The combination of positive comparable sales growth, expanding margins, and strong earnings growth suggests improving operational execution. The conservative 2026 guidance provides room for potential upside surprises. Investors should monitor whether the company can maintain margin expansion while growing comparable sales in a challenging casual dining environment.
Price Chart
Executive Summary
BJs Restaurants reported strong fiscal 2025 results with revenue up 3.1% to $1.4 billion and diluted EPS turning positive at $2.16 versus a loss of $0.70 in 2024. The company achieved 10.6% growth in restaurant-level operating profit and expanded margins by 110 basis points. For 2026, management guided for comparable sales growth of 1% to 3% and restaurant-level operating profit between $221 million and $233 million.
Key Financial Metrics
Key Facts
- Fiscal 2025 revenue increased 3.1% to $1.4 billion
- Diluted net income per share was $2.16, a 207.3% increase from $0.70 in 2024
- Restaurant-level operating profit grew 10.6% to $216.2 million with margin expansion of 110 basis points to 15.5%
- Comparable restaurant sales increased 2.0% for the full year
- Company repurchased $67.8 million in shares during 2025 and has $93.2 million remaining under its authorization
- 2026 guidance includes comparable sales growth of 1% to 3% and restaurant-level operating profit of $221M-$233M
Financial Impact
Revenue increased by $41.8 million year-over-year with significant improvement in profitability - net income grew by $32.1 million from $16.7 million to $48.8 million
Risk Factors
- Forward-looking statements include risks related to rising costs, labor market conditions, and macroeconomic factors affecting consumer spending
- The company faces risks from competition in the casual dining sector and potential impacts from economic downturns
- Guidance is subject to various risks including construction delays, wage inflation, and supply chain disruptions
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001171843-26-001099 |
| Document: f8k_022526.htm | 0001171843-26-001099 |
| Document: 0001171843-26-001099-index-headers.html | 0001171843-26-001099 |
| Document: 0001171843-26-001099-index.html | 0001171843-26-001099 |
| Document: 0001171843-26-001099.txt | 0001171843-26-001099 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 11d ago | Press Release | $59.38 | awaiting T+5 | — | $57.91 (−2.48%) |
Oct 8, 2026 18d ago | SC 13G/A | $59.54 $60.22 | ▲ +1.14% | ▲ +1.42% | $57.91 (−2.74%) |
Aug 12, 2026 10w ago | Insider Cluster | $66.67 $64.23 | ▲ +3.66% | ▲ +1.70% | $57.91 (+13.14%) |
Aug 7, 2026 11w ago | Insider Cluster | $68.65 $66.27 | ▲ +3.47% | ▲ +3.42% | $57.91 (+15.64%) |
Aug 7, 2026 11w ago | Insider Cluster | $68.65 $66.27 | ▼ −3.47% | ▼ −3.42% | $57.91 (−15.64%) |
Jul 30, 2026 12w ago | Press Release | $67.61 $69.55 | ▲ +2.87% | ▼ −0.64% | $57.91 (−14.35%) |
Jun 23, 2026 17w ago | 8-K | $54.62 $60.69 | ▲ +11.11% | ▲ +9.41% | $57.91 (+6.02%) |
Jun 22, 2026 18w ago | Insider Cluster | $53.16 $59.38 | ▲ +11.70% | ▲ +10.69% | $57.91 (+8.94%) |
Jun 15, 2026 19w ago | Insider Cluster | $51.78 $53.16 | ▲ +2.67% | ▲ +4.90% | $57.91 (+11.84%) |
Jun 1, 2026 21w ago | Insider Cluster | $44.35 $45.63 | ▲ +2.89% | ▲ +5.85% | $57.91 (+30.57%) |
US Market Status
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