BJ's Restaurants, Inc.

Informe acción NasdaqGS:BJRI

Capitalización de mercado: US$897.4m

BJ's Restaurants Dirección

Dirección controles de criterios 2/4

El CEO de BJ's Restaurants es Lyle Tick , nombrado en Sep 2024, tiene una permanencia de 1.67 años. compensación anual total es $3.44M, compuesta por 20.7% salario y 79.3% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.012% de las acciones de la empresa, por valor de $109.58K. La antigüedad media del equipo directivo y de la junta directiva es de 1.7 años y 6.4 años, respectivamente.

Información clave

Lyle Tick

Chief Executive Officer (CEO)

US$3.4m

Compensación total

Porcentaje del salario del CEO20.65%
Permanencia del CEO1.7yrs
Participación del CEO0.01%
Permanencia media de la dirección1.7yrs
Promedio de permanencia en la Junta Directiva6.4yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha May 05

Why BJ's Restaurants Might Surprise When It Matters Most (Earnings Preview)

Summary BJ's Restaurants remains a 'Buy' pre-earnings, offering double-digit upside and mid-single-digit buybacks. FY 2026 guidance calls for 1–3% same-store sales growth and EBITDA margins of 9.6–10.3%, well above historical averages. Capex compression in FY 2026 turns BJRI into a short-term cash cow, with $27–50 million FCF likely fueling buybacks. Valuation at ~8.6x EBITDA appears attractive, reflecting a shift from high growth to steady profitability and margin expansion. Read the full article on Seeking Alpha
Actualización del análisis Apr 24

BJRI: Traffic Driven Same Store Sales Will Support Future Repricing Potential

Narrative Update The analyst price target for BJ's Restaurants is trimmed slightly in this update, with a modest reduction in fair value to about $44.56 as analysts factor in slightly softer revenue growth assumptions, a marginally lower discount rate, and relatively stable profitability expectations following a mix of recent price target increases and a more recent cut. Analyst Commentary Recent research updates on BJ's Restaurants show a mix of optimism and caution around same store sales trends, unit growth plans, and how much of this is already reflected in the share price.
Artículo de análisis Apr 09

Here's Why We Think BJ's Restaurants (NASDAQ:BJRI) Is Well Worth Watching

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Actualización del análisis Apr 09

BJRI: Traffic Driven Same Store Sales Will Support Future Earnings Momentum

The analyst price target for BJ's Restaurants has been trimmed slightly, as the updated fair value estimate shifts from about $45.22 to $44.78. This reflects analyst caution around muted valuation until there is clearer visibility on accelerating unit expansion, despite ongoing same store sales momentum and a modestly lower assumed future P/E of roughly 18.84x.
Actualización del análisis Mar 25

BJRI: Traffic Driven Same Store Sales Will Support Further Upside Potential

Analysts have nudged the consolidated price target for BJ's Restaurants higher into the mid $40s, reflecting incremental adjustments to the discount rate and P/E assumptions, along with recent research that highlights steady same store sales momentum but mixed views on valuation and unit growth visibility. Analyst Commentary Recent research paints a mixed but constructive picture for BJ's Restaurants, with price targets clustering in the high $30s to high $40s and ratings spread across Buy, Neutral, and Underweight.
Actualización del análisis Mar 08

BJRI: Same Store Sales Momentum Will Drive Measured Upside Potential Ahead

The analyst fair value estimate for BJ's Restaurants has increased to $45.22 from $38.88, reflecting a series of price target updates in the $38 to $49 range as analysts factor in steady same store sales momentum, recent Q4 results and guidance, and current expectations around future unit growth and P/E assumptions. Analyst Commentary Recent research updates on BJ's Restaurants center on how sustainable the current same store sales momentum may be, how quickly the company can resume meaningful unit expansion, and how these factors line up with valuation based on current P/E assumptions.
Actualización del análisis Feb 22

