BJ's Restaurants Q2 profit, revenue beat estimates

BJs Restaurants

31/07/2025 21:13

Overview

BJ's fiscal Q2 rev grows 4.5% yr/yr, beating analyst expectations, per LSEG data

Adjusted EPS for fiscal Q2 beats consensus, reflecting improved profitability

Co repurchased 438,000 shares, indicating strategic financial management

Outlook

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

Company anticipates 2025 restaurant level operating profit of $211 mln to $219 mln

BJ's projects 2025 adjusted EBITDA of $132 mln to $140 mln

Company plans capital expenditures of $65 mln to $75 mln in 2025

Result Drivers

PIZOOKIE MEAL DEAL - Popularity of Pizookie Meal Deal contributed to traffic-driven top-line growth, per CEO Lyle Tick

OPERATIONAL FUNDAMENTALS - Strong operational fundamentals and focus on guest experience drove profitability improvements

SALES NORMALIZATION - July sales trends normalized after a slow start

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$365.60 mln
$364.40 mln (7 Analysts)
Q2 Adjusted EPS
Beat
$0.97
$0.72 (6 Analysts)
Q2 EPS
$0.97
Q2 Adjusted EBITDA
Beat
$42.10 mln
$40.20 mln (6 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "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 8.2% above its July 30 closing price of $36.72

The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nGNXbGkpk1

(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.)