Biglari Capital (JACK) urges vote AGAINST Chairman Goebel after 18% dip
Biglari Capital, the largest shareholder of Jack in the Box Inc. (JACK) with a 9.86% stake, has filed a definitive proxy statement to oppose the re-election of Chairman David Goebel at the 2026 annual meeting. Biglari cites an 18% decline in JACK's share price after the Q1 2026 earnings, a 23% decline in adjusted EBITDA, and a 54% fall in EPS as reasons for its opposition. They also highlight an estimated $5 million proxy defense cost and claim Goebel's tenure has led to significant shareholder value destruction and collected $3.7 million in compensation since 2009.
Biglari Capital urges Jack in the Box shareholders to oppose director
Biglari Capital Corp., a significant shareholder in Jack in the Box Inc., is urging other shareholders to vote against the re-election of Chairman David Goebel. This follows a disappointing first-quarter fiscal 2026 earnings report for Jack in the Box, which showed declines in same-store sales, adjusted EBITDA, and earnings per share, with Biglari Capital attributing these poor results and significant market value loss to Goebel's tenure. Meanwhile, Jack in the Box is advocating for its nominees, with Institutional Shareholder Services recommending support for Goebel.
Drive-thru matcha arrives: Jack in the Box adds latte and OREO shake
Jack in the Box has launched a nationwide matcha beverage lineup, becoming one of the first QSRs in the U.S. to offer matcha drinks at the drive-thru. The new platform includes a Matcha Iced Latte and an OREO® Matcha Shake, made with real matcha selected for consistent flavor and performance. This move represents a beverage-forward innovation for the company, targeting younger Millennials and Gen Z tastes.
Jack In The Box (JACK) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Jack In The Box (JACK) reported Q1 2026 revenue of $349.52 million, a 25.6% year-over-year decrease and EPS of $1.00, down from $1.92 a year ago. While revenue beat the Zacks Consensus Estimate by 1.64%, EPS missed by 8.81%. The article also details various key metrics, including restaurant counts and same-store sales, comparing them against analyst estimates.
A Matcha Made in Heaven: Jack in the Box Launches Matcha Beverage Lineup Nationwide
Jack in the Box has announced the nationwide launch of its new matcha beverage lineup, becoming one of the first QSRs in the U.S. to feature such drinks on its menu. The lineup includes a Matcha Iced Latte and an OREO® Matcha Shake, made with real matcha selected for consistent flavor and performance. This move signifies Jack in the Box's venture into beverage-forward innovation, targeting younger Millennials and Gen Z consumers with global and café-inspired flavors.
Jack in the Box Q4 2025 Earnings: Stock Plunges on Revenue Miss and Loss - News and Statistics
Jack in the Box reported disappointing financial results for Q4 2025, with revenue decreasing by 25.5% year-over-year to $349.5 million and a GAAP loss of $0.13 per share, significantly missing analyst expectations for a profit. This weak performance, characterized by a 6.7% decline in same-store sales and a contracted operating margin, caused the company's stock to plunge by 15.5% in morning trading. The stock is currently trading 53% below its 52-week high, demonstrating high volatility over the past year.
Why Jack in the Box (JACK) Stock Is Trading Lower Today
Shares of Jack in the Box (NASDAQ:JACK) fell significantly after the company reported weak fourth-quarter 2025 results that missed analyst expectations for both revenue and earnings. A sharp decline in revenue, a GAAP loss per share, and a decrease in same-store sales contributed to the poor performance, leading to a substantial drop in the stock price. This volatility indicates the news significantly impacted the market's perception of the business.
Why Jack in the Box bets parking lot paint can cure sales
Jack in the Box is implementing low-cost cosmetic changes, such as fresh paint and re-striped parking lots, to its restaurants in an effort to boost sales and prepare for a larger remodel program. The chain also plans to close 50 to 100 underperforming franchised units and is working to improve its value proposition and food quality to address sliding same-store sales and maintain profitability for franchisees. Despite these efforts, the company remains heavily indebted and faces challenges with price-sensitive consumers.
