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JACK Jack In The Box

Jack in the Box is an American fast-food restaurant chain founded February 21, 1951, by Robert O. Peterson in San Diego, California, where it is headquartered. The chain has over 2,200 locations, primarily serving the West Coast of the United States. Restaurants are also found in selected large urban areas outside the West Coast, including Phoenix, Denver, Albuquerque, El Paso, Dallas-Fort Worth, Houston, Austin, San Antonio, Oklahoma City, Baton Rouge, Nashville, Charlotte, Kansas City, St. Louis, Indianapolis, and Cincinnati as well as one in Guam. The company also formerly operated the Qdoba Mexican Grill chain until Apollo Global Management bought the chain in December 2017. Food items include a variety of chicken tenders and French fries along with hamburger and cheeseburger sandwiches and selections of internationally themed foods such as tacos and egg rolls.

Company profile

Ticker
JACK
Exchange
CEO
Darin Harris
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
FOODMAKER INC /DE/
SEC CIK
IRS number
952698708

JACK stock data

(
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Calendar

17 Feb 21
13 Apr 21
27 Sep 21
Quarter (USD)
Jan 21 Sep 20 Jul 20 Apr 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD)
Sep 20 Sep 19 Sep 18 Sep 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
16 Mar 21 David Goebel COMMON STOCK Grant Aquire A No No 0 28 0 21,717
16 Mar 21 David Goebel COMMON STOCK Grant Aquire A No No 0 27 0 21,689
16 Mar 21 Sharon Price John COMMON STOCK Grant Aquire A No No 0 17 0 7,771
16 Mar 21 Madeleine Kleiner COMMON STOCK Grant Aquire A No No 0 22 0 17,628
16 Mar 21 Michael W Murphy COMMON STOCK Grant Aquire A No No 0 18 0 68,127
16 Mar 21 Michael W Murphy COMMON STOCK Grant Aquire A No No 0 205 0 68,109
16 Mar 21 James M Myers COMMON STOCK Grant Aquire A No No 0 23 0 24,092
16 Mar 21 James M Myers COMMON STOCK Grant Aquire A No No 0 38 0 24,069

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

13F holders
Current Prev Q Change
Total holders 245 242 +1.2%
Opened positions 40 46 -13.0%
Closed positions 37 19 +94.7%
Increased positions 81 67 +20.9%
Reduced positions 93 89 +4.5%
13F shares
Current Prev Q Change
Total value 2.18B 1.89B +15.4%
Total shares 23.34M 23.79M -1.9%
Total puts 536.1K 355.45K +50.8%
Total calls 337.15K 348.85K -3.4%
Total put/call ratio 1.6 1.0 +56.1%
Largest owners
Shares Value Change
BLK Blackrock 2.76M $256.54M +5.1%
Vanguard 2.04M $188.98M +2.2%
WFC Wells Fargo & Co. 1.12M $103.65M +13.0%
BEN Franklin Resources 950.68K $88.22M -11.5%
MCQEF Macquarie 788.83K $73.2M +37.1%
STT State Street 749.09K $69.52M -1.6%
Jennison Associates 745.58K $69.19M +5.8%
Dimensional Fund Advisors 565.57K $52.48M -7.1%
IVZ Invesco 511.97K $47.51M +10.9%
Two Sigma Investments 453.49K $42.08M +19.2%
Largest transactions
Shares Bought/sold Change
Engaged Capital 0 -353.38K EXIT
Candlestick Capital Management 363.43K +351.03K +2830.9%
Norges Bank 347.41K +347.41K NEW
Holocene Advisors 11.04K -335.86K -96.8%
Arrowstreet Capital, Limited Partnership 381.68K +333.55K +693.0%
Davidson Kempner Capital Management 0 -295.51K EXIT
Citadel Advisors 382.63K -231.17K -37.7%
MCQEF Macquarie 788.83K +213.39K +37.1%
Two Sigma Advisers 335.71K +208.5K +163.9%
WHG Westwood 205.63K +205.63K NEW

