Tearsheet

BJ's Restaurants (BJRI)


Market Price (6/26/2026): $56.37 | Market Cap: $1.2 BilSector: Consumer Discretionary | Industry: Restaurants

BJ's Restaurants (BJRI)


Market Price (6/26/2026): $56.37
Market Cap: $1.2 Bil
Sector: Consumer Discretionary
Industry: Restaurants

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 11%

Attractive yield
FCF Yield is 6.7%

Low stock price volatility
Vol 12M is 42%

Megatrend and thematic drivers
Megatrends include Experience Economy & Premiumization, and E-commerce & Digital Retail. Themes include Experiential Retail, and Direct-to-Consumer Brands.

Trading close to highs
Dist 52W High is 0.0%, Dist 3Y High is 0.0%

Key risks
BJRI key risks include [1] persistent challenges in meeting comparable sales targets, Show more.

0 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 11%
1 Attractive yield
FCF Yield is 6.7%
2 Low stock price volatility
Vol 12M is 42%
3 Megatrend and thematic drivers
Megatrends include Experience Economy & Premiumization, and E-commerce & Digital Retail. Themes include Experiential Retail, and Direct-to-Consumer Brands.
4 Trading close to highs
Dist 52W High is 0.0%, Dist 3Y High is 0.0%
5 Key risks
BJRI key risks include [1] persistent challenges in meeting comparable sales targets, Show more.

BJRI in ETFs

Weight = BJRI's share of each fund

VTI0.00%
ITOT0.00%
IWM0.03%
IJR0.05%
VB0.01%
AVUV0.13%
SLYV0.07%
VIOV0.06%
+14 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 6/18/2026

BJ's Restaurants (BJRI) stock has gained about 50% since 2/28/2026 because of the following key factors:

1. Robust Operational Performance and Traffic Growth: BJ's Restaurants demonstrated strong operational momentum in fiscal Q1 2026, which ended March 31, 2026. The company reported a 2.4% increase in comparable restaurant sales, driven by a 2.2% rise in guest traffic. This marked its seventh consecutive quarter of sales and traffic growth.

2. Exceeding Revenue Expectations and Reaffirmed Outlook: Despite missing adjusted earnings per share (EPS) estimates with $0.57 against a consensus of $0.60-$0.61 for fiscal Q1 2026, BJRI's total revenues increased 2.9% year-over-year to $358.1 million, surpassing analyst estimates of approximately $357 million. Management also reiterated its full-year 2026 guidance, projecting comparable restaurant sales growth of 1% to 3% and Adjusted EBITDA of $140 million to $150 million, signaling continued confidence in future performance.

Show more
Updated on 6/18/2026

BJ's Restaurants (BJRI) stock has gained about 50% since 2/28/2026 because of the following key factors:

1. Robust Operational Performance and Traffic Growth: BJ's Restaurants demonstrated strong operational momentum in fiscal Q1 2026, which ended March 31, 2026. The company reported a 2.4% increase in comparable restaurant sales, driven by a 2.2% rise in guest traffic. This marked its seventh consecutive quarter of sales and traffic growth.

2. Exceeding Revenue Expectations and Reaffirmed Outlook: Despite missing adjusted earnings per share (EPS) estimates with $0.57 against a consensus of $0.60-$0.61 for fiscal Q1 2026, BJRI's total revenues increased 2.9% year-over-year to $358.1 million, surpassing analyst estimates of approximately $357 million. Management also reiterated its full-year 2026 guidance, projecting comparable restaurant sales growth of 1% to 3% and Adjusted EBITDA of $140 million to $150 million, signaling continued confidence in future performance.

3. Successful Strategic Initiatives Driving Guest Frequency: The company's strategic initiatives, particularly the "Pizookie Meal Deal," continued to drive positive results. This value platform contributed to increased guest frequency across various demographics, enhancing the company's overall value perception and traffic momentum. Management also highlighted ongoing efforts to improve restaurant-level margins through enhanced operational efficiencies and supply chain management.

4. Share Repurchase Program Enhancing Shareholder Value: During fiscal Q1 2026, BJ's Restaurants repurchased and retired approximately 151,000 shares of its common stock at a cost of approximately $5.3 million. This action, exceeding the USD 5 million threshold, signaled management's confidence in the company's valuation and contributed to returning capital to shareholders.