Jack in the Box Inc. (NASDAQ:JACK) Q1 2026 Earnings Call Transcript
Jack in the Box Inc. (NASDAQ:JACK) reported its Q1 2026 earnings, missing expectations with an EPS of $1 against an anticipated $1.1. The company's CEO, Lance Tucker, highlighted efforts to simplify the business and reduce debt following the sale of Del Taco, while outlining "Jack on Track" and "Jack's Way" initiatives focused on operational improvements and guest experience. Despite a challenging quarter with a 6.7% decrease in same-store sales, the company expects steady improvement throughout 2026, driven by marketing activations and strategic long-term goals.
Jack in the Box urges shareholders to vote for board nominees
Jack in the Box Inc. is urging shareholders to vote for all 10 of its director nominees at the upcoming annual meeting on February 27, 2026. The company highlights the recommendation from proxy advisory firm Institutional Shareholder Services in support of its nominees. This comes as Biglari Capital Corp. and Sardar Biglari have launched a "vote no" campaign against Independent Board Chair David Goebel after Biglari was denied a board seat.
Jack in the Box Inc. Reports First Quarter 2026 Earnings
Jack in the Box Inc. reported first-quarter 2026 earnings, with same-store sales decreasing by 6.7% and dilute EPS from continuing operations at $0.75. The company completed the sale of Del Taco Holdings Inc. on December 22, 2025, with Del Taco results now included in discontinued operations. Despite challenges like commodity cost inflation and lower sales, the company's "JACK on Track" initiatives aim for sustainable growth and improved performance throughout the year.
Jack in the Box Q4 2025 Earnings Report: Misses Estimates, Store Closures - News and Statistics
Jack in the Box reported disappointing financial results for Q4 2025, missing analyst revenue and earnings estimates. The company's revenue declined by 25.5% year-over-year, and it posted a GAAP loss per share of $0.13, significantly below expectations. Additionally, Jack in the Box closed a substantial number of locations, with total stores reducing from 2,779 to 2,128.
Jack In The Box Inc disclosed a contraction in its restaurant network size in the latest quarterly report.
Jack In The Box Inc reported a contraction in its restaurant network size during its latest quarterly report. The company opened six new restaurants but closed fourteen, resulting in a net decrease in its total restaurant count. This information was disclosed in their first-quarter earnings.
Jack in the Box (NASDAQ:JACK) Misses Q4 CY2025 Sales Expectations
Jack in the Box (NASDAQ:JACK) missed Wall Street's revenue expectations for Q4 CY2025, with sales dropping by 25.5% year-on-year to $349.5 million. The company reported a GAAP loss of $0.13 per share, significantly below analyst estimates. This performance indicates challenges, including declining revenue, a decrease in the number of operating locations, and negative same-store sales growth.
Jack in the Box’s board battle is getting serious
Activist investor Sardar Biglari's efforts to unseat Jack in the Box board chair David Goebel are gaining traction, with proxy advisory firms Glass Lewis and Egan-Jones recommending against his re-election due to persistent underperformance. Jack in the Box, however, refutes these claims, citing the board's strategic actions and noting that another firm, ISS, found Biglari's focus on Goebel unwarranted. The battle highlights the ongoing tension between the company's leadership and Biglari, who has a history of lengthy activist campaigns.
Glass Lewis and Egan-Jones recommend against Jack in the Box chairman
Two major proxy advisory firms, Glass Lewis and Egan-Jones, have recommended Jack in the Box shareholders vote against the re-election of Chairman David Goebel due to "exceptionally poor" performance and governance concerns, citing a -68.6% total shareholder return under his tenure. While a third firm, ISS, recommended supporting management, Jack in the Box faces leadership instability and financial challenges, though it maintains a strong dividend yield and analysts predict a return to profitability in FY2026. The company is also working to strengthen its balance sheet through debt repayment and the sale of Del Taco.
Biglari Capital targets Jack in the Box (JACK) chair as Glass Lewis, Egan-Jones oppose
Biglari Capital, a 9.86% shareholder of Jack in the Box, is urging shareholders to vote against Chairman David Goebel at the 2026 annual meeting, citing poor long-term total shareholder returns and an unsuccessful Del Taco acquisition. Proxy advisory firms Glass Lewis and Egan-Jones support voting against Goebel, highlighting concerns about performance, governance, and accountability. This contrasts with Institutional Shareholder Services, which, despite acknowledging performance issues, still backs all management nominees.
