Jack in the Box Inc.

NasdaqGS:JACK 株式レポート

時価総額:US$259.5m

Jack in the Box マネジメント

マネジメント 基準チェック /14

Jack in the Boxの CEO はLance Tuckerで、 Feb2025年に任命され、 の在任期間は 1.25年です。 の年間総報酬は$ 5.27Mで、 11.8%給与と88.2%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.12%を直接所有しており、その価値は$ 300.48K 。経営陣と取締役会の平均在任期間はそれぞれ1.3年と9.1年です。

主要情報

Lance Tucker

最高経営責任者

US$5.3m

報酬総額

CEO給与比率11.84%
CEO在任期間1.3yrs
CEOの所有権0.1%
経営陣の平均在職期間1.3yrs
取締役会の平均在任期間9.1yrs

経営陣の近況

Recent updates

ナラティブ更新 May 03

JACK: Weak Same Store Sales And Governance Turmoil Will Pressure Future Returns

Jack in the Box's analyst price target has been lowered by a cluster of recent Street revisions, with cuts such as Citi's $9 move and several other trims that are being framed around softer same-store-sales trends, limited unit growth, and questions around margin visibility. Analyst Commentary Recent research activity around Jack in the Box has tilted more cautious, with a series of price target cuts following company updates that highlighted pressure on same-store-sales, limited unit growth, and questions around margin visibility.
ナラティブ更新 Apr 16

JACK: Weak Same Store Sales And Governance Fight Will Pressure Future Returns

Analysts have trimmed the Jack in the Box price target by a few dollars, reflecting ongoing concerns around weak same store sales trends, limited unit growth, and margin visibility, even as some recent research points to a potential second half same store sales recovery and modestly better long term profitability assumptions. Analyst Commentary Recent research on Jack in the Box reflects a mixed tone, but the cautious signals stand out.
Seeking Alpha Apr 16

Jack in the Box: Inside The Boardroom Overhaul

Summary Jack in the Box is undergoing a boardroom overhaul, with activist-backed directors and Mark King as chairman aiming to drive a turnaround. JACK faces high leverage (net debt/EBITDA ~6.3x) and must prioritize deleveraging, with FCF projected at $60–70 million in FY 2026. Strategic focus includes margin expansion, franchisee profitability, and selective geographic growth, but execution risks remain high. I view JACK as a tactical Hold; upside exists if turnaround gains traction, but tangible improvements are needed before a re-rating. Read the full article on Seeking Alpha
ナラティブ更新 Apr 01

JACK: Sales Pressures And Governance Fight Will Shape Returns Going Forward

The analyst price target for Jack in the Box has been revised lower from $16 to $10, as analysts factor in weaker same store sales trends, softer revenue expectations, and reduced margin visibility highlighted across recent research updates. Analyst Commentary Recent Street research on Jack in the Box shows a split view, but the more cautious voices have started to weigh more heavily as weaker same store sales trends and softer revenue expectations become clearer.
ナラティブ更新 Dec 19

JACK: Turnaround Plan Will Seek EBITDA Recovery Amid Ongoing Sales And Margin Pressures

Analysts have trimmed their average price target on Jack in the Box to about $20.56 from $19.89, reflecting modestly higher long term valuation multiples even as they factor in Del Taco's sale, weak same store sales trends, and a multi year turnaround under the Jack on Track plan in a challenging quick service backdrop. Analyst Commentary Street research following the latest quarterly update has coalesced around lower price targets, but with a split view on the long term potential of Jack in the Box as a streamlined, standalone brand following the Del Taco sale.
ナラティブ更新 Dec 05

JACK: Turnaround Efforts Will Navigate Weaker Sales Toward Modest 2026 Recovery

The analyst price target for Jack in the Box has been reduced by approximately $0.43 per share to about $19.89, as analysts factor in weaker near term same store sales, margin pressures despite modestly better profit margins, and updated 2026 guidance for the standalone business following the Del Taco sale. Analyst Commentary Analysts remain divided on Jack in the Box following the Q4 earnings release and the announced sale of Del Taco.
ナラティブ更新 Nov 21

JACK: Ongoing Turnaround Efforts Will Drive Sequential Sales Improvement Into 2026

