BJ's Restaurants, Inc. (BJRI): Modelo de Negócios Canvas [Jan-2025 Atualizado]

Mergulhe no plano estratégico dos restaurantes de BJ, uma potência culinária que transformou refeições casuais por meio de modelagem inovadora de negócios. Com uma abordagem única que combina a cultura de cerveja artesanal, a cozinha feita de arranhões e a tecnologia digital de ponta, os BJs criaram um nicho distinto na paisagem competitiva de restaurantes. Seu modelo de negócios Canvas revela uma estratégia sofisticada que vai além dos conceitos tradicionais de refeições, direcionando a geração do milênio, as famílias e os entusiastas da cerveja com uma proposta de valor convincente que se casa com a qualidade, a inovação e a experiência do cliente.

BJ's Restaurants, Inc. (BJRI) - Modelo de negócios: Parcerias -chave

Fornecedores de alimentos e bebidas

A partir de 2024, os restaurantes da BJ trabalham com vários fornecedores de alimentos nacionais e regionais:

Categoria de fornecedores	Valor anual do contrato	Número de fornecedores
Fornecedores de carne	US $ 42,3 milhões	7 fornecedores primários
Produzir fornecedores	US $ 23,7 milhões	5 distribuidores regionais
Fornecedores de bebidas	US $ 18,5 milhões	4 distribuidores nacionais

Plataformas de entrega de terceiros

Os restaurantes de BJ têm parcerias estratégicas com:

• DOORDASH (parceiro de entrega primária, 65% dos pedidos digitais)
• Uber Eats (plataforma secundária, 22% dos pedidos digitais)
• GrubHub (parceria limitada, 13% dos pedidos digitais)

Parcerias imobiliárias

As parcerias de desenvolvimento imobiliário incluem:

Tipo de parceria	Número de locais	Investimento imobiliário anual
Desenvolvimentos do shopping center	42 locais	US $ 37,6 milhões
Sites de restaurantes independentes	28 locais	US $ 24,9 milhões

Parcerias de fornecedores de tecnologia

Parcerias de tecnologia Encompass:

• Sistema de ponto de venda: NCR Corporation
• Plataforma de pedido digital: Olo Inc.
• Tecnologia do programa de fidelidade: sistemas Paytronix

Categoria de tecnologia	Investimento de tecnologia anual	Data de implementação
Sistemas de PDV	US $ 4,2 milhões	Q1 2024
Pedidos digitais	US $ 3,7 milhões	Q2 2024

BJ's Restaurants, Inc. (BJRI) - Modelo de negócios: Atividades -chave

Operações de restaurantes e preparação de alimentos

A partir do quarto trimestre de 2023, os restaurantes da BJ opera 218 restaurantes de serviço completo em 29 estados. Os custos anuais de preparação de alimentos foram de US $ 528,6 milhões em 2023.

Métrica	Valor
Total de restaurantes	218
Estados operados	29
Custos anuais de preparação de alimentos	US $ 528,6 milhões

Desenvolvimento de menu e inovação culinária

A BJ investiu US $ 12,4 milhões em pesquisa e desenvolvimento de menus em 2023.

• Cerveja artesanal de cerveja internamente
• Pizza proprietária e estilos de prato profundo
• Rotações sazonais do menu

Marketing e promoção de marca

As despesas de marketing em 2023 foram de US $ 46,2 milhões, representando 3,8% da receita total.

Canal de marketing	Porcentagem de alocação
Marketing digital	42%
Mídia social	23%
Mídia tradicional	35%

Pedidos digitais e gerenciamento de experiência do cliente

A ordem on -line representou 28% do total de vendas em 2023, gerando US $ 340,5 milhões em receita.

• Aplicativo móvel com programa de fidelidade
• Integrações de entrega de terceiros
• Sistema de Reserva Digital

Seleção e expansão do site de restaurantes

As despesas de capital para novas aberturas de restaurantes foram de US $ 64,3 milhões em 2023.