5. Analyst Upgrade and Positive Outlook: Following the Q1 2026 results, Benchmark, an investment firm, raised its price target on BJ's Restaurants shares from $48.00 to $50.00 while maintaining a "Buy" rating on May 6, 2026. This upgrade, citing the traffic-driven nature of the results and a positive outlook for continued outperformance in the restaurant sector, likely contributed to positive investor sentiment.

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Stock Movement Drivers

Fundamental Drivers

The 48.3% change in BJRI stock from 2/28/2026 to 6/25/2026 was primarily driven by a 41.4% change in the company's Net Income Margin (%).
(LTM values as of)22820266252026Change
Stock Price ($)37.9956.3348.3%
Change Contribution By: 
Total Revenues ($ Mil)1,3881,4091.5%
Net Income Margin (%)2.2%3.1%41.4%
P/E Multiple26.926.9-0.2%
Shares Outstanding (Mil)22213.5%
Cumulative Contribution48.3%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 6/25/2026
ReturnCorrelation
BJRI48.3% 
Market (SPY)7.3%40.3%
Sector (XLY)-2.8%46.5%

Fundamental Drivers

The 46.9% change in BJRI stock from 11/30/2025 to 6/25/2026 was primarily driven by a 41.4% change in the company's Net Income Margin (%).
(LTM values as of)113020256252026Change
Stock Price ($)38.3556.3346.9%
Change Contribution By: 
Total Revenues ($ Mil)1,3881,4091.5%
Net Income Margin (%)2.2%3.1%41.4%
P/E Multiple27.226.9-1.1%
Shares Outstanding (Mil)22213.5%
Cumulative Contribution46.9%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 6/25/2026
ReturnCorrelation
BJRI46.9% 
Market (SPY)8.1%35.4%
Sector (XLY)-3.7%39.0%

Fundamental Drivers

The 26.3% change in BJRI stock from 5/31/2025 to 6/25/2026 was primarily driven by a 91.7% change in the company's Net Income Margin (%).
(LTM values as of)53120256252026Change
Stock Price ($)44.6156.3326.3%
Change Contribution By: 
Total Revenues ($ Mil)1,3681,4093.0%
Net Income Margin (%)1.6%3.1%91.7%
P/E Multiple45.126.9-40.4%
Shares Outstanding (Mil)23217.2%
Cumulative Contribution26.3%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2025 to 6/25/2026
ReturnCorrelation
BJRI26.3% 
Market (SPY)26.0%33.8%
Sector (XLY)6.9%43.3%

Fundamental Drivers

The 89.2% change in BJRI stock from 5/31/2023 to 6/25/2026 was primarily driven by a 584.7% change in the company's Net Income Margin (%).
(LTM values as of)53120236252026Change
Stock Price ($)29.7856.3389.2%
Change Contribution By: 
Total Revenues ($ Mil)1,3261,4096.2%
Net Income Margin (%)0.5%3.1%584.7%
P/E Multiple114.726.9-76.6%
Shares Outstanding (Mil)232111.0%
Cumulative Contribution89.2%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2023 to 6/25/2026
ReturnCorrelation
BJRI89.2% 
Market (SPY)82.6%40.0%
Sector (XLY)53.2%44.9%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
BJRI Return-10%-24%37%-2%12%39%42%
Peers Return5%-6%31%52%-7%29%134%
S&P 500 Return27%-19%24%23%16%7%96%

Monthly Win Rates [3]
BJRI Win Rate50%33%67%50%50%67% 
Peers Win Rate52%38%58%62%43%70% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
BJRI Max Drawdown-53%-43%-42%-27%-39%-27% 
Peers Max Drawdown-36%-35%-24%-26%-36%-22% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: DRI, TXRH, EAT, CAKE, BLMN. See BJRI Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/25/2026 (YTD)

How Low Can It Go

EventBJRIS&P 500
2025 US Tariff Shock
  % Loss-16.9%-18.8%
  % Gain to Breakeven20.3%23.1%
  Time to Breakeven24 days79 days
2024 Yen Carry Trade Unwind
  % Loss-19.1%-7.8%
  % Gain to Breakeven23.7%8.5%
  Time to Breakeven51 days18 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-34.0%-9.5%
  % Gain to Breakeven51.6%10.5%
  Time to Breakeven71 days24 days
2023 SVB Regional Banking Crisis
  % Loss-13.7%-6.7%
  % Gain to Breakeven15.9%7.1%
  Time to Breakeven11 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-41.7%-24.5%
  % Gain to Breakeven71.6%32.4%
  Time to Breakeven226 days427 days
2020 COVID-19 Crash
  % Loss-84.8%-33.7%
  % Gain to Breakeven556.1%50.9%
  Time to Breakeven295 days140 days