Examining the Future: Jack In The Box's Earnings Outlook
Jack In The Box (NASDAQ: JACK) is scheduled to release its quarterly earnings report on Wednesday, February 18, 2026. Analysts project an earnings per share (EPS) of $1.10. Investors will be observing whether the company surpasses analyst estimates and provides positive guidance for the next quarter.
Two proxy advisors recommend against Jack in the Box chairman
Two proxy advisory firms, Glass Lewis and Egan-Jones, have recommended that shareholders vote against the re-election of Jack in the Box Inc. Chairman David Goebel due to “material performance and governance concerns” and "severe and sustained shareholder value destruction." Glass Lewis cited broad underperformance and "exceptionally poor" results, while Egan-Jones pointed to a negative 76% total shareholder return over two years and a debt service coverage ratio below one. Despite management support, even Institutional Shareholder Services (ISS) acknowledged "disappointing" performance during Goebel's tenure, noting a negative 68.6% total shareholder return compared to a positive peer index.
Biglari Capital Announces Two of Three Leading Proxy Advisory Firms Urge Shareholders to Vote AGAINST Jack in the Box Chairman David Goebel
Biglari Capital, the largest shareholder of Jack in the Box Inc. (JACK), issued a statement highlighting that two of three leading proxy advisory firms, Glass Lewis and Egan-Jones, recommend shareholders vote AGAINST Chairman David Goebel. Both firms cite "exceptionally poor" performance, sustained shareholder value destruction, and "ineffective oversight" as reasons for his removal. In contrast, Institutional Shareholder Services (ISS) supports the status quo despite acknowledging the company's failures, a stance Biglari Capital vehemently refutes.
Jack in the Box (JACK) Reports Earnings Tomorrow: What To Expect
Jack in the Box (JACK) is scheduled to report its earnings this Wednesday. Analysts anticipate a 21.6% year-on-year revenue decline to $368 million and adjusted earnings of $1.11 per share. The company has missed Wall Street's revenue estimates six times in the past two years, and the stock is currently trading at $21.14 against an average analyst price target of $22.19.
Jack In The Box Plans Changes While Lubbock Craves Its Unique Late-night Menu
The article argues for the return of Jack In The Box to Lubbock, Texas, highlighting its unique all-day menu, particularly its late-night options crucial for a college town and second-shift workers. Despite the chain closing many underperforming locations, the author believes a Jack In The Box would thrive in Lubbock, citing its past popularity and the city's demand for diverse fast-food choices. The previous failure is attributed to franchisee-corporate issues rather than lack of public interest.
Jack In The Box Plans Changes While Lubbock Craves Its Unique Late-night Menu
Despite Jack In The Box closing many underperforming locations, an article argues for a new Jack In The Box in Lubbock, Texas. The author highlights the need for its unique all-day and late-night menu, especially in a college town with limited late-night dining options, and suggests past failures were due to franchisee issues rather than lack of interest.
Insights Into Jack In The Box (JACK) Q1: Wall Street Projections for Key Metrics
Wall Street analysts are forecasting a significant decline in Jack In The Box's (JACK) Q1 earnings and revenue. The consensus estimate is $1.10 earnings per share, representing a 42.7% year-over-year decrease, and revenues of $343.87 million, a 26.7% decline. These projections are based on reassessed estimates from covering analysts and detail various key metrics including franchise revenues and restaurant counts.
Jack in the Box Is Bringing Back One of Its Most Requested Burgers Ever for Its 75th Anniversary
Jack in the Box is celebrating its 75th anniversary by bringing back the highly requested Hot Mess Burger for a limited time. This cult favorite, absent for over a decade, features a 100% beef patty, white cheese sauce, pepper jack cheese, pickled jalapeños, and onion rings on sourdough. The anniversary celebration also includes a throwback marketing campaign, an anniversary tour, and the return of other nostalgic menu items like the Chicken Supreme.
How Jack In The Box Inc. (JACK) Affects Rotational Strategy Timing
This article provides an AI-driven analysis of Jack In The Box Inc. (JACK) stock, noting prevailing weak sentiment after a neutral shift and identifying a mid-channel oscillation pattern. It highlights an exceptional risk-reward short setup and outlines three institutional trading strategies tailored for different risk profiles: Position, Momentum Breakout, and Risk Hedging, along with multi-timeframe signal analysis.