Métrica de expansão	2023 valor
Novas aberturas de restaurantes	12
Gasto de capital	US $ 64,3 milhões
Investimento médio de novo restaurante	US $ 5,36 milhões

BJ's Restaurants, Inc. (BJRI) - Modelo de negócios: Recursos -chave

Receitas proprietárias de restaurantes e conceitos de menu

A partir de 2024, o BJ's Restaurants possui 218 locais exclusivos de restaurantes em 29 estados. Sua receita de pizza de prato profundo e linha de cerveja artesanal proprietária representam propriedade intelectual crítica.

Item de menu	Status proprietário	Contribuição anual da receita
Pizookies	Marca registrada exclusiva	US $ 42,3 milhões
Seleção de cerveja artesanal	Fabricação proprietária	US $ 37,6 milhões

Forte reputação da marca

Os restaurantes de BJ mantêm um Classificação de satisfação do cliente 3.8/5 nas principais plataformas de revisão de restaurantes.

Equipe de culinária e serviço treinado

• Total de funcionários: 11.400
• Posse média dos funcionários: 2,7 anos
• Investimento anual de treinamento: US $ 2,4 milhões

Infraestrutura de tecnologia digital

Componente de tecnologia	Investimento	Ano de implementação
Plataforma de pedidos para celular	US $ 3,2 milhões	2023
Software de fidelidade do cliente	US $ 1,7 milhão	2022

Rede de cadeia de suprimentos estabelecida

Os restaurantes da BJ trabalham com 47 fornecedores de alimentos e bebidas primárias, com 68% localizados em suas principais regiões operacionais.

Categoria de fornecimento	Número de fornecedores	Valor anual de compras
Produzir	12	US $ 22,5 milhões
Carne e proteínas	8	US $ 31,7 milhões

BJ's Restaurants, Inc. (BJRI) - Modelo de negócios: proposições de valor

Cerveja artesanal e extensa seleção de cerveja

A partir do quarto trimestre 2023, os restaurantes da BJ oferecem 10 cervejas artesanais proprietárias fabricadas internamente. A seleção total da cerveja inclui 21 variedades de draft e mais de 40 opções engarrafadas/enlatadas.

Categoria de cerveja	Número de variedades	Preço médio
Cervejas artesanais proprietárias	10	$6.50
Cervejas de rascunho	21	$5.75
Beers engarrafados/enlatados	40+	$4.25

Itens de menu de alta qualidade, feitos de arranhões

Os restaurantes de BJ mantêm um 100% de abordagem de cozinha de arranhões Em todos os 214 locais de restaurantes em dezembro de 2023.

• Preparação diária de massa interna
• Fornecimento de ingredientes frescos
• Receitas proprietárias de pizza e sobremesa

Experiência de refeições casuais com diversas opções de menu

O menu compreende 87 itens distintos em aperitivos, entradas e sobremesas. Preço médio do item do menu: $ 14,25.

Categoria de menu	Número de itens	Faixa de preço
Aperitivos	18	$7.50 - $12.99
Entradas	42	$12.99 - $22.50
Sobremesas	27	$6.50 - $9.99

Qualidade consistente de alimentos e atendimento ao cliente

Classificação de satisfação do cliente de 4,2/5 com base em 78.000 revisões verificadas em 2023. Posse média do servidor: 2,7 anos.

Ofertas inovadoras de menu com pizzas e sobremesas exclusivas

16 Variedades de pizza de assinatura e 9 opções de sobremesas proprietárias, com ciclos trimestrais de inovação de menus.

• Pizookies® sobremesa de marca registrada
• Variantes de pizza de prato profundo
• Rotações sazonais do menu

BJ's Restaurants, Inc. (BJRI) - Modelo de Negócios: Relacionamentos do Cliente

Associação do programa de fidelidade

O programa de fidelidade de recompensas da BJ possui 3,9 milhões de membros ativos a partir do quarto trimestre de 2023. Os membros representam 57,8% do total de vendas de restaurantes. O programa oferece:

• Acumulação de pontos nas compras
• Recompensas personalizadas
• Bônus de aniversário

Métrica do Programa de Fidelidade	Valor
Membros ativos totais	3,9 milhões
Vendas de membros de fidelidade	57.8%
Gasto médio de membros	US $ 42,35 por visita

Aplicativo móvel para pedidos e recompensas

O aplicativo móvel da BJ possui 1,2 milhão de usuários ativos em dezembro de 2023. O pedido digital representa 18,5% do total de vendas de restaurantes.

