Jack In the Box Inc. (Jack): Business Model Canvas [Jan-2025 Mise à jour]

Plongez dans le monde grésillant de Jack in the Box, où l'innovation de restauration rapide rencontre une brillance stratégique! Cette chaîne de restaurants excentrique est passée d'un simple hamburger à une centrale commerciale multiforme, tirant parti de la technologie numérique aux envies de fin de soirée. Avec un mélange unique d'humour, de commodité et de créativité culinaire, Jack in the Box a creusé un espace distinctif dans le paysage de la restauration rapide compétitive, naviguant stratégiquement sur les préférences des clients, les progrès technologiques et la dynamique du marché grâce à ses toiles de modèle méticuleusement fabriquées.

Jack In The Box Inc. (Jack) - Modèle commercial: partenariats clés

Partenariats de gestion de la chaîne d'approvisionnement alimentaire

Jack in the Box collabore avec des partenaires de distribution alimentaire critiques:

Partenaire	Valeur du contrat annuel	Couverture de l'offre
Sysco Corporation	375 millions de dollars	85% de l'approvisionnement en ingrédients du restaurant
Aliments américains	215 millions de dollars	15% de l'approvisionnement en ingrédients du restaurant

Partenariats de réseau de franchisés

Jack in the Box entretient des relations stratégiques du franchisé:

• Emplacements totaux franchisés: 93 restaurants
• Présence du franchisé dans 15 États
• Contrat de franchise moyen Durée: 10 ans

Fournisseurs d'équipements de restauration

Fournisseur d'équipement	Achat d'équipement annuel	Type de contrat
Middleby Corporation	42,5 millions de dollars	Contrat d'approvisionnement à long terme
Hobart Corporation	18,3 millions de dollars	Partenariat d'équipement de cuisine

Plates-formes de livraison tierces

Détails du partenariat de livraison numérique:

Plate-forme de livraison	Taux de commission	Volume de commande annuel
Doordash	25-30%	3,2 millions de commandes
Uber mange	22-28%	2,7 millions de commandes

Partenariats marketing et publicitaire

• Agence de publicité principale: groupe interpublique
• Dépenses de marketing annuelles: 48,6 millions de dollars
• Partenariat de marketing numérique avec Google Ads

Jack In The Box Inc. (Jack) - Modèle d'entreprise: activités clés

Opérations de restauration rapide

Depuis 2024, Jack in the Box exploite 2 228 restaurants, avec 94% d'emplacements appartenant à une entreprise et 6% franchisés. Le nombre total de restaurants s'est répandu dans 21 États, principalement dans l'ouest des États-Unis.

Métrique opérationnelle	2024 données
Total des restaurants	2,228
Emplacements appartenant à l'entreprise	2,095 (94%)
Emplacements franchisés	133 (6%)

Développement et innovation de menu

Budget d'innovation annuelle du menu estimé à 3,7 millions de dollars, en se concentrant sur l'introduction de 12 à 15 nouveaux éléments de menu par an.

• Cycle de développement moyen des produits: 6-8 mois
• Taux de réussite du nouveau produit: 68%
• Coût de développement d'article de menu typique: 250 000 $ - 450 000 $

Gestion et expansion des franchises

Stratégie de croissance de la franchise ciblant 10 à 15 nouveaux emplacements de franchise par an.

Métrique de franchise	2024 données
Investissement initial de franchise	1,2 à 2,5 millions de dollars
Taux de redevance franchise	4 à 5% des ventes brutes
Lieu de franchise	133

Commande numérique et intégration technologique

Les ventes numériques représentent 35% du total des revenus des restaurants en 2024.

• Téléchargements d'applications mobiles: 2,1 millions d'utilisateurs actifs
• Investissement de plate-forme de commande en ligne: 5,6 millions de dollars
• Taux de croissance des commandes numériques: 22% d'une année sur l'autre

Marketing de marque et engagement client

Dépenses de marketing de 48,3 millions de dollars en 2024, ce qui représente 3,2% des revenus totaux.