Analysts have lowered their price target for Jack in the Box from approximately $23.06 to $20.32. They cite persistent same-store sales pressures, softer industry trends, and the company's revised guidance following the Del Taco divestiture and recent earnings results.
ナラティブ更新 Aug 08

Chicago And Durham Markets Will Spur Urban Modernization

With Jack in the Box’s future P/E and revenue growth forecasts both essentially unchanged, the consensus analyst price target saw only a negligible downward adjustment to $25.00. What's in the News Jack in the Box updated earnings guidance for fiscal 2025 to operating EPS of $4.55 to $4.73.
分析記事 Jul 22

Jack in the Box Inc. (NASDAQ:JACK) Stock Catapults 29% Though Its Price And Business Still Lag The Industry

Jack in the Box Inc. ( NASDAQ:JACK ) shareholders are no doubt pleased to see that the share price has bounced 29% in...
分析記事 May 30

Revenues Working Against Jack in the Box Inc.'s (NASDAQ:JACK) Share Price Following 25% Dive

Unfortunately for some shareholders, the Jack in the Box Inc. ( NASDAQ:JACK ) share price has dived 25% in the last...
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新しいナラティブ May 08

Technology Upgrades And New Restaurants Will Drive Future Success

Strategic investments in technology and menu optimization are driving enhanced customer engagement, revenue growth, and improved margins through digital sales and increased check sizes.
Seeking Alpha Mar 31

Jack In The Box: A New Hope Inside The Box

Summary Jack in the Box remains profitable amid inflation, supported by operational efficiency and a strong balance sheet, positioning it for a potential rebound. JACK's focus on franchised restaurants reduces capital requirements and stabilizes cash flow, making it resilient against inflationary pressures and interest rate fluctuations. Despite high borrowings, JACK's cash reserves and fixed interest rates provide stability, with a DCF model indicating a 20% upside potential, making the stock undervalued. Technical indicators suggest potential entry points as JACK trades near its 52-week low, with early signs of a bullish divergence and decreasing selling pressure. Read the full article on Seeking Alpha
分析記事 Mar 29

Revenues Working Against Jack in the Box Inc.'s (NASDAQ:JACK) Share Price Following 28% Dive

To the annoyance of some shareholders, Jack in the Box Inc. ( NASDAQ:JACK ) shares are down a considerable 28% in the...
分析記事 Mar 15

Jack in the Box (NASDAQ:JACK) Is Due To Pay A Dividend Of $0.44

Jack in the Box Inc.'s ( NASDAQ:JACK ) investors are due to receive a payment of $0.44 per share on 8th of April. The...
Seeking Alpha Mar 03

Jack in the Box: Why Earnings Trends Matter More Than The CEO Shift

Summary Jack in the Box experienced significant volatility following the unexpected resignation of CEO Harris, but Q1 FY 2025 results exceeded EPS expectations, showing resilience. Despite a 3.7% year-over-year decline in top-line sales and challenges from Del Taco, Jack in the Box's same-store sales increased slightly, indicating stability. The company is focusing on innovation and expansion, particularly in Florida and Georgia, while continuing to reduce debt and manage costs effectively. With positive signs from restructuring and strategic expansion, I maintain a $60 price target for Jack in the Box, offering a potential 58% upside. Read the full article on Seeking Alpha
分析記事 Mar 01

Jack in the Box (NASDAQ:JACK) Is Due To Pay A Dividend Of $0.44

Jack in the Box Inc. ( NASDAQ:JACK ) has announced that it will pay a dividend of $0.44 per share on the 8th of April...
分析記事 Jan 08

An Intrinsic Calculation For Jack in the Box Inc. (NASDAQ:JACK) Suggests It's 41% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Jack in the Box fair value estimate is US$66.55 Current share...
Seeking Alpha Jan 05

Jack in the Box: The Undervalued Gem Poised To Double In 2025

Summary Jack in the Box is well positioned 2-3x through 2025-2029. A 4.3% dividend is well-supported by cash flow. JACK stock is trading at 43% of its historical valuation based on FY25 estimates. Read the full article on Seeking Alpha
Seeking Alpha Dec 26

