Lynds Gregory S sold $1.7M of BJRI

BJ’s Restaurants reported Q2 2026 results and discussed drivers including 8.3% traffic growth, improved marketing efficiency, and higher Pizookie incidence. Restaurant-level margins rose 20 bps to 17.2% despite a 120 bps headwind from ~20% higher beef costs. The company raised full-year comparable restaurant sales guidance to 3%-4% and plans two new openings in Q4.

BJ's Restaurants management said Q2 sales and traffic rose across geographies and dayparts. Mother's Day sales were up more than 8% and Father's Day up more than 3%. Restaurant-level operating margin rose 20 bps to 17.2%. Commodity inflation and higher beef costs pressured cost of sales, but BJ's expects moderation later in 2026. Fiscal 2026 guidance raised: comp sales 3% to 4%, operating profit $228m-$235m, adjusted EBITDA $145m-$152m.

BJ’s Restaurants reported Q2 ended June 30 same-store sales up 6.5%, driven by 8.3% traffic growth, and said it has eight straight quarters of sales and traffic gains. Q2 revenues rose 6.4% to $388.9 million, while net income fell to $18.8 million, or $0.86 per share. The company cited marketing and menu innovation, plus two planned unit openings.

Thursday, July 30, 2026 at 5:00 p.m. ET CALL PARTICIPANTS Director of SEC Reporting - Rana Schirmer Chief Executive Officer and President - Lyle Tick Chief Financial Officer - Todd Wilson TAKEAWAYS Total Revenue -- $388.9 million, representing a 6.4% increase compared to the prior year. Comparable Restaurant Sales -- 6.5% growth, driven by an 8.3% increase in guest traffic.

BJ’s Restaurants Inc. on Thursday reported second quarter revenue rose 6.4% to $389 million and same-store sales, a key industry metric, increased 6.5%. The Huntington Beach-based company said that the second quarter marked its eighth consecutive quarter of same-store sales growth, driven by an 8.3% jump in traffic during what BJ’s calls its “celebration season.” Chief Executive Lyle Tick said the casual dining chain continues to outperform industry benchmarks (Nasdaq: BJRI).

BJ’s Restaurants (NASDAQ: BJRI) shares rose 6.7% after William Blair upgraded the stock to Outperform, citing expectations for strong Q2 sales momentum. The firm expects BJ’s to deliver its eighth straight quarter of growth in comparable sales and traffic, with comparable sales above the 2.5% consensus and possibly mid-single digits. The article also notes prior results and raised full-year EBITDA guidance.