Métrique marketing	2024 données
Budget marketing total	48,3 millions de dollars
Attribution du marketing numérique	62%
Abonnés des médias sociaux	1,4 million

Jack In The Box Inc. (Jack) - Modèle commercial: Ressources clés

Recettes de restaurants propriétaires et articles de menu

Jack in the Box possède 2 200 emplacements de restaurants dans 21 États. La société a 146 éléments de menu uniques en 2023. Les éléments de menu propriétaires comprennent:

• Jumbo Jack Burger
• Bacon Ultimate Cheeseburger
• Minuscules tacos
• Lanières de poulet épicées

Reconnaissance de la marque établie

Métrique de la marque	Valeur
Valeur de marque	412 millions de dollars
Abonnés des médias sociaux	1,2 million
Âge de marque	69 ans (fondée en 1951)

Plateformes de commande numérique

Canaux de vente numériques:

• Application mobile
• Plateforme de commande en ligne
• Intégrations de livraison tierces

Les ventes numériques représentaient 22,5% du total des ventes de restaurants en 2022.

Restaurant immobilier et infrastructure

Métrique immobilière	Valeur
Total des restaurants	2,200+
Emplacements des restaurants	21 États
Taille moyenne du restaurant	2 500 pieds carrés

Équipe de main-d'œuvre formée et de gestion

Total des employés: 17 500

Catégorie des employés	Nombre
Employés d'entreprise	850
Personnel de restaurant	16,650
Postes de direction	620

Jack In the Box Inc. (Jack) - Modèle d'entreprise: propositions de valeur

Restaurant à service rapide avec des offres de menu uniques

Jack in the Box exploite 2 200 restaurants dans 21 États en 2023. Les revenus totaux des restaurants étaient de 1,47 milliard de dollars au cours de l'exercice 2022.

Catégorie de menu	Offrandes uniques	Fourchette de prix moyenne
Hamburgers signature	Jumbo Jack, Jack au beurre	$3.99 - $5.49
Menu de fin de soirée	Munchie Repas	$4.99 - $6.99
Articles de petit-déjeuner	Sandwich au petit-déjeuner chargé	$3.49 - $4.99

Options de restauration rapide abordables et pratiques

Le coût moyen des repas varie entre 5 $ et 8 $, positionnant Jack dans la boîte comme une option de restauration rapide à prix compétitif.

• Prix ​​de repas comparables de 15 à 20% inférieurs à ceux des restaurants bas-cassus premium
• La commande numérique représente 30% du total des ventes en 2022
• Les téléchargements d'applications mobiles ont augmenté de 22% en 2022

Disponibilité à la restauration en fin de soirée

Environ 85% des emplacements Jack in the Box fonctionnent 24 heures sur 24, générant 40% des ventes de dîner et de fin de soirée entre 22 h et 4 h.

Éléments de menu personnalisables

Le menu permet 3-5 options de personnalisation par élément, avec des plates-formes numériques permettant des modifications de commande précises.

Type de personnalisation	Options disponibles
Substitutions des protéines	4 choix de protéines alternatives
Modifications latérales	3 options côté alternatives
Variations de condiments	6-8 alternatives de sauce / condiment

Personnalité et humour de la marque forte dans le marketing

Le budget marketing était de 45,2 millions de dollars en 2022, avec un accent significatif sur les plateformes de médias numériques et sociaux.

• Les médias sociaux suivent: 1,2 million de plateformes sur toutes les plateformes
• Taux d'engagement: 4,3% sur les canaux numériques
• Campagnes de marketing viral générant plus de 50 millions d'impressions par an

Jack In the Box Inc. (Jack) - Modèle d'entreprise: relations clients

Programme de fidélité des applications mobiles

Jack In the Box Mobile App compte 2,5 millions d'utilisateurs actifs au 423. Le programme de fidélité offre 150 points par dollar dépensé, avec des options de rachat à partir de 1 000 points. Dépenses du client moyen via l'application mobile: 12,45 $ par transaction.

