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?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
BJRI to report Q4 results Feb. 25, with traffic gains, cost discipline and margin strength in focus as EPS is seen up 27.7% year over year.
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.