Jack in the Box Inc. (JACK): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

¡Sumérgete en el chisporroteante mundo de Jack in the Box, donde la innovación de comida rápida cumple con el brillantez estratégico! Esta peculiar cadena de restaurantes se ha transformado de una simple hamburguesa a una potencia comercial multifacética, aprovechando todo, desde la tecnología digital hasta los antojos nocturnos. Con una combinación única de humor, conveniencia y creatividad culinaria, Jack in the Box ha forjado un espacio distintivo en el panorama competitivo de comida rápida, navegando estratégicamente las preferencias de los clientes, los avances tecnológicos y la dinámica del mercado a través de su lienzo de modelo comercial meticulosamente elaborado.

Jack in the Box Inc. (Jack) - Modelo de negocio: asociaciones clave

Asociaciones de gestión de la cadena de suministro de alimentos

Jack in the Box colabora con socios críticos de distribución de alimentos:

Pareja	Valor anual del contrato	Cobertura de suministro
Sysco Corporation	$ 375 millones	85% del suministro de ingredientes del restaurante
Alimentos estadounidenses	$ 215 millones	15% del suministro de ingredientes del restaurante

Partnia de red de franquiciadas

Jack in the Box mantiene relaciones estratégicas franquiciadas:

• Total de ubicaciones franquiciadas: 93 restaurantes
• Presencia franquiciada en 15 estados
• Duración promedio del acuerdo de franquicia: 10 años

Proveedores de equipos de restaurantes

Proveedor de equipos	Adquisición anual de equipos	Tipo de contrato
Corporación Middleby	$ 42.5 millones	Acuerdo de suministro a largo plazo
Hobart Corporation	$ 18.3 millones	Asociación de equipos de cocina

Plataformas de entrega de terceros

Detalles de la asociación de entrega digital:

Plataforma de entrega	Tarifa de comisión	Volumen de pedido anual
Doordash	25-30%	3.2 millones de pedidos
Uber come	22-28%	2.7 millones de pedidos

Asociaciones de marketing y publicidad

• Agencia de publicidad principal: Interpublic Group
• Gastos anuales de marketing: $ 48.6 millones
• Asociación de marketing digital con los anuncios de Google

Jack in the Box Inc. (Jack) - Modelo de negocio: actividades clave

Operaciones de restaurantes de comida rápida

A partir de 2024, Jack in the Box opera 2,228 restaurantes, con un 94% de ubicaciones franquiciadas de la compañía y del 6%. El recuento total de restaurantes se extendió en 21 estados, principalmente en el oeste de los Estados Unidos.

Métrica operacional	2024 datos
Restaurantes totales	2,228
Ubicaciones propiedad de la compañía	2,095 (94%)
Ubicaciones franquiciadas	133 (6%)

Desarrollo e innovación del menú

Presupuesto anual de innovación del menú estimado en $ 3.7 millones, centrándose en introducir 12-15 elementos de menú nuevos por año.

• Ciclo promedio de desarrollo de productos: 6-8 meses
• Tasa de éxito del nuevo producto: 68%
• Costo de desarrollo de elementos de menú típico: $ 250,000- $ 450,000

Gestión de franquicias y expansión

Estrategia de crecimiento de franquicias dirigida a 10-15 nuevas ubicaciones de franquicias anualmente.

Franquicia métrica	2024 datos
Inversión de franquicia inicial	$ 1.2- $ 2.5 millones
Tasa de regalías de franquicia	4-5% de las ventas brutas
Lugar de franquicia	133

Ordenamiento digital e integración de tecnología

Las ventas digitales representan el 35% de los ingresos totales del restaurante en 2024.

• Descargas de aplicaciones móviles: 2.1 millones de usuarios activos
• Inversión en la plataforma de pedidos en línea: $ 5.6 millones
• Tasa de crecimiento de pedidos digitales: 22% año tras año

Marketing de marca y compromiso del cliente

Gastos de marketing de $ 48.3 millones en 2024, lo que representa el 3.2% de los ingresos totales.