BJRI: Higher Multiple Assumptions Will Temper Upside From Softer Sales Risks

The updated analyst price target framework for BJ's Restaurants moves fair value from $30.00 to $39.00, as analysts factor in revised assumptions for the discount rate, modestly higher revenue growth and profit margin, and a higher future P/E multiple in line with recent target hikes from $30.00 to $39.00 and then to $42.00 at major firms. Analyst Commentary Recent Street research around BJ's Restaurants has centered on valuation discipline and sector level concerns, even as published price targets have moved higher into the low $40s.
Artículo de análisis Feb 13

BJ's Restaurants, Inc.'s (NASDAQ:BJRI) Popularity With Investors Is Clear

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
Actualización del análisis Feb 08

BJRI: Price War Resilience And Margin Expansion Efforts Will Reshape Earnings Power

Analysts have lifted their price targets on BJ's Restaurants to $39, up from prior levels of $30 and $32, citing updated 2026 group outlooks that factor in ongoing restaurant pricing competition with grocery and differing expectations for how casual dining and quick service chains may perform. Analyst Commentary Recent research updates highlight that bullish analysts now see BJ's Restaurants as better aligned with their 2026 restaurant group playbook, even as they factor in ongoing pricing competition with grocery and mixed expectations across casual dining, fast casual, and quick service chains.
Actualización del análisis Jan 22

BJRI: New Leadership And Margin Expansion Efforts Will Reshape Earnings Power

Narrative Update The analyst price target for BJ's Restaurants has moved higher, with fair value shifting from US$50.00 to US$54.00. Analysts are factoring in updated 2026 group outlooks, sector level price target revisions and expectations for margin expansion supported by new leadership and potential sales catalysts.
Artículo de análisis Jan 07

BJ's Restaurants (NASDAQ:BJRI) Seems To Use Debt Quite Sensibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Actualización del análisis Jan 05

BJRI: Softer Same Store Sales Will Likely Limit New Leadership Upside

Analysts have modestly adjusted their outlook on BJ's Restaurants, with recent Street research price targets now ranging from $38 to $44 per share. This reflects a balance between caution on near term same-store sales and optimism around new leadership, potential sales catalysts, and room for further margin improvement.
Actualización del análisis Dec 21

BJRI: Softer Same Store Sales Will Likely Undercut New Leadership Catalysts

Analysts have reduced their fair value estimate for BJ's Restaurants to $30 from $36 per share, reflecting tempered expectations for revenue growth and valuation multiples, partly offset by improving margin outlooks and recent mixed Street commentary on sales trends and new leadership-driven catalysts. Analyst Commentary Recent Street commentary on BJ's Restaurants reflects a mixed backdrop, with upside cases around new leadership and margin expansion set against more cautious views on near term sales performance and valuation risk.
Artículo de análisis Dec 13

We Like These Underlying Return On Capital Trends At BJ's Restaurants (NASDAQ:BJRI)

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Actualización del análisis Dec 07

BJRI: New Leadership And Margin Initiatives Will Drive Measured Upside Ahead

Analysts have modestly raised their price target on BJ's Restaurants to $38.88 from $38.88. This reflects slightly lower discount rate assumptions, a small improvement in projected profit margins, and a balanced read of recent Street research that highlights both new Buy initiation upside and tempered same-store-sales expectations.
Artículo de análisis Nov 27

At US$38.62, Is It Time To Put BJ's Restaurants, Inc. (NASDAQ:BJRI) On Your Watch List?

BJ's Restaurants, Inc. ( NASDAQ:BJRI ), is not the largest company out there, but it saw a significant share price rise...
Actualización del análisis Nov 22

BJRI: New Leadership And Sales Catalysts Will Support Balanced Recovery Ahead

Analysts have raised their price target for BJ's Restaurants from $38.14 to $38.88, citing improved risk and reward outlooks supported by new leadership, anticipated sales catalysts, and ongoing opportunities for margin expansion despite cautious industry trends. Analyst Commentary Recent Street research on BJ's Restaurants has highlighted factors influencing both the optimistic and more cautious perspectives on the company's outlook and valuation.
Artículo de análisis Nov 14

Estimating The Fair Value Of BJ's Restaurants, Inc. (NASDAQ:BJRI)

Key Insights BJ's Restaurants' estimated fair value is US$32.04 based on 2 Stage Free Cash Flow to Equity With US$37.20...
Actualización del análisis Nov 06

