InvestorWaves
JMKERestaurants & Food Servicehigh signal

New-unit economics remain intact

Jersey Mike’s indicates that rapid unit expansion has not diluted its store-level economics, with newer openings outperforming the prior-year cohort on AUVs. This supports continued development appetite where restaurant concepts can preserve returns during expansion.

unit-growthAUVstore-economicsdevelopment
Importantly, we continue to grow without sacrificing unit economics. System AUVs were approximately $1.4 million. Cash-on-cash returns remain above 40%, and our 2026 openings are generating higher AUVs than our 2025 openings through the same point last year.
Charlie MorrisonManagement · Jersey Mike's Subs Inc. · Q2 2026

Who it touches

  • JMKEbullish

    Management said new openings are producing higher AUVs and cash-on-cash returns remain above 40%.

About this signal

Theme
Restaurants & Food Service
Company
Jersey Mike's Subs Inc.
Category
operations
Call
Q2 2026

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