Métrica de aplicativo móvel	Valor
Usuários ativos de aplicativos móveis	1,2 milhão
Porcentagem de vendas digital	18.5%
Valor médio do pedido digital	$37.65

Engajamento da mídia social

Os canais de mídia social da BJ têm 625.000 seguidores combinados em plataformas em janeiro de 2024.

Plataforma de mídia social	Contagem de seguidores
Instagram	275,000
Facebook	350,000

Comunicações de marketing personalizadas

O BJ usa marketing por e -mail direcionado com um banco de dados de 2,8 milhões de assinantes. Taxas de abertura da campanha por email têm uma média de 22,4%.

Experiência de atendimento ao cliente consistente

O BJ's mantém uma classificação de satisfação do cliente de 4,2 em 5 com base em 85.000 análises verificadas de clientes em 2023.

Métrica de atendimento ao cliente	Valor
Classificação de satisfação do cliente	4.2/5
Total de revisões de clientes	85,000

BJ's Restaurants, Inc. (BJRI) - Modelo de Negócios: Canais

Locais de restaurantes físicos

A partir do quarto trimestre de 2023, os restaurantes da BJ operavam 214 restaurantes de serviço completo em 29 estados nos Estados Unidos.

Região estadual	Número de locais
Califórnia	78 restaurantes
Texas	35 restaurantes
Arizona	22 restaurantes

Pedidos de aplicativos móveis

O aplicativo móvel de BJ apresenta recursos de pedidos diretos com 100% de integração de menu digital.

• Taxas de download de aplicativos móveis: 1,2 milhão de usuários ativos
• Porcentagem de ordem digital: 22% do total de transações de restaurantes
• Valor médio do pedido móvel: $ 42,50

Plataformas de entrega de terceiros

Plataforma de entrega	Status da parceria	Volume do pedido
Doordash	Parceiro primário	48% das entregas de terceiros
Uber come	Parceiro ativo	32% das entregas de terceiros
GRUBHUB	Parceiro secundário	20% das entregas de terceiros

Pedidos on -line do site

O site corporativo da BJ processa aproximadamente 15% do total de pedidos de restaurantes digitais.

• Visitantes mensais do site: 850.000
• Valor médio do pedido on -line: $ 47,25
• Taxa de conversão de pedidos de site: 3,7%

Experiência gastronômica na loja

As refeições na loja continuam sendo o principal canal de receita, representando 63% do total de vendas de restaurantes.

Métrica de jantar	Porcentagem/valor
Tempo médio de rotatividade de mesa	72 minutos
Tamanho médio de festa na loja	2.8 pessoas
Horário de pico de jantar de fim de semana	17:00 - 20:00

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

Millennials e jovens profissionais

A partir do quarto trimestre de 2023, os restaurantes de BJ têm como alvo 25-40 demográfico da idade, representando 38,2% de sua base de clientes. Gastos médios por visita: US $ 24,50.

Faixa etária	Porcentagem de base de clientes	Gasto médio
25-34 anos	22.7%	$23.75
35-40 anos	15.5%	$25.25

Grupos de jantar familiares

Os segmentos familiares constituem 42,6% do total de clientes de restaurantes em 2023.

• Tamanho médio da festa da família: 3,7 pessoas
• Receita para refeições familiares: US $ 187,3 milhões em 2023
• Gastos da família mediana: US $ 52,40 por visita

Entusiastas da cerveja

O segmento de cerveja artesanal representa 19,4% da base de clientes da BJ.

Categoria de cerveja	Porcentagem do cliente	Gasto médio de cerveja
Entusiastas da cerveja artesanal	19.4%	$18.60
Consumidores regulares de cerveja	12.6%	$12.75

Consumidores de restaurantes casuais para restaurantes

A BJ captura 7,2% de participação de mercado no segmento de refeições casuais com 132 locais de restaurantes em dezembro de 2023.

