Jack in the BOX INC /new/: insider trades · United States · SEC (Form 4)

About Jack in the BOX INC /new/

Jack in the Box Inc. is a U.S.-listed restaurant company traded on the NASDAQ under the ticker JACK, in the United States. Founded in 1951 and headquartered in San Diego, California, the group operates and franchises the Jack in the Box brand, one of the country’s leading hamburger chains. The company has built its identity around an unconventional, highly flexible QSR concept: a broad menu, late-night availability, breakfast served throughout the day, and strong drive-thru convenience. That positioning has helped Jack in the Box maintain a distinct brand profile in a crowded U.S. fast-food market where scale, menu innovation, value pricing, and operational consistency are all critical competitive drivers. ([s25.q4cdn.com](https://s25.q4cdn.com/507451327/files/doc_financials/2025/q4/41a27b31-eb49-444c-bb0b-a0c8277e4384.pdf)) From a business-model perspective, Jack in the Box is increasingly asset-light. The company derives revenue from company-operated restaurant sales, franchise royalties, franchise fees, rent, and certain advertising or service-related income. As of September 28, 2025, it operated and franchised 2,136 Jack in the Box restaurants, primarily across the western and southern United States, with a small international footprint in Mexico and Guam. The company emphasizes that roughly 93% of Jack in the Box units were franchised at fiscal year-end, underscoring the capital-light nature of the system. The menu remains central to the brand’s economics: signature burgers such as the Jumbo Jack, Ultimate Cheeseburger, Buttery Jack, and Sourdough Jack sit alongside tacos, curly fries, egg rolls, breakfast sandwiches, chicken items, and shakes. ([s25.q4cdn.com](https://s25.q4cdn.com/507451327/files/doc_financials/2025/q4/41a27b31-eb49-444c-bb0b-a0c8277e4384.pdf)) The most important recent strategic development was the sale of Del Taco. In October 2025, Jack in the Box entered into a definitive agreement to divest Del Taco Holdings Inc. to Yadav Enterprises, and the transaction closed on December 22, 2025 for approximately $119 million in consideration. Management framed the divestiture as a meaningful step in simplifying the business, strengthening the balance sheet, and sharpening the company’s focus on the Jack in the Box brand. In parallel, the company launched a 75th-anniversary campaign in December 2025, using nostalgia-driven menu items and marketing activations to reinforce brand relevance and drive traffic. More recently, Jack in the Box reported first-quarter 2026 results and reiterated its JACK on Track plan, signaling continued emphasis on execution, value offers, guest experience, and franchise system performance. ([investors.jackinthebox.com](https://investors.jackinthebox.com/news/news-details/2025/Jack-in-the-Box-Inc--Completes-Sale-of-Del-Taco-Holdings-Inc-/default.aspx?utm_source=openai)) For investors, the key analytical questions are straightforward: can Jack in the Box improve comparable sales, sustain franchisee economics, and translate its simplified structure into better earnings quality? The company’s competitive position rests on brand differentiation, menu breadth, and convenience, but it also faces a highly promotional industry backdrop, labor and commodity cost pressure, and the need to keep traffic resilient across dayparts. That combination makes JACK a turnaround-and-execution story rather than a pure growth story, with recent corporate actions suggesting management is prioritizing balance-sheet repair and operational focus over complexity.