Jersey Mike's Subs (JMKE) AI Stock Analysis

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Jersey Mike's Subs

(NYSE:JMKE)

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Positive Factors

Negative Factors

Jersey Mike's Subs (JMKE) vs. SPDR S&P 500 ETF (SPY)

Market Cap: $4.77B
Dividend Yield: 1.78%
Average Volume (3M): 3.13M
Price to Earnings (P/E): -3650.0
Beta (1Y): -1.47
Revenue Growth: ―
EPS Growth: ―
Country: US
Employees: 899
Sector: General
Sector Strength: 55
Industry: Restaurants

Jersey Mike's Subs Business Overview & Revenue Model

Company Description

Jersey Mike's Subs, Inc. engages in franchising fast casual, submarine-style sandwich restaurants specializing in authentic, hand-crafted, and craveable subs. The company was founded by Peter Cancro in 1956 and is headquartered in Tinton Falls, DE.

Jersey Mike's Subs Earnings Call Summary

Earnings Call Date:Oct 28, 2026(Q3-2026)|% Change Since:22.56%|Next Earnings Date:Sep 15, 2027

Earnings Call SentimentPositive

The call was strongly positive. The company reported accelerating transaction-led same-store sales, double-digit system-wide sales and adjusted EBITDA growth, strong unit development, improving franchisee economics, expanding digital and catering channels, and substantial domestic and international growth opportunities. The main challenges were softer consumer confidence, an undersized loyalty database that will take time to develop, full-year advertising expenses exceeding revenues, leverage and interest expense, and the eventual lapping of a one-time EBITDA benefit. Highlights significantly outweighed lowlights.

Positive Updates

Transaction-Led Same-Store Sales Acceleration

Third-quarter same-store sales grew 3%, accelerating from 2.3% in the second quarter, with growth driven primarily by transactions. Management said Jersey Mike's continued to outperform the fast-casual segment and remained confident in its long-term objective of achieving $2 million average unit volumes.

Negative Updates

Consumer Confidence and Temporary Industry Softness

Management referenced temporary softness late in the third quarter and continued softness in overall consumer confidence. The fourth-quarter same-store sales outlook reflects the ongoing consumer environment, although management said the late-third-quarter weakness appeared short-lived and that recent performance was consistent with guidance.

Company Guidance

For 2026, Jersey Mike’s expects same-store sales growth of at least 2.5%, net unit growth of at least 8%, adjusted EBITDA growth of at least 20%, a fully exchanged diluted share count of approximately 318 million, advertising expenses to exceed revenues by $5 million for the full year, and Q4 net interest expense of approximately $25 million; digital sales mix is progressing toward a long-term target of 60% to 70%, 2027 is expected to include 2 to 3 LTOs, and over the long term the company expects low single-digit same-store sales growth and high single-digit net unit growth combined to drive double-digit EBITDA growth, with expenses approximately equal to advertising revenues on a full year basis.

Jersey Mike's Subs Peers Comparison

Overall Rating

Financial Indicators

JMKE against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
Sector *	55Neutral	$6.65B	3.83	-15.92%	6.20%	10.91%	7.18%

* General Sector Average

Performance Comparison

JMKE and its peers over the selected period
Show on chart	Ticker	Company Name	Price	Change	% Change
	JMKE	Jersey Mike's Subs Inc.	20.44	-0.83	-3.90%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Jersey Mike's Subs AI Stock Analysis