Jack in the Box Inc. (JACK)

The stock experienced a significant decline of 60.88% between October 24, 2024, and October 23, 2025. Jack in the Box Inc. announced a definitive agreement to sell Del Taco Holdings Inc. to Yadav Enterprises Inc. for $115 million in cash, part of the "Jack on Track" plan, leading to an 8.66% stock price drop on October 16, 2025. Mizuho initiated coverage with a Neutral rating, while Barclays maintained an Equal-Weight rating but lowered its price target. Several firms adjusted their ratings and price targets in August 2025. Jack in the Box reported Q3 earnings and revenues that missed estimates in August 2025.

The restaurant industry experiences seasonal fluctuations, with summer months typically being the busiest and winter months slowing down. Major holidays often see a decrease in dine-in traffic. Businesses adapt by adjusting menus, offering seasonal promotions, and leveraging delivery and takeout services. Jack in the Box serves its full menu all day and is open long hours, which can help mitigate some seasonal dips.

Jack in the Box Inc., founded in 1951 and headquartered in San Diego, California, operates and franchises quick-service and fast-casual restaurants. It is known for its diverse menu, including hamburgers, chicken, sandwiches, salads, breakfast items, desserts, and internationally themed foods. The company previously operated Qdoba Mexican Grill until 2017 and recently announced the sale of its Del Taco Holdings Inc. subsidiary.

Jack in the Box operates over 2,200 locations, primarily on the West Coast of the United States. Its restaurants are in 21 states across the U.S., including large urban areas outside the West Coast, and two locations in Guam. The company also has a presence in one state in Mexico.

Jack in the Box maintains a brand reputation centered on its "crave strategy," focusing on cultural relevance, authenticity, visibility, ease, and distinctiveness. Consumers are willing to pay for premium products like the "SmashJack" burger. The company is expanding its digital footprint through mobile, delivery, and kiosk growth. The company faces operational challenges such as rising minimum wages and the need to mitigate costs, while also working on replacing its Point of Sale (POS) systems.

Jack in the Box Inc. stock ownership includes institutional, insider, and retail investors. Major institutional shareholders include BlackRock, Inc., Biglari Capital Corp., Callodine Capital Management, LP, Capital World Investors, and Vanguard Group Inc. Linda Lang is the largest individual shareholder, owning 1.47% of the company. Insiders have not sold or bought any company stock in the past three months, with 1.40% of the stock held by insiders, though other sources indicate net insider selling over the last 12 months.