• Valor de mercado total casual para refeições: US $ 188,5 bilhões
• Receita total de restaurantes do BJ: US $ 1,14 bilhão em 2023
• Vendas médias de restaurantes por local: US $ 8,64 milhões

Clientes de preço de jantar de gama média

Faixa de preço: US $ 15 a US $ 35 por pessoa, capturando 45,8% do mercado-alvo.

Faixa de preço	Porcentagem do cliente	Bilhete médio
$15-$25	27.3%	$19.50
$26-$35	18.5%	$30.25

BJ's Restaurants, Inc. (BJRI) - Modelo de negócios: estrutura de custos

Compras de comida e ingrediente

A partir de 2023, o ano fiscal, os restaurantes da BJ relataram custos de alimentos e bebidas de US $ 524,8 milhões, representando aproximadamente 31,5% do total de vendas de restaurantes.

Categoria de custo	Despesa anual	Porcentagem de vendas
Ingredientes alimentares	US $ 398,6 milhões	23.9%
Custos de bebida	US $ 126,2 milhões	7.6%

Despesas de mão -de -obra e de pessoal

Os custos trabalhistas dos restaurantes da BJ em 2023 totalizaram US $ 638,5 milhões, representando aproximadamente 38,4% do total de vendas de restaurantes.

• Salário médio por hora para a equipe de restaurantes: US $ 15,25
• Número total de funcionários: aproximadamente 9.800
• Salários de gestão: US $ 42,3 milhões

Aluguel de restaurantes e manutenção de instalações

As despesas relacionadas à ocupação e das instalações em 2023 foram de US $ 187,6 milhões, representando 11,3% do total de vendas de restaurantes.

Categoria de despesa	Custo anual	Por média de restaurante
Aluguel	US $ 132,4 milhões	$410,000
Manutenção da instalação	US $ 55,2 milhões	$171,000

Despesas de marketing e promocionais

As despesas de marketing para 2023 foram de US $ 76,2 milhões, representando 4,6% do total de vendas de restaurantes.

• Orçamento de marketing digital: US $ 28,5 milhões
• Publicidade tradicional: US $ 47,7 milhões

Investimentos de tecnologia e infraestrutura digital

Os investimentos em tecnologia em 2023 totalizaram US $ 42,1 milhões, aproximadamente 2,5% do total de vendas de restaurantes.

Categoria de tecnologia	Valor do investimento	Porcentagem de orçamento de tecnologia
Desenvolvimento da plataforma digital	US $ 18,6 milhões	44.2%
Sistemas de ponto de venda	US $ 12,3 milhões	29.2%
Segurança cibernética	US $ 11,2 milhões	26.6%

BJ's Restaurants, Inc. (BJRI) - Modelo de negócios: fluxos de receita

Vendas de restaurantes para jantar

Para o ano fiscal de 2023, os restaurantes da BJ reportaram receita total de US $ 1,28 bilhão. As vendas de restaurantes de jantar representaram aproximadamente 65% da receita total, representando aproximadamente US $ 832 milhões.

Categoria de receita	Valor (2023)	Percentagem
Jantar vendas	US $ 832 milhões	65%

Pedidos de viagem e entrega

As vendas de viagem e entrega constituíam aproximadamente 25% da receita total, gerando cerca de US $ 320 milhões em 2023.

Vendas de viagem/entrega	Valor (2023)	Percentagem
Receita de viagem e entrega	US $ 320 milhões	25%

Vendas de bebidas alcoólicas e não alcoólicas

As vendas de bebidas contribuíram com aproximadamente 10% da receita total, totalizando US $ 128 milhões em 2023.

• Vendas de cerveja artesanal: US $ 45 milhões
• Cocktails: US $ 35 milhões
• Bebidas não alcoólicas: US $ 48 milhões

Serviços de restauração e refeições em grupo

Os serviços de refeições e refeições em grupo geraram aproximadamente US $ 50 milhões em receita para 2023, representando cerca de 4% da receita total.

Mercadoria e vendas de produtos de marca

As vendas de mercadorias de marca atingiram aproximadamente US $ 10 milhões em 2023, representando aproximadamente 1% da receita total.

Categoria de mercadorias	Valor de vendas (2023)
Mercadoria de marca	US $ 10 milhões
Cartões -presente	US $ 5 milhões

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.