Compare to DRI, TXRH, EAT, CAKE, BLMN

In The Past

BJ's Restaurants's stock fell -16.9% during the 2025 US Tariff Shock. Such a loss loss requires a 20.3% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventBJRIS&P 500
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-34.0%-9.5%
  % Gain to Breakeven51.6%10.5%
  Time to Breakeven71 days24 days
2022 Inflation Shock & Fed Tightening
  % Loss-41.7%-24.5%
  % Gain to Breakeven71.6%32.4%
  Time to Breakeven226 days427 days
2020 COVID-19 Crash
  % Loss-84.8%-33.7%
  % Gain to Breakeven556.1%50.9%
  Time to Breakeven295 days140 days
2013 Taper Tantrum
  % Loss-23.1%-0.2%
  % Gain to Breakeven30.1%0.2%
  Time to Breakeven129 days1 days
2008-2009 Global Financial Crisis
  % Loss-60.0%-53.4%
  % Gain to Breakeven150.1%114.4%
  Time to Breakeven159 days1085 days

Compare to DRI, TXRH, EAT, CAKE, BLMN

In The Past

BJ's Restaurants's stock fell -16.9% during the 2025 US Tariff Shock. Such a loss loss requires a 20.3% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About BJ's Restaurants (BJRI)

BJ's Restaurants, Inc. (BJRI) operates as a prominent casual dining restaurant chain throughout the United States. The company's business model centers on owning and managing its various restaurant locations, providing patrons with a diverse menu in a relaxed, informal dining environment.

The core offerings at BJ's Restaurants include a wide array of food and beverage options designed to cater to varied tastes. These encompass signature pizzas, a comprehensive selection of craft and other beers, various appetizers, substantial entrées, pasta dishes, sandwiches, and fresh specialty salads. The dining experience is complemented by a tempting range of desserts.

BJ's Restaurants primarily serves the broad casual dining market across the United States. Its target customers are individuals and groups seeking quality food and beverages in an approachable setting. As of April 2022, the company had established a significant footprint with 213 restaurants spread across 29 states, highlighting its extensive national reach within the casual dining sector.

AI Analysis | Feedback

Here are a couple of brief analogies for BJ's Restaurants:

  • A Cheesecake Factory known for pizzas and craft beers.

  • Like a California Pizza Kitchen with its own full-service brewpub.

AI Analysis | Feedback

  • Pizzas: A variety of baked dough dishes with savory toppings, representing a core menu item.
  • Craft and other beers: A selection of alcoholic beverages, including both specialty craft brews and standard beer options.
  • Appetizers: Small dishes served before the main course to stimulate the appetite.
  • Entrées: The main course meals served at the restaurant.
  • Pastas: Italian-style dishes made from various forms of dough, often served with sauces.
  • Sandwiches: Prepared food items consisting of fillings placed between slices of bread.
  • Specialty salads: Unique and distinct combinations of fresh greens and various toppings.
  • Desserts: Sweet dishes served to conclude a meal.

AI Analysis | Feedback

BJ's Restaurants (BJRI) primarily sells to individual consumers directly through its restaurant operations. Based on its business model as a casual dining restaurant chain, its major customer categories include:

  • Families: Customers seeking a diverse menu with options for various ages and a comfortable, relaxed atmosphere for dining out with children.
  • Social Diners/Groups of Friends: Individuals and groups looking for a casual and inviting environment to gather, socialize, and enjoy meals and beverages, including the company's selection of craft beers.
  • Couples: Diners seeking a casual yet pleasant setting for dates or simply to enjoy a meal out together.

AI Analysis | Feedback

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AI Analysis | Feedback

Lyle D. Tick

Chief Executive Officer and President

Lyle D. Tick was appointed Chief Executive Officer and President of BJ's Restaurants, Inc. effective June 5, 2025. He joined the company in September 2024 as President and Chief Concept Officer. Prior to his tenure at BJ's, Mr. Tick held leadership roles at On the Border Mexican Grill & Cantina, where he served as President and CEO. His experience also includes leadership positions at Buffalo Wild Wings, Walgreens Boots Alliance, and Bacardi. Early in his career, he worked in advertising, collaborating with various food and beverage firms such as AB InBev and Moët Hennessy. Mr. Tick did not have prior experience running a publicly traded company before joining BJ's.