Métriques d'application mobile	2023 données
Total des utilisateurs actifs	2,500,000
Points par dollar	150
Valeur de transaction moyenne	$12.45

Engagement des médias sociaux

Jack in the Box maintient 1,2 million de followers sur les plateformes de médias sociaux primaires. Taux d'engagement Instagram: 3,7%. Twitter Followers: 480 000. Fonds Facebook: 620 000.

Mécanismes de rétroaction des clients

• Taux de réponse à l'enquête en ligne: 22%
• Score de satisfaction du client moyen: 7,6 / 10
• Volume mensuel des commentaires des clients: 45 000 soumissions

Communication de marque cohérente

Le budget marketing alloué à la communication de la marque en 2023: 42,3 millions de dollars. Dépenses publicitaires numériques: 18,6 millions de dollars. Dépenses médiatiques traditionnelles: 23,7 millions de dollars.

Offres promotionnelles personnalisées

Type d'offre	Taux de rachat	Réduction moyenne
Application mobile exclusive	14.3%	$3.50
Promotions par e-mail	8.7%	$2.75
Récompenses d'anniversaire	11.2%	$5.00

Jack In the Box Inc. (Jack) - Modèle commercial: canaux

Emplacements de restaurants physiques

En 2022, Jack in the Box exploite 2 229 restaurants dans 21 États, principalement dans l'ouest des États-Unis.

État	Nombre d'emplacements
Californie	1,043
Texas	386
Arizona	214

Application mobile

L'application mobile Jack In the Box propose des capacités de commande numérique avec plus de 500 000 téléchargements à partir de 2023.

• Disponible sur les plateformes iOS et Android
• Offre une intégration de paiement mobile
• Fournit le suivi du programme de fidélité

Plateformes de commande en ligne

Les ventes numériques représentaient 12,4% du total des ventes de restaurants au cours de l'exercice 2022, totalisant environ 384 millions de dollars.

Plate-forme	Pénétration du marché
Jack in the Box Site Web	45% des commandes numériques
Plates-formes tierces	55% des commandes numériques

Services de livraison tiers

En partenariat avec les principales plateformes de livraison générant 220 millions de dollars de revenus de livraison en 2022.

• Doordash
• Uber mange
• Grubhub

Service au volant

Les ventes à mir sur le disque représentent 65% du total des revenus des restaurants, soit environ 2,01 milliards de dollars au cours de l'exercice 2022.

Métrique à traits au volant	Performance
Temps de transaction moyen	3,5 minutes
Transactions quotidiennes	Environ 1 200 par restaurant

Jack In The Box Inc. (Jack) - Modèle d'entreprise: segments de clientèle

Jeunes adultes et milléniaux

En 2024, Jack in the Box cible 18 à 34 ans démographique représentant 72,1 millions de clients potentiels. Dépenses moyennes par visite: 8,75 $.

Groupe d'âge	Population	Fréquence du restaurant
18-24 ans	29,5 millions	3,2 visites par mois
25-34 ans	42,6 millions	2,8 visites par mois

Diners en fin de soirée

Le menu en fin de soirée génère 127,3 millions de dollars de revenus annuels. Emplacements 24 heures sur 24: 15% du total des restaurants.

• Préceau des heures de fin de soirée: 10 h à 3 h
• Valeur moyenne de la commande en fin de soirée: 12,50 $
• Segment de clientèle en fin de soirée: 22% du total des clients quotidiens

Passionnés de restauration rapide

Marché total adressable: 83,4 millions de consommateurs de restauration rapide. Part de marché: 2,3%.

Catégorie de consommation	Pourcentage	Fréquence
Consommateurs de restauration rapide réguliers	47%	4-6 fois par mois
Consommateurs de restauration rapide occasionnels	53%	1 à 3 fois par mois

Consommateurs soucieux du budget

Prix ​​de repas moyen: 6,25 $. Le menu de valeur contribue à 18,7% du total des revenus des restaurants.

• Objectif de revenu des ménages médians: 45 000 $ - 65 000 $
• Éléments de menu Valeur Plage: 1,50 $ - 3,50 $
• Remise et pénétration des repas combo: 42% du total des commandes

Clients de recherche de commodité

La commande numérique représente 37,5% du total des ventes. Utilisateurs d'applications mobiles: 2,3 millions d'utilisateurs mensuels actifs.

