BJ’s Restaurants, Inc. (BJRI) Barclays 19th Annual Global Consumer Staples Conference September 8, 2026 12:45 PM EDT
Company Participants
Lyle Tick – CEO, President & Director
Todd Wilson – Executive VP & CFO
Conference Call Participants
Jeffrey Andrew Bernstein
Presentation
Jeffrey Andrew Bernstein
Good afternoon, everyone. Thank you for joining us. My name is Jeff Bernstein, and I’m the restaurant and foodservice distribution analyst here at Barclays. With us this afternoon from Huntington Beach, California, we have Lyle Tick, President and CEO of BJ’s Restaurants; and Todd Wilson, EVP and CFO. They’re both to my right. By way of background, for those not familiar, BJ’s is a casual dining chain with roughly 220 U.S. company-owned and operated restaurants. They are currently in the midst of a very successful strategic reset prioritizing operational excellence and restaurant economics to pave the way for a disciplined return to unit growth starting next year and the years beyond.
So we are excited to have BJ’s management with us and an esteemed Board member of theirs in our audience as well. So we want to thank everyone for joining us in the room and on the webcast. I will kick it off with some broader questions for BJ’s, but thank you very much.
Unknown Executive
Here you go, gentlemen…
Jeffrey Andrew Bernstein
Great, how are you?
Question-and-Answer Session
Jeffrey Andrew Bernstein
So I had a couple of bigger picture industry questions and then dive more specific into BJ’s. And I’m guessing this will be a question you’ll enjoy because we’ve always asked about the health of the consumer, but it seems like your results of late would demonstrate your consumer is feeling okay. So I’m wondering if you could talk a little bit about how you think about the consumer more broadly, whether there’s
