share_log

Earnings Call Summary | Jack in the Box(JACK.US) Q2 2024 Earnings Conference

Earnings Call Summary | Jack in the Box(JACK.US) Q2 2024 Earnings Conference

業績電話會議摘要 | Jack in the Box (JACK.US) 2024 年第二季度業績發佈會
富途資訊 ·  05/15 05:38  · 電話會議

The following is a summary of the Jack in the Box Inc. (JACK) Q2 2024 Earnings Call Transcript:

以下是 Jack in the Box Inc.(JACK)2024年第二季度業績電話會議記錄的摘要:

Financial Performance:

財務業績:

  • Jack in the Box reported a Q2 system same-store sales decrease of 2.5% with company-owned comp decrease of 0.6% and franchise comp decrease of 2.6%.

  • Restaurant level margin was 23.6%, up by 220 basis points year on year.

  • The consolidated adjusted EBITDA was $75.7 million, a decrease from the previous year's $80.6 million.

  • Consolidated GAAP diluted earnings per share was $1.26, slightly lower compared to $1.27 in the previous year.

  • Debt at the quarter's end totaled $1.7 billion with an available borrowing capacity of $175.5 million.

  • For Fiscal Year 2024, the company predicts adjusted EBITDA of $325m-$330m with operating earnings per share of $6.25 -$6.40.

  • Jack in the Box報告稱,第二季度系統同店銷售額下降了2.5%,公司自有收入下降了0.6%,特許經營收入下降了2.6%。

  • 餐廳利潤率爲23.6%,同比增長220個點子。

  • 調整後的合併息稅折舊攤銷前利潤爲7,570萬美元,低於去年的8,060萬美元。

  • 合併GAAP攤薄後每股收益爲1.26美元,略低於去年的1.27美元。

  • 本季度末的債務總額爲17億美元,可用借款能力爲1.755億美元。

  • 該公司預計2024財年調整後的息稅折舊攤銷前利潤爲3.25億至3.3億美元,每股營業收益爲6.25美元-6.40美元。

Business Progress:

業務進展:

  • During Q2, they opened three new Jack in the Box restaurants and three Del Taco restaurants, targeting 25 to 35 and 10 to 15 new respective openings this year.

  • Expansion has been made into Mexico with one restaurant with plans for two more this year.

  • Refranchised 13 Del Taco restaurants and signed deals to expand in Florida and Tallahassee.

  • Their $50 million CRAVED reimage and refresh program has been rolled out to the franchise system.

  • The new Munchies Under $4 platform was launched and systemwide Wings are planned to launch by the month's end.

  • A partnership with Qu aims to deploy a new point-of-sale system across all Jack in the Box restaurants.

  • Digital growth is a key focus, with first-party platforms reporting over 80% growth for the quarter.

  • Point-of-sale system rollout and kiosk installations are the key technology focuses aiming for full implementation by 2025.

  • A relaunched product, the Smashed Jack, significantly improved the average check by 2%.

  • 93 development agreements for 409 restaurants indicate a growth in the development pipeline promising future expansions.

  • 在第二季度,他們新開了三家Jack in the Box餐廳和三家Del Taco餐廳,目標是今年分別開設25至35家和10至15家新開業。

  • 已將業務擴展到墨西哥,開設了一家餐廳,並計劃今年再開設兩家餐廳。

  • 重新授予了13家Del Taco餐廳的特許經營權,並簽署了在佛羅里達州和塔拉哈西擴張的協議。

  • 他們耗資5000萬美元的CRAVED重塑和更新計劃已推廣到特許經營體系。

  • 新的4美元以下的Munchies平台已經推出,全系統的Wings計劃在月底之前推出。

  • 與Qu的合作旨在爲所有Jack in the Box餐廳部署新的銷售點系統。

  • 數字增長是重點,第一方平台報告本季度增長超過80%。

  • 銷售點系統的推出和自助服務終端的安裝是關鍵技術重點,目標是到2025年全面實施。

  • 重新推出的產品Smashed Jack將平均支票水平顯著提高了2%。

  • 409家餐廳的93份開發協議表明,開發項目有所增加,有望在未來進行擴張。

More details: Jack in the Box IR

更多詳情: Jack in the Box IR

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:欲了解更多詳情,請訪問投資者關係網站。本文僅供投資者參考,不構成任何投資建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
    搶先評論