Jack in the Box Inc. (Jack): Modelo de negócios Canvas [Jan-2025 Atualizado]

Mergulhe no mundo escaldante de Jack in the Box, onde a inovação de fast-food encontra o brilho estratégico! Esta cadeia de restaurantes peculiares se transformou de uma articulação simples de hambúrguer em uma potência de negócios multifacetada, aproveitando tudo, desde a tecnologia digital até os desejos noturnos. Com uma mistura única de humor, conveniência e criatividade culinária, Jack in the Box criou um espaço distinto no cenário competitivo de fast-food, navegando estrategicamente preferências de clientes, avanços tecnológicos e dinâmica de mercado por meio de suas telas de modelo de negócios meticulosamente criadas.

Jack in the Box Inc. (Jack) - Modelo de Negócios: Principais Parcerias

Parcerias de gerenciamento da cadeia de suprimentos de alimentos

Jack in the Box colabora com parceiros críticos de distribuição de alimentos:

Parceiro	Valor anual do contrato	Cobertura de fornecimento
Sysco Corporation	US $ 375 milhões	85% do suprimento de ingrediente de restaurante
US Foods	US $ 215 milhões	15% do suprimento de ingredientes para restaurante

Parcerias de rede de franqueados

Jack in the Box mantém relacionamentos estratégicos de franqueados:

• Total de locais franqueados: 93 restaurantes
• Presença do franqueado em 15 estados
• Duração média da franquia: 10 anos

Fornecedores de equipamentos de restaurante

Fornecedor de equipamentos	Aquisição anual de equipamentos	Tipo de contrato
Middleby Corporation	US $ 42,5 milhões	Contrato de fornecimento de longo prazo
Hobart Corporation	US $ 18,3 milhões	Parceria de equipamentos de cozinha

Plataformas de entrega de terceiros

Detalhes da parceria de entrega digital:

Plataforma de entrega	Taxa de comissão	Volume anual de pedidos
Doordash	25-30%	3,2 milhões de pedidos
Uber come	22-28%	2,7 milhões de pedidos

Parcerias de marketing e publicidade

• Agência de publicidade primária: Grupo Interpublic
• Despesas anuais de marketing: US $ 48,6 milhões
• Parceria de marketing digital com o Google Ads

Jack in the Box Inc. (Jack) - Modelo de Negócios: Atividades -chave

Operações de restaurantes de fast food

A partir de 2024, Jack in the Box opera 2.228 restaurantes, com 94% de locais de propriedade da empresa e 6% franqueados. A contagem total de restaurantes espalhada por 21 estados, principalmente no oeste dos Estados Unidos.

Métrica operacional	2024 dados
Total de restaurantes	2,228
Locais de propriedade da empresa	2,095 (94%)
Locais franqueados	133 (6%)

Desenvolvimento e inovação de menu

Orçamento anual de inovação do menu estimado em US $ 3,7 milhões, com foco na introdução de 12 a 15 novos itens de menu por ano.

• Ciclo médio de desenvolvimento de produtos: 6-8 meses
• Taxa de sucesso do novo produto: 68%
• Custo de desenvolvimento do item de menu típico: US $ 250.000 a US $ 450.000

Gerenciamento de franquias e expansão

Estratégia de crescimento da franquia Visando 10 a 15 novos locais de franquia anualmente.

Métrica de franquia	2024 dados
Investimento inicial de franquia	US $ 1,2 a US $ 2,5 milhões
Taxa de royalties de franquia	4-5% das vendas brutas
Locais de franquia	133

Pedidos digitais e integração de tecnologia

As vendas digitais representam 35% da receita total de restaurantes em 2024.

• Downloads de aplicativos móveis: 2,1 milhões de usuários ativos
• Investimento de plataforma de pedidos on -line: US $ 5,6 milhões
• Taxa de crescimento de pedidos digitais: 22% ano a ano

Marketing de marca e engajamento do cliente

Despesas de marketing de US $ 48,3 milhões em 2024, representando 3,2% da receita total.

