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Upturn AI SWOT - About
JACK 
Jack In The Box Inc (JACK)
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Upturn Advisory Summary
06/27/2025: JACK (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
20 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Year Target Price $36.41
Year Target Price $36.41
| 5 | Strong Buy |
| 1 | Buy |
| 13 | Hold |
| 0 | Under performing |
| 1 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit -4.97% | Avg. Invested days 27 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 317.74M USD | Price to earnings Ratio - | 1Y Target Price 29.94 |
Price to earnings Ratio - | 1Y Target Price 29.94 | ||
Volume (30-day avg) - | Beta 1.22 | 52 Weeks Range 16.63 - 58.82 | Updated Date 06/29/2025 |
52 Weeks Range 16.63 - 58.82 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 10.48% | Basic EPS (TTM) -10.79 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -13.7% | Operating Margin (TTM) 14.22% |
Management Effectiveness
Return on Assets (TTM) 5.5% | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE 3.19 | Enterprise Value 3446515692 | Price to Sales(TTM) 0.21 |
Enterprise Value 3446515692 | Price to Sales(TTM) 0.21 | ||
Enterprise Value to Revenue 2.26 | Enterprise Value to EBITDA 28.66 | Shares Outstanding 18879400 | Shares Floating 17574310 |
Shares Outstanding 18879400 | Shares Floating 17574310 | ||
Percent Insiders 1.79 | Percent Institutions 116.39 |
Analyst Ratings
Rating 3.5 | Target Price 36.41 | Buy 1 | Strong Buy 5 |
Buy 1 | Strong Buy 5 | ||
Hold 13 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Jack In The Box Inc
Company Overview
History and Background
Jack In The Box Inc. was founded in 1951 in San Diego, California, by Robert O. Peterson. Initially a drive-through restaurant with an intercom system, it expanded rapidly through franchising and corporate ownership. The company has evolved through various menu innovations and expansions, including the acquisition of Qdoba Mexican Grill (later sold).
Core Business Areas
- Jack In The Box Restaurants: This segment includes company-operated and franchised Jack In The Box restaurants. It's the primary revenue generator, focusing on burgers, fries, tacos, and breakfast items.
- Franchising Operations: This segment focuses on franchising the Jack In The Box concept and providing support to franchisees, generating revenue through franchise fees and royalties.
Leadership and Structure
The leadership team includes Darin Harris (CEO). The organizational structure involves corporate management overseeing both company-owned restaurants and franchise operations.
Top Products and Market Share
Key Offerings
- Burgers: Jack In The Box offers a variety of burgers, including the Jumbo Jack and Bacon Ultimate Cheeseburger. Market share data for individual burger offerings is not publicly available, but they contribute significantly to the chain's overall revenue. Competitors include McDonald's (MCD), Burger King (RBI), and Wendy's (WEN).
- Tacos: Jack In The Box tacos are a signature item. Specific market share data is unavailable, but they are a unique offering differentiating it from many competitors. Competitors in the broader taco market include Taco Bell (YUM) and Del Taco.
- Breakfast: Jack In The Box offers breakfast sandwiches, platters, and croissants. Competitors include McDonald's (MCD) and Burger King (RBI), Wendy's (WEN) who are expanding into breakfast more.
Market Dynamics
Industry Overview
The fast-food industry is highly competitive and subject to changing consumer preferences, economic conditions, and regulatory requirements. Trends include increased demand for healthier options, digital ordering, and delivery services.
Positioning
Jack In The Box is positioned as a quick-service restaurant offering a diverse menu with a focus on late-night dining and unique offerings like tacos. Its competitive advantages include its brand recognition and established franchise network.
Total Addressable Market (TAM)
The US fast-food market is estimated to be hundreds of billions of dollars. Jack In The Box is positioned to capture a portion of this market through its focus on specific demographics and menu offerings.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Established franchise network
- Diverse menu offerings
- Late-night dining focus
- Drive-thru accessibility
Weaknesses
- Historically inconsistent quality control
- Smaller footprint compared to major competitors
- Regional concentration (primarily Western US)
- Reliance on franchising can impact consistency
Opportunities
- Menu innovation and expansion
- Digital ordering and delivery growth
- Expansion into new geographic markets
- Increased focus on healthier options
- Leveraging technology for operational efficiency
Threats
- Intense competition from other fast-food chains
- Changing consumer preferences and dietary trends
- Rising labor and food costs
- Economic downturns affecting consumer spending
- Regulatory changes affecting the restaurant industry
Competitors and Market Share
Key Competitors
- MCD
- YUM
- RBI
- WEN
Competitive Landscape
Jack In The Box faces intense competition from larger chains with greater resources. Its advantages include a differentiated menu and late-night focus, but it needs to improve consistency and expand its footprint to compete more effectively.
Major Acquisitions
Qdoba Mexican Grill
- Year: 2003
- Acquisition Price (USD millions): 45
- Strategic Rationale: Expanded Jack In The Box's presence in the fast-casual Mexican segment. Qdoba was later sold in 2018 to Apollo Global Management.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been moderate, driven by same-store sales increases and limited new restaurant openings.
Future Projections: Future growth is expected to be driven by menu innovation, digital initiatives, and strategic expansion. Analyst estimates vary but generally project modest revenue growth.
Recent Initiatives: Recent initiatives include menu updates, investment in digital ordering platforms, and franchisee support programs.
Summary
Jack In The Box has a solid brand and differentiated menu, but faces challenges from larger competitors. Its late-night focus is a strength, but inconsistencies in quality and limited geographic reach are weaknesses. Investment in digital platforms and strategic menu innovation are crucial for future growth, but it must navigate rising costs and changing consumer preferences.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Industry Reports
- Market Analysis Reports
Disclaimers:
This analysis is based on available data and is for informational purposes only. It is not financial advice. Market conditions and company performance can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Jack In The Box Inc
Exchange NASDAQ | Headquaters San Diego, CA, United States | ||
IPO Launch date 1987-02-24 | CEO & Director Mr. Lance F. Tucker CPA | ||
Sector Consumer Cyclical | Industry Restaurants | Full time employees 1606 | Website https://www.jackinthebox.com |
Full time employees 1606 | Website https://www.jackinthebox.com | ||
Jack in the Box Inc. operates and franchises quick-service restaurants under the Jack in the Box and Del Taco brands in the United States. The company's restaurant operates as a hamburger chain and a Mexican-American QSR chain across multiple states in United States. Jack in the Box Inc. was formerly known as Foodmaker, Inc and changed its name to Jack in the Box Inc. in November 1999. The company was founded in 1951 and is headquartered in San Diego, California.
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