Jack In The Box (JACK)


Market Price (8/25/2026): $17.8 | Market Cap: $344.1 MilSector: Consumer Discretionary | Industry: Restaurants

Jack In The Box (JACK)


Market Price (8/25/2026): $17.8
Market Cap: $344.1 Mil
Sector: Consumer Discretionary
Industry: Restaurants

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

0

Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 17%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 12%

Megatrend and thematic drivers
Megatrends include E-commerce & Digital Retail, and Vegan & Alternative Foods. Themes include Last-Mile Delivery, Online Marketplaces, Show more.

Weak multi-year price returns
2Y Excs Rtn is -101%, 3Y Excs Rtn is -152%

Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 707%

Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.9%, Rev Chg QQuarterly Revenue Change % is -3.0%

Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 86%

Significant short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 35%

Key risks
JACK key risks include [1] significant same-store sales declines for both its Jack in the Box and Del Taco brands, Show more.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 17%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 12%
1 Megatrend and thematic drivers
Megatrends include E-commerce & Digital Retail, and Vegan & Alternative Foods. Themes include Last-Mile Delivery, Online Marketplaces, Show more.
2 Weak multi-year price returns
2Y Excs Rtn is -101%, 3Y Excs Rtn is -152%
3 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 707%
4 Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.9%, Rev Chg QQuarterly Revenue Change % is -3.0%
5 Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 86%
6 Significant short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 35%
7 Key risks
JACK key risks include [1] significant same-store sales declines for both its Jack in the Box and Del Taco brands, Show more.

JACK in ETFs

Weight = JACK's share of each fund

VTI0.00%
ITOT0.00%
IWM0.01%
FNDA0.07%
IWN0.02%
VTWO0.01%
SCHA0.01%
DFAS0.00%
+2 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 8/24/2026

Jack In The Box (JACK) stock has gained about 40% since 4/30/2026 because of the following key factors:

1. Strategic Leadership Changes and Turnaround Plan Instill Investor Confidence.

In May 2026, Jack In The Box appointed Mark King as Executive Chairman and Interim CEO, signaling a leadership overhaul aimed at revitalizing the brand. This was followed by the introduction of a comprehensive turnaround plan focused on enhancing customer experience, optimizing the menu, and improving franchisee profitability. Further strengthening the leadership, Taylor Montgomery was appointed President in August 2026, with an expectation to become CEO within 12 months, bringing significant quick-service restaurant (QSR) brand-building experience from Taco Bell. These changes provided investors with a clearer strategic direction and a renewed sense of urgency for operational improvement.

2. Enhanced Financial Health Through Debt Reduction and Refinancing.

The company executed on its "JACK on Track" plan, which included the early repayment of $110 million in securitized notes in June 2026, contributing to a total debt reduction of $236.4 million for fiscal year 2026. During fiscal Q3 2026, which ended July 5, 2026, Jack In The Box completed a $500 million securitized financing facility, effectively refinancing existing debt and reducing its total debt to approximately $1.5 billion. These actions to optimize the capital structure and lower leverage were viewed positively by investors.

Show more
Updated on 8/24/2026

Jack In The Box (JACK) stock has gained about 40% since 4/30/2026 because of the following key factors:

1. Strategic Leadership Changes and Turnaround Plan Instill Investor Confidence.

In May 2026, Jack In The Box appointed Mark King as Executive Chairman and Interim CEO, signaling a leadership overhaul aimed at revitalizing the brand. This was followed by the introduction of a comprehensive turnaround plan focused on enhancing customer experience, optimizing the menu, and improving franchisee profitability. Further strengthening the leadership, Taylor Montgomery was appointed President in August 2026, with an expectation to become CEO within 12 months, bringing significant quick-service restaurant (QSR) brand-building experience from Taco Bell. These changes provided investors with a clearer strategic direction and a renewed sense of urgency for operational improvement.

2. Enhanced Financial Health Through Debt Reduction and Refinancing.

The company executed on its "JACK on Track" plan, which included the early repayment of $110 million in securitized notes in June 2026, contributing to a total debt reduction of $236.4 million for fiscal year 2026. During fiscal Q3 2026, which ended July 5, 2026, Jack In The Box completed a $500 million securitized financing facility, effectively refinancing existing debt and reducing its total debt to approximately $1.5 billion. These actions to optimize the capital structure and lower leverage were viewed positively by investors.

3. Better-Than-Expected Q3 2026 Earnings and Positive Near-Term Outlook.

Despite a 1.1% decline in same-store sales and a 1.8% decrease in total revenues to $257.7 million in fiscal Q3 2026, the company reported diluted earnings per share of $1.08 and operating earnings per share of $0.96. This operating EPS notably surpassed the Zacks Consensus Estimate of $0.90, marking a 6.67% positive surprise. Management further boosted sentiment by reporting positive low-single-digit same-store sales for the quarter-to-date period in fiscal Q4 2026, attributing the improvement to a more balanced promotional calendar.

4. Market Momentum from Meme Stock Rally.

In June 2026, Jack In The Box's stock experienced a significant surge, jumping from $11.58 to $13.90 in a single trading day. This sharp increase was largely attributed to a broader "meme stock rally" and a short-covering frenzy, as speculative investor interest targeted heavily shorted stocks following similar movements in other restaurant chains. This macroeconomic factor contributed to the rapid appreciation of the stock during the specified period.

