JACK Latest Report

Financial Performance

Based on the provided data, Jack In The Box's total operating revenue on January 19, 2025 was RMB46,943.8 million. Converted to US dollars, this data reflects the company's performance in the market and changes in its revenue sources.

Key Financial Data

1. Jack In The Box's total operating revenue in 2024 was US$1.571 billion, showing the overall revenue changes in the fiscal year.

2. The operating revenue in the first quarter of 2025 was US$37.1064 million, slightly higher than US$36.8340 million in the same period of 2024.

3. Del Taco, a competitor, had an operating revenue of US$9.8374 million in the first quarter of 2025, a significant decrease from US$11.9158 million in the same period of 2024, reflecting the challenges faced by the brand.

4. In the fast-food industry as a whole, the market size is expected to exceed RMB1243.9 billion in 2025, with an annual compound growth rate of approximately 4.9%.

5. Jack In The Box actively implemented digital marketing strategies in 2023, with a digital sales ratio of 12%.

Peer Comparison

1. Industry-wide analysis: The operating revenue of the fast-food industry is significantly affected by consumer preferences and economic cycles. If the industry as a whole grows, it indicates an increase in market demand, while a decline may face potential challenges. According to predictions, the market size of fast-food restaurants in 2025 shows an optimistic growth trend.

2. Peer evaluation analysis: By comparing Jack In The Box's operating revenue with its competitors, it shows a relatively stable growth, especially when Del Taco's revenue decreases, Jack In The Box maintains its market share, demonstrating its competitiveness.

Summary

Analyzing Jack In The Box's financial data, it can be seen that despite facing market competition and macroeconomic challenges, the company maintains a growth trend in its operating revenue, especially in its efforts in digital marketing and product innovation, laying a foundation for future growth. Overall, the company's operating revenue reflects its stability in the fast-food industry.

Opportunities

1. Continue to strengthen digital marketing strategies, increase online sales, and attract more young consumers.

2. Further enhance brand influence and market share through product innovation and market promotion.

3. Consider expanding the number of offline restaurants to enhance customer experience and competitiveness.

4. Take advantage of the recovery of the macro economy and the improvement of consumer confidence to further expand market share.

Risks

1. Intensified competition within the industry may lead to a loss of market share.

2. Changes in macroeconomic factors, such as consumer confidence and unemployment rates, may affect overall performance.

3. The risk of revenue fluctuations due to adjustments in product pricing strategies.

4. Failure to effectively attract target consumer groups through marketing strategies may affect revenue growth expectations.