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Upturn AI SWOT - About
JACK 
Jack In The Box Inc (JACK)
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Upturn Advisory Summary
03/13/2025: 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.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -14.69% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/13/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 517.28M USD | Price to earnings Ratio - | 1Y Target Price 44.79 |
Price to earnings Ratio - | 1Y Target Price 44.79 | ||
Volume (30-day avg) 774351 | Beta 1.97 | 52 Weeks Range 26.33 - 63.03 | Updated Date 04/1/2025 |
52 Weeks Range 26.33 - 63.03 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 6.47% | Basic EPS (TTM) -1.87 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -2.68% | Operating Margin (TTM) 15.49% |
Management Effectiveness
Return on Assets (TTM) 5.56% | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE 5.36 | Enterprise Value 3615502059 | Price to Sales(TTM) 0.33 |
Enterprise Value 3615502059 | Price to Sales(TTM) 0.33 | ||
Enterprise Value to Revenue 2.3 | Enterprise Value to EBITDA 26.15 | Shares Outstanding 18858300 | Shares Floating 17564805 |
Shares Outstanding 18858300 | Shares Floating 17564805 | ||
Percent Insiders 1.58 | Percent Institutions 113.14 |
Analyst Ratings
Rating 3.55 | Target Price 51.74 | Buy 1 | Strong Buy 6 |
Buy 1 | Strong Buy 6 | ||
Hold 14 | 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. It initially focused on drive-thru service with an intercom system. Key milestones include expansion through franchising and menu diversification. The company has evolved from a regional burger chain to a national quick-service restaurant brand.
Core Business Areas
- Jack in the Box Restaurants: This segment focuses on the operation and franchising of Jack in the Box quick-service restaurants. The core products include burgers, sandwiches, fries, tacos, and breakfast items.
- Del Taco Restaurants: This segment focuses on the operation and franchising of Del Taco quick-service restaurants. The core products include tacos, burritos, quesadillas and other mexican style food.
Leadership and Structure
The leadership team includes Darin Harris (CEO). The organizational structure includes corporate-owned restaurants, franchised restaurants, and support functions such as marketing, supply chain, and finance.
Top Products and Market Share
Key Offerings
- Burgers: Jack In The Box's burgers are a core offering, including the Jumbo Jack. Competitors include McDonald's (MCD), Burger King (RBI), and Wendy's (WEN). While specific market share data for burgers is not publicly available, Jack In The Box holds a significant position in the QSR burger market.
- Tacos: Jack In The Box's tacos are a popular menu item and a point of differentiation. Competitors include Taco Bell (YUM). Market share data specific to tacos is not readily available, but tacos contribute significantly to overall sales. Del Taco's Tacos would also fall within this category.
- Breakfast: Jack In The Box offers a variety of breakfast items, including breakfast jacks and croissants. Competitors include McDonald's (MCD) and Burger King (RBI) in the breakfast market. Competes by offering different breakfast options.
Market Dynamics
Industry Overview
The quick-service restaurant (QSR) industry is highly competitive, with trends including menu innovation, digital ordering, delivery services, and health-conscious options.
Positioning
Jack In The Box positions itself as a QSR chain with a diverse menu, including burgers, tacos, and breakfast items, differentiating itself through its unique offerings. It has a strong presence in the western United States.
Total Addressable Market (TAM)
The global quick service restaurant (QSR) market is estimated to be around $275 Billion USD in 2024 and is expected to grow. Jack In The Box has opportunities to expand both geographically and through menu innovation to capture a larger share of this market.
Upturn SWOT Analysis
Strengths
- Brand Recognition
- Franchise Model
- Menu Diversification
- Drive-Thru Focus
Weaknesses
- Regional Concentration
- Inconsistent Customer Service
- Past Food Safety Issues
- Reliance on Franchises
Opportunities
- Geographic Expansion
- Menu Innovation
- Digital Ordering & Delivery
- Healthier Menu Options
Threats
- Intense Competition
- Changing Consumer Preferences
- Economic Downturn
- Rising Labor Costs
Competitors and Market Share
Key Competitors
- MCD
- YUM
- RBI
- WEN
Competitive Landscape
Jack In The Box Inc. faces intense competition in the QSR industry. While MCD and YUM have higher market share, JACK differentiates itself through its menu offerings and regional presence. Competitive advantages include unique menu items and late-night hours. Disadvantages include a smaller scale and regional concentration.
Major Acquisitions
Del Taco Restaurants
- Year: 2022
- Acquisition Price (USD millions): 585
- Strategic Rationale: The acquisition of Del Taco expands Jack In The Box Inc.'s presence in the Mexican QSR segment and provides opportunities for synergies and cross-promotion.
Growth Trajectory and Initiatives
Historical Growth: Jack In The Box Inc. has experienced steady growth over the past decade, driven by new restaurant openings, same-store sales growth, and strategic acquisitions. It appears to be doing well.
Future Projections: Analysts project continued growth, driven by expansion into new markets, menu innovation, and digital initiatives. Future growth for Jack In The Box looks strong.
Recent Initiatives: Recent initiatives include menu innovation focused on new limited-time offers, expansion of digital ordering and delivery capabilities, and remodeling efforts to improve the customer experience. The recent acquisition of Del Taco is a recent initiative as well.
Summary
Jack In The Box is a well-established QSR chain with a diverse menu. The acquisition of Del Taco enhances the company's growth prospects and the company appears to be doing well financially. Intense competition and changing consumer preferences remain key challenges. Continued innovation and strategic expansion will be crucial for Jack In The Box to maintain its competitive position in the QSR market.
Similar Companies
- MCD
- YUM
- RBI
- WEN
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Company Investor Relations
- Market Research Reports
- Analyst Estimates
Disclaimers:
This analysis is based on available information and analyst estimates, and it is subject to change. Investing in the stock market involves risks, including the potential loss of principal. This is not financial advice. Always do your own research.
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 - | ||
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 was founded in 1951 and is headquartered in San Diego, California.
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