When we last looked at Jack in the Box
In the second-quarter report, the company compared its current results with those from the year-ago period, including the effect of stock options expensing. Under this approach, earnings in the year-ago period would have been negatively affected by $0.03 per diluted share, meaning that on a comparable basis, earnings for the present quarter were 17.3% higher year over year. The EPS increase can be attributed to solid comparable same-store sales, improving margins, and a decrease in shares outstanding.
Jack in the Box restaurant comps for the quarter were up 4%, as it benefited from a higher average check as well as increased transactions. Management attributed the gains to its updated menu, which features higher-quality products like entree salads and ciabatta burgers and sandwiches. Meanwhile, comps at its Qdoba Mexican Grill locations were up 5.6% against very tough double-digit comparisons in the same quarter last year.
The company also managed to improve restaurant operating margins by 50 basis points to the current level of 17.6%. Most of these gains came as a result of lower commodity costs, such as pork, beef, and cheese. Jack in the Box also took some credit for the improvement, highlighting its Profit Improvement Program as a contributing factor to profitability gains.
Beyond top-line growth and margins improvements, the third cause of the company's double-digit EPS increase was a reduction in shares outstanding. Although it did not buy back any shares in the most recent quarter, prior repurchases led to an overall reduction in diluted shares outstanding by nearly 5% against year-ago levels. Jack in the Box made no mention of plans to repurchase shares in the remainder of fiscal 2006; nonetheless, because of the positive momentum it has seen management has decided to raise full-year earnings guidance to $2.60 to $2.63 per share, up from the previous level of $2.57 to $2.60.
The growth initiatives from Jack in the Box appear to be right on track. And considering that the company only has a presence in 17 states, there should be plenty of growth opportunities in the years to come.
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Fool contributor Jeremy MacNealy has no financial interest in any company mentioned. Disney is a holding of the Motley Fool Stock Advisor newsletter service.