Métrica de marketing	2024 dados
Orçamento total de marketing	US $ 48,3 milhões
Alocação de marketing digital	62%
Seguidores de mídia social	1,4 milhão

Jack in the Box Inc. (JACK) - Modelo de negócios: Recursos -chave

Receitas proprietárias de restaurantes e itens de menu

Jack in the Box possui mais de 2.200 locais de restaurantes em 21 estados. A empresa possui 146 itens de menu exclusivos a partir de 2023. Os itens proprietários do menu incluem:

• Jumbo Jack Burger
• Bacon Ultimate Cheeseburger
• Pequenas tacos
• Tiras de frango picantes

Reconhecimento de marca estabelecida

Métrica da marca	Valor
Valor da marca	US $ 412 milhões
Seguidores de mídia social	1,2 milhão
Idade da marca	69 anos (fundada em 1951)

Plataformas de pedidos digitais

Canais de vendas digitais:

• Aplicativo móvel
• Plataforma de pedidos on -line
• Integrações de entrega de terceiros

As vendas digitais representaram 22,5% do total de vendas de restaurantes em 2022.

Restaurante Real Estate and Infraestrutura

Métrica de propriedade	Valor
Total de restaurantes	2,200+
Locais de restaurantes	21 estados
Tamanho médio do restaurante	2.500 pés quadrados

Equipe de força de trabalho treinada e gerenciamento

Total de funcionários: 17.500

Categoria de funcionários	Número
Funcionários corporativos	850
Equipe de restaurantes	16,650
Posições de gerenciamento	620

Jack in the Box Inc. (Jack) - Modelo de Negócios: Proposições de Valor

Restaurante de serviço rápido com ofertas de menu exclusivas

Jack in the Box opera 2.200 restaurantes em 21 estados a partir de 2023. A receita total de restaurantes foi de US $ 1,47 bilhão no ano fiscal de 2022.

Categoria de menu	Ofertas únicas	Faixa de preço médio
Hambúrgueres de assinatura	Jumbo jack, jack amanteigado	$3.99 - $5.49
Menu tarde da noite	Refeições Munchie	$4.99 - $6.99
Itens de café da manhã	Sanduíche de café da manhã carregado	$3.49 - $4.99

Opções de fast food acessíveis e convenientes

O custo médio da refeição varia entre US $ 5 e US $ 8, posicionando Jack na caixa como uma opção de fast-food com preços competitivos.

• Preços comparáveis ​​de refeições 15-20% abaixo dos restaurantes casuais premium
• A ordem digital representa 30% do total de vendas em 2022
• Downloads de aplicativos móveis aumentaram 22% em 2022

Disponibilidade de restaurantes noturnos

Aproximadamente 85% do Jack nos locais da caixa operam 24 horas, gerando 40% do jantar e vendas noturnas entre 22:00 e 4:00.

Itens de menu personalizáveis

O menu permite 3-5 opções de personalização por item, com plataformas digitais permitindo modificações precisas de pedidos.

Tipo de personalização	Opções disponíveis
Substituições de proteínas	4 opções alternativas de proteínas
Modificações laterais	3 opções laterais alternativas
Variações de condimentos	6-8 alternativas de molho/condimento

Forte personalidade da marca e humor no marketing

O orçamento de marketing foi de US $ 45,2 milhões em 2022, com foco significativo em plataformas de mídia digital e social.

• A seguir nas mídias sociais: 1,2 milhão entre plataformas
• Taxa de engajamento: 4,3% nos canais digitais
• Campanhas de marketing viral gerando mais de 50 milhões de impressões anualmente

Jack in the Box Inc. (Jack) - Modelo de Negócios: Relacionamentos do Cliente

Programa de fidelidade de aplicativo móvel

Jack in the Box Mobile App possui 2,5 milhões de usuários ativos a partir do quarto trimestre 2023. O programa de fidelidade oferece 150 pontos por dólar gasto, com opções de resgate a partir de 1.000 pontos. Gastes médios de clientes através do aplicativo móvel: US $ 12,45 por transação.