Todd Wilson

Executive Vice President and Chief Financial Officer

Todd Wilson was appointed Executive Vice President and Chief Financial Officer of BJ's Restaurants, Inc., effective December 15, 2025. He brings nearly two decades of financial leadership experience within the restaurant industry. Most recently, from November 2022, Mr. Wilson served as the CFO of Red Robin Gourmet Burgers, Inc., a publicly traded full-service restaurant chain, where he played a key role in improving restaurant-level margins and financial results. From 2018 to 2022, he was the CFO at Hopdoddy, contributing to improved operating margins, doubling the unit count through organic growth and acquisitions, and completing two debt refinancings. Before that, he held progressive financial leadership roles at Bloomin' Brands from 2006 to 2016 and also served as Vice President of Finance for Jamba Juice. Mr. Wilson holds an MBA from the University of South Florida and a bachelor's degree from the University of Florida.

Alex Puchner

Senior Vice President of Brewing Operations

Alex Puchner is the Senior Vice President of Brewing Operations at BJ's Restaurants, Inc. He joined BJ's in 1996 as its first brewmaster when the company built its first brewpub. Prior to BJ's, Mr. Puchner honed his brewing skills as a homebrewer and then as a craft brewer at some of the first brewpubs in Orange County and Los Angeles. He has been a beer judge at prestigious events like the Great American Beer Festival and World Beer Cup for three decades.

Gregory S. Lynds

Executive Vice President and Chief Development Officer

Christopher P. Pinsak

Executive Vice President and Chief Operating Officer

AI Analysis | Feedback

Key Business Risks for BJ's Restaurants (BJRI)

  1. Macroeconomic Challenges and Consumer Spending: BJ's Restaurants faces significant risks from macroeconomic headwinds, including inflation and fluctuating consumer discretionary spending. The company has noted concerns regarding increased food cost inflation and general consumer uncertainty, which can impact guest traffic and average check sizes. This also includes the potential for a restaurant price war and traffic shifting away from casual dining to grocery or quick-service alternatives.
  2. Intense Competition: The casual dining sector is highly competitive, posing a continuous challenge for BJ's Restaurants. The company operates in an environment where customers have significant power due to low switching costs, making it difficult to maintain and grow market share. Larger rivals may also have more resources to deploy in competitive strategies.
  3. Rising Labor and Commodity Costs & Supply Chain Volatility: BJ's Restaurants is exposed to risks associated with rising labor costs and volatility in commodity prices. The costs of certain key ingredients, such as avocados, ground beef, and bone-in wings, have experienced year-over-year increases. Furthermore, the company's reliance on frequent and consistent deliveries makes it vulnerable to supply chain disruptions caused by weather, natural disasters, labor issues, or other operational interruptions.

AI Analysis | Feedback

  • The proliferation of ghost kitchens and virtual restaurant brands optimized for delivery, which operate with significantly lower overheads than traditional brick-and-mortar restaurants, creating intense competition in the delivery and takeout segments.
  • Rapid advancements and potential widespread adoption of automation and robotics in kitchen operations, which could drastically reduce labor costs and improve operational efficiency for competing restaurant concepts, putting pressure on traditional casual dining models.

AI Analysis | Feedback

BJ's Restaurants, Inc. operates in the casual dining segment of the restaurant industry, with offerings including pizzas and craft beers. The addressable markets for these main products and services are within the United States.

U.S. Full-Service Restaurants Market (includes Casual Dining)

The U.S. full-service restaurant market, which encompasses casual dining, was valued at approximately US$ 371.9 billion in 2025. This market is projected to reach US$ 715.8 billion by 2032, exhibiting a compound annual growth rate (CAGR) of 12.7% from 2025 to 2032. Another estimate valued the U.S. full-service restaurant market at USD 362.15 billion in 2025, with a projection to grow to USD 685.11 billion by 2031 at a CAGR of 11.07% during the forecast period (2026-2031). The sector is also expected to grow from USD 336.22 billion in 2024 to USD 807.83 billion by 2033, at a CAGR of 10.23% from 2025-2033.

U.S. Pizza Market

The United States pizza market reached an estimated USD 39.0 billion in 2025. Looking ahead, the market is expected to reach USD 50.7 billion by 2034, demonstrating a CAGR of 2.95% during the period of 2026-2034. In 2024, the United States pizza restaurant market was projected to reach $50.1 billion in revenue.

U.S. Craft Beer Market

The United States craft beer market size was approximately USD 31.3 billion in 2025. Projections indicate this market is expected to reach USD 42.4 billion by 2034, with a CAGR of 3.43% from 2026 to 2034. In 2024, retail dollar sales of craft beer in the U.S. increased by 3% to $28.8 billion, representing 24.7% of the total U.S. beer market.

AI Analysis | Feedback

BJ's Restaurants (NASDAQ: BJRI) is expected to drive future revenue growth over the next two to three years through a combination of strategic initiatives focused on expansion, menu innovation, customer engagement, and operational improvements.

Here are 3-5 expected drivers of future revenue growth:

  1. New Restaurant Expansion and Prototype Development: BJ's Restaurants plans to reignite net unit growth, with management indicating plans to pilot up to two new restaurant openings in late 2026 featuring a refreshed prototype for future expansion. This measured ramp-up in new unit development is expected to contribute to long-term growth. Contributions from new restaurant openings were already a driver of revenue growth in fiscal 2025.
  2. Menu Innovation and Product Launches: The company is focused on menu renovation, including a renovated pizza platform that has already shown increased "pizza incidents." The Pizookie platform, including the Pizookie Meal Deal and seasonally relevant Pizookies, is a key product offering that has driven traffic and is expected to continue contributing to sales. Successful limited-time offerings (LTOs) are also part of this strategy.
  3. Enhanced Guest Traffic through Marketing and Value Offerings: BJ's Restaurants is emphasizing social and influencer-driven marketing to boost brand awareness and attract customers, particularly a younger demographic. Initiatives like the Pizookie Meal Deal and late-night occasions are highlighted as key drivers for increasing guest frequency and delivering value, which in turn leads to higher traffic. The company's Daily Brewhouse Specials have also resonated with value-seeking guests.
  4. Growth in High-Margin Channels: Scaling high-margin channels such as catering and optimizing the digital experience are considered primary engines for future profitable growth. This includes enhancing app and web ordering to improve conversion rates and average check sizes, and leveraging off-premise sales.
  5. Operational Efficiencies to Support Competitive Positioning: Ongoing margin improvement initiatives and operational enhancements are expected to yield further benefits. These efficiencies, including improvements in cost of sales, activity-based labor management, and supply chain initiatives, enable the company to maintain competitive pricing and value propositions, thereby supporting sustained traffic and sales growth.

AI Analysis | Feedback

Share Repurchases

  • BJ's Restaurants repurchased approximately 2.0 million shares for roughly $67.8 million in fiscal 2025.
  • During the fourth quarter of 2025, the company repurchased and retired approximately 167,000 shares of common stock at a cost of about $5.4 million.
  • As of February 25, 2026, approximately $93.2 million remained available under the company's authorized share repurchase program, and management anticipates repurchasing up to $50 million in 2026.

Share Issuance

  • Through two capital raising transactions in May 2020 and January 2021, BJ's Restaurants raised a total of approximately $100 million.
  • This included a $70 million private placement of common stock in May 2020 and a $30 million sale of common stock through an "at-the-market" offering.

Capital Expenditures

  • Capital expenditures were anticipated to be between $65 million and $75 million for fiscal year 2025.
  • For fiscal 2026, planned capital expenditures are projected to be between $85 million and $95 million.
  • The primary focus of these capital expenditures includes new restaurant development, restaurant remodels (with 19 completed in 2025), and investments in social media and marketing.

Better Bets vs. BJ's Restaurants (BJRI)

Latest Trefis Analyses

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

BJRIDRITXRHEATCAKEBLMNMedian
NameBJ's Res.Darden R.Texas Ro.Brinker .Cheeseca.Bloomin . 
Mkt Price56.33212.76190.61173.4179.058.65126.23
Mkt Cap1.224.512.67.53.70.75.6
Rev LTM1,40912,7646,0645,7343,8033,9664,850
Op Inc LTM451,509499611259118379
FCF LTM80994355504171119263
FCF 3Y Avg3299233734711793227
CFO LTM1491,735751758319279535
CFO 3Y Avg1101,667706576273308442

Growth & Margins

BJRIDRITXRHEATCAKEBLMNMedian
NameBJ's Res.Darden R.Texas Ro.Brinker .Cheeseca.Bloomin . 
Rev Chg LTM3.0%8.5%10.3%11.8%5.1%0.9%6.8%
Rev Chg 3Y Avg2.0%7.3%13.0%12.2%4.1%-1.2%5.7%
Rev Chg Q2.9%5.9%12.8%3.2%5.6%1.0%4.4%
QoQ Delta Rev Chg LTM0.7%1.5%3.2%0.8%1.4%0.3%1.1%
Op Inc Chg LTM17.3%6.4%-6.3%23.1%10.2%-34.7%8.3%
Op Inc Chg 3Y Avg55.2%9.3%15.1%58.2%35.1%-28.4%25.1%
Op Mgn LTM3.2%11.8%8.2%10.7%6.8%3.0%7.5%
Op Mgn 3Y Avg2.7%11.9%8.7%8.7%6.2%4.8%7.4%
QoQ Delta Op Mgn LTM-0.2%-0.0%-0.1%-0.0%-0.1%0.2%-0.1%
CFO/Rev LTM10.6%13.6%12.4%13.2%8.4%7.0%11.5%
CFO/Rev 3Y Avg8.0%14.0%13.0%11.1%7.5%7.8%9.6%
FCF/Rev LTM5.7%7.8%5.8%8.8%4.5%3.0%5.8%
FCF/Rev 3Y Avg2.3%8.4%6.2%6.6%3.2%2.3%4.7%

Valuation

BJRIDRITXRHEATCAKEBLMNMedian
NameBJ's Res.Darden R.Texas Ro.Brinker .Cheeseca.Bloomin . 
Mkt Cap1.224.512.67.53.70.75.6
P/S0.81.92.11.31.00.21.1
P/Op Inc26.316.225.212.314.26.315.2
P/EBIT25.217.025.212.619.218.919.0
P/E26.922.130.316.222.333.924.6
P/CFO8.014.116.79.911.52.610.7
Total Yield3.7%7.3%4.1%6.2%5.9%6.4%6.1%
Dividend Yield0.0%2.8%0.8%0.0%1.5%3.5%1.1%
FCF Yield 3Y Avg4.2%4.5%3.1%6.9%5.2%11.4%4.8%
D/E0.40.30.10.20.62.70.3
Net D/E0.40.20.10.20.52.60.3

Returns

BJRIDRITXRHEATCAKEBLMNMedian
NameBJ's Res.Darden R.Texas Ro.Brinker .Cheeseca.Bloomin . 
1M Rtn25.2%4.4%5.1%24.1%22.3%9.2%15.8%
3M Rtn52.7%7.8%15.1%26.1%43.6%56.7%34.8%
6M Rtn37.0%13.7%12.6%14.9%54.5%32.3%23.6%
12M Rtn28.3%0.8%5.3%-1.8%34.9%0.2%3.1%
3Y Rtn83.4%45.2%86.2%403.1%162.8%-61.9%84.8%
1M Excs Rtn27.3%6.5%7.2%26.3%24.5%11.4%17.9%
3M Excs Rtn39.9%-5.3%1.6%6.3%29.4%42.3%17.9%
6M Excs Rtn29.9%7.2%3.7%7.8%45.9%21.8%14.8%
12M Excs Rtn5.0%-21.5%-18.1%-24.4%14.3%-21.6%-19.8%
3Y Excs Rtn17.7%-26.2%17.5%306.5%83.5%-130.8%17.6%

Comparison Analyses

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Full-service company-owned restaurants1,3991,3571,3331,2841,087
Total1,3991,3571,3331,2841,087


Operating Income by Segment
$ Mil2025
Full-service company-owned restaurants46
Total46


Net Income by Segment
$ Mil2025
Full-service company-owned restaurants49
Total49


Assets by Segment
$ Mil20252024
Full-service company-owned restaurants1,0151,041
Total1,0151,041


Price Behavior

Price Behavior
Market Price$56.33 
Market Cap ($ Bil)1.2 
First Trading Date10/10/1996 
Distance from 52W High0.0% 
   50 Days200 Days
DMA Price$43.95$38.68
DMA Trendupup
Distance from DMA28.2%45.6%
 3M1YR
Volatility40.9%42.2%
Downside Capture3.63122.08
Upside Capture150.81123.04
Correlation (SPY)37.1%34.6%
BJRI Betas & Captures as of 5/31/2026

 1M2M3M6M1Y3Y
Beta1.771.871.451.221.301.15
Up Beta5.012.571.581.111.231.19
Down Beta0.900.791.731.041.161.00
Up Capture229%187%159%154%128%148%
Bmk +ve Days13283667141432
Stock +ve Days14263770127376
Down Capture-111%105%109%119%138%105%
Bmk -ve Days7132757109318
Stock -ve Days6152654121370

