Jersey Mike's Subs delivered 10% systemwide sales growth in the second quarter, propelled by 8.1% net unit and 2.3% comparable sales growth. Adjusted EBITDA rose 18%, excluding the adverse impact of advertising fund timing, as the firm streamlined its organizational structure.
Weak franchisee profits and operating models at submarine sandwich-focused peers, like Subway, could manifest in continued share gains for competitors, like Jersey Mike’s, that boast fresher ingredients and cleaner restaurants.
A premium-skewed banner leaves Jersey Mike’s vulnerable if inflation leads diners to cheaper options. At the same time, rising input costs could squeeze margins if the firm can’t offset them with higher prices.
|
Metric
|
JMKE
|
WING
|
QSR
|
|---|---|---|---|
Price/Earnings (Normalized) | — | 23.46 | 18.32 |
Price/Book Value | — | — | 6.33 |
Price/Sales | 5.85 | 4.01 | 3.39 |
Price/Cash Flow | 35.78 | 15.63 | 17.29 |
|
Metric
|
JMKE
|
WING
|
QSR
|
|---|---|---|---|
Quick Ratio | 1.54 | 2.17 | 0.81 |
Current Ratio | 1.82 | 2.97 | 1.01 |
Interest Coverage | 0.28 | 5.28 | 5.11 |
|
Metric
|
JMKE
|
WING
|
QSR
|
|---|---|---|---|
Return on Assets (Normalized) | −1.03% | 17.90% | 7.09% |
Return on Equity (Normalized) | −1.71% | — | 50.15% |
Return on Invested Capital (Normalized) | 0.07% | 28.25% | 10.53% |
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1-Day Chart
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United States