BJ's Restaurants' Q3 revenue misses estimates

BJs Restaurants

30/10/2025 20:26

Overview

BJ's fiscal Q3 revenue grows 1.4% but misses analyst expectations

Company reports diluted net income per share of $0.02, reversing a loss from last year

BJ's repurchased 996,000 shares for $33.2 mln, indicating financial confidence

Outlook

BJ's Restaurants expects 2025 comparable restaurant sales growth of approximately 2%

Company anticipates 2025 adjusted EBITDA of $132 mln to $140 mln

BJ's plans 2025 capital expenditures of $65 mln to $75 mln

Result Drivers

PIZOOKIE MEAL DEAL - Co attributes sales growth to embedding Pizookie Meal Deal value platform, enhancing guest satisfaction

TRAFFIC GROWTH - Co reports 3.5% increase in traffic, outperforming industry benchmarks in trailing six weeks

OPERATING PROFIT IMPROVEMENT - Restaurant level operating profit increased 8.8%, driven by operational improvements

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Miss
$330.20 mln
$334.62 mln (8 Analysts)
Q3 EPS
$0.02
Q3 Adjusted EBITDA
Miss
$21.10 mln
$21.22 mln (7 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 6 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the restaurants & bars peer group is "buy."

Wall Street's median 12-month price target for BJ's Restaurants Inc is $40.00, about 24.8% above its October 29 closing price of $30.08

Press Release: ID:nGNX59FBlB

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)