Jack In The Box: The Turnaround Plan Is Unproven For Now
Jack in the Box Inc. continues to struggle with declining sales, weak margins, and a heavy debt load, with little sign of near-term improvement. The Del Taco acquisition has failed to deliver expected synergies, becoming a major drag and possible divestiture candidate, further clouding the outlook. Management's aggressive "Jack on Track" turnaround plan focuses on closing underperforming stores, shifting to an asset-light franchise model, and reducing debt.
Box Q1 Earnings Beat Estimates, Revenues Up Y/Y, Shares Rise
BOX's first-quarter fiscal 2026 results reflect strong Suite adoption.
Box Stock Hits Record High as Sector Peer Gaps Lower
Cloud stocks Box Inc (NYSE:BOX) and Okta Inc (NASDAQ:OKTA) are staging opposite post-earnings reactions.
Box Stock Climbs After Strong First-Quarter Earnings Report
The cloud storage company beats earnings expectations and raises its fiscal 2026 revenue forecast.
Box: Huge Billings Growth Has Me Excited About This Business Again (Upgrade)
I'm upgrading Box to a buy after a strong Q1 "beat and raise" and accelerating billings growth, signaling renewed momentum. Box benefits from high-margin, sticky recurring revenue and is finally gaining market share from Dropbox, which is now shrinking. The company's Q1 results showcased a sharp acceleration in billings growth to 27% y/y from just 5% y/y in Q4. The company is benefiting from AI-related demand tailwinds.
Box, Inc. (BOX) Q1 2026 Earnings Call Transcript
Box, Inc. (NYSE:BOX ) Q1 2026 Earnings Conference Call May 27, 2025 5:00 PM ET Company Participants Cynthia Hiponia - Vice President, Investor Relations Aaron Levie - Co-Founder & Chief Executive Officer Dylan Smith - Co-Founder & Chief Financial Officer Conference Call Participants George Kurosawa - Citi Jason Ader - William Blair Michael Funk - Bank of America Lucky Schreiner - DA Davidson Josh Baer - Morgan Stanley Pinjalim Bora - JPMorgan Brian Peterson - Raymond James Operator Ladies and gentlemen, thank you for standing by. My name is Krista, and I will be your conference operator today.
UK loot box self-regulation fails: New study finds rampant non-compliance and no enforcement
Loot boxes and gacha are gambling-like products inside video games that players buy to obtain random rewards. Concerns have been raised about consumers, particularly children, experiencing financial harm and developing gambling problems.
Big Market Gains on Tariff Delay, Improved Consumer Confidence
Stronger Consumer Confidence for May helps illustrate some of the positive sentiment the market has gained since tariff delays have been instilled.
Box (BOX) Q1 Earnings and Revenues Surpass Estimates
Box (BOX) came out with quarterly earnings of $0.30 per share, beating the Zacks Consensus Estimate of $0.25 per share. This compares to earnings of $0.39 per share a year ago.
Big Box Retail Earnings: TGT Widens Guidance & TJX Same-Store Sales Slip
Big box retailers faced pressure this morning, brought mostly through Target's (TGT) earnings miss and widened guidance. TJX Companies (TJX) beat its earnings but its stock didn't see much movement, possibly due to a slight dip in same-store sales.
International Paper Is on a Quest to Build a Better Cardboard Box
Andy Silvernail was looking for a business that needed to be transformed in a big way when he agreed to lead the 127-year-old company.
Jack in the Box Q2 Earnings Beat, Revenues Lag Estimates, Stock Down
JACK's second-quarter fiscal 2025 results are hurt by dismal same-store sales.
