NASDAQ$BJRI

BJ's Restaurants Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

BJ's Restaurants, Inc. reported its fiscal fourth quarter and fiscal year 2024 financial results.

BJ's Restaurants, Inc. achieved significant progress in Q4 2024, with total revenue increasing by 6.4% to $344.3 million and comparable restaurant sales growing by 5.5%. The company also saw a 13.8% increase in restaurant level operating profit, reaching $52.9 million, and a 21.1% increase in Adjusted EBITDA to $33.1 million.

  • Total revenue increased 6.4% to $344.3 million in Q4 2024.
  • Comparable restaurant sales grew by 5.5% in Q4 2024, driven primarily by increases in guest traffic.
  • Restaurant level operating profit increased 13.8% to $52.9 million, with a margin of 15.4%.
  • Adjusted EBITDA rose 21.1% to $33.1 million, inclusive of strategic investment expenses.

Headline financials

Total Revenue

$344M

Previous: $324M+6.4%
EPS (adj)

$0.47

Previous: $0.34+38.2%
Comp Sales Change

5.5%

No prior period
Restaurant Level Profit

$52.9M

No prior period
Adjusted EBITDA

$33.1M

No prior period
Stock-Based Comp

$2.47M

No prior period
Total Restaurants

218

No prior period
Operating Weeks

2.8K

No prior period
New Openings

0

No prior period
Restaurant Margin

15.4%

No prior period
Net Income

-$5.27M

Previous: $3.96M-232.9%
Operating Income

-$4.79M

Previous: $6.15M-177.9%

Revenue & EPS history

BJ's · Revenue · Quarterly

$344M

Q4 2024+6.4%vs Q4 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

For fiscal 2025, management anticipates comparable restaurant sales growth of 2% to 3%, restaurant level operating profit between $205 million and $215 million, Adjusted EBITDA between $127 million and $137 million, capital expenditures between $65 million and $75 million, and share repurchases between $40 million and $50 million.

Tailwinds

  • Anticipated comparable restaurant sales growth of 2% to 3%.
  • Projected restaurant level operating profit between $205 million and $215 million.
  • Expected Adjusted EBITDA between $127 million and $137 million.
  • Planned capital expenditures of $65 million to $75 million.
  • Anticipated share repurchases of $40 million to $50 million.

Headwinds

  • Inability to successfully raise menu prices to offset rising costs.
  • Challenges in managing new restaurant openings.
  • Construction delays impacting new restaurant development.
  • Wage inflation and competitive labor market conditions leading to staffing shortages.
  • Increases in minimum wage and other employment-related costs.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+2.4%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+3.0%

Avg return

30 days after

58%

35 / 60 earnings

Positive

+19.6%

Q3 2014

Best reaction

-13.4%

Q2 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027+3.6%+15.6%+16.0%
Q4 2026+6.1%-12.2%-15.0%
Q3 2026+18.4%+24.7%+33.7%
Q1 2025+13.0%+11.9%+33.2%
Q4 2024+6.5%+3.9%-4.7%
Q3 2024-9.2%-8.2%+2.7%
Q2 2024-12.2%-12.6%-9.0%
Q1 2024+8.1%+4.5%+9.2%
Q4 2023+5.0%-0.2%+1.0%
Q3 2023+7.3%+7.8%+28.4%
Q2 2023+8.6%+8.9%-11.7%
Q1 2023+14.7%+13.1%+9.2%
Q3 2022+2.0%+3.6%+16.9%
Q2 2022-2.9%-10.4%+13.1%
Q1 2022-1.1%-3.1%-22.9%
Q4 2021-1.1%-8.8%-19.1%
Q3 2021+1.6%-4.1%-8.2%
Q2 2021-3.8%-8.2%+4.8%
Q1 2021-3.7%-6.0%-9.5%
Q4 2020-2.9%-8.5%+12.3%
Q3 2020-3.0%-10.1%+11.3%
Q2 2020+11.4%+6.7%+39.5%
Q1 2020+13.5%-1.1%+44.9%
Q4 2019-9.9%-15.8%-81.0%
Q3 2019+16.3%+12.0%+8.8%
Q2 2019-4.6%-3.7%-12.4%
Q1 2019+7.6%+5.3%-5.8%
Q4 2018-4.9%-6.4%-11.4%
Q3 2018-1.3%-1.0%-10.6%
Q2 2018+2.3%+1.1%+19.4%
Q1 2018+15.5%+16.0%+8.7%
Q4 2017+13.2%+14.3%+12.5%
Q3 2017+5.2%+2.8%+8.3%
Q2 2017+0.8%+0.1%-9.5%
Q1 2017+4.2%+7.4%+5.1%
Q4 2016+3.6%+1.1%+6.8%
Q3 2016-2.7%-3.2%+8.7%
Q2 2016-13.4%-13.4%-10.1%
Q1 2016+5.3%
Q4 2015+2.4%
Q3 2015+13.1%
Q2 2015-0.9%
Q1 2015-2.0%
Q4 2014+17.5%
Q3 2014+19.6%
Q2 2014+13.3%
Q1 2014+5.4%
Q4 2013-11.3%
Q3 2013-10.0%
Q2 2013-11.9%
Q1 2013+7.2%
Q4 2011-7.8%
Q3 2012
Q2 2012
Q1 2011+0.7%
Q1 2012
Q4 2009-0.3%
Q3 2010-1.8%
Q3 2011-1.8%
Q2 2010+1.5%
Q2 2011+1.5%
Q4 2010+1.5%
Q1 2010-6.4%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro