Here are 1-3 brief analogies for Jack In The Box (JACK):

• Like a McDonald's or Burger King for the West Coast, but with a famously diverse menu that includes tacos and all-day breakfast.
• A smaller Yum! Brands, as it owns both the Jack in the Box burger chain and the Del Taco Mexican restaurant chain.

• Burgers: Offers a diverse menu of beef burgers, from classic cheeseburgers to specialty creations.
• Chicken & More: Provides crispy chicken sandwiches, chicken strips, and popcorn chicken options.
• Tacos: Features its distinctive crunchy tacos, a unique and highly popular menu item.
• Breakfast: Serves a full range of breakfast items, including burritos, sandwiches, and platters, available all day.
• Sides & Snacks: Includes classic fast-food accompaniments like french fries, onion rings, and various loaded snacks.
• Shakes & Desserts: Offers a selection of milkshakes, churros, and other sweet treats to complete meals.

Jack In The Box (symbol: JACK) operates a chain of fast-food restaurants. As such, it sells primarily to **individual consumers** rather than to other companies.

Here are up to three categories of customers that Jack In The Box serves:

1. Convenience-Oriented Customers: These individuals seek quick, accessible, and ready-to-eat meals. This category includes commuters, people on lunch breaks, busy families, and those looking for a fast option for dinner or a snack, often prioritizing speed and ease of access through drive-thrus or counter service.

2. Value-Conscious Diners: Customers in this category are looking for an affordable meal solution. They are often attracted by combo deals, promotions, and the overall lower price point of fast food compared to full-service restaurants, aiming to get a satisfying meal without spending a lot.

3. Brand and Menu Item Loyalists: This group comprises customers who specifically enjoy Jack In The Box's unique menu offerings and brand experience. They are drawn to signature items like the Sourdough Jack, the tacos, curly fries, or the late-night Munchie Meals, and might choose Jack In The Box over competitors specifically for these distinct products.

• Perdue Farms
• The Coca-Cola Company (KO)

Lance Tucker, Chief Executive Officer

Lance Tucker was named Chief Executive Officer of Jack in the Box in March 2025. He initially joined the company in January 2025 as Chief Financial Officer, a role he also held at Jack in the Box from 2018 to 2020. Prior to his current CEO appointment, Tucker served as CFO at Davidson Hospitality Group. He also held the CFO position at CKE Restaurants and spent nearly a decade as CFO and Chief Administrative Officer at Papa John's International from 2009 to 2018. Tucker began his career as a senior accountant for Ernst & Young, LLC.

Dawn Hooper, Chief Financial Officer

Dawn Hooper was appointed Chief Financial Officer for Jack in the Box in May 2025. A veteran of the company for 25 years, she previously served as interim principal financial officer on several occasions, including from October 2024 to May 2025. Hooper joined Jack in the Box in October 2000 and has held various leadership roles within the finance organization, including Senior Vice President, Controller since December 2022, Assistant Controller, Vice President of Financial Reporting, and Senior Manager of Corporate Accounting.

Ryan Ostrom, Executive Vice President, Chief Customer and Digital Officer

Ryan Ostrom became Executive Vice President and Chief Customer and Digital Officer in December 2024, after initially joining Jack in the Box as Executive Vice President and Chief Marketing Officer in February 2021. With over 15 years of marketing and branding experience, Ostrom previously served as Chief Brand Officer for General Nutrition Centers (GNC) from June 2019 to February 2021, where he helped transform the company into a global digital brand. His experience also includes roles at Yum! Brands, where he helped KFC enhance its global store and e-commerce customer experience, as well as positions at Kenmore, Craftsman & DieHard at Sears Holding Corporation, and Reebok.

Sarah Super, Executive Vice President, Chief Legal & Administrative Officer

Sarah Super has served as Executive Vice President, Chief Legal & Administrative Officer since February 2025. She previously held the titles of Senior Vice President, Chief Legal & Risk Officer from March 2020 to February 2025, and Senior Vice President, General Counsel and Risk Officer. Super joined Jack in the Box in December 2013 as Vice President & Associate General Counsel. Before her tenure at Jack in the Box, she was a partner at Gordon & Rees in Los Angeles from February 2008 to November 2013, accumulating thirteen years of experience in law firms.

Steve Piano, Senior Vice President, Chief People Officer

Steve Piano began his role as Senior Vice President, Chief People Officer in April 2021. He brings over a decade of leadership experience in human resources. Prior to joining Jack in the Box, Piano was the Head of Human Resources at GNC Holdings LLC and previously served as Chief Human Resource Officer for MoneyGram. His career also includes leadership positions at Lehman Brothers and Citibank.