Métrico de marketing	2024 datos
Presupuesto total de marketing	$ 48.3 millones
Asignación de marketing digital	62%
Seguidores de redes sociales	1.4 millones

Jack in the Box Inc. (Jack) - Modelo de negocio: recursos clave

Recetas de restaurantes y elementos de menú patentados

Jack in the Box posee más de 2,200 ubicaciones de restaurantes en 21 estados. La compañía tiene 146 elementos de menú únicos a partir de 2023. Los elementos de menú propietarios incluyen:

• Jumbo jack hamburguesa
• Bacon Ultimate Cheeseburger
• Tacos pequeños
• Tiras de pollo picantes

Reconocimiento de marca establecido

Métrico de marca	Valor
Valor de marca	$ 412 millones
Seguidores de redes sociales	1.2 millones
Edad de la marca	69 años (fundado en 1951)

Plataformas de pedidos digitales

Canales de ventas digitales:

• Aplicación móvil
• Plataforma de pedidos en línea
• Integraciones de entrega de terceros

Las ventas digitales representaron el 22.5% de las ventas totales de restaurantes en 2022.

Bienes inmuebles e infraestructura de restaurantes

Métrico de propiedad	Valor
Restaurantes totales	2,200+
Ubicación de restaurantes	21 estados
Tamaño promedio del restaurante	2.500 pies cuadrados

Equipo de gestión y fuerza laboral capacitado

Total de empleados: 17,500

Categoría de empleado	Número
Empleados corporativos	850
Personal de restaurantes	16,650
Puestos de gestión	620

Jack in the Box Inc. (Jack) - Modelo de negocio: propuestas de valor

Restaurante de servicio rápido con ofertas de menú únicas

Jack in the Box opera 2.200 restaurantes en 21 estados a partir de 2023. Los ingresos totales del restaurante fueron de $ 1.47 mil millones en el año fiscal 2022.

Categoría de menú	Ofertas únicas	Rango de precios promedio
Hamburguesas de la firma	Jumbo Jack, Jack mantecoso	$3.99 - $5.49
Menú nocturno	Comidas de munchie	$4.99 - $6.99
Artículos para el desayuno	Sándwich de desayuno cargado	$3.49 - $4.99

Opciones de comida rápida asequible y conveniente

El costo promedio de la comida rangos entre $ 5- $ 8, colocando a Jack en la caja como una opción de comida rápida con un precio competitivo.

• Precios de comidas comparables 15-20% más bajos que los restaurantes rápidos y casuales premium
• El pedido digital representa el 30% de las ventas totales en 2022
• Las descargas de aplicaciones móviles aumentaron en un 22% en 2022

Disponibilidad gastronómica nocturna

Aproximadamente el 85% de las ubicaciones de Jack in the Box operan 24 horas, generando el 40% de la cena y las ventas nocturnas entre las 10 p.m. y las 4 a.m.

Elementos de menú personalizables

El menú permite 3-5 opciones de personalización por elemento, con plataformas digitales que permiten modificaciones precisas de pedido.

Tipo de personalización	Opciones disponibles
Sustituciones de proteínas	4 opciones de proteínas alternativas
Modificaciones laterales	3 opciones laterales alternativas
Variaciones de condimento	6-8 alternativas de salsa/condimento

Fuertes personalidad de marca y humor en marketing

El presupuesto de marketing fue de $ 45.2 millones en 2022, con un enfoque significativo en plataformas de redes digitales y sociales.

• A continuación de las redes sociales: 1.2 millones en todas las plataformas
• Tasa de participación: 4.3% en canales digitales
• Campañas de marketing viral que generan más de 50 millones de impresiones anualmente

Jack in the Box Inc. (Jack) - Modelo de negocios: relaciones con los clientes

Programa de fidelización de aplicaciones móviles

Jack in the Box Mobile App tiene 2.5 millones de usuarios activos a partir del cuarto trimestre de 2023. El programa de fidelización ofrece 150 puntos por dólar gastados, con opciones de reembolso que comienzan en 1,000 puntos. Gasto promedio del cliente a través de la aplicación móvil: $ 12.45 por transacción.