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with BJRI
BJRI32.2%41.9%0.77-
Sector ETF (XLY)5.8%18.6%0.1744.5%
Equity (SPY)22.1%12.4%1.3334.1%
Gold (GLD)20.8%27.7%0.675.8%
Commodities (DBC)23.3%18.5%0.99-16.7%
Real Estate (VNQ)11.6%13.8%0.5526.7%
Bitcoin (BTCUSD)-42.9%42.5%-1.2016.0%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with BJRI
BJRI4.0%46.7%0.24-
Sector ETF (XLY)6.4%23.9%0.2350.0%
Equity (SPY)13.3%17.1%0.6044.6%
Gold (GLD)17.4%18.3%0.774.1%
Commodities (DBC)7.9%19.5%0.304.9%
Real Estate (VNQ)2.8%18.9%0.0537.9%
Bitcoin (BTCUSD)9.8%54.1%0.3820.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with BJRI
BJRI2.8%53.7%0.27-
Sector ETF (XLY)12.4%22.1%0.5150.0%
Equity (SPY)15.3%18.0%0.7347.1%
Gold (GLD)11.6%16.1%0.592.3%
Commodities (DBC)5.9%18.0%0.2516.3%
Real Estate (VNQ)5.5%20.7%0.2345.8%
Bitcoin (BTCUSD)56.4%66.5%0.9714.7%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date6152026
Short Interest: Shares Quantity1.8 Mil
Short Interest: % Change Since 53120267.0%
Average Daily Volume0.4 Mil
Days-to-Cover Short Interest4.4 days
Basic Shares Quantity21.2 Mil
Short % of Basic Shares8.4%

Earnings Returns History

Updated 6/15/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/5/20264.6%8.2%12.1%
2/25/2026-2.1%-14.0%-9.8%
10/30/202518.4%20.9%29.3%
7/31/2025-3.6%-3.6%-5.3%
5/1/202513.2%15.9%35.9%
2/20/20256.5%4.7%-4.7%
10/31/2024-8.4%-3.7%0.6%
7/25/2024-15.4%-17.3%-12.2%
...
SUMMARY STATS   
# Positive141213
# Negative101211
Median Positive6.2%8.5%14.9%
Median Negative-3.6%-3.7%-11.1%
Max Positive18.4%20.9%38.0%
Max Negative-15.4%-17.3%-22.3%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/5/20264.6%8.2%12.1%
2/25/2026-2.1%-14.0%-9.8%
10/30/202518.4%20.9%29.3%
7/31/2025-3.6%-3.6%-5.3%
5/1/202513.2%15.9%35.9%
2/20/20256.5%4.7%-4.7%
10/31/2024-8.4%-3.7%0.6%
7/25/2024-15.4%-17.3%-12.2%
5/2/20245.9%3.9%7.3%
2/15/20242.8%-3.7%-0.6%
10/26/20238.7%14.8%28.7%
7/27/20239.4%8.7%-11.1%
4/27/202312.6%8.7%7.2%
2/16/2023-2.7%-2.8%-14.6%
10/20/20224.5%12.4%19.8%
7/21/2022-1.4%1.6%14.9%
4/21/2022-0.4%-2.3%-22.3%
2/17/20224.3%-1.7%-17.8%
10/21/20212.3%-5.6%-7.6%
7/29/2021-3.7%-7.5%4.9%
4/22/2021-5.7%2.6%-11.3%
2/11/20210.3%-1.4%16.8%
10/22/2020-8.5%-16.8%5.0%
7/23/202010.2%8.4%38.0%
SUMMARY STATS   
# Positive141213
# Negative101211
Median Positive6.2%8.5%14.9%
Median Negative-3.6%-3.7%-11.1%
Max Positive18.4%20.9%38.0%
Max Negative-15.4%-17.3%-22.3%