Shareholders Cannot Afford to Allow Chairman David Goebel to Remain as a Director at Jack in the Box - Asserts Biglari Capital
Biglari Capital, the largest shareholder of Jack in the Box (JACK), asserts that shareholders cannot afford to keep David Goebel as a director due to his 17-year record of failure, which has led to a significant loss in company value and poor strategic decisions. Biglari Capital argues that Goebel's "outdated expertise" and influence have driven the company to a precarious financial position, necessitating the suspension of dividends and store closures. The firm urges shareholders to vote against Goebel's re-election, emphasizing that his continued presence poses a massive risk to the company's future.
Jack in the Box celebrates 75 years in Pacific Beach
Jack in the Box is celebrating its 75th anniversary with a series of pop-up events, starting in Pacific Beach. These events will offer free food, including the returning Hot Mess Burger, and take-home memorabilia. The tour highlights the fast-food chain's San Diego roots and its most popular items.
Jack in the Box Brings Back the Hot Mess Burger as a Limited-Time Throwback Classic for Its 75th Anniversary
Jack in the Box is reintroducing its fan-favorite Hot Mess Burger for a limited time to celebrate its 75th anniversary, more than a decade after its original debut. The return is marked by a remake of the original ad featuring Jack Box and his fictional band Meat Riot, a limited-edition collectible antenna ball, and an anniversary tour across several cities. The Hot Mess Burger features a beef patty, white cheese sauce, pepper jack cheese, pickled jalapenos, and onion rings on sourdough bread.
Jack in the Box Brings Back the Hot Mess Burger as a Limited-Time Throwback Classic for Its 75th Anniversary
Jack in the Box is bringing back its popular Hot Mess Burger for a limited time to celebrate its 75th anniversary. The return includes a remake of the original ad, a limited-edition collectible antenna ball, and a multi-city "Hot Mess Anniversary Tour" featuring unique experiences and a partnership with streetwear brand The Hundreds. The burger, first introduced in 2013, features a beef patty, white cheese sauce, pepper jack cheese, pickled jalapeños, and onion rings on sourdough.
Jack In The Box Brings Back Iconic Burger For 75th Anniversary, But It Was Just Another Hot Mess For Its Stock As Earnings Loom
Jack in the Box is bringing back its Hot Mess Burger for a limited time to celebrate its 75th anniversary, alongside efforts to revamp its menu and implement a "Jack on Track" turnaround plan which includes closing underperforming restaurants. Despite these initiatives, the company's stock slid over 4% as retail sentiment turned "extremely bearish" ahead of its Q1 earnings report, with analysts expecting a slight revenue increase but a decline in EPS.
Earnings Preview: Jack In The Box (JACK) Q1 Earnings Expected to Decline
Jack In The Box (JACK) is expected to report a year-over-year decline in Q1 earnings and lower revenues for the quarter ended December 2025. The consensus EPS estimate is $1.10 per share, a 42.7% decrease, with revenues expected to drop by 26.8% to $343.87 million. Analysts have recently become more bearish on the company's prospects, indicated by a negative Earnings ESP.
Jack in the Box Brings Back the Hot Mess Burger as a Limited-Time Throwback Classic for Its 75th Anniversary
Jack in the Box is bringing back its popular Hot Mess Burger for a limited time to celebrate its 75th anniversary. The return includes a remake of the original 2013 ad, limited-edition collectible antenna balls, and a "Hot Mess Anniversary Tour." The burger, featuring a beef patty, white cheese sauce, pepper jack cheese, pickled jalapenos, and onion rings on sourdough, will be available nationwide and in the Jack app starting February 16th.
Jack in the Box Brings Back the Hot Mess Burger as a Limited-Time Throwback Classic for Its 75th Anniversary
Jack in the Box is reintroducing its popular Hot Mess Burger for a limited time to celebrate its 75th anniversary, over a decade after its initial debut. The return includes a remake of the original 2013 advertisement, the release of a limited-edition collectible antenna ball, and a "Hot Mess Anniversary Tour" stopping in San Diego, Los Angeles, and Austin. The Hot Mess Burger features a 100% beef patty, white cheese sauce, shredded pepper jack, pickled jalapeños, and onion rings on sourdough bread.