BJRI: Future Leadership And Margin Expansion Will Drive Measured Recovery

Analysts have reduced their price target for BJ's Restaurants to $38.14 from $38.83. This adjustment reflects mixed views on near-term sales trends and margin improvement opportunities.
Actualización del análisis Oct 23

Analyst Commentary Highlights Mixed Outlook and Lower Price Targets for BJ's Restaurants

The average analyst price target for BJ's Restaurants has decreased from $42.33 to $38.83. Analysts cite softer industry sales trends and modestly lower growth and margins ahead of the next earnings report.
Artículo de análisis Sep 11

Is BJ's Restaurants (NASDAQ:BJRI) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Aug 19

There May Be Some Bright Spots In BJ's Restaurants' (NASDAQ:BJRI) Earnings

NasdaqGS:BJRI 1 Year Share Price vs Fair Value Explore BJ's Restaurants's Fair Values from the Community and select...
Artículo de análisis Jul 29

The Return Trends At BJ's Restaurants (NASDAQ:BJRI) Look Promising

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Artículo de análisis May 09

Market Participants Recognise BJ's Restaurants, Inc.'s (NASDAQ:BJRI) Earnings Pushing Shares 30% Higher

BJ's Restaurants, Inc. ( NASDAQ:BJRI ) shareholders would be excited to see that the share price has had a great month...
Artículo de análisis Apr 24

Does BJ's Restaurants (NASDAQ:BJRI) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Mar 13

BJ's Restaurants (NASDAQ:BJRI) Will Be Hoping To Turn Its Returns On Capital Around

When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
Seeking Alpha Feb 21

BJ's Restaurants: Exceptional Execution In A Competitive Space

Summary BJ's Restaurants, Inc. reported a double-line beat, with revenues up 6.4% to $344.3 million and comparable sales rising 5.5%, driven by effective promotions and increased guest traffic. Efficiency initiatives led to a 100 basis point improvement in operating profit margin to 15.4%, and adjusted EBITDA surged 21.1% to $33.1 million. For 2025, management expects 2%-3% comparable sales growth, $205-$215 million in operating profit, and $127-$137 million in adjusted EBITDA, with significant share repurchases planned. Given the strong financial performance and positive future projections, any BJRI stock weakness should be considered a buying opportunity at current valuations. Read the full article on Seeking Alpha
Artículo de análisis Jan 11

BJ's Restaurants, Inc.'s (NASDAQ:BJRI) Share Price Could Signal Some Risk

BJ's Restaurants, Inc.'s ( NASDAQ:BJRI ) price-to-earnings (or "P/E") ratio of 26.2x might make it look like a sell...
Artículo de análisis Dec 23

Is BJ's Restaurants (NASDAQ:BJRI) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Nov 20

Calculating The Intrinsic Value Of BJ's Restaurants, Inc. (NASDAQ:BJRI)

Key Insights The projected fair value for BJ's Restaurants is US$35.15 based on 2 Stage Free Cash Flow to Equity BJ's...
Artículo de análisis Nov 03

BJ's Restaurants, Inc. Just Reported A Surprise Loss: Here's What Analysts Think Will Happen Next

Shareholders might have noticed that BJ's Restaurants, Inc. ( NASDAQ:BJRI ) filed its third-quarter result this time...
Artículo de análisis Oct 31

With EPS Growth And More, BJ's Restaurants (NASDAQ:BJRI) Makes An Interesting Case

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Seeking Alpha Oct 06

BJ's Restaurants: Trying To Leverage The 'Pizookie Meal Deal', But It Might Be Too Late

Summary BJ's promotional mix failed to capture value-seeking guests, leading to declining traffic and comparable sales, unlike Chili's successful '3-for-Me' strategy. The late introduction of BJ's 'Pizookie Meal Deal' may not significantly boost traffic due to the competitive environment and guest inertia. Quantitative models suggest BJ's stock is fairly valued in the mid-$30s, with potential upside only if Q3 results exceed expectations. I recommend holding BJ's stock, considering its current valuation and the potential for better market opportunities elsewhere. Read the full article on Seeking Alpha
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Nuevo análisis Sep 24