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202605/06/202610-Q
12/31/202503/02/202610-K
09/30/202511/05/202510-Q
06/30/202508/08/202510-Q
03/31/202505/05/202510-Q
12/31/202402/26/202510-K
09/30/202411/04/202410-Q
06/30/202408/05/202410-Q
03/31/202405/06/202410-Q
12/31/202302/27/202410-K
09/30/202311/06/202310-Q
06/30/202308/07/202310-Q
03/31/202305/08/202310-Q
12/31/202202/28/202310-K
09/30/202210/31/202210-Q
06/30/202208/01/202210-Q
Collapse to Preview
Report DateFiling DateFiling
03/31/202605/06/202610-Q
12/31/202503/02/202610-K
09/30/202511/05/202510-Q
06/30/202508/08/202510-Q
03/31/202505/05/202510-Q
12/31/202402/26/202510-K
09/30/202411/04/202410-Q
06/30/202408/05/202410-Q
03/31/202405/06/202410-Q
12/31/202302/27/202410-K
09/30/202311/06/202310-Q
06/30/202308/07/202310-Q
03/31/202305/08/202310-Q
12/31/202202/28/202310-K
09/30/202210/31/202210-Q
06/30/202208/01/202210-Q
03/31/202205/02/202210-Q
12/31/202102/25/202210-K
09/30/202111/01/202110-Q
06/30/202108/02/202110-Q
03/31/202105/04/202110-Q
12/31/202003/01/202110-K
09/30/202011/02/202010-Q
06/30/202008/03/202010-Q
03/31/202005/11/202010-Q
12/31/201902/25/202010-K
09/30/201911/04/201910-Q
06/30/201908/05/201910-Q

Recent Forward Guidance

Updated 5/31/2026

Latest: Q1 2026 Earnings Reported 5/5/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Comparable restaurant sales growth1.0%2.0%3.0%00AffirmedGuidance: 2.0% for 2026
2026 Restaurant level operating profit221.00 Mil227.00 Mil233.00 Mil0 AffirmedGuidance: 227.00 Mil for 2026
2026 Adjusted EBITDA140.00 Mil145.00 Mil150.00 Mil0 AffirmedGuidance: 145.00 Mil for 2026
2026 Capital expenditures85.00 Mil90.00 Mil95.00 Mil0 AffirmedGuidance: 90.00 Mil for 2026
2026 Share repurchases 50.00 Mil 0 AffirmedGuidance: 50.00 Mil for 2026

Prior: Q4 2025 Earnings Reported 2/25/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Comparable restaurant sales growth1.0%2.0%3.0%00Same NewActual: 2.0% for 2025
2026 Restaurant level operating profit221.00 Mil227.00 Mil233.00 Mil5.6% Higher NewActual: 215.00 Mil for 2025
2026 Adjusted EBITDA140.00 Mil145.00 Mil150.00 Mil6.6% Higher NewActual: 136.00 Mil for 2025
2026 Capital expenditures85.00 Mil90.00 Mil95.00 Mil28.6% Higher NewActual: 70.00 Mil for 2025
2026 Share repurchases 50.00 Mil -31.0% Lower NewActual: 72.50 Mil for 2025

Insider Activity

Updated 6/22/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Rogers, HeidiSVP & Chief Marketing OfficerDirectSell615202653.213,090164,419492,991Form
2Lynds, Gregory SEVP & Chief Dev. OfficerDirectSell612202650.765,537281,0582,359,020Form
3Miller, Kendra DEVP & General CounselDirectSell611202655.6019,2611,070,9121,590,104Form
4Miller, Kendra DEVP & General CounselDirectSell611202648.567,419360,2671,388,767Form
5Krakower, Brian SEVP & Chief Info. OfficerDirectSell601202655.177,341405,003260,458Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Rogers, HeidiSVP & Chief Marketing OfficerDirectSell615202653.213,090164,419492,991Form
2Lynds, Gregory SEVP & Chief Dev. OfficerDirectSell612202650.765,537281,0582,359,020Form
3Miller, Kendra DEVP & General CounselDirectSell611202655.6019,2611,070,9121,590,104Form
4Miller, Kendra DEVP & General CounselDirectSell611202648.567,419360,2671,388,767Form
5Krakower, Brian SEVP & Chief Info. OfficerDirectSell601202655.177,341405,003260,458Form
6Elbogen, Noah A DirectSell601202647.854,049193,7453,647,845Form
7Krakower, Brian SEVP & Chief Info. OfficerDirectSell601202646.713,475162,327220,531Form
8Krakower, Brian SEVP & Chief Info. OfficerDirectSell318202635.032,60091,078177,322Form
9Richmond, C Bradford TrustBuy306202634.051,00034,050636,735Form
10Richmond, C Bradford TrustBuy305202635.101,20042,122586,198Form
11Krakower, Brian SEVP & Chief Info. OfficerDirectSell1215202539.618,017317,570174,650Form
12Puchner, AlexSr. Vice President Brewing OpsDirectSell909202534.061,82162,023361,785Form
13Rogers, HeidiSr VP-MarketingDirectSell819202535.364,116145,542252,612Form
14Guild, JacobSr VP & CAODirectSell819202535.519,521338,091135,045Form
Core Cache Last Updated: 6/25/2026