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JAJACK

Jack in the Box Inc.

Hot onWhy it's trendingX chatter spiked vs its recent normPrice and volume picking up
$JACK·$335M·Restaurants·Consumer Cyclical
$17.03-9.2%YTD-9.6%1Y-17.5%
Mentions · last 7 days
2026-08-07: 11 posts2026-08-08: 8 posts2026-08-09: 16 posts2026-08-10: 15 posts2026-08-11: 25 posts2026-08-12: 66 posts2026-08-13: 57 posts198+53%
Price updated 11h ago·X counts updated 1d ago
JAJACK
$JACKJack in the Box Inc.
$17.03-9.22%198 posts+53%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $JACK, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptAcceleratingAI verdict · as of 2026-08-14

The move is getting stronger, with heavier trading behind it.

Small-cap QSR just crushed Q3, closed $500M in bond financing, and prints new highs — the market may be starting to price the turnaround.

Jack in the Box is a mid-tier US quick-service restaurant chain (Jack in the Box branded plus Del Taco) — a franchised operator with heavy debt, negative book equity (D/E -2.83), and the specific profile of a leveraged turnaround where any margin improvement flows disproportionately to the equity.

  • The Q3 print landed cleanly: revenue of $257.7M grew ~1% YoY (a positive after prior -24% quarters) and EPS of $0.96 beat $0.88 by 9% — the trailing four-quarter surprise pattern shows management is executing above sell-side expectations, and consensus FY26 EPS of $3.40 puts the stock at just ~5.5x forward earnings.
  • The debt structure just got refinanced clean: a $500M Series 2026-1 7.62% fixed-rate senior secured note tranche plus a $150M variable-rate facility closed via the bankruptcy-remote subsidiary — for a highly-levered small-cap QSR, that combination clears near-term maturity risk and gives management room to run the operational turn.
  • The technical setup is confirming the fundamentals: shares sit at the 66th percentile of the 52-week range, +27% vs the 50-day and +19% vs the 200-day, with 30-day volume running 1.54x — new highs on real earnings improvement is the pattern that lets a turnaround extend rather than stall.

What extends the run is the next print confirming same-store-sales stabilization at Jack in the Box brand and Del Taco continuing its multi-quarter recovery; what interrupts it is a leveraged-QSR debt-service headline or a fresh consumer-spending signal (macro or menu-mix) that puts the operational turn back at risk.

Agrees with X sentimentThe cautiously-bullish X read is directionally right — the new highs, the beat-avoiding-selloff read, and the sector-comp tape (CAVA/JACK/EAT/RRGB as consumer temperature check) are all real. The unrelated "Jack Be Nimble memecoin" chatter is noise, not signal.

What to watch: Next Q4 print (timing not yet in bundle) — Jack in the Box same-store-sales stabilization, Del Taco brand recovery, and any commentary on the $500M debt facility deployment. A macro consumer-spending shock or a debt-service concern is what would interrupt the turnaround.

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment8 posts analyzed · as of 2026-08-14

$JACK chatter is a mix of Jack in the Box equity and a crypto meme project called Jack Be Nimble. On the equity: results looking like a squeeze setup, on watchlists for consumer-pullback earnings alongside CAVA/EAT/RRGB. On the crypto: community meme-contest and hive energy positive. Both threads read bullish.

Read the AI verdict + X sentiment for $JACK

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Quick-service restaurant operator and franchisor with ~2,200 Jack in the Box locations across 21 U.S. states.

Industry overviewAI analysisGenerated by AI from underlying data

Where Restaurants sits in its cycle right now — and what that implies for $JACK.

Restaurants · Consumer Cyclical

No material change from last week — Food input cost inflation is the margin headwind across the sector; Cracker Barrel's turnaround narrative and CAVA's Mediterranean expansion are the two..

What this means for $JACK

Partial — Quick-service restaurant operator and franchisor with ~2,200 Jack in the Box locations across 21 U.S. states; partial earnings exposure to restaurants demand dynamics through its product portfolio.

Industry benchmark

21-name peer basket
+22.9%YTD
+15.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
3.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
12.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-3.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
27.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-2.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 12, 2026$0.96$0.88+8.8%
Q1 2026May 13, 2026$0.76$0.74+2.7%
Q4 2025Feb 18, 2026$1.00$1.10-9.1%
Q3 2025Nov 19, 2025$0.30$0.44-31.8%

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$254.3M-24.5%25.6%15.2%$0.53$-26.6M
Q1 FY26$349.5M-25.5%30.1%15.6%$2.35$-4.6M
Q4 FY25$326.2M-6.6%26.5%7.4%$0.30$15.8M
Q3 FY25$333.0M-9.8%28.5%12.2%$1.16$37.2M

Forward consensus

3-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.1B$1.1B – $1.1B$3.40$3.34 – $3.5312
FY27$1.1B$1.1B – $1.1B$3.55$3.01 – $3.8512
FY28$1.1B$1.1B – $1.2B$3.85$3.02 – $4.498