Innovative Service Models And Expansion Strategy Spur Growth For BJ's Restaurants

Implementing new service models and technological upgrades enhances guest satisfaction and repeat visits, positively affecting sales.
Artículo de análisis Sep 17

BJ's Restaurants (NASDAQ:BJRI) Will Be Looking To Turn Around Its Returns

What underlying fundamental trends can indicate that a company might be in decline? Businesses in decline often have...
Artículo de análisis Aug 20

BJ's Restaurants, Inc. (NASDAQ:BJRI) Shares Could Be 36% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, BJ's Restaurants fair value estimate is US$47.40 BJ's...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Lyle Tick en comparación con los beneficios de BJ's Restaurants?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$44m

Dec 30 2025n/an/a

US$49m

Sep 30 2025n/an/a

US$31m

Jul 01 2025n/an/a

US$28m

Apr 01 2025n/an/a

US$22m

Dec 31 2024US$1mUS$186k

US$17m

Compensación vs. Mercado: La compensación total ($USD3.44M) de Lyle está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD3.72M).

Compensación vs. Ingresos: La compensación de Lyle ha aumentado más de un 20% en el último año.


CEO

Lyle Tick (49 yo)

1.7yrs
Permanencia
US$3,441,781
Compensación

Mr. Lyle D. Tick is CEO of BJ's Restaurants, Inc. from June 5, 2025 and serves as its President since September 9, 2024 and also serves as its Director since June 15, 2025 and served as its Chief Concept O...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Lyle Tick
CEO, President & Director1.7yrsUS$3.44m0.012%
$ 109.6k
J. Wilson
Executive VP & CFOless than a yearUS$788.93ksin datos
Kendra Miller
Executive VP15.2yrsUS$974.82k0.11%
$ 993.6k
Jennifer Jaffe
EVP & Chief People Officer1yrUS$960.78ksin datos
Gregory Lynds
Executive VP & Chief Development Officer22.8yrsUS$992.03k0.20%
$ 1.8m
Christopher Pinsak
Executive VP & COOless than a yearsin datos0.053%
$ 480.1k
Brian Krakower
Executive VP & Chief Information Officer13.3yrsUS$647.50k0.0019%
$ 16.9k
Heidi Rogers
Senior VP & Chief Marketing Officerno datasin datos0.021%
$ 185.0k
Alexander Puchner
Senior Vice President of Brewing Operations30.3yrsUS$143.26k0.057%
$ 515.9k
Thomas Kowalski
Senior VP & Chief Supply Chain Officer1yrsin datossin datos
Rana Schirmer
Director of SEC Reportingno datasin datossin datos
1.7yrs
Permanencia media
52yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de BJRI no se considera experimentado ( 1.7 años antigüedad media), lo que sugiere un nuevo equipo.


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Lyle Tick
CEO, President & Directorless than a yearUS$3.44m0.012%
$ 109.6k
James Dal Pozzo
Independent Director25.3yrsUS$305.08k0.11%
$ 954.1k
Carl Richmond
Independent Director2.3yrsUS$949.15k0.15%
$ 1.4m
Lea Anne Ottinger
Independent Chairman15.8yrsUS$405.07k0.14%
$ 1.3m
Bina Chaurasia
Independent Director5.5yrsUS$300.08k0.063%
$ 565.9k
Noah Elbogen
Independent Director11.9yrsUS$282.58k0.34%
$ 3.1m
Julius Robinson
Independent Director4.3yrsUS$292.58k0.048%
$ 430.9k
Janet Sherlock
Independent Director7.3yrsUS$302.58k0.088%
$ 787.8k
6.4yrs
Permanencia media
60.5yo
Promedio de edad

Junta con experiencia: La junta directiva de BJRI se considera experimentada (6.4 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/11 12:09
Precio de las acciones al final del día2026/05/08 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

BJ's Restaurants, Inc. está cubierta por 28 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Jeffrey BernsteinBarclays
Jeffrey BernsteinBarclays
Todd BrooksBenchmark Company