Jack In The Box: The Market's Cheapest QSR Just Got Cheaper

Summary Jack In The Box is undervalued due to macro headwinds, but improving QSR industry conditions and strategic expansions suggest a strong buy opportunity. Despite a 50% loss in value, Jack In The Box's sales trends and operational adjustments indicate potential for recovery and growth. Industry optimism and better-than-expected Q4 results for QSRs support an upgrade to 'Strong Buy' for Jack In The Box. Even in worst-case scenarios, Jack In The Box's intrinsic valuation models show the stock is undervalued, with significant upside potential. Read the full article on Seeking Alpha
分析記事 Nov 26

Jack in the Box (NASDAQ:JACK) Has Announced A Dividend Of $0.44

The board of Jack in the Box Inc. ( NASDAQ:JACK ) has announced that it will pay a dividend of $0.44 per share on the...
Seeking Alpha Nov 25

Jack in the Box: The Wind Of Change Blows Strong, Chicagoland And Florida Eagerly Await

Summary Jack in the Box is addressing California's labor inflation and competitive pressures with price increases, value promotions, and new market expansions, showing resilience despite challenging conditions. Digital sales and loyalty programs are key growth drivers, with investments in new POS systems and mobile apps to enhance customer engagement and sales. Comparable sales have bottomed out, signaling recovery, with new restaurant openings and market entries expected to boost top-line growth in FY 2025. I reiterate a 'Buy' rating for Jack in the Box with a price target of $60, reflecting a 25% upside and a positive outlook amidst industry skepticism. Comparable sales in October are up 1% year-over-year, signaling recovery based on developments in the second half of FY 2024. Read the full article on Seeking Alpha
分析記事 Nov 24

Jack in the Box Inc. (NASDAQ:JACK) Just Reported Earnings, And Analysts Cut Their Target Price

It's been a good week for Jack in the Box Inc. ( NASDAQ:JACK ) shareholders, because the company has just released its...
Seeking Alpha Oct 09

Jack in the Box: Del Taco Takes Another Shot At Value Promotions

Summary Del Taco's performance has been weak due to declining value perceptions and rising operating costs, particularly in California where 60% of its locations are concentrated. The QSR sector faces challenges as diners view fast food as a luxury, leading to traffic declines and increased competition from fast-casual and casual dining. Del Taco's delayed promotional adjustments, like the Mucho Meal$, aim to revive traffic but may have limited immediate impact compared to Jack in the Box's earlier initiatives. Despite risks, I maintain a 'Buy' rating on Jack in the Box, citing long-term growth potential and strategic market expansion outside California. Read the full article on Seeking Alpha
分析記事 Aug 10

Jack in the Box (NASDAQ:JACK) Has Affirmed Its Dividend Of $0.44

The board of Jack in the Box Inc. ( NASDAQ:JACK ) has announced that it will pay a dividend on the 19th of September...
Seeking Alpha Aug 09

Jack in the Box: Redirecting The Promotional Mix, Still Undervalued

Summary Traffic Decline and Pricing Strategies: The implementation of the FAST Act in California led to a decline in QSR traffic within the state. Impact on Comparable Sales: Jack In The Box experienced mixed results, with company-operated locations showing slight positive comparable sales due to price increases, while franchise locations saw a decline. Operational and Strategic Adjustments: Jack In The Box implemented operational improvements, including POS integrations and margin-enhancing tools, especially at Del Taco, which faced significant challenges due to higher labor costs. Expansion and Future Growth: Despite challenges, Jack In The Box is pursuing expansion in new markets, including Florida, Chicago, and Georgia, with plans for over 150 development agreements. Read the full article on Seeking Alpha
分析記事 Aug 07

Investors Aren't Entirely Convinced By Jack in the Box Inc.'s (NASDAQ:JACK) Earnings

With a price-to-earnings (or "P/E") ratio of 9x Jack in the Box Inc. ( NASDAQ:JACK ) may be sending bullish signals at...