Métricas de aplicaciones móviles	2023 datos
Usuarios activos totales	2,500,000
Puntos por dólar	150
Valor de transacción promedio	$12.45

Compromiso de las redes sociales

Jack in the Box mantiene 1.2 millones de seguidores a través de las plataformas de redes sociales primarias. Tasa de compromiso de Instagram: 3.7%. Seguidores de Twitter: 480,000. Seguidores de Facebook: 620,000.

Mecanismos de comentarios de los clientes

• Tasa de respuesta de la encuesta en línea: 22%
• Puntaje promedio de satisfacción del cliente: 7.6/10
• Volumen mensual de comentarios de los clientes: 45,000 envíos

Comunicación de marca consistente

Presupuesto de marketing asignado para la comunicación de marca en 2023: $ 42.3 millones. Gasto de publicidad digital: $ 18.6 millones. Gasto de medios tradicionales: $ 23.7 millones.

Ofertas promocionales personalizadas

Tipo de oferta	Tasa de redención	Descuento promedio
Aplicación móvil exclusiva	14.3%	$3.50
Promociones por correo electrónico	8.7%	$2.75
Recompensas de cumpleaños	11.2%	$5.00

Jack in the Box Inc. (Jack) - Modelo de negocio: canales

Ubicaciones de restaurantes físicos

A partir de 2022, Jack in the Box opera 2.229 restaurantes en 21 estados, principalmente en el oeste de los Estados Unidos.

Estado	Número de ubicaciones
California	1,043
Texas	386
Arizona	214

Aplicación móvil

La aplicación móvil de Jack in the Box presenta capacidades de pedido digital con más de 500,000 descargas a partir de 2023.

• Disponible en plataformas iOS y Android
• Ofrece integración de pagos móviles
• Proporciona seguimiento del programa de fidelización

Plataformas de pedidos en línea

Las ventas digitales representaron el 12.4% de las ventas totales de restaurantes en el año fiscal 2022, por un total de aproximadamente $ 384 millones.

Plataforma	Penetración del mercado
Sitio web de Jack in the Box	45% de los pedidos digitales
Plataformas de terceros	55% de los pedidos digitales

Servicios de entrega de terceros

Se asoció con las principales plataformas de entrega que generan $ 220 millones en ingresos por entrega en 2022.

• Doordash
• Uber come
• Grubhub

Servicio

La cuenta de ventas de entrada para el 65% de los ingresos totales del restaurante, aproximadamente $ 2.01 mil millones en el año fiscal 2022.

Métrico de transmisión	Actuación
Tiempo de transacción promedio	3.5 minutos
Transacciones diarias de entrada-thru	Aproximadamente 1,200 por restaurante

Jack in the Box Inc. (Jack) - Modelo de negocio: segmentos de clientes

Adultos jóvenes y millennials

A partir de 2024, Jack in the Box se dirige a 18-34 edad demográfica que representa 72.1 millones de clientes potenciales. Gasto promedio por visita: $ 8.75.

Grupo de edad	Población	Frecuencia de restaurantes
18-24 años	29.5 millones	3.2 Visitas por mes
25-34 años	42.6 millones	2.8 visitas por mes

Comensales nocturnos

El menú nocturno genera $ 127.3 millones en ingresos anuales. Ubicaciones de 24 horas: 15% del total de restaurantes.

• Peak a última hora de la noche: 10 pm - 3 am
• Valor promedio de pedido de la noche tardía: $ 12.50
• Segmento de clientes nocturnos: 22% del total de clientes diarios

Entusiastas de la comida rápida

Mercado total direccionable: 83.4 millones de consumidores de comida rápida. Cuota de mercado: 2.3%.

Categoría de consumidor	Porcentaje	Frecuencia
Consumidores regulares de comida rápida	47%	4-6 veces al mes
Consumidores ocasionales de comida rápida	53%	1-3 veces al mes

Consumidores conscientes del presupuesto

Precio promedio de la comida: $ 6.25. El menú Value aporta el 18.7% de los ingresos totales del restaurante.

• Objetivo de ingresos familiares promedio: $ 45,000- $ 65,000
• Rango de elementos del menú de valor: $ 1.50- $ 3.50
• Descuento y penetración de comidas combinadas: 42% de los pedidos totales

Clientes de búsqueda de conveniencia

El pedido digital representa el 37.5% de las ventas totales. Usuarios de aplicaciones móviles: 2.3 millones de usuarios mensuales activos.