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Stock Movement Drivers

Fundamental Drivers

The 41.5% change in JACK stock from 4/30/2026 to 8/24/2026 was primarily driven by a 54.5% change in the company's P/S Multiple.
(LTM values as of)43020268242026Change
Stock Price ($)12.6017.8341.5%
Change Contribution By: 
Total Revenues ($ Mil)1,4441,340-7.1%
P/S Multiple0.20.354.5%
Shares Outstanding (Mil)1919-1.4%
Cumulative Contribution41.5%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2026 to 8/24/2026
ReturnCorrelation
JACK41.5% 
Market (SPY)6.2%12.1%
Sector (XLY)-0.0%34.7%

Fundamental Drivers

The -15.0% change in JACK stock from 1/31/2026 to 8/24/2026 was primarily driven by a -7.2% change in the company's P/S Multiple.
(LTM values as of)13120268242026Change
Stock Price ($)20.9717.83-15.0%
Change Contribution By: 
Total Revenues ($ Mil)1,4441,340-7.1%
P/S Multiple0.30.3-7.2%
Shares Outstanding (Mil)1919-1.4%
Cumulative Contribution-15.0%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2026 to 8/24/2026
ReturnCorrelation
JACK-15.0% 
Market (SPY)10.6%23.8%
Sector (XLY)-2.2%36.8%

Fundamental Drivers

The -9.5% change in JACK stock from 7/31/2025 to 8/24/2026 was primarily driven by a -7.5% change in the company's P/S Multiple.
(LTM values as of)73120258242026Change
Stock Price ($)19.7017.83-9.5%
Change Contribution By: 
Total Revenues ($ Mil)1,3501,340-0.7%
P/S Multiple0.30.3-7.5%
Shares Outstanding (Mil)1919-1.5%
Cumulative Contribution-9.5%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2025 to 8/24/2026
ReturnCorrelation
JACK-9.5% 
Market (SPY)21.8%22.8%
Sector (XLY)7.5%37.8%

Fundamental Drivers

The -81.0% change in JACK stock from 7/31/2023 to 8/24/2026 was primarily driven by a -54.9% change in the company's P/E Multiple.
(LTM values as of)73120238242026Change
Stock Price ($)93.9317.83-81.0%
Change Contribution By: 
Total Revenues ($ Mil)1,7241,340-22.2%
Net Income Margin (%)8.6%4.3%-49.6%
P/E Multiple13.15.9-54.9%
Shares Outstanding (Mil)21197.3%
Cumulative Contribution-81.0%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2023 to 8/24/2026
ReturnCorrelation
JACK-81.0% 
Market (SPY)72.7%27.4%
Sector (XLY)39.3%34.8%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
JACK Return-4%-20%22%-47%-54%-9%-79%
Peers Return20%-4%20%2%-11%5%32%
S&P 500 Return27%-19%24%23%16%12%104%

Monthly Win Rates [3]
JACK Win Rate50%42%67%17%25%62% 
Peers Win Rate55%43%53%47%45%52% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
JACK Max Drawdown-35%-41%-39%-53%-66%-60% 
Peers Max Drawdown-17%-26%-18%-19%-28%-21% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: MCD, YUM, QSR, WEN, CMG. See JACK 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 8/24/2026 (YTD)

How Low Can It Go

EventJACKS&P 500
2022 Inflation Shock & Fed Tightening
  % Loss-35.3%-24.5%
  % Gain to Breakeven54.6%32.4%
  Time to Breakeven43 days427 days
2020 COVID-19 Crash
  % Loss-78.9%-33.7%
  % Gain to Breakeven374.7%50.9%
  Time to Breakeven218 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-10.1%-19.2%
  % Gain to Breakeven11.3%23.8%
  Time to Breakeven27 days105 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-26.2%-12.2%
  % Gain to Breakeven35.4%13.9%
  Time to Breakeven101 days62 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-21.3%-17.9%
  % Gain to Breakeven27.0%21.8%
  Time to Breakeven183 days123 days
2010 Eurozone Sovereign Debt Crisis / Flash Crash
  % Loss-24.6%-15.4%
  % Gain to Breakeven32.6%18.2%
  Time to Breakeven687 days125 days

Compare to MCD, YUM, QSR, WEN, CMG

In The Past

Jack In The Box's stock fell 0.0% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 0.0% 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.

EventJACKS&P 500
2022 Inflation Shock & Fed Tightening
  % Loss-35.3%-24.5%
  % Gain to Breakeven54.6%32.4%
  Time to Breakeven43 days427 days
2020 COVID-19 Crash
  % Loss-78.9%-33.7%
  % Gain to Breakeven374.7%50.9%
  Time to Breakeven218 days140 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-26.2%-12.2%
  % Gain to Breakeven35.4%13.9%
  Time to Breakeven101 days62 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-21.3%-17.9%
  % Gain to Breakeven27.0%21.8%
  Time to Breakeven183 days123 days
2010 Eurozone Sovereign Debt Crisis / Flash Crash
  % Loss-24.6%-15.4%
  % Gain to Breakeven32.6%18.2%
  Time to Breakeven687 days125 days
2008-2009 Global Financial Crisis
  % Loss-53.1%-53.4%
  % Gain to Breakeven113.3%114.4%
  Time to Breakeven187 days1085 days

Compare to MCD, YUM, QSR, WEN, CMG

In The Past

Jack In The Box's stock fell 0.0% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 0.0% 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 Jack In The Box (JACK)

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Jack in the Box Inc. is a prominent operator and franchisor in the quick-service restaurant industry, primarily known for its namesake "Jack in the Box" brand. Established in 1951 and headquartered in San Diego, California, the company focuses on delivering convenient, fast-food experiences to its customers.

The company's core business revolves around its extensive network of approximately 2,200 quick-service restaurants, as of late 2021. These locations are strategically spread across 21 states, predominantly in the Western and Southern United States, as well as Guam, establishing a significant regional presence.

Jack in the Box restaurants offer a diverse menu of quick-service meals, including a wide array of burgers, chicken sandwiches, tacos, breakfast items, sides, and desserts. The primary customers are individuals seeking convenient, affordable, and varied meal options throughout the day, served in a fast-paced environment.

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AI Analysis | Feedback

Here are 1-3 brief analogies for Jack in the Box:

  • A regional McDonald's or Burger King.
  • Like Wendy's, but with a stronger presence in the Western and Southern U.S.

AI Analysis | Feedback

  • Burgers: A variety of beef patties served on buns with various toppings.
  • Chicken Products: Includes fried chicken sandwiches, strips, and nuggets.
  • Tacos: A signature menu item, typically crispy tacos filled with seasoned beef.
  • Breakfast Menu Items: A selection of breakfast sandwiches, burritos, and other morning meals.
  • Fries & Sides: Common fast-food accompaniments such as french fries, onion rings, and egg rolls.
  • Shakes & Desserts: A range of milkshakes, cookies, and other sweet treats.
  • Beverages: A selection of soft drinks, coffee, and bottled water.

AI Analysis | Feedback

Jack In The Box (symbol: JACK) primarily sells its products and services to individual consumers.

The company serves the following categories of customers:

  1. General Public/Everyday Consumers: Individuals of various ages and demographics seeking convenient, quick, and affordable meal options throughout the day.
  2. On-the-Go Consumers/Commuters: Customers looking for fast service and convenient locations, often during commutes, work breaks, or late hours, prioritizing speed and accessibility.
  3. Families: Groups or families seeking an accessible and diverse menu for multiple individuals, often looking for a convenient meal solution.

AI Analysis | Feedback

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AI Analysis | Feedback

Lance Tucker, Chief Executive Officer

Lance Tucker was named Chief Executive Officer at Jack in the Box in March 2025, after joining the company in January 2025 as Chief Financial Officer. He previously served as CFO for Jack in the Box from 2018 to 2020. Before his return to Jack in the Box, Tucker was CFO at Davidson Hospitality Group and CKE Restaurants. He also served for over a decade as CFO and Chief Administrative Officer of Papa John's International from 2009 to 2018. He began his career as a senior accountant for Ernst & Young, LLC.

Dawn Hooper, Chief Financial Officer

Dawn Hooper was named Chief Financial Officer at Jack in the Box in May 2025. She has been with Jack in the Box since October 2000, holding various roles including Senior Vice President, Controller since December 2022, and multiple stints as Interim CFO. Hooper began her career with KPMG LLP.

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

Ryan Ostrom joined Jack in the Box as Executive Vice President and Chief Marketing Officer in February 2021. He was promoted to Chief Customer and Digital Officer, assuming responsibility for all Jack in the Box operations in addition to marketing, effective December 6, 2024. Prior to Jack in the Box, Ostrom served as Chief Brand Officer for General Nutrition Centers (GNC) and as Global Chief Digital Officer for KFC (Yum! Brands). He also held the role of Chief Marketing Officer for Sears' Kenmore, Craftsman, and DieHard brands.

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

Sarah Super has served as Executive Vice President, Chief Legal & Administrative Officer since February 2025. From March 2020 to February 2025, she was Senior Vice President, Chief Legal & Risk Officer. Super joined Jack in the Box in December 2013, and before that, she was a partner at Gordon & Rees in Los Angeles from February 2008 through November 2013.

Shannon McKinney, Senior Vice President, Chief Operating Officer

Shannon McKinney returned to Jack in the Box as Senior Vice President, Chief Operating Officer in June 2025. He brings over 25 years of restaurant industry experience. McKinney previously served as Vice President of Operations and Brand Performance at Jack in the Box from March 2019 to August 2021. His prior experience includes leadership roles at Popeyes Louisiana Kitchen, Taco Bell, Outback Steakhouse, Crispers, Fresh Alternatives, LLC, and Bloomin' Brands.

AI Analysis | Feedback

The key risks to Jack In The Box (symbol: JACK) primarily revolve around increasing operational costs, shifting consumer behaviors impacting sales, and significant financial leverage.

  1. Labor Inflation and Regulatory Pressures: Jack In The Box faces substantial risk from rising labor costs, particularly in California, where a significant portion of its restaurants operate. California's AB1228 wage hikes have led to spiked labor costs and threaten further revenue erosion and margin compression. These regulatory changes force the company to implement price increases, which can alienate price-sensitive customers and lead to further traffic loss.
  2. Declining Same-Store Sales and Evolving Consumer Behavior: The company is experiencing declining same-store sales due to a challenging fast-food sector and changes in consumer spending patterns. Factors such as consumers pulling back on discretionary spending, the impact of health trends like the "Ozempic boom" (leading to reduced dining out and aversion to "unhealthy" fast food), and reduced disposable income among key demographics due to SNAP benefit reductions and immigration enforcement, contribute to decreased traffic and revenue.
  3. High Debt Levels and Financial Vulnerability: Jack In The Box carries elevated debt, with a high net debt-to-free cash flow ratio, which poses a significant financial risk. This leverage, coupled with declining sales and increasing operating costs, amplifies the potential for covenant breaches, refinancing failures, and liquidity crunches. Poor capital allocation decisions, such as the ill-timed acquisition and subsequent sale of Del Taco at a substantial loss, further highlight the company's financial vulnerability.

AI Analysis | Feedback

The emergence of virtual brands and ghost kitchens presents a clear threat. These new restaurant models operate without traditional brick-and-mortar dining rooms, often leveraging shared kitchen spaces and focusing solely on delivery via third-party platforms. They benefit from significantly lower overhead costs, allowing for greater menu flexibility and potentially more competitive pricing or specialized offerings. This model directly competes with established quick-service restaurants like Jack in the Box for delivery-focused customers, potentially eroding market share without the need for traditional restaurant infrastructure.

AI Analysis | Feedback

The addressable market for Jack in the Box's main products and services, which include a diverse menu of quick-service restaurant offerings such as burgers, chicken, tacos, and breakfast items, is the Quick Service Restaurant (QSR) market in the United States.

The United States quick-service restaurant market was valued at approximately USD 447.20 billion in 2025. This market is estimated to grow to USD 491.65 billion in 2026, with projections indicating further growth to USD 789.65 billion by 2031, expanding at a compound annual growth rate (CAGR) of 9.94% during the forecast period from 2026 to 2031.

AI Analysis | Feedback

Here are 3-5 expected drivers of future revenue growth for Jack in the Box (symbol: JACK) over the next 2-3 years:

  1. Restaurant Expansion and Net Unit Growth: Jack in the Box is focused on expanding its physical footprint by opening new restaurants. The company achieved the largest number of new restaurant openings in over a decade in fiscal year 2024. Management is targeting 25 to 35 new restaurant openings in 2024 and expects 35 to 45 gross restaurant openings for the Jack in the Box segment in fiscal year 2025. The company also has a growing development pipeline, with signed agreements for 464 new restaurants as of Q4 2024.
  2. Digital Sales Growth and Technology Modernization: Jack in the Box is heavily investing in digital transformation to drive sales. First-party digital platforms experienced over 80% growth during the second quarter of 2024. The company's strategy includes launching a next-generation mobile app and implementing a new point-of-sale (POS) system across its restaurants to enhance guest connections, improve data insights for personalized marketing, and ultimately achieve a target of 20% digital sales.
  3. Menu Innovation and Strategic Marketing: The company plans to drive sales through a robust marketing strategy that includes new product launches and celebrity partnerships. Initiatives like making French Toast Sticks a permanent menu item and various late-night menu promotions are aimed at increasing transactions. Jack in the Box also employs a "barbell promotional approach" to cater to both value-conscious and premium guests, featuring offerings like "munchies under $4" and $5 options alongside innovative new products.
  4. Strategic Pricing and Value Offerings: Jack in the Box intends to implement targeted price increases to bolster revenue. For fiscal year 2025, a pricing strategy of 3-4% for Jack in the Box is planned. These price adjustments, combined with a focus on competitive value offerings, are designed to address consumer needs across various price points and contribute to overall sales performance.

AI Analysis | Feedback

Share Repurchases

  • In fiscal year 2025, Jack in the Box is planning share repurchases valued at approximately $5 million to $15 million, a reduction from an initial allocation of $20 million.
  • The company repurchased 124,000 shares for $5 million in the first quarter of fiscal year 2025.
  • Annual share buybacks amounted to $70 million in fiscal year 2024 and $90.029 million in fiscal year 2023.

Share Issuance

  • The number of shares outstanding has generally decreased over the past few years, indicating share repurchases rather than significant issuances. Shares outstanding were 21.2 million in 2021, 20.92 million in 2022, 20.48 million in 2023, and 19.34 million in 2024.

Outbound Investments

  • Jack in the Box acquired Del Taco Restaurants, Inc. for cash on March 8, 2022.
  • The company pursued a refranchising strategy, particularly for Del Taco restaurants, refranchising 111 locations in fiscal year 2023 and 47 in fiscal year 2024, aiming for an asset-light model and incremental development agreements.

Capital Expenditures

  • For fiscal year 2025, the capital expenditure target is between $100 million and $105 million.
  • The company plans to significantly reduce spending on company-owned new restaurant development beginning in 2026, while continuing with planned improvements of its existing restaurant base via reimages.
  • Capital expenditures for the second quarter of fiscal year 2026 were $23.2 million, following $88.2 million for fiscal year 2024.

Peer Outperformance in Restaurants

JACK has trailed 94% of its 33 Restaurants peers over 5Y. Restaurants ranks 10th of 23 industries in Consumer Discretionary by median 5Y return.
Share of Restaurants constituents that JACK has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
53%
of 43 industry peers · -4.4% return
3Y
2%
of 41 industry peers · -76.3% return
5Y
6%
of 33 industry peers · -81.2% return
No Restaurants peer with a comparable growth profile has beaten JACK by more than 20pp over 5Y.
Median price return by industry across the Consumer Discretionary sector, ranked by 5Y. Restaurants is JACK's own industry. Use this to see which corners of the sector have carried the returns.
Industry Names 1Y med3Y med5Y med Top 3 by 5Y
Education Services 14 -15.8%106.9%71.0% LINC 290% · CVSA 264% · UTI 215%
Homebuilding 18 -4.2%33.8%52.0% GRBK 188% · PHM 151% · TOL 144%
Hotels, Resorts & Cruise Lines 22 20.1%57.8%12.0% RCL 261% · MAR 174% · HLT 163%
Automotive Retail 18 -13.8%2.2%11.3% MUSA 279% · PAG 181% · ORLY 124%
Specialty Stores 7 -3.1%47.8%11.2% DKS 61% · SIG 18% · ASO 14%
Home Improvement Retail 5 -16.1%3.3%5.6% HD 18% · LOW 16% · HVT 6%
Casinos & Gaming 20 -9.4%-25.6%-3.8% BRAG 992% · MCRI 107% · RSI 80%
Specialized Consumer Services 10 -11.5%24.1%-8.0% HRB 148% · FTDR 95% · SCI 45%
Distributors 4 -7.4%-23.3%-8.9% ARMK 151% · GPC 26% · LKQ -43%
Restaurants ← 34 -6.7%-4.1%-9.4% EAT 368% · CAKE 188% · RAVE 154%
Footwear 9 58.9%46.4%-12.5% WEYS 147% · DECK 28% · SHOO 24%
Home Furnishings 4 -5.2%28.5%-16.5% SGI 50% · LZB 1% · MHK -35%
Leisure Products 13 -4.5%-14.3%-32.5% GOLF 85% · HAS 19% · MCFT -4%
Automotive Parts & Equipment 38 -9.3%-5.3%-37.0% MOD 1393% · GTX 263% · STRT 93%
Apparel, Accessories & Luxury Goods 27 3.8%-0.8%-37.2% TPR 249% · RL 242% · ELA 224%
Apparel Retail 25 -0.5%9.6%-38.7% DXLG 199% · ANF 182% · URBN 106%
Household Appliances 18 9.2%40.9%-38.8% KEQU 177% · FLXS 148% · HBB 127%
Leisure Facilities 12 -16.2%-7.3%-42.8% OSW 158% · JAKK 93% · ESCA 10%
Broadline Retail 14 9.3%20.4%-48.4% DDS 305% · AMZN 59% · EBAY 58%
Computer & Electronics Retail 3 -17.6%5.3%-60.6% BBY -10% · UPBD -61% · GME -64%
Automobile Manufacturers 8 -68.7%-66.7%-69.9% GM 82% · TSLA 47% · F 44%
Consumer Electronics 11 -16.9%-17.4%-77.7% AXIL 2343% · GRMN 87% · TBCH -54%
Other Specialty Retail 18 -29.0%-43.1%-78.5% BBW 176% · TLF 108% · WINA 103%
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

