JACK JACK IN THE BOX INC

BULLISH Impact: 6/10 8-K
Horizon weeks Filed Jun 8, 2026 Processed 1d 17h ago SEC 0000807882-26-000073
8-K context-dependent: Items 8.01

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Executive Summary

Jack in the Box announced an early repayment of $110M of its Series 2019-1 securitized notes, bringing total 2026 debt reduction to $236.4M, and plans a subsequent $500M + $150M refinancing of securitized debt. This continues the company's deleveraging under its 'JACK on Track' plan, reducing outstanding securitized debt to ~$1.5B. The refinancing is subject to market conditions and expected to close in Q3 2026.

Actionable Insight

The $110M early repayment and $236.4M total 2026 deleveraging is credit-positive and signals management's commitment to balance sheet improvement. The subsequent $650M refinancing should reduce interest costs and extend maturities. Watch for Q3 closing of the refinancing and any rating agency actions. The market cap of ~$216M means a ~$236M debt paydown in one year is significant relative to equity value — monitor for potential upside in common equity as leverage declines.

Key Facts

  • Repaying $110M of Series 2019-1 4.476% notes on June 10, 2026, ahead of August 2026 anticipated repayment date.
  • Total 2026 debt reduction reaches $236.4M including amortization.
  • Outstanding securitized debt will be ~$1.5B after repayment.
  • Subsequent refinancing of $500M fixed-rate notes + $150M variable funding notes to replace existing securitized debt.
  • Refinancing proceeds to pay off Series 2019-1 A-2, part of Series 2022-1 A-2, and Series 2022-1 VFN in full.
  • Repayment funded by cash on hand and company-owned life insurance policy assets.
  • No borrowings currently outstanding under Series 2019-1 Variable Funding Notes.

Financial Impact

Debt reduction of $236.4M in 2026 (including this $110M early repayment). Outstanding securitized debt reduced to ~$1.5B. Refinancing of $650M in new notes ($500M fixed + $150M variable) to replace existing securitized debt.

debtfinancial leverageinterest expenseliquiditycapital structure

Risk Factors

  • Refinancing is subject to market conditions and may not close on anticipated terms or at all.
  • Debt reduction partly funded by life insurance assets, which could be one-time in nature.
  • Restaurant industry headwinds (commodity costs, labor, consumer spending) could offset benefits from deleveraging.

Market Snapshot

Exchange
Nasdaq
Sector
Retail-Eating Places
Analyst Consensus
38% bullish (24 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000807882-26-000073
Exhibit: ex991-pressreleasexdebtann.htm0000807882-26-000073
Document: 0000807882-26-000073-index-headers.html0000807882-26-000073
Document: 0000807882-26-000073-index.html0000807882-26-000073
Document: 0000807882-26-000073.txt0000807882-26-000073
9 reports for JACK
Performance horizon

Track record builds as more directional reports settle.

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Type Now
Jun 8, 2026
1d ago
8-K
BULLISH ★ 6/10
$11.26 awaiting T+5awaiting T+5$11.58 (+2.84%)
May 29, 2026
11d ago
8-K
NEUTRAL ★ 2/10
$12.45 $11.95▼ −4.02%▼ −3.72%$11.58 (−6.99%)
May 13, 2026
27d ago
8-K
BEARISH ★ 8/10
$10.98 $11.35▼ −3.37%▼ −4.09%$11.58 (−5.46%)
May 4, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$12.05 $13.40▲ +11.20%▲ +8.27%$11.58 (−3.90%)
May 4, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$12.05 $13.40▲ +11.20%▲ +8.27%$11.58 (−3.90%)
May 4, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$12.05 $13.40▲ +11.20%▲ +8.27%$11.58 (−3.90%)
Apr 13, 2026
8w ago
8-K
NEUTRAL ★ 3/10
$11.78 $12.70▲ +7.81%▲ +6.42%$11.58 (−1.70%)
Mar 4, 2026
13w ago
8-K
NEUTRAL ★ 3/10
$15.12 $13.37▼ −11.57%▼ −10.24%$11.58 (−23.41%)
Feb 26, 2026
14w ago
DEFA14A
NEUTRAL ★ 3/10
$16.92 $14.49▼ −14.36%▼ −12.38%$11.58 (−31.56%)
Showing 9 of 9

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