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Sep 30
BJ's Q3 2025 Earnings Report
BJ's Restaurants, Inc. reported financial results for its fiscal third quarter ended September 30, 2025.
Key Takeaways
BJ's Restaurants, Inc. achieved its fifth consecutive quarter of sales and traffic growth, alongside its fourth consecutive quarter of profit expansion. The company reported a 1.4% increase in total revenues to $330.2 million and a 0.5% increase in comparable restaurant sales. Diluted net income per share improved to $0.02 from a loss of $0.13 in the prior year, with adjusted diluted net income per share at $0.04.
Total revenues increased by 1.4% to $330.2 million compared to the third quarter of 2024.
Comparable restaurant sales saw a 0.5% increase, marking the fifth consecutive quarter of sales growth.
Restaurant level operating profit rose by 8.8% to $41.3 million, with the margin improving by 80 basis points to 12.5%.
The company repurchased approximately 996,000 shares of common stock at a cost of $33.2 million during the quarter.
BJ's
BJ's
Forward Guidance
For fiscal 2025, management anticipates comparable restaurant sales growth of approximately 2%, restaurant level operating profit between $211 million and $219 million, and Adjusted EBITDA between $132 million and $140 million. Capital expenditures are projected to be $65 million to $75 million, with share repurchases of $65 million to $80 million.
Positive Outlook
- Anticipated comparable restaurant sales growth of approximately 2% for fiscal 2025.
- Projected restaurant level operating profit between $211 million and $219 million.
- Expected Adjusted EBITDA between $132 million and $140 million.
- Continued focus on strategic initiatives to drive sustained improvement.
- Strong product lineup through year-end, including pizza refresh and seasonal Pizookies, contributing to positive momentum.
Challenges Ahead
- Guidance is subject to uncertainty, including the U.S. consumer environment.
- Potential impacts from trade policies could affect financial results.
- Actual results may differ materially due to various risks and uncertainties.
- Factors such as rising costs (energy, labor, construction) could impact profitability.
- Competitive labor market conditions and wage inflation may lead to staffing shortages.