• The rapid proliferation of virtual brands and ghost kitchens. This new business model allows competitors to enter the food delivery market with significantly lower overhead, offering highly specialized menus and greater pricing flexibility, directly siphoning off delivery orders without the need for a traditional brick-and-mortar presence.
• The accelerating consumer shift towards plant-based and "better-for-you" fast food options, leading to the rise and expansion of specialized quick-service chains primarily focused on these categories. These emerging competitors directly appeal to a growing demographic actively seeking healthier or more sustainable quick-service alternatives, potentially eroding Jack In The Box's traditional market share.

The addressable market for Jack In The Box's main products and services, primarily within the Quick Service Restaurant (QSR) industry in the United States, is estimated to be approximately $447.2 billion in 2025. This market is projected to reach $731.6 billion by 2030.

Within the broader fast-food market in the United States, which is a key segment for Jack In The Box, the total market size is projected to be $412.7 billion in 2025. Burgers, a core product for Jack In The Box, constitute a significant portion of this market, with the fast food burger market making up an estimated 40.1% of revenue in 2025 within the fast food industry.

Over the next 2-3 years, Jack In The Box (symbol: JACK) is expected to drive future revenue growth through a combination of strategic initiatives focused on market expansion, digital transformation, menu innovation, strategic pricing, and operational improvements.

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

1. Expansion to New Markets and Unit Growth: Jack In The Box is actively pursuing an aggressive expansion strategy, including a re-entry into the Chicago market in 2025 with plans for eight corporate-operated units and an identified potential for up to 125 corporate and franchised locations in the wider Chicagoland area. The company has also secured multi-unit development deals in new markets such as Utah, Kentucky, Arkansas, Montana, Wyoming, Michigan, Florida, and Georgia, and has plans for international expansion into Mexico. The company aims to grow its total unit count by 2.5% per year by 2027, projecting 90 to 120 new unit openings annually across both the Jack in the Box and Del Taco brands.
2. Digital Transformation and Technology Investments: A significant focus for future growth is the company's multi-year digital transformation. Jack in the Box aims to increase its digital sales mix from 12% to 20% by 2027. This involves investments in a new point-of-sale (POS) system, with nearly 550 units expected to be on the new system by December 2025 and the entire system by the end of fiscal 2025. Additionally, the company has launched a new iOS app and is developing an Android app and mobile web ordering platform to enhance the user experience and drive incremental sales. The testing and rollout of freestanding kiosks, which have shown a 15% to 20% increase in average check, are also part of this digital push to improve sales and operational efficiency.
3. Menu Innovation and Value Offerings: Jack In The Box is committed to a strategy that includes continuous menu innovation and the introduction of compelling value offerings. The successful launch of new products, such as the "Smashed Jack" burger, which quickly became a permanent menu item due to strong customer demand, highlights the potential of new menu items to drive sales. The company is also focusing on "Munch Better Deals" and bringing back popular limited-time offers to attract customers and reinforce its value proposition.
4. Strategic Pricing: Price increases have historically contributed to revenue, partially offsetting declines in transaction volume. For fiscal year 2025, Jack in the Box plans a pricing strategy of 3-4% for its namesake brand and 5-6% for Del Taco, which is expected to directly contribute to revenue growth.
5. Restaurant Remodels and Operational Efficiency: Investments in remodeling and operational improvements are anticipated to enhance the customer experience and improve sales per location. The "Craved" remodeling and redesign program has seen strong engagement from franchisees, with over 500 requests for remodels and a commitment of $50 million towards the program. These efforts, coupled with a goal to increase average unit volumes to $2.5 million for Jack in the Box and $2 million for Del Taco, aim to boost system-wide sales and profitability.

Share Repurchases

• Jack in the Box has authorized share repurchase programs, with $175.0 million remaining under the Board-authorized program as of the end of Q2 2025, which does not expire.
• For fiscal year 2025, the company anticipates conducting share repurchases valued at approximately $5 million to $15 million, with $5 million repurchased in Q1 2025.
• In fiscal year 2024, annual share buybacks amounted to $70 million, and in fiscal year 2023, they were $90.029 million.

Share Issuance

• Information regarding significant share issuances was not readily available within the provided search results for the specified period.

Outbound Investments

• In 2021, Jack in the Box acquired the Del Taco subsidiary for $575 million.
• In late 2025, the company announced the sale of its Del Taco subsidiary for $115 million, significantly less than its acquisition price, with proceeds intended for debt reduction.

Capital Expenditures

• For fiscal year 2025, Jack in the Box's capital expenditure target has been updated to $85 million to $90 million, initially guided between $100 million and $105 million.
• The primary focus of capital expenditures includes upgrading existing restaurants through reimaging projects and investing in evolving technologies and digital capabilities.
• The company plans to significantly reduce spending on new company-owned restaurant development starting in 2026.