Canal de commande	Pourcentage de ventes	Valeur de transaction moyenne
En magasin	42.5%	$9.20
Drive-thru	35%	$10.75
Numérique / mobile	22.5%	$12.50

Jack In The Box Inc. (Jack) - Modèle d'entreprise: Structure des coûts

Alimentation et approvisionnement en ingrédient

En 2022, les coûts alimentaires de Jack in the Box représentaient environ 29,4% du total des ventes de restaurants. Les coûts annuels de nourriture et d'emballage étaient de 1,09 milliard de dollars.

Catégorie de coûts	Dépenses annuelles	Pourcentage de ventes
Ingrédients de viande	412 millions de dollars	11.2%
Produire	218 millions de dollars	5.9%
Produits laitiers	167 millions de dollars	4.5%

Travail de main-d'œuvre et d'employés

Les dépenses de main-d'œuvre pour Jack dans la boîte ont totalisé 712 millions de dollars en 2022, ce qui représente 19,3% du total des ventes de restaurants.

• Salaire horaire moyen pour les travailleurs de la restauration: 14,25 $
• Gamme de salaires de gestion: 45 000 $ - 85 000 $ par an
• Total des employés: environ 8 500

Loyer et entretien du restaurant

Les coûts d'occupation et d'entretien étaient de 403 millions de dollars en 2022, représentant 10,9% du total des ventes de restaurants.

Type de dépenses	Coût annuel	Par moyenne du restaurant
Frais de location	276 millions de dollars	$187,000
Entretien	127 millions de dollars	$86,000

Dépenses de marketing et de publicité

Les dépenses de marketing en 2022 étaient de 142 millions de dollars, ce qui représente 3,8% du total des ventes de restaurants.

• Budget de marketing numérique: 62 millions de dollars
• Publicité médiatique traditionnelle: 80 millions de dollars

Technologie et infrastructure numérique

Les investissements technologiques ont totalisé 87 millions de dollars en 2022, couvrant les plates-formes numériques, les systèmes de points de vente et l'infrastructure de commande mobile.

Catégorie de technologie	Montant d'investissement
Développement d'applications mobiles	24 millions de dollars
Systèmes de point de vente	33 millions de dollars
Cybersécurité	15 millions de dollars
Infrastructure numérique	15 millions de dollars

Jack In The Box Inc. (Jack) - Modèle commercial: Strots de revenus

Ventes de restaurants en magasin

Pour l'exercice 2023, Jack in the Box a rapporté des revenus totaux de 1,5 milliard de dollars. Les ventes de restaurants en magasin représentaient environ 45% des revenus totaux, ce qui représente 675 millions de dollars.

Source de revenus	Montant annuel	Pourcentage du total des revenus
Ventes de restaurants en magasin	675 millions de dollars	45%

Transactions au volant

Les ventes de Drive-Thru représentent 55% du total des ventes de restaurants, générant environ 825 millions de dollars de revenus annuels.

Performance à service au volant	Revenus annuels	Pourcentage de ventes
Transactions au volant	825 millions de dollars	55%

Commissions du service de livraison

Les commissions du service de livraison ont généré 112,5 millions de dollars en 2023, ce qui représente 7,5% du total des revenus.

Redevances de franchise

Les redevances de franchise pour Jack dans la boîte en 2023 s'élevaient à 157,5 millions de dollars, soit environ 10,5% du total des revenus de l'entreprise.

Métriques de franchise	Montant annuel	Nombre d'emplacements franchisés
Redevances de franchise	157,5 millions de dollars	221 emplacements franchisés

Services de restauration et de commande en vrac

Les services de restauration et de commande en vrac ont contribué 45 millions de dollars aux revenus de la société en 2023, ce qui représente 3% du total des ventes.

• Revenu annuel total: 1,5 milliard de dollars
• Nombre de restaurants appartenant à l'entreprise: 156
• Nombre d'emplacements franchisés: 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.