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.54%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+13.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+7.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 16.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today9.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.405-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 14King Mark JamesCEO5.6K sh$105KSellJul 21King Mark JamesCEO5.6K sh$83KSellJun 18King Mark JamesCEO5.9K sh$74KBuyMay 28Guillermo Jr DiazDirector11.9K sh$69KSellMay 4Carl MountSVP, CHF SUPPLY CHAIN OFFICER1.1K sh$14KSellMay 4Steven PianoSVP, CHIEF PEOPLE OFFICER922 sh$11KSellMay 4Richard D CookCTO1.0K sh$12KSellMay 4Dawn E HooperCFO738 sh$9KSellMay 4Sarah L SuperEVP, Chief Legal&Admin Officer1.8K sh$22K
+ 14 other (12 awards · 2 inkinds) in window

See when $JACK insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 78-K — Item 5.02: Officer or director change
AI summary

Jack in the Box disclosed that Carl Mount, SVP and Chief Supply Chain Officer, departed from the executive team as of July 2, 2026, transitioning to an advisory capacity. The supply chain role will need to be filled or absorbed, which may be relevant context given ongoing cost pressures in fast-food supply chains. The transition to an advisory role suggests the departure was planned and collaborative rather than abrupt. No successor was announced at the time of filing.

8-KAgreement terminatedJun 238-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

Jack in the Box Funding LLC (a bankruptcy-remote subsidiary) completed a financing transaction on June 23, 2026: it issued $500M of Series 2026-1 7.624% Fixed Rate Senior Secured Notes Class A-2 in an exempt offering, and established a $150M Variable Funding Notes facility (Series 2026-1 Class A-1). Jack in the Box refinanced its securitized franchise debt at a 7.624% rate; the ABS structure is standard for large franchise operators and provides long-term capital at cost-efficient rates relative to corporate debt.

SC 13D/AActivist amendmentJun 15SC 13D/A
AI summary

GreenWood Investors LLC (investment advisor, Steven D. Wood as principal) and Steven D. Wood together hold 1,352,490 shares (approximately 7.1%) of Jack in the Box Inc. as of June 11, 2026. This is the first Schedule 13D amendment for GreenWood, a value investor with a history of engaging restaurant company management teams; their 7.1% stake in the distressed Jack in the Box may presage activism around capital structure and management strategy.

8-KMaterial agreementJun 158-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

Jack in the Box Inc. and its subsidiaries entered a Purchase Agreement on June 12, 2026, with initial purchasers for the issuance of $500M in securitized notes by Jack in the Box Funding LLC, committing the initial purchasers to buy the Class A-2 senior secured notes in the private placement. This is the binding commitment to the securitization financing that ultimately closed on June 23, 2026; the June 12 signing precedes but enables the final June 23 closing.

8-KOfficer or director changeMay 298-K — Item 5.02: Officer or director change
AI summary

Jack in the Box Inc. disclosed that Lance Tucker, who had ceased serving as CEO effective May 8, 2026, resigned from the company's Board of Directors effective May 27, 2026, after finalizing his separation and consulting arrangements. Complete leadership severance for the former CEO following his operational departure; the consulting arrangement suggests an orderly transition rather than an adversarial separation.

3New insider — initial holdingsMay 143
AI summary

Mark James King filed an initial Form 3 statement of beneficial ownership for Jack in the Box (JACK) securities in connection with his roles as Executive Chairman and Interim CEO, with an event date of May 11, 2026. King beneficially owns 12,188 shares of common stock plus restricted stock units (RSUs) vesting 100% on the one-year anniversary of their March 3, 2026 grant date. King has served as a JACK director since November 2025 and Board Chair since March 2026. His equity stake aligns his interests with shareholders as he leads the company in an interim CEO capacity following a leadership transition.

8-KOfficer or director changeMay 138-K — Item 2.02: Earnings release · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Jack in the Box reported Q2 FY2026 financial results and announced that Mark King was appointed as Interim Chief Executive Officer effective immediately on May 13, 2026. King, who has served as a JACK director since November 2025 and Board Chair since March 2026, previously led Xponential Fitness as CEO (June 2024–August 2025) and Taco Bell as CEO (August 2019–December 2023). Q2 FY2026 financial results are furnished in the press release (Exhibit 99.1), and an Item 7.01 Regulation FD disclosure also accompanies the filing. The CEO appointment fills a leadership void at the fast-food chain as it seeks operational stabilization.

3New insider — initial holdingsApr 203
+ 19 other (5 proxys · 3 10-Qs · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Jack in the Box has closed 40 stores so far this year: List of doomed locations is expected to keep growingfastcompany.com·19h agoJACK Q3 Earnings Top Estimates, Revenues Miss as Same-Store Sales Fallzacks.com·2d agoJack in the Box Inc. (JACK) Q3 2026 Earnings Call Transcriptseekingalpha.com·2d agoJack In The Box Q3 Earnings Call Highlightsmarketbeat.com·3d agoHere's What Key Metrics Tell Us About Jack In The Box (JACK) Q3 Earningszacks.com·3d ago

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