CEO報酬分析

Jack in the Box の収益と比較して、Lance Tucker の報酬はどのように変化したか?
日付総報酬給与会社業績
Jan 18 2026n/an/a

-US$97m

Sep 28 2025US$5mUS$624k

-US$81m

Jul 06 2025n/an/a

-US$67m

Apr 13 2025n/an/a

-US$212m

Jan 19 2025n/an/a

-US$44m

Sep 29 2024n/an/a

-US$37m

Jul 07 2024n/an/a

-US$37m

Apr 14 2024n/an/a

US$115m

Jan 21 2024n/an/a

US$116m

Oct 01 2023n/an/a

US$131m

Jul 09 2023n/an/a

US$155m

Apr 16 2023n/an/a

US$148m

Jan 22 2023n/an/a

US$130m

Oct 02 2022n/an/a

US$116m

Jul 10 2022n/an/a

US$109m

Apr 17 2022n/an/a

US$126m

Jan 23 2022n/an/a

US$154m

Oct 03 2021n/an/a

US$166m

Jul 04 2021n/an/a

US$165m

Apr 11 2021n/an/a

US$157m

Jan 17 2021n/an/a

US$132m

Sep 27 2020US$2mUS$570k

US$89m

Jul 05 2020n/an/a

US$74m

Apr 12 2020n/an/a

US$55m

Jan 19 2020n/an/a

US$69m

Sep 29 2019US$3mUS$575k

US$92m

報酬と市場: Lanceの 総報酬 ($USD 5.27M ) は、 US市場 ($USD 1.59M ) の同規模の企業の平均を上回っています。

報酬と収益: Lanceの報酬は増加しましたが、会社は利益を上げていません。


CEO

Lance Tucker (56 yo)

1.3yrs
在職期間
US$5,271,591
報酬

Mr. Lance F. Tucker, CPA, serves as Chief Executive Officer at Jack in the Box Inc. from March 31, 2025 and also as its Director since 2025 and was its Interim Principal Executive Officer from February 24,...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Lance Tucker
CEO & Director1.3yrsUS$5.27m0.12%
$ 300.5k
Dawn Hooper
Executive VP & CFO1.3yrsUS$1.48m0.19%
$ 487.4k
Sarah Super
Executive VP6.5yrsUS$2.15m0.064%
$ 165.5k
Ryan Ostrom
Executive VP & Chief Customer & Digital Officer1.4yrsUS$3.10m0.11%
$ 292.8k
Carl Mount
Senior VP & Chief Supply Chain Officer1.8yrsUS$1.76m0.017%
$ 43.8k
Shannon McKinney
Senior VP & COOless than a yearデータなしデータなし
Richard Cook
Senior VP & CTO4.6yrsUS$1.12m0.063%
$ 162.4k
Rachel Webb
VP of Finance and Investor Relationsno dataデータなしデータなし
Katelyn Zborowski
Senior VP & Chief Marketing Officerless than a yearデータなしデータなし
Steven Piano
Senior VP & Chief People Officer5.1yrsUS$1.02m0.063%
$ 164.5k
Van Ingram
Senior VP & Chief Development Officerless than a yearデータなし0.026%
$ 67.1k
1.3yrs
平均在職期間
55yo
平均年齢

経験豊富な経営陣: JACKの経営陣は 経験豊富 とはみなされません ( 1.3年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Lance Tucker
CEO & Director1.3yrsUS$5.27m0.12%
$ 300.5k
James Myers
Independent Director15.4yrsUS$241.48k0.031%
$ 79.6k
Madeleine Kleiner
Independent Director14.7yrsUS$228.89k0.034%
$ 89.4k
David Goebel
Independent Director17.4yrsUS$353.61k0.035%
$ 90.9k
Michael Murphy
Independent Director23.7yrsUS$274.16k0%
$ 0
Eduardo Luz
Independent Directorless than a yearデータなしデータなし
Guillermo Diaz
Independent Director3.7yrsUS$217.07k0.034%
$ 88.5k
Man Yeung
Independent Director9.1yrsUS$222.08k0.0070%
$ 18.2k
Mark King
Independent Chairless than a yearデータなしデータなし
Enrique Ramirez Mena
Independent Director2.3yrsUS$207.07k0.027%
$ 70.4k
Alan Smolinisky
Independent Director9.3yrsデータなし0.99%
$ 2.6m
9.1yrs
平均在職期間
62yo
平均年齢

経験豊富なボード: JACKの 取締役会経験豊富 であると考えられます ( 9.1年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/07 03:19
終値2026/05/07 00:00
収益2026/01/18
年間収益2025/09/28

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Jack in the Box Inc. 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。36

アナリスト機関
David TarantinoBaird
Jeffrey BernsteinBarclays
Sara SenatoreBofA Global Research