Métricas de aplicativos móveis	2023 dados
Usuários ativos totais	2,500,000
Pontos por dólar	150
Valor médio da transação	$12.45

Engajamento da mídia social

Jack in the Box mantém 1,2 milhão de seguidores nas plataformas primárias de mídia social. Taxa de engajamento do Instagram: 3,7%. Seguidores do Twitter: 480.000. Seguidores do Facebook: 620.000.

Mecanismos de feedback do cliente

• Taxa de resposta da pesquisa on -line: 22%
• Pontuação média de satisfação do cliente: 7,6/10
• Volume mensal de feedback do cliente: 45.000 envios

Comunicação consistente da marca

Orçamento de marketing alocado para comunicação da marca em 2023: US $ 42,3 milhões. Passos de publicidade digital: US $ 18,6 milhões. Gastes tradicionais da mídia: US $ 23,7 milhões.

Ofertas promocionais personalizadas

Tipo de oferta	Taxa de resgate	Desconto médio
Aplicativo móvel exclusivo	14.3%	$3.50
Promoções por e -mail	8.7%	$2.75
Recompensas de aniversário	11.2%	$5.00

Jack in the Box Inc. (Jack) - Modelo de Negócios: Canais

Locais de restaurantes físicos

A partir de 2022, Jack in the Box opera 2.229 restaurantes em 21 estados, principalmente no oeste dos Estados Unidos.

Estado	Número de locais
Califórnia	1,043
Texas	386
Arizona	214

Aplicativo móvel

Jack in the Box Mobile App possui recursos de pedidos digitais com mais de 500.000 downloads a partir de 2023.

• Disponível em plataformas iOS e Android
• Oferece integração de pagamento móvel
• Fornece rastreamento do programa de fidelidade

Plataformas de pedidos on -line

As vendas digitais representaram 12,4% do total de vendas de restaurantes no ano fiscal de 2022, totalizando aproximadamente US $ 384 milhões.

Plataforma	Penetração de mercado
Jack in the Box Website	45% dos pedidos digitais
Plataformas de terceiros	55% dos pedidos digitais

Serviços de entrega de terceiros

Em parceria com as principais plataformas de entrega, gerando US $ 220 milhões em receita de entrega em 2022.

• Doordash
• Uber come
• GRUBHUB

Serviço drive-thru

As vendas drive-thru representam 65% da receita total de restaurantes, aproximadamente US $ 2,01 bilhões no ano fiscal de 2022.

Métrica drive-thru	Desempenho
Tempo médio de transação	3,5 minutos
Transações diárias de drive-thru	Aproximadamente 1.200 por restaurante

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

Jovens adultos e millennials

A partir de 2024, Jack in the Box tem como alvo 18-34 demográfico da idade, representando 72,1 milhões de clientes em potencial. Gastos médios por visita: US $ 8,75.

Faixa etária	População	Frequência do restaurante
18-24 anos	29,5 milhões	3,2 visitas por mês
25-34 anos	42,6 milhões	2,8 visitas por mês

Diners noturnos

O menu noturno gera US $ 127,3 milhões em receita anual. Locais 24 horas: 15% do total de restaurantes.

• Horário de pico no final da noite: 22:00 - 3:00
• Valor médio da ordem noturna: $ 12,50
• Segmento de clientes tarde da noite: 22% do total de clientes diários

Entusiastas do fast food

Mercado endereçável total: 83,4 milhões de consumidores de fast food. Participação de mercado: 2,3%.

Categoria de consumidor	Percentagem	Freqüência
Consumidores regulares de fast food	47%	4-6 vezes por mês
Consumidores ocasionais de fast food	53%	1-3 vezes por mês

Consumidores conscientes do orçamento

Preço médio da refeição: US $ 6,25. O menu de valor contribui com 18,7% da receita total de restaurantes.

• Meta de renda familiar mediana: US $ 45.000 a US $ 65.000
• Value itens de menu Faixa: $ 1,50- $ 3,50
• Penetração de refeições com desconto e combinação: 42% do total de pedidos

Clientes que buscam conveniência

A ordem digital representa 37,5% do total de vendas. Usuários de aplicativos móveis: 2,3 milhões de usuários mensais ativos.

