Bj's Restaurants, Inc. · NASDAQ:BJRI
Bj's Restaurants — Shareholder Meeting (June 2025)
9 slides from Bj's Restaurants's shareholder meeting presentation, Jun 12, 2025
Slide 1: Building Our Strategy and Pathway for Growth
Building Our Strategy and Pathway for Growth
Slide 2: Safe Harbor
Safe Harbor Certain statements in the preceding paragraphs and all other statements that are not purely historical constitute “forward-looking” statements for purposes of the Securities Act of 1933 and the Securities Exchange Act of 1934, as amended, and are intended to be covered by the safe harbor
Slide 3: BJ's At A Glance
BJ’s At A Glance Leading Brand Witha Served ina Environment 219 $6.3M Restaurants Potential to Double TTM P3'25 AUV $1.4B $123M +340bps TTM Q1'25 TTM Q1'25, RLCF Margin Growth Revenue Adj. EBITDA from Q123 to Q1'25
Slide 4: Unlocking the Full Potential of BJ's
Unlocking the Full Potential of BJ’s
Slide 5: BJ's has an Enviable Set of Unique Assets and Equities
BJ’s has an Enviable