secwatch.observer — SEC 8-K summary
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Issuer:     Jersey Mike's Subs Inc. (JMKE)
CIK:        0002127043
Form:       8-K
Filed at:   2026-09-09T10:47:44+00:00
Accession:  0002127043-26-000008
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Jersey Mike's Q2 SSS +2.3%, revenue +10% to $208M; FY26 EBITDA growth ≥20%
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/2127043/000212704326000008/0002127043-26-000008-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/2127043/000212704326000008/jmke-20260909.htm
  HTML page:      https://secwatch.observer/filing/0002127043-26-000008

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