Canal de pedido	Porcentagem de vendas	Valor médio da transação
Na loja	42.5%	$9.20
Drive thru	35%	$10.75
Digital/Mobile	22.5%	$12.50

Jack in the Box Inc. (Jack) - Modelo de Negócios: Estrutura de Custo

Compras de comida e ingrediente

A partir de 2022, Jack nos custos alimentares da caixa representou aproximadamente 29,4% do total de vendas de restaurantes. Os custos anuais de alimentos e embalagens foram de US $ 1,09 bilhão.

Categoria de custo	Despesa anual	Porcentagem de vendas
Ingredientes da carne	US $ 412 milhões	11.2%
Produzir	US $ 218 milhões	5.9%
Produtos lácteos	US $ 167 milhões	4.5%

Salários trabalhistas e de funcionários

As despesas de mão -de -obra para Jack na caixa totalizaram US $ 712 milhões em 2022, representando 19,3% do total de vendas de restaurantes.

• Salário médio por hora para trabalhadores de restaurantes: US $ 14,25
• Salários de gerenciamento variam: US $ 45.000 - US $ 85.000 anualmente
• Total de funcionários: aproximadamente 8.500

Aluguel e manutenção de restaurantes

Os custos de ocupação e manutenção foram de US $ 403 milhões em 2022, representando 10,9% do total de vendas de restaurantes.

Tipo de despesa	Custo anual	Por média de restaurante
Despesas de arrendamento	US $ 276 milhões	$187,000
Manutenção	US $ 127 milhões	$86,000

Despesas de marketing e publicidade

As despesas de marketing em 2022 foram de US $ 142 milhões, representando 3,8% do total de vendas de restaurantes.

• Orçamento de marketing digital: US $ 62 milhões
• Publicidade da mídia tradicional: US $ 80 milhões

Tecnologia e infraestrutura digital

Os investimentos em tecnologia totalizaram US $ 87 milhões em 2022, cobrindo plataformas digitais, sistemas de ponto de venda e infraestrutura de pedidos móveis.

Categoria de tecnologia	Valor do investimento
Desenvolvimento de aplicativos móveis	US $ 24 milhões
Sistemas de PDV	US $ 33 milhões
Segurança cibernética	US $ 15 milhões
Infraestrutura digital	US $ 15 milhões

Jack in the Box Inc. (JACK) - Modelo de negócios: fluxos de receita

Vendas de restaurantes na loja

Para o ano fiscal de 2023, Jack na caixa registrou receitas totais de US $ 1,5 bilhão. As vendas de restaurantes na loja representaram aproximadamente 45% da receita total, representando US $ 675 milhões.

Fonte de receita	Valor anual	Porcentagem da receita total
Vendas de restaurantes na loja	US $ 675 milhões	45%

Transações drive-thru

As vendas drive-thru representam 55% do total de vendas de restaurantes, gerando aproximadamente US $ 825 milhões em receita anual.

Desempenho drive-thru	Receita anual	Porcentagem de vendas
Transações drive-thru	US $ 825 milhões	55%

Comissões de serviço de entrega

As comissões de serviço de entrega geraram US $ 112,5 milhões em 2023, representando 7,5% da receita total.

Royalties de franquia

Os royalties de franquia para Jack in the Box em 2023 totalizaram US $ 157,5 milhões, o que representa aproximadamente 10,5% da receita total da empresa.

Métricas de franquia	Valor anual	Número de locais franqueados
Royalties de franquia	US $ 157,5 milhões	221 locais franqueados

Serviços de catering e pedidos em massa

Os serviços de catering e pedidos em massa contribuíram com US $ 45 milhões para a receita da empresa em 2023, representando 3% do total de vendas.

• Receita anual total: US $ 1,5 bilhão
• Número de restaurantes de propriedade da empresa: 156
• Número de locais franqueados: 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.