Jack in the Box brings back cult-favorite Hot Mess Burger nationwide
Jack in the Box is bringing back its cult-favorite Hot Mess Burger nationwide starting February 16th, in celebration of the brand's 75th anniversary. The return includes a remake of its original 2013 ad featuring Jack Box as the frontman of Meat Riot, a limited-edition collectible antenna ball, and an "Anniversary Tour" with distinct experiences in various cities. The burger features a 100% beef patty, white cheese sauce, pepper jack cheese, pickled jalapenos, and onion rings on sourdough bread.
Biglari Capital urges Jack in the Box shareholders to vote against chairman
Biglari Capital Corp. has sent a letter to Jack in the Box Inc. (NASDAQ: JACK) shareholders, advocating they vote against Chairman David Goebel at the upcoming annual meeting. The investment firm is encouraging shareholders to use a "GOLD proxy card" for their votes, emphasizing the importance of every vote. While the press release did not detail the reasons for Biglari Capital's opposition or the meeting date, it directed shareholders to Saratoga Proxy Consulting LLC for assistance and proxy materials.
Biglari Capital urges Jack in the Box shareholders to vote against chairman
Biglari Capital Corp. is urging Jack in the Box Inc. shareholders to vote against Chairman David Goebel at the upcoming annual meeting. This move is part of an apparent proxy contest, although specific reasons for the opposition were not detailed in the press release. The fast-food chain has also recently repaid $105 million in notes and sold Del Taco Holdings Inc. for approximately $119 million, while UBS maintains a Neutral rating due to a "rebuilding year" forecast.
Jack in the Box Inc. Reiterates Confidence in David Goebel-Led Board of Directors in Overseeing Successful Execution of “JACK on Track” Plan
Jack in the Box Inc. (NASDAQ: JACK) has reiterated its confidence in its Board of Directors, led by Independent Chair David Goebel, to oversee the "JACK on Track" plan. The company sent a letter to shareholders urging them to vote "FOR" all 10 of its director nominees and proposals at the upcoming Annual Meeting on February 27, 2026. This comes as the company faces a "vote no" campaign from Biglari Capital Corp., which Jack in the Box attributes to Mr. Biglari's self-interest and anger after being denied a board seat.
Jack in the Box Is Bringing Back a Fan-Favorite Sandwich After More Than 10 Years
Jack in the Box is reintroducing its fan-favorite Hot Mess Burger after 13 years, to celebrate its 75th anniversary. The burger features a jumbo beef patty, white cheese sauce, Pepper Jack cheese, pickled jalapeños, and crispy onion rings on sourdough bread. It will be available for a limited time starting February 16, along with a double cheeseburger version and a Hot Mess Munchie Meal.
Jack in the Box (JACK) Faces Proxy Battle Amid Operational Struggles
Jack in the Box (JACK) is currently facing a proxy battle initiated by activist investor Sardar Biglari, who is pushing for leadership changes due to significant operational struggles, including a 7.4% drop in same-store sales and a 47% decline in share price over the past year. The company's financial health is rated as poor, with a distressed Altman Z-Score of 1.74, indicating potential bankruptcy risk. While valuation metrics suggest possible undervaluation, market sentiment is mixed, highlighted by high institutional ownership but also significant insider selling.
Proxy advisor urges vote withholding from Jack in the Box directors
Egan-Jones Proxy Services has recommended Jack in the Box shareholders withhold votes from six board members, including Chairman David Goebel, due to "severe and sustained shareholder value destruction" and significant underperformance. The firm cited a substantial -76% total shareholder return over two years, inconsistent branding, and a major capital allocation failure with the Del Taco acquisition and subsequent divestment. Despite management's "JACK on Track" strategic plan and recent debt repayment, the company continues to face challenges like declining same-store sales and high leverage, leading analysts to maintain cautious ratings.
