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BJ’s Restaurants serves diners across the United States, with signature deep-dish pizza, Pizookie desserts, proprietary craft beer and a full bar among its offerings. All its restaurants are company-owned, so revenue comes from guests’ food and beverage purchases rather than franchise fees. Guests can dine in or order takeout and delivery through its website, app and delivery partners; third-party delivery companies receive commissions on those sales.
The business depends in large part on visitors to nearby shopping and entertainment centers. A leading foodservice distributor supplies most of its food. BJ’s brews its branded beer itself and uses independent brewers working from its recipes, but the law requires most of that beer to reach its restaurants through independent wholesalers. Brewing and alcohol sales require licenses, and state liquor rules can restrict beer sales and how brewing and non-brewing restaurants operate.
The risk section is the longest, dullest part of the filing. This keeps only what can really hurt you: where it hits, how hard, when it plays out.
Every company claims an edge. Each one is checked against hard numbers like margins and returns: which hold, and which line gives way first.
The Cheesecake Factory competes with BJ’s for diners seeking distinctive food, signature desserts and an upscale-feeling casual restaurant. Its restaurant sales are the relevant line to watch for that rivalry, rather than its bakery sales to retailers and other customers.
Brinker International’s Chili’s competes directly with BJ’s for casual diners buying American meals and drinks from a full bar. Watch Chili’s value offers such as 3 for Me alongside BJ’s Pizookie Meal Deal, which helped bring in traffic but lowered average checks in fiscal 2025.
Darden Restaurants competes with BJ’s for customers paying for sit-down meals and drink-led outings, including through Yard House and Cheddar’s. Those brands sit in Darden’s Other Business segment, making that segment more relevant to this overlap than its fine-dining restaurants.
Bloomin’ Brands competes with BJ’s for casual and more upscale casual meals through Outback, Carrabba’s and Bonefish Grill. Its U.S. restaurant business is the place to watch this competition; the company earns money both from diners at its own restaurants and from fees paid by franchise operators.
Texas Roadhouse and BJ’s compete for diners choosing moderately priced meals with table service. Texas Roadhouse’s steaks, with fresh-baked rolls and most entrées including two sides, give investors a concrete meal-value offer to compare with BJ’s broad menu.
Dine Brands Global’s Applebee’s competes with BJ’s for casual sit-down diners, but the companies collect revenue differently. BJ’s sells meals and drinks at its own restaurants, while Dine Brands primarily collects royalties and advertising fees from franchise operators, so Applebee’s restaurant demand reaches it through those fees.
Good Times Restaurants’ Bad Daddy’s Burger Bar competes with BJ’s for customers buying American meals and craft beer in a family-friendly, full-service bar setting. Bad Daddy’s dine-in alcohol sales are a useful focus for this overlap, rather than Good Times’ separate drive-thru burger business.
The ONE Group Hospitality competes with BJ’s for full-service meals and bar-oriented outings through polished-casual restaurants including Kona Grill. Its own restaurants collect diners’ spending directly, while restaurants it manages or franchises pay fees tied to revenue and, in some cases, profits.
Cracker Barrel and BJ’s both need dine-in customers’ spending to cover food, labor and other restaurant costs. Watch Cracker Barrel’s restaurant business rather than total revenue alone: restaurants generated approximately 81% of its revenue in 2026.
Brinker International, Inc. earningsEAT
Brinker International's Chili's and BJ's Restaurants both compete for casual diners buying American meals and drinks, so this report can show whether customers respond to Chili's value offers.
Look at whether Chili's restaurant sales and traffic hold up while it promotes 3 for Me, then compare that with BJ's comparable-restaurant traffic and average check. If Chili's sales and traffic hold up, diners are still responding to value meals; BJ's Pizookie Meal Deal may also draw visits, but its lower average check still has to translate into store profit. If Chili's demand weakens, its offer may not be enough to stop diners from cutting visits, making BJ's traffic-and-check trade-off harder. The question for BJ's is whether its offer brings in enough diners without hurting store profit.
JOLTs Job Openings (Sep)
BJ’s Restaurants’ openings measure employers’ demand for workers, which can make hiring and retaining restaurant staff more costly and squeeze what BJ’s keeps from food and beverage sales.
Expected7.0MLast release7.079M
If it comes in above expectations
More openings can intensify competition for restaurant workers, lifting BJ’s wage costs and squeezing restaurant margins if menu prices cannot make up the difference.
If it comes in below expectations
If the reading is below the 7.0M estimate, it is below the previous 7.079M. Fewer openings can ease competition for restaurant workers, reducing wage pressure on BJ’s and helping protect restaurant margins.
BJ's Restaurants, Inc. earningsThis company
BJ's Restaurants earns directly from restaurant sales, and this report will show whether guest traffic can offset lower average checks and pressure on store costs.
Read comparable-restaurant guest traffic and average check alongside the restaurant-level operating profit margin—the share of restaurant sales left after food, labor, occupancy and other restaurant operating costs. Rising traffic with a steady or higher margin means the added sales are covering those costs; rising traffic with a falling margin means lower checks or costs are eating into the gain; weakness in both points to pressure on store sales and profitability.
Non Farm Payrolls (Oct)
The monthly jobs report counts jobs added or lost, and its signal about hiring demand can affect the wage bill BJ’s Restaurants pays to staff its restaurants and the margin left from food and beverage sales.
More jobs added may point to stronger hiring competition that raises wage pressure for BJ’s restaurant staff; fewer added may ease it. The report is a broad labor-market signal, not a measure of BJ’s own payroll costs.
