BJ's Restaurants, Inc. (BJRI) Q1 2026 Earnings Call Transcript
The headline numbers for BJ's Restaurants (BJRI) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
BJ's Restaurants (BJRI) came out with quarterly earnings of $0.57 per share, missing the Zacks Consensus Estimate of $0.61 per share. This compares to earnings of $0.59 per share a year ago.
BJ's Restaurants remains a 'Buy' pre-earnings, offering double-digit upside and mid-single-digit buybacks. FY 2026 guidance calls for 1–3% same-store sales growth and EBITDA margins of 9.6–10.3%, well above historical averages. Capex compression in FY 2026 turns BJRI into a short-term cash cow, with $27–50 million FCF likely fueling buybacks.
BJ's Restaurants (BJRI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
BJ's Restaurants (BJRI) reported earnings 30 days ago. What's next for the stock?
BJ's Restaurants is experiencing again a "Pizookie Dip," presenting an attractive entry point with a revised price target of ~$49 per share. BJRI outperformed peers in Q4 with same-store sales growth of 2.6%, driven by menu innovation and value-focused promotions, despite industry-wide traffic softness. Margins remain resilient due to efficient cost management, a favorable menu mix, and limited new store openings, supporting robust EBITDA expansion.
BJ's Restaurants, Inc. (BJRI) Q4 2025 Earnings Call Transcript
BJ's Restaurants delivered Q4 2025 revenue and adjusted EPS above analyst expectations, signaling strong operational momentum. Comparable sales grew 2% in 2025, with traffic up 4.5%, driven by menu innovation and nearly 50% of stores remodeled. Management guides for 2026 EBITDA of $140–$150 million and 1–3% comparable sales growth, underpinned by continued product refreshes.
Although the revenue and EPS for BJ's Restaurants (BJRI) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
BJ's Restaurants (BJRI) came out with quarterly earnings of $0.66 per share, beating the Zacks Consensus Estimate of $0.6 per share. This compares to earnings of $0.47 per share a year ago.
Investors with an interest in Retail - Restaurants stocks have likely encountered both BJ's Restaurants (BJRI) and Chipotle Mexican Grill (CMG). But which of these two stocks offers value investors a better bang for their buck right now?