NASDAQ$JACK

Jack in the Box Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Jack in the Box Inc. reported mixed Q2 2022 results, with systemwide sales growth offset by same-store sales decline, and welcomed Del Taco to the Jack in the Box family.

Jack in the Box Inc. announced its Q2 2022 financial results, which included the acquisition of Del Taco. Systemwide sales increased for both Jack in the Box and Del Taco, but Jack in the Box experienced a same-store sales decrease. The company is finalizing sale leasebacks and refranchising to accelerate return of cash to shareholders.

  • Jack in the Box systemwide sales grew by 0.1%, while Del Taco's increased by 2.9%.
  • Jack in the Box same-store sales decreased by 0.8%, but showed a two-year growth of 19.8%.
  • Del Taco same-store sales increased by 2.5%, with a two-year growth of 22.3%.
  • The company is working to finalize sale leasebacks and refranchising efforts to return cash to shareholders.

Headline financials

Total Revenue

$322M

Previous: $257M+25.3%
EPS (adj)

$1.16

Previous: $1.48-21.6%
Company same-store sales change

1.7%

Previous: 14.5%-88.3%
Franchise same-store sales change

-1.1%

Previous: 21.3%-105.2%
System same-store sales change

-0.8%

Previous: 20.6%-103.9%
Capital Expenditures

-$20.8M

Previous: -$22.9M+9.4%
Free Cash Flow

-$13M

Previous: $13M-199.8%
Net Income

$7.8M

Previous: $35.9M-78.3%
Operating Income

$38.2M

Previous: $64.9M-41.1%
Gross Profit

$225M

Previous: $206M+8.8%
Cash & Equivalents

$55.7M

Previous: $90.6M-38.5%
Total Assets

$2.82B

Previous: $1.79B+57.7%
Stock-Based Comp

$2.92M

Previous: $1.61M+81.7%

Revenue & EPS history

Jack in the Box · Revenue · Quarterly

$322M

Q2 2022+25.3%vs Q2 2021
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Revenue by segment

Jack in the Box · $322M total across 4 segments · Q2 2022

  • Company restaurant sales
    $151M+76.0%
  • Franchise rental revenues
    $76.6M-1.7%
  • Franchise contributions for advertising and other services
    $47.3M+2.6%
  • Franchise royalties and other
    $47.1M-0.3%

Forward guidance

The company provided FY 2022 guidance, including company-wide operating EPS of $5.80 to $6.10 and same-store sales guidance for Jack in the Box and Del Taco, but all guidance and outlook measures related specifically to Del Taco will debut in 2023.

Tailwinds

  • Company-wide Operating EPS Guidance of $5.80 to $6.10 for FY 2022.
  • Jack in the Box: Flat to +1.0% same-store sales for FY 2022
  • Del Taco +3.0% to +4.0% same-store sales for FY 2022
  • Company-wide CapEx & Other Investments Guidance, including Del Taco, now $75-80 million
  • Jack in the Box Commodity Guidance now up 12-14% vs. 2021

Headwinds

  • Company-wide SG&A Guidance, including Del Taco, now $120-130 million (Excludes net COLI gains/losses)
  • Jack in the Box Commodity Guidance now up 12-14% vs. 2021
  • Jack in the Box Company-owned Wage Rate Guidance now up 12-13% vs. 2021
  • Overall Restaurant Level Margin is now expected to be ~17%
  • All guidance and outlook measures related specifically to Del Taco will debut in 2023

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

+0.1%

Avg return

Earnings day

+0.1%

Avg return

5 days after

-3.5%

Avg return

30 days after

47%

32 / 68 earnings

Positive

+20.0%

Q3 2019

Best reaction

-18.1%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-14.3%-10.6%+4.5%
Q1 2026-18.1%-20.9%-50.0%
Q4 2025+7.9%+35.3%+35.0%
Q2 2025-6.6%-14.3%-28.7%
Q1 2025+11.8%+5.5%-19.2%
Q4 2024+3.8%+4.2%-11.5%
Q3 2024-2.7%+1.3%-12.6%
Q2 2024+0.6%-0.4%+4.1%
Q1 2024-4.6%-4.0%-8.7%
Q4 2023+2.5%+0.6%+20.3%
Q3 2023-6.9%-10.3%-16.9%
Q2 2023-0.5%-3.5%-4.8%
Q1 2023+12.1%+11.3%+11.7%
Q4 2022-15.3%-14.7%-20.3%
Q3 2022+12.5%+17.8%+8.3%
Q2 2022-5.5%-3.7%-16.5%
Q1 2022-3.6%-2.8%+0.9%
Q4 2021-6.6%-8.2%-11.4%
Q3 2021-3.6%-4.9%+0.0%
Q2 2021-6.7%-5.1%-2.6%
Q1 2021-1.2%-1.9%+15.5%
Q4 2020+4.2%+4.1%+5.5%
Q3 2020-2.9%-7.0%-2.0%
Q2 2020-0.5%-3.1%+7.8%
Q1 2020-0.6%-1.5%-73.2%
Q4 2019-5.1%-8.1%-8.6%
Q3 2019+20.0%+20.9%+21.6%
Q2 2019+1.9%+5.9%+10.5%
Q1 2019-2.1%-1.5%-4.6%
Q4 2018+4.9%+8.6%-0.3%
Q3 2018+8.2%+3.9%+1.9%
Q2 2018-7.3%-8.6%-4.6%
Q1 2018+1.7%+2.1%-4.9%
Q4 2017+1.0%+4.1%-4.2%
Q3 2017+0.8%+3.3%-2.7%
Q2 2017+8.1%+4.5%+6.7%
Q1 2017-9.9%-11.7%-6.7%
Q4 2016+6.0%+5.9%+9.5%
Q3 2016+9.6%+9.4%+14.7%
Q2 2016+9.1%
Q1 2016-13.9%
Q4 2015+5.0%
Q3 2015-5.5%
Q2 2015-4.4%
Q1 2015+8.7%
Q4 2014+6.6%
Q3 2014+6.4%
Q2 2014-0.2%
Q1 2014+9.5%
Q4 2013+6.2%
Q3 2013+3.6%
Q2 2013-3.3%
Q1 2013+3.4%
Q4 2012+4.6%
Q3 2012-2.0%
Q2 2012+4.2%
Q1 2012-2.2%
Q4 2011-4.8%
Q4 2010-4.8%
Q3 2011+6.4%
Q2 2011+4.8%
Q1 2010-5.0%
Q1 2011+1.0%
Q2 2010-0.9%
Q4 2008-0.9%
Q4 2009-6.7%
Q3 2009-6.7%
Q3 2010-6.7%

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