JACKMCDYUMQSRWENCMGMedian
NameJack In .McDonald.Yum Bran.Restaura.Wendy's Chipotle. 
Mkt Price17.83272.54157.3581.578.8438.0259.80
Mkt Cap0.3193.343.328.41.748.635.8
Rev LTM1,34027,7028,7249,6992,20412,4249,212
Op Inc LTM17312,6622,6502,6153121,9182,267
FCF LTM-7,7611,6791,6322641,5691,632
FCF 3Y Avg-7,2511,5271,3882601,4451,445
CFO LTM-11,3442,0831,9043582,3282,083
CFO 3Y Avg-10,2451,8491,6033552,0991,849

Growth & Margins

JACKMCDYUMQSRWENCMGMedian
NameJack In .McDonald.Yum Bran.Restaura.Wendy's Chipotle. 
Rev Chg LTM-0.7%6.3%10.3%6.5%-1.0%7.3%6.4%
Rev Chg 3Y Avg-1.9%4.6%7.8%12.9%0.7%10.2%6.2%
Rev Chg Q-3.0%3.8%12.3%4.6%1.7%9.3%4.2%
QoQ Delta Rev Chg LTM-0.6%0.9%2.8%1.1%0.4%2.3%1.0%
Op Inc Chg LTM-27.3%5.3%8.7%11.4%-18.7%-4.0%0.6%
Op Inc Chg 3Y Avg-10.0%4.5%6.2%7.8%-6.1%9.1%5.3%
Op Mgn LTM12.9%45.7%30.4%27.0%14.2%15.4%21.2%
Op Mgn 3Y Avg15.3%45.8%31.3%27.3%16.3%16.7%22.0%
QoQ Delta Op Mgn LTM-0.5%-0.3%-0.2%0.3%-1.3%-0.5%-0.4%
CFO/Rev LTM-41.0%23.9%19.6%16.3%18.7%19.6%
CFO/Rev 3Y Avg-38.6%23.3%18.2%16.1%18.1%18.2%
FCF/Rev LTM-28.0%19.2%16.8%12.0%12.6%16.8%
FCF/Rev 3Y Avg-27.3%19.3%15.8%11.8%12.5%15.8%

Valuation

JACKMCDYUMQSRWENCMGMedian
NameJack In .McDonald.Yum Bran.Restaura.Wendy's Chipotle. 
Mkt Cap0.3193.343.328.41.748.635.8
P/S0.37.05.02.90.83.93.4
P/Op Inc2.015.316.310.95.425.313.1
P/EBIT-6.615.116.010.95.425.313.0
P/E5.922.019.522.313.434.220.8
P/CFO-17.020.814.94.720.917.0
Total Yield16.9%7.3%7.0%8.5%13.8%2.9%7.9%
Dividend Yield0.0%2.7%1.9%4.0%6.3%0.0%2.3%
FCF Yield 3Y Avg-3.7%3.7%6.0%12.0%2.4%3.7%
D/E7.20.30.30.62.40.10.4
Net D/E7.10.30.30.52.20.10.4

Returns

JACKMCDYUMQSRWENCMGMedian
NameJack In .McDonald.Yum Bran.Restaura.Wendy's Chipotle. 
1M Rtn22.5%2.9%5.7%12.6%26.5%19.6%16.1%
3M Rtn54.4%-2.8%1.9%9.2%15.3%15.6%12.2%
6M Rtn4.5%-17.5%-5.0%23.0%18.0%3.9%4.2%
12M Rtn-4.4%-11.1%8.5%33.4%-11.2%-12.9%-7.8%
3Y Rtn-76.3%2.8%28.5%33.2%-47.7%1.3%2.0%
1M Excs Rtn19.3%-0.3%2.4%9.3%23.2%16.3%12.8%
3M Excs Rtn52.0%-5.2%-0.5%6.8%12.9%13.2%9.8%
6M Excs Rtn-7.5%-29.4%-16.9%11.0%6.1%-8.1%-7.8%
12M Excs Rtn-21.6%-31.0%-11.8%12.5%-28.8%-31.5%-25.2%
3Y Excs Rtn-151.6%-71.3%-46.8%-45.2%-124.3%-72.3%-71.8%

