Jack In The Box: A New Hope Inside The Box
Jack in the Box remains profitable amid inflation, supported by operational efficiency and a strong balance sheet, positioning it for a potential rebound. JACK's focus on franchised restaurants reduces capital requirements and stabilizes cash flow, making it resilient against inflationary pressures and interest rate fluctuations. Despite high borrowings, JACK's cash reserves and fixed interest rates provide stability, with a DCF model indicating a 20% upside potential, making the stock undervalued.
Tritax Big Box REIT: Could Be, But Not This Instrument
Liquidity is crucial; it affects the difference between buying and selling prices and price stability during transactions. Tritax Big Box REIT is a solid investment, but avoid its ADR, TTBXF, due to low liquidity and high price volatility. The ADR's price is driven by its own trades, not the underlying stock, leading to misleading price movements.
Box CEO Aaron Levie talks launching OpenAI's new agent tools
Aaron Levie, Box CEO, joins 'Closing Bell Overtime' to talk utilizing OpenAI agents.
Box: Getting Closer, But Wait For A Deeper Dip Before Buying
Box's stock fell post-earnings despite strong Q4 results due to a modest FY25 outlook, but shares have rallied ~20% over the past year. At $32/share, Box's ~13x FCF valuation isn't attractive yet. I recommend waiting for a drop to $28 for a better buying opportunity. Box's revenue and billings growth accelerated slightly in Q4, and the company is expecting ~6% growth in FY26.
BOX Q4 Earnings & Revenues Beat Estimates, Stock Falls on Weak View
Box's fourth-quarter 2025 results reflect strong Suite adoption.
Box Sees Strong Q4 Bookings And AI Expansion, But Margin Outlook Prompts Analyst Adjustments
On Tuesday, Box reported quarterly earnings of 42 cents per share, which met the analyst consensus estimate. Quarterly revenue was $280 million (up from $262.87 million a year ago), which beat the analyst consensus estimate of $279.42 million.
Box, Inc. (BOX) Q4 2025 Earnings Call Transcript
Box, Inc. (NYSE:BOX ) Q4 2025 Earnings Conference Call March 4, 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 Brian Peterson - Raymond James Michael Funk - Bank of America Steve Enders - Citi Lucky Schreiner - DA Davidson Taylor McGinnis - UBS Pinjalim Bora - JPMorgan Rishi Jaluria - RBC Capital Markets Josh Baer - Morgan Stanley Operator Thank you for standing by. My name is JL, and I will be your conference operator today.
Markets Break Lower as Tariff Realities Manifest
The specter of higher production costs across the board based on fresh tariffs are giving the market heartburn.
Box (BOX) Beats Q4 Earnings and Revenue Estimates
Box (BOX) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.41 per share. This compares to earnings of $0.42 per share a year ago.
Jack in the Box: Why Earnings Trends Matter More Than The CEO Shift
Jack in the Box experienced significant volatility following the unexpected resignation of CEO Harris, but Q1 FY 2025 results exceeded EPS expectations, showing resilience. Despite a 3.7% year-over-year decline in top-line sales and challenges from Del Taco, Jack in the Box's same-store sales increased slightly, indicating stability. The company is focusing on innovation and expansion, particularly in Florida and Georgia, while continuing to reduce debt and manage costs effectively.
Jack in the Box Stock Up on Q1 Earnings Beat, Revenues Lag Estimates
JACK's first-quarter fiscal 2025 results are hurt by the impact of Del Taco refranchising transactions.
Retail ETFs in Focus Ahead of Big-Box Q4 Earnings
The retail sector is in focus with the earnings releases of big retailers like Walmart, Home Depot, Lowe's and Target lined up.
