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Dec 30, 2025
BJ's Q4 2025 Earnings Report
BJ's Q4 2025 Earnings Report reported a return to profitability and strong traffic growth.
Key Takeaways
BJ's Restaurants delivered a strong fourth quarter with a 3.2% revenue increase and a significant turnaround in net income, moving from a loss in the prior year to $12.6 million. The company achieved its 6th consecutive quarter of comparable sales growth, driven by a traffic increase of over 4%.
Comparable restaurant sales increased by 2.6% during the fourth quarter.
Restaurant level operating profit margin expanded by 70 basis points to 16.1%.
Guest traffic grew by over 4%, outperforming industry trends.
The company repurchased 167,000 shares for $5.4 million during the quarter.
Revenue by Geographic Location
Forward Guidance
For fiscal 2026, BJ's expects continued growth in comparable sales and profitability improvements.
Positive Outlook
- Comparable restaurant sales growth of 1% to 3%
- Restaurant level operating profit expected between $221 million and $233 million
- Adjusted EBITDA projected at $140 million to $150 million
- Up to $50 million in planned share repurchases
- Focus on 'WOW Hospitality' and fresh atmosphere to drive sustainable growth
Challenges Ahead
- Capital expenditures projected at $85 million to $95 million
- Potential for rising costs in energy, labor, and construction
- Risks from wage inflation and competitive labor markets
- Potential construction delays for new sites
Historical Earnings Impact
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Avg. Return Before/After Earnings
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