Financials

Segment Financials

Revenue by Segment
$ Mil202520242023
Jack in the Box1,1541,1971,195
Del Taco311374497
Total1,4651,5711,692


Operating Income by Segment
$ Mil202520242023
Jack in the Box330362383
Del Taco242954
(Gain)/ loss on COLI7146
Losses (gains) on the sale of company-operated restaurants3318
Other operating expense (income), net-22 -11
Depreciation and amortization-58-60-62
General and administrative and other unallocated-91 -109
Impairment of goodwill and intangible assets-210  
Acquisition, integration and strategic initiatives -16 
Amortization of favorable and unfavorable leases and subleases, net -1 
Gains on acquisition of restaurants 3 
Goodwill impairment -163 
Share-based compensation -13 
Shared services and unallocated costs -77 
Total-1883279


Assets by Segment
$ Mil200720062005
Jack in the Box1,3411,4911,319
Qdoba877468
Total1,4281,5651,387


Price Behavior

Price Behavior
Market Price$17.83 
Market Cap ($ Bil)0.3 
First Trading Date03/05/1992 
Distance from 52W High-24.2% 
   50 Days200 Days
DMA Price$15.65$15.93
DMA Trenddownup
Distance from DMA13.9%12.0%
 3M1YR
Volatility89.9%75.5%
Downside Capture25.95152.00
Upside Capture224.88115.75
Correlation (SPY)17.7%24.1%
JACK Betas & Captures as of 7/31/2026

 1M2M3M6M1Y3Y
Beta0.371.110.621.321.321.04
Up Beta-4.420.910.981.140.990.94
Down Beta1.061.271.650.981.411.05
Up Capture190%229%72%116%121%31%
Bmk +ve Days11223567138427
Stock +ve Days12233261124351
Down Capture131%25%-57%162%139%109%
Bmk -ve Days11212859114326
Stock -ve Days10203165127398

[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 JACK
JACK-1.5%75.3%0.30-
Sector ETF (XLY)5.2%19.5%0.1439.2%
Equity (SPY)21.2%12.9%1.2323.9%
Gold (GLD)39.0%28.8%1.14-0.2%
Commodities (DBC)40.9%20.2%1.58-23.5%
Real Estate (VNQ)13.9%13.8%0.7024.9%
Bitcoin (BTCUSD)-30.4%44.2%-0.696.4%

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 JACK
JACK-27.7%51.5%-0.44-
Sector ETF (XLY)6.4%24.1%0.2235.7%
Equity (SPY)12.8%17.2%0.5731.3%
Gold (GLD)20.6%18.6%0.903.6%
Commodities (DBC)10.2%19.6%0.41-1.2%
Real Estate (VNQ)2.4%18.9%0.0229.1%
Bitcoin (BTCUSD)11.2%52.8%0.4015.1%

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 JACK
JACK-13.9%48.2%-0.13-
Sector ETF (XLY)12.3%22.2%0.5142.1%
Equity (SPY)15.1%17.9%0.7238.4%
Gold (GLD)12.9%16.3%0.654.4%
Commodities (DBC)7.8%18.1%0.3510.1%
Real Estate (VNQ)5.0%20.7%0.2037.1%
Bitcoin (BTCUSD)63.1%66.2%1.0314.7%

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

Short Interest

Short Interest: As Of Date7312026
Short Interest: Shares Quantity6.8 Mil
Short Interest: % Change Since 7152026-2.3%
Average Daily Volume0.7 Mil
Days-to-Cover Short Interest9.4 days
Basic Shares Quantity19.3 Mil
Short % of Basic Shares35.0%

Earnings Returns History

Updated 8/21/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
8/12/2026-0.1%-8.6% 
5/13/2026-14.2%-12.7%4.5%
2/18/2026-18.1%-23.4%-49.2%
11/19/20257.8%35.3%35.3%
8/6/2025-1.6%-1.4%7.9%
5/14/2025-6.3%-22.3%-28.7%
2/25/202511.8%6.5%-15.3%
11/20/20244.8%2.8%-9.9%
...
SUMMARY STATS   
# Positive101013
# Negative151511
Median Positive4.8%5.3%6.2%
Median Negative-2.9%-5.3%-15.3%
Max Positive11.8%35.3%35.3%
Max Negative-18.1%-23.4%-49.2%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
8/12/2026-0.1%-8.6% 
5/13/2026-14.2%-12.7%4.5%
2/18/2026-18.1%-23.4%-49.2%
11/19/20257.8%35.3%35.3%
8/6/2025-1.6%-1.4%7.9%
5/14/2025-6.3%-22.3%-28.7%
2/25/202511.8%6.5%-15.3%
11/20/20244.8%2.8%-9.9%
8/6/2024-3.1%5.3%-12.1%
5/14/20240.0%2.0%6.2%
2/21/2024-4.9%-2.1%-6.8%
11/21/20231.8%2.0%20.1%
8/9/2023-6.8%-13.9%-15.9%
5/17/20230.3%-3.5%-3.1%
3/1/20238.6%10.5%8.0%
11/22/2022-16.1%-14.6%-20.1%
8/10/20227.4%22.8%5.8%
5/26/2022-2.9%-5.0%-15.7%
2/23/2022-2.2%-5.3%0.5%
11/23/2021-2.9%-13.8%-11.2%
8/4/2021-2.7%-2.4%1.9%
5/12/2021-2.5%-1.4%2.2%
2/17/20210.4%1.5%16.0%
11/18/20204.8%5.3%6.6%
8/6/2020-0.6%-3.7%1.5%
SUMMARY STATS   
# Positive101013
# Negative151511
Median Positive4.8%5.3%6.2%
Median Negative-2.9%-5.3%-15.3%
Max Positive11.8%35.3%35.3%
Max Negative-18.1%-23.4%-49.2%