Jack in the Box Is Bringing Back a Fan-Favorite Menu Item for a Limited Time
Jack in the Box is reintroducing its popular Hot Mess Burger, paired with a new Munchie Meal and a Rock Hair Antenna Head, to celebrate its 75th anniversary. The burger will be available for a limited time starting February 16, served on sourdough bread with white cheese sauce, shredded pepper jack cheese, jalapeños, and crispy onion rings. The Munchie Meal also includes two tacos, curly fries, and a drink, aiming to bring back a fan-favorite with a fun, collectible twist.
Proxy advisor urges vote withholding from Jack in the Box directors
Egan-Jones Proxy Services has recommended that Jack in the Box shareholders withhold votes from six board members, including Chairman David Goebel, citing "severe and sustained shareholder value destruction." The proxy advisor highlighted the company's significant underperformance, inconsistent branding, and a "major capital allocation failure" with the Del Taco acquisition and subsequent divestiture. Despite recent strategic plans, the company continues to face declining sales and high leverage, leading to analyst concerns and reduced price targets.
-76% Jack in the Box return: adviser urges withhold votes on board
Egan-Jones Proxy Services is recommending shareholders of Jack in the Box Inc. (NASDAQ: JACK) withhold votes from several directors, including Chairman David Goebel, due to significant shareholder value destruction and operational decline. The company has seen a -76% total shareholder return over two years, underperforming its peers, attributed to governance failures, strategic missteps, and a major capital allocation failure with the Del Taco acquisition. Despite a new strategic plan, results continue to deteriorate, with declining same-store sales and high leverage.
Jack in the Box digs in as proxy fight over board seats escalates (JACK:NASDAQ)
Jack in the Box Inc. is facing a proxy fight with activist investor Sardar Biglari, who is campaigning against the re-election of board chair David Goebel. Biglari cites prolonged underperformance and a significant drop in stock value as reasons for needing board changes. Jack in the Box's board is defending its actions, highlighting ongoing efforts to improve financial performance and strengthen the company.
Tag Archives: Jack in the Box
This article from InkFreeNews.com is a tag archive page for "Jack in the Box," featuring news related to the fast-food chain. It highlights an article about national chains, including Jack in the Box, having significant development plans for Tippecanoe County, Indiana, detailing their strategies for new locations within the Greater Lafayette area.
Jack in the Box defends strategy and chairman as proxy battle intensifies (JACK:NASDAQ)
Jack in the Box management is defending its current board and the "JACK on Track" plan against a proxy battle. The company is urging shareholders to support its strategy to accelerate cash flow, reduce debt, and improve profitability by closing underperforming restaurants. This comes as Biglari Capital reportedly seeks to remove the board chairman, a move management warns could jeopardize the turnaround plan.
Jack in the Box goes on defense in Biglari proxy battle
Jack in the Box is urging shareholders to vote for its director nominees, including board chair David Goebel, in response to activist investor Sardar Biglari's attempts to unseat Goebel. The company emphasizes the necessity of the current board's expertise to continue its "Jack on Track" transformation strategy. This battle follows previous efforts by Jack in the Box to prevent Biglari from gaining significant shares and comes after the chain experienced negative same-store sales.
Jack in the Box urges shareholders to vote for all director nominees
Jack in the Box Inc. is urging shareholders to vote for all 10 of its director nominees at the upcoming annual meeting on February 27, 2026. This comes as Biglari Capital Corp. campaigns against the re-election of independent chairman David Goebel, which Jack in the Box states would jeopardize its "JACK on Track" turnaround plan. The company has taken steps like discontinuing its dividend, selling Del Taco, and closing underperforming restaurants to reduce debt and strengthen its financial position.
Jack in the Box Inc. Reiterates Confidence in “JACK on Track” Plan and Commitment to Maximizing Shareholder Value
Jack in the Box Inc. has reaffirmed its commitment to the "JACK on Track" plan, designed to enhance long-term financial performance and shareholder value. The company urges shareholders to vote "FOR" all 10 director nominees, including Independent Chair David Goebel, at the upcoming Annual Meeting on February 27, 2026, countering a "vote no" campaign by Biglari Capital Corp. The plan, led by CEO Lance Tucker, focuses on accelerating cash flow, strengthening franchisee economics, and returning to an asset-light model, having already made significant progress including debt reduction through the sale of Del Taco.
