, capturando el 45.8% del mercado objetivo.

Gama de precios	Porcentaje del cliente	Boleto promedio
$15-$25	27.3%	$19.50
$26-$35	18.5%	$30.25

BJ's Restaurants, Inc. (BJRI) - Modelo de negocios: Estructura de costos

Adquisición de alimentos e ingredientes

A partir del año fiscal 2023, los restaurantes de BJ informaron costos de alimentos y bebidas de $ 524.8 millones, lo que representa aproximadamente el 31.5% de las ventas totales de restaurantes.

Categoría de costos	Gasto anual	Porcentaje de ventas
Ingredientes alimentarios	$ 398.6 millones	23.9%
Costos de bebidas	$ 126.2 millones	7.6%

Gastos de mano de obra y personal

Los costos laborales para los restaurantes de BJ en 2023 totalizaron $ 638.5 millones, lo que representa aproximadamente el 38.4% de las ventas totales de restaurantes.

• Salario promedio por hora para el personal del restaurante: $ 15.25
• Número total de empleados: aproximadamente 9.800
• Salarios de gestión: $ 42.3 millones

Alquiler de restaurantes y mantenimiento de las instalaciones

Los gastos relacionados con la ocupación y las instalaciones para 2023 fueron de $ 187.6 millones, lo que representa el 11.3% de las ventas totales de restaurantes.

Categoría de gastos	Costo anual	Por promedio de restaurante
Alquilar	$ 132.4 millones	$410,000
Mantenimiento de la instalación	$ 55.2 millones	$171,000

Gastos de marketing y promoción

Los gastos de marketing para 2023 fueron de $ 76.2 millones, lo que representa el 4.6% de las ventas totales de restaurantes.

• Presupuesto de marketing digital: $ 28.5 millones
• Publicidad tradicional: $ 47.7 millones

Tecnología e inversiones en infraestructura digital

Las inversiones en tecnología en 2023 ascendieron a $ 42.1 millones, aproximadamente el 2.5% de las ventas totales de restaurantes.

Categoría de tecnología	Monto de la inversión	Porcentaje de presupuesto tecnológico
Desarrollo de plataforma digital	$ 18.6 millones	44.2%
Sistemas de punto de venta	$ 12.3 millones	29.2%
Ciberseguridad	$ 11.2 millones	26.6%

BJ's Restaurants, Inc. (BJRI) - Modelo de negocios: flujos de ingresos

Ventas de restaurantes de cena

Para el año fiscal 2023, los restaurantes de BJ informaron ingresos totales de $ 1.28 mil millones. Las ventas de restaurantes de cena representaron aproximadamente el 65% de los ingresos totales, representando aproximadamente $ 832 millones.

Categoría de ingresos	Cantidad (2023)	Porcentaje
Ventas de cena	$ 832 millones	65%

Órdenes de comida para llevar y entrega

Las ventas de comida para llevar y entrega constituyeron aproximadamente el 25% de los ingresos totales, generando alrededor de $ 320 millones en 2023.

Ventas de comida para llevar/entrega	Cantidad (2023)	Porcentaje
Ingresos para llevar y entrega	$ 320 millones	25%

Ventas de bebidas alcohólicas y no alcohólicas

Las ventas de bebidas contribuyeron con aproximadamente el 10% de los ingresos totales, ascendiendo a $ 128 millones en 2023.

• Ventas de cerveza artesanal: $ 45 millones
• Cócteles: $ 35 millones
• Bebidas no alcohólicas: $ 48 millones

Servicios de comidas de catering y grupos

Los servicios de catering y gasolina grupal generaron aproximadamente $ 50 millones en ingresos para 2023, lo que representa aproximadamente el 4% de los ingresos totales.

Venta de productos y productos de marca y marca

Las ventas de mercancías de marca alcanzaron aproximadamente $ 10 millones en 2023, lo que representa aproximadamente el 1% de los ingresos totales.

Categoría de mercancía	Cantidad de ventas (2023)
Mercancía de marca	$ 10 millones
Tarjetas de regalo	$ 5 millones

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.