SEC Filings

Expand for More
Report DateFiling DateFiling
06/30/202608/12/202610-Q
03/31/202605/13/202610-Q
01/31/202602/18/202610-Q
09/30/202511/19/202510-K
06/30/202508/06/202510-Q
03/31/202505/14/202510-Q
01/31/202502/25/202510-Q
09/30/202411/21/202410-K
06/30/202408/06/202410-Q
03/31/202405/14/202410-Q
01/31/202402/21/202410-Q
09/30/202311/21/202310-K
06/30/202308/09/202310-Q
03/31/202305/17/202310-Q
12/31/202203/01/202310-Q
09/30/202211/22/202210-K
Collapse to Preview
Report DateFiling DateFiling
06/30/202608/12/202610-Q
03/31/202605/13/202610-Q
01/31/202602/18/202610-Q
09/30/202511/19/202510-K
06/30/202508/06/202510-Q
03/31/202505/14/202510-Q
01/31/202502/25/202510-Q
09/30/202411/21/202410-K
06/30/202408/06/202410-Q
03/31/202405/14/202410-Q
01/31/202402/21/202410-Q
09/30/202311/21/202310-K
06/30/202308/09/202310-Q
03/31/202305/17/202310-Q
12/31/202203/01/202310-Q
09/30/202211/22/202210-K
06/30/202208/10/202210-Q
03/31/202205/27/202210-Q
12/31/202102/23/202210-Q
09/30/202111/23/202110-K
06/30/202108/04/202110-Q
03/31/202105/12/202110-Q
12/31/202002/17/202110-Q
09/30/202011/18/202010-K
06/30/202008/05/202010-Q
03/31/202005/14/202010-Q
12/31/201902/20/202010-Q
09/30/201911/21/201910-K

Recent Forward Guidance

Updated 8/13/2026

Latest: Q3 2026 Earnings Reported 8/12/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Restaurant Count 2,100 1.2% RaisedGuidance: 2,075 for 2026
2026 Company-Owned Restaurant Level Margin 16.5%  -0.5%LoweredGuidance: 17.0% for 2026
2026 Franchise Level Margin 2.65E10% -1.9% LoweredGuidance: 2.7E10% for 2026
2026 SG&A112.00 Mil113.50 Mil115.00 Mil-5.4% LoweredGuidance: 120.00 Mil for 2026
2026 Adjusted EBITDA225.00 Mil227.50 Mil230.00 Mil-1.1% LoweredGuidance: 230.00 Mil for 2026
2026 Depreciation and Amortization45.00 Mil47.50 Mil50.00 Mil0 AffirmedGuidance: 47.50 Mil for 2026
2026 Capital Expenditures45.00 Mil50.00 Mil55.00 Mil0 AffirmedGuidance: 50.00 Mil for 2026

Prior: Q2 2026 Earnings Reported 5/13/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Same-Store Sales Growth -2.0%  -2.0%LoweredGuidance: 0.0% for 2026
2026 Company-Owned Restaurant Level Margin 17.0%  -0.5%LoweredGuidance: 17.5% for 2026
2026 Franchise Level Margin2.65E10%2.7E10%2.75E10%-4.4% LoweredGuidance: 2.825E10% for 2026
2026 SG&A115.00 Mil120.00 Mil125.00 Mil-7.7% LoweredGuidance: 130.00 Mil for 2026
2026 Adjusted EBITDA225.00 Mil230.00 Mil235.00 Mil-1.1% LoweredGuidance: 232.50 Mil for 2026
2026 Restaurant Count2,0502,0752,1000.0% AffirmedGuidance: 2,075 for 2026
2026 Depreciation and Amortization45.00 Mil47.50 Mil50.00 Mil0.0% AffirmedGuidance: 47.50 Mil for 2026
2026 Capital Expenditures45.00 Mil50.00 Mil55.00 Mil0.0% AffirmedGuidance: 50.00 Mil for 2026

Q1 2026 Earnings Reported 2/18/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Jack in the Box Restaurant Count2,0502,0752,100  AffirmedGuidance: 2,075 for 2026
2026 Same Store Sales-0.0100.01 0AffirmedGuidance: 0 for 2026
2026 Company-Owned Restaurant Level Margin17.0%17.5%18.0% 0AffirmedGuidance: 17.5% for 2026
2026 Franchise Level Margin2.75E10%2.825E10%2.9E10%  AffirmedGuidance: 2.825E10% for 2026
2026 SG&A125.00 Mil130.00 Mil135.00 Mil  AffirmedGuidance: 130.00 Mil for 2026
2026 Depreciation and Amortization45.00 Mil47.50 Mil50.00 Mil  AffirmedGuidance: 47.50 Mil for 2026
2026 Adjusted EBITDA225.00 Mil232.50 Mil240.00 Mil  AffirmedGuidance: 232.50 Mil for 2026
2026 Capital Expenditures45.00 Mil50.00 Mil55.00 Mil  AffirmedGuidance: 50.00 Mil for 2026

