Energy and commodity pricesnegative · 3 filings
“This increase was primarily due to higher guest traffic counts and higher commodity costs.”10-Q · May 6, 2026 ↗
BJ's Restaurants, Inc.
BJRI
Market read
BJ's Restaurants, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
Company-1.2% todayVolume comparison unavailable
Market group0 of 12 activeConsumer Experience · unavailable
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- BJRI's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if BJRI's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- BJRI's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations319
Usable filing statements58
Verified relationships1
Evidence supporting the case
- Operating margin changed +2.3 percentage points in the latest annual period.
- Net margin changed +2.3 percentage points in the latest annual period.
Evidence challenging the case
- Energy and commodity prices has repeated adverse evidence across 3 filings.
- Pricing and mix has repeated adverse evidence across 3 filings.
Questions before a position
No credible peer-relative valuation comparison is available yet.
Longer-term price context
Price as of Sep 10, 2026
60.006m+57.9%12m+75.3%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-12-28$1.1B+39.6%$-0.16+9.6%
2023-01-03$1.3B+18.1%$0.17+2.0%
2024-01-02$1.3B+3.8%$0.82+1.1%
2024-12-31$1.4B+1.8%$0.70-0.6%
2025-12-30$1.4B+3.1%$2.16-4.8%
What management says matters
Persistent and emerging business drivers
Pricing and mixnegative · 3 filings
“This increase was primarily due to higher commodity costs partially offset by menu price increases and the effectiveness of improved operations and our cost savings initiatives.”10-Q · May 6, 2026 ↗
Restructuring and cost reductionsmixed · 1 filings
“As a result of this analysis, in fiscal 2024 and fiscal 2023, we recorded a $ 12.1 million and $ 3.4 million impairment charge to operating income, respectively, f or the amount by which the carrying value of the restaurant’s assets exceeded its fair value es…”10-K · Mar 2, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
60.00-1.2% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for BJRI. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for BJRI. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind BJRI
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
JPMJPMorgan Chase & Co.lenderMay 6, 2026 ▾
“Long-Term Debt Line of Credit On May 30, 2025 , we entered into a Fifth Amended and Restated Credit Agreement (“Credit Facility”) with Bank of America, N.A.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
BJRI is currently a Early Follower in the organic co-movement group Consumer Experience. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for BJRI; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.