Canal de pedido	Porcentaje de ventas	Valor de transacción promedio
En la tienda	42.5%	$9.20
Auto-servicio	35%	$10.75
Digital/móvil	22.5%	$12.50

Jack in the Box Inc. (Jack) - Modelo de negocio: Estructura de costos

Adquisición de alimentos e ingredientes

A partir de 2022, Jack en los costos de alimentos de la caja representaba aproximadamente el 29.4% de las ventas totales de restaurantes. Los costos anuales de alimentos y envases fueron de $ 1.09 mil millones.

Categoría de costos	Gasto anual	Porcentaje de ventas
Ingredientes de carne	$ 412 millones	11.2%
Producir	$ 218 millones	5.9%
Productos lácteos	$ 167 millones	4.5%

Salarios laborales y de empleados

Los gastos laborales para Jack en la caja totalizaron $ 712 millones en 2022, lo que representa el 19.3% de las ventas totales de restaurantes.

• Salario promedio por hora para trabajadores de restaurantes: $ 14.25
• Rango de salarios de gestión: $ 45,000 - $ 85,000 anualmente
• Total de empleados: aproximadamente 8,500

Alquiler y mantenimiento del restaurante

Los costos de ocupación y mantenimiento fueron de $ 403 millones en 2022, lo que representa el 10.9% de las ventas totales de restaurantes.

Tipo de gasto	Costo anual	Por promedio de restaurante
Gastos de arrendamiento	$ 276 millones	$187,000
Mantenimiento	$ 127 millones	$86,000

Gastos de marketing y publicidad

Los gastos de marketing en 2022 fueron de $ 142 millones, lo que representa el 3.8% de las ventas totales de restaurantes.

• Presupuesto de marketing digital: $ 62 millones
• Publicidad de medios tradicional: $ 80 millones

Tecnología e infraestructura digital

Las inversiones en tecnología totalizaron $ 87 millones en 2022, cubriendo plataformas digitales, sistemas de punto de venta e infraestructura de pedidos móviles.

Categoría de tecnología	Monto de la inversión
Desarrollo de aplicaciones móviles	$ 24 millones
Sistemas POS	$ 33 millones
Ciberseguridad	$ 15 millones
Infraestructura digital	$ 15 millones

Jack in the Box Inc. (Jack) - Modelo de negocio: flujos de ingresos

Ventas de restaurantes en la tienda

Para el año fiscal 2023, Jack in the Box reportó ingresos totales de $ 1.5 mil millones. Las ventas de restaurantes en la tienda representaron aproximadamente el 45% de los ingresos totales, que representan $ 675 millones.

Fuente de ingresos	Cantidad anual	Porcentaje de ingresos totales
Ventas de restaurantes en la tienda	$ 675 millones	45%

Transacciones de truco

Representación de las ventas de drive-thru 55% de las ventas totales de restaurantes, generando aproximadamente $ 825 millones en ingresos anuales.

Rendimiento de tránsito	Ingresos anuales	Porcentaje de ventas
Transacciones de truco	$ 825 millones	55%

Comisiones de servicio de entrega

Las comisiones de servicio de entrega generaron $ 112.5 millones en 2023, lo que representa el 7.5% de los ingresos totales.

Regalías de franquicia

Las regalías de franquicias para Jack in the Box en 2023 ascendieron a $ 157.5 millones, que es aproximadamente el 10.5% de los ingresos totales de la compañía.

Métricas de franquicia	Cantidad anual	Número de ubicaciones franquiciadas
Regalías de franquicia	$ 157.5 millones	221 ubicaciones franquiciadas

Servicios de catering y pedidos a granel

Los servicios de catering y de pedidos a granel contribuyeron con $ 45 millones a los ingresos de la compañía en 2023, lo que representa el 3% de las ventas totales.

• Ingresos anuales totales: $ 1.5 mil millones
• Número de restaurantes propiedad de la compañía: 156
• Número de ubicaciones franquiciadas: 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.