Q4 2025 Earnings Reported 11/19/2025

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Jack in the Box Restaurant Count2,0502,0752,100   
2026 Same Store Sales-0.0100.01 3.5%Higher NewActual: -0.04 for 2025
2026 Company-Owned Restaurant Level Margin17.0%17.5%18.0% -2.5%Lower NewActual: 20.0% for 2025
2026 Franchise Level Margin2.75E10%2.825E10%2.9E10%   
2026 SG&A125.00 Mil130.00 Mil135.00 Mil-17.5% Lower NewActual: 157.50 Mil for 2025
2026 Depreciation and Amortization45.00 Mil47.50 Mil50.00 Mil-18.1% Lower NewActual: 58.00 Mil for 2025
2026 Adjusted EBITDA225.00 Mil232.50 Mil240.00 Mil-14.7% Lower NewActual: 272.50 Mil for 2025
2026 Capital Expenditures45.00 Mil50.00 Mil55.00 Mil-42.9% Lower NewActual: 87.50 Mil for 2025

Insider Activity

Updated 8/14/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1King, Mark JamesExec Chairman & Interim CEODirectSell814202618.595,647104,9773,381,596Form
2King, Mark JamesExec Chairman & Interim CEODirectSell721202614.705,62682,7022,757,014Form
3King, Mark JamesExec Chairman & Interim CEODirectSell618202612.535,91174,0652,420,520Form
4Diaz, Guillermo JR DirectBuy528202611.515,96268,623238,165Form
5Diaz, Guillermo JR DirectBuy52820260.005,962  Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1King, Mark JamesExec Chairman & Interim CEODirectSell814202618.595,647104,9773,381,596Form
2King, Mark JamesExec Chairman & Interim CEODirectSell721202614.705,62682,7022,757,014Form
3King, Mark JamesExec Chairman & Interim CEODirectSell618202612.535,91174,0652,420,520Form
4Diaz, Guillermo JR DirectBuy528202611.515,96268,623238,165Form
5Diaz, Guillermo JR DirectBuy52820260.005,962  Form
6Hooper, Dawn EEVP, Chief Financial OfficerDirectSell504202612.107388,929432,671Form
7Super, Sarah LEVP, Chief Legal&Admin OfficerDirectSell504202612.101,84122,276626,787Form
8Piano, StevenSVP, CHIEF PEOPLE OFFICERDirectSell504202612.1092211,155485,722Form
9Cook, Richard DSVP, CHIEF TECHNOLOGY OFFICERDirectSell504202612.101,02512,402485,569Form
10Mount, CarlSVP, CHF SUPPLY CHAIN OFFICERDirectSell504202612.101,14213,817492,796Form
11Tucker, Lance FDIRECTOR & CEODirectSell128202621.833,15068,7644,454,804Form
12Super, Sarah LEVP, Chief Legal&Admin OfficerDirectSell1230202519.464348,4461,043,873Form
13Piano, StevenSVP, CHIEF PEOPLE OFFICERDirectSell1230202519.462544,943799,164Form
14Ostrom, Ryan LeeEVP, Chief Cust&Digtl OfficerDirectSell1230202519.4658111,3061,546,584Form
15Cook, Richard DSVP, CHIEF TECHNOLOGY OFFICERDirectSell1230202519.462925,682800,876Form
16Super, Sarah LEVP, Chief Legal&Admin OfficerDirectSell1217202520.272114,2771,096,121Form
17Piano, StevenSVP, CHIEF PEOPLE OFFICERDirectSell1217202520.271633,304837,577Form
18Ostrom, Ryan LeeEVP, Chief Cust&Digtl OfficerDirectSell1217202520.273156,3851,622,735Form
19Cook, Richard DSVP, CHIEF TECHNOLOGY OFFICERDirectSell1217202520.271773,588840,131Form
20Ingram, VanSVP, CHF DEVELOPMENT OFFICERDirectSell1210202519.061272,42193,870Form
21Hooper, Dawn EEVP, Chief Financial OfficerDirectSell1210202519.062364,498283,060Form
22Super, Sarah LEVP, Chief Legal&Admin OfficerDirectSell1203202519.082,11440,341622,860Form
23Piano, StevenSVP, CHIEF PEOPLE OFFICERDirectSell1203202519.081,49128,453516,249Form
24Ostrom, Ryan LeeEVP, Chief Cust&Digtl OfficerDirectSell1203202519.083,72671,095982,832Form
25Mount, CarlSVP, CHF SUPPLY CHAIN OFFICERDirectSell1203202519.085189,885358,424Form
26Ingram, VanSVP, CHF DEVELOPMENT OFFICERDirectSell1203202519.083516,69896,410Form
27Hooper, Dawn EEVP, Chief Financial OfficerDirectSell1203202519.0869113,186287,896Form
28Cook, Richard DSVP, CHIEF TECHNOLOGY OFFICERDirectSell1203202519.081,78734,101518,914Form
29Mount, CarlSVP, CHF SUPPLY CHAIN OFFICERDirectSell1125202519.001,39326,467366,700Form
30Tucker, Lance FDIRECTOR & CEODirectBuy1124202517.295,00086,4501,461,956Form
31Ostrom, Ryan LeeEVP, Chief Cust&Digtl OfficerDirectBuy1124202517.551,00017,552886,168Form
32Cook, Richard DSVP, CHIEF TECHNOLOGY OFFICERDirectSell1104202516.381542,523428,632Form
33Mount, CarlSVP, CHF SUPPLY CHAIN OFFICERDirectSell910202519.7458911,627408,467Form

Investor Activity (13F)

Updated Aug 25, 2026
13F holdings as of Mar 31, 2026 (Q1 2026)

Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.

Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Biglari Capital Corp.$16.3 Mil1.8%19Hold13F
Active Manager
Active Manager
Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Biglari Capital Corp.$16.3 Mil1.8%19Hold13F
Core Cache Last Updated: 8/24/2026