From Missteps to Momentum: Jack in the Box's Comeback Plan

Comparing Jack in the Box NASDAQ: JACK with McDonald's NYSE: MCD may sound like comparing apples to oranges, but there is a connection. Where McDonald's executes at a high degree, leans into digital, and takes market share, Jack in the Box suffers from a series of executive missteps that culminated in lost market share, reduced shareholder value, increased debt, and suspended capital returns.

MarketBeat • Feb 21, 2026

Biglari Capital: 18% decline in Jack in the Box Share Price after Q1 Earnings

Continued Deterioration of JACK's Share Price and Operating Metrics Further Warrants Voting Against the Election of David Goebel SAN ANTONIO, Feb. 20, 2026 /PRNewswire/ -- Biglari Capital Corp. ("Biglari Capital"), the largest shareholder of Jack in the Box Inc. (NasdaqGS: JACK) with a 9.86% ownership stake, today issued the following statement: Disastrous Quarterly Results Confirm the Need for Urgent Action  For any shareholder still weighing whether Chairman Goebel's continued presence poses a real risk, JACK's first-quarter fiscal 2026 earnings provide the answer — in case the last 17 years were not convincing enough. The results are terrible by any measure: Same-store sales declined 6.7% systemwide, a sharp deterioration from the 0.4% gain in the same period last year; Adjusted EBITDA declined approx.

PRNewsWire • Feb 20, 2026

Jack in the Box Inc. Urges Shareholders to Vote “FOR” All 10 of the Company's Highly Qualified Director Nominees on the WHITE Proxy Card, as Recommended by Leading Proxy Advisory Firm ISS

SAN DIEGO--(BUSINESS WIRE)--Jack in the Box Inc. (“Jack in the Box” or the “Company”) (NASDAQ: JACK), today mailed a letter to shareholders in connection with its upcoming Annual Meeting of Shareholders scheduled to be held on February 27, 2026 (the “Annual Meeting”). In the letter, the Company highlights that leading independent proxy advisory firm Institutional Shareholder Services has recommended that shareholders vote “FOR” all 10 of the Company's director nominees. The Company emphasizes t.

Business Wire • Feb 19, 2026

A Matcha Made in Heaven: Jack in the Box Launches Matcha Beverage Lineup Nationwide

SAN DIEGO--(BUSINESS WIRE)-- #cravings--Jack in the Box (NASDAQ: JACK) is officially bringing matcha to the drive-thru. With the launch of its nationwide matcha beverage lineup, Jack in the Box becomes one of the first QSRs in the U.S. to feature matcha drinks on its menu, turning a café staple into an accessible, everyday option. The burger joint known for its tacos is notorious for coloring outside the lines, and this all new introduction of matcha is just that. With the introduction of matcha, Jack in t.

Business Wire • Feb 19, 2026

Jack in the Box Inc. (JACK) Q1 2026 Earnings Call Transcript

Jack in the Box Inc. (JACK) Q1 2026 Earnings Call Transcript

Seeking Alpha • Feb 19, 2026

Jack in the Box Inc. Reports First Quarter 2026 Earnings

SAN DIEGO, Calif.--(BUSINESS WIRE)--Jack in the Box Inc. (NASDAQ: JACK) announced financial results for the first quarter ended January 18, 2026. The Company completed the sale of Del Taco Holdings Inc. (“Del Taco”) on December 22, 2025. The Del Taco results are included in discontinued operations for all periods presented. “Our results for the quarter were in line with our expectations. We remain focused on the fundamentals, simplifying the business, and delivering on our 'JACK on Track' commi.

Business Wire • Feb 18, 2026

Jack In The Box (JACK) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

The headline numbers for Jack In The Box (JACK) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks Investment Research • Feb 19, 2026

Biglari Capital Announces Two of Three Leading Proxy Advisory Firms Urge Shareholders to Vote AGAINST Jack in the Box Chairman David Goebel

Glass Lewis Cites "Exceptionally Poor" Performance and "Muted Commitment to Tangible Culpability" in Recommending AGAINST Goebel Egan-Jones Recommends AGAINST the Election of David Goebel, Stating "Urgent Change at the Board Level Is Warranted" Glass Lewis and Egan-Jones Analyses Support Biglari Capital's Thesis ISS Stands Alone in Defending the Status Quo Despite Catastrophic Value Destruction, a Failed Del Taco Acquisition, and Unaddressed Deep-Rooted Governance Concerns SAN ANTONIO, Feb. 17, 2026 /PRNewswire/ -- Biglari Capital Corp. ("Biglari Capital"), the largest shareholder of Jack in the Box Inc. (NasdaqGS: JACK), with a 9.86% ownership stake, today issued the following statement regarding the recommendations of leading independent proxy advisory firms Glass Lewis and Egan-Jones and the flawed conclusion reached by Institutional Shareholder Services ("ISS") in its proxy research report. Glass Lewis and Egan-Jones Agree: Chairman Goebel Should Not Be Re–Elected Glass Lewis, one of the world's leading independent proxy advisory firms, has recommended that shareholders vote AGAINST Chairman David Goebel, explicitly citing "material performance and governance concerns.

PRNewsWire • Feb 17, 2026

Leading Independent Proxy Advisory Firm ISS Recommends Jack in the Box Shareholders Vote “FOR” all 10 of the Company's Highly Qualified Director Nominees

SAN DIEGO--(BUSINESS WIRE)--Jack in the Box Inc. (“Jack in the Box” or the “Company”) (NASDAQ: JACK), today announced that leading independent proxy advisory firm Institutional Shareholder Services (“ISS”) has recommended that Jack in the Box shareholders vote “FOR” all 10 of the Company's director nominees, including David Goebel, Independent Chair of the Jack in the Box Board, on the WHITE proxy card in connection with the 2026 Annual Meeting of Shareholders (the “Annual Meeting”) scheduled t.

Business Wire • Feb 17, 2026

Insights Into Jack In The Box (JACK) Q1: Wall Street Projections for Key Metrics

Get a deeper insight into the potential performance of Jack In The Box (JACK) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Zacks Investment Research • Feb 16, 2026