Financial report summary

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Risks
  • The COVID-19 pandemic has disrupted and is expected to continue to disrupt our business, which has affected and could continue to materially affect our operations, financial condition and results of operations for an extended period of time.
  • We face significant competition in the food service industry and our inability to compete may adversely affect our business.
  • Changes in demographic trends and in customer tastes and preferences could cause sales and the royalties that we receive from franchisees to decline.
  • Changes in consumer confidence and declines in general economic conditions could negatively impact our financial results.
  • Increases in food and commodity costs could decrease our profit margins or result in a modified menu, which could adversely affect our financial results.
  • Failure to receive scheduled deliveries of high-quality food ingredients and other supplies could harm our operations and reputation.
  • We have a limited number of suppliers for our major products and rely on a distribution network with a limited number of distribution partners for the majority of our national distribution program. If our suppliers or distributors are unable to fulfill their obligations under their contracts, it could harm our operations.
  • Food safety and food-borne illness concerns may have an adverse effect on our business by reducing demand and increasing costs.
  • Negative publicity relating to our business or industry could adversely impact our reputation.
  • Our business could be adversely affected by increased labor costs.
  • Inability to attract, train and retain top-performing personnel could adversely impact our financial results or business.
  • We may not have the same resources as our competitors for marketing, advertising, and promotion.
  • We may be adversely impacted by severe weather conditions, natural disasters, terrorist acts, or civil unrest that could result in property damage, injury to employees and staff, and lost restaurant sales.
  • We may not achieve our development goals.
  • Our highly franchised business model presents a number of risks, and the failure of our franchisees to operate successful and profitable restaurants could negatively impact our business.
  • We are subject to financial and regulatory risks associated with our owned and leased properties and real estate development projects.
  • Our tax provision may fluctuate due to changes in expected earnings.
  • We are subject to the risk of cybersecurity breaches, intrusions, data loss, or other data security incidents.
  • We are subject to risks associated with our increasing dependence on digital commerce platforms and technologies to maintain and grow sales, and we cannot predict the impact that these digital commerce platforms and technologies, other new or improved technologies or alternative methods of delivery may have on consumer behavior and our financial results.
  • We are dependent on information technology and digital service providers and any material failure, misuse or interruption of our computer systems, supporting infrastructure, consumer-facing digital capabilities or social media platforms could adversely affect our business.
  • If we fail to maintain an effective system of internal controls, we may not be able to accurately determine our financial results or prevent fraud. As a result, the Company’s stockholders could lose confidence in our financial results, which could harm our business and the value of the Company’s common shares.
  • We may not be able to adequately protect our intellectual property, which could harm the value of our brand and adversely affect our business.
  • Jack in the Box may be subject to risk associated with disagreements with key stakeholders, such as franchisees.
  • The securitized debt instruments issued by certain of our wholly-owned subsidiaries have restrictive terms, and any failure to comply with such terms could result in default, which could harm the value of our brand and adversely affect our business.
  • We have a significant amount of debt outstanding. Such indebtedness, along with the other contractual commitments of our Company or its subsidiaries, could adversely affect our business, financial condition and results of operations, as well as the ability of certain of our subsidiaries to meet debt payment obligations.
  • The securitization transaction documents impose certain restrictions on our activities or the activities of our subsidiaries, and the failure to comply with such restrictions could adversely affect our business.
  • Changes in accounting standards may negatively impact our results of operations.
  • We are subject to increasing legal complexity and may be subject to claims or lawsuits that are costly to defend and could result in our payment of substantial damages or settlement costs.
  • Unionization activities or labor disputes may disrupt our operations and affect our profitability.
  • Increasing regulatory and legal complexity may adversely affect restaurant operations and our financial results.
  • Our insurance may not provide adequate levels of coverage against claims.
  • Governmental regulation, including in one or more of the following areas, may adversely affect our existing and future operations and results, including by harming our ability to profitably operate our restaurants.
  • The proliferation of federal, state, and local regulations increases our compliance risks, which in turn could adversely affect our business.
  • Legislation and regulations regarding our products and ingredients, including the nutritional content of our products, could impact customer preferences and negatively impact our financial results.
  • Failure to obtain and maintain required licenses and permits or to comply with food control regulations could lead to the loss of our food service licenses and, thereby, harm our business.
  • Our quarterly results and, as a result, the price of our common stock, may fluctuate significantly and could fall below the expectations of securities analysts and investors due to various factors.
  • Actions of activist stockholders could cause us to incur substantial costs, divert management’s attention and resources, and have an adverse effect on our business.
Content analysis
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Positive
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Legalese
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Readability
H.S. sophomore Avg
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