{"filings":[{"id":3000398,"accession_number":"0001193125-26-397249","cik":2127043,"company_name":"Jersey Mike's Subs Inc.","ticker":"JMKE","form_type":"8-K","filed_at":"2026-09-22T12:00:15+00:00","items":["5.01","8.01"],"status":"ready","headline":"Blackstone pledges 54.3% of Jersey Mike's shares in $1.09B margin loan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Blackstone affiliates borrowed ~$1.09B under margin loan agreements dated Sept 16, 2026 with Morgan Stanley Senior Funding as admin agent.","Pledged collateral: 127,631,450 Class A shares, 44,990,370 Class B shares, and 44,990,370 HoldCo common units.","Pledged shares/units equal ~54.3% of outstanding Class A stock on a converted, as-exchanged basis.","Company is not a party to loans but agreed not to materially hinder or delay lender remedies under pledge agreements.","Loan agreements include customary default provisions allowing foreclosure on pledged collateral upon default."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2751037,"accession_number":"0002127043-26-000008","cik":2127043,"company_name":"Jersey Mike's Subs Inc.","ticker":"JMKE","form_type":"8-K","filed_at":"2026-09-09T10:47:44+00:00","items":["2.02","9.01"],"status":"ready","headline":"Jersey Mike's Q2 SSS +2.3%, revenue +10% to $208M; FY26 EBITDA growth ≥20%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 same-store sales +2.3% on transaction growth; systemwide sales $1.210B (+10% YoY); total revenue $208M (+10%).","Net income $37M vs $59M prior year; adjusted EBITDA $114M vs $107M (+7%), or +18% ex $10M advertising fund timing.","Opened 83 new stores, net unit growth 8.1%; total stores 3,378; digital sales mix 43% vs 41%.","FY2026 guidance: SSS +2.5-3.0% (Q3 +3.0-4.0%), net unit growth ≥8%, adjusted EBITDA growth ≥20%.","Operating cash flow $105M in first half; $11M cash use for IPO-related and discrete outflows."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2032998,"accession_number":"0001193125-26-331184","cik":2127043,"company_name":"Jersey Mike's Subs Inc.","ticker":"JMKE","form_type":"8-K","filed_at":"2026-08-04T01:38:23+00:00","items":["1.01","3.03","5.03","5.02","8.01","9.01"],"status":"ready","headline":"Jersey Mike's Subs completes IPO of 43.5M shares at $21.85; uses $301M proceeds to repay debt","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["IPO of 43,478,261 shares of Class A common stock at $21.85 per share (net of underwriting discounts) completed on July 31, 2026.","Company used ~$301M from issuance of 13.8M shares to purchase Common Units from HoldCo, which will repay a portion of Series 2026-1 Notes (4.952% and 5.481% fixed rate senior secured notes).","Appointed Matthew Bromberg as Class I director with $125,000 annual cash retainer and $125,000 RSU award.","Adopted 2026 Omnibus Incentive Plan and Employee Stock Purchase Plan.","Amended and restated certificate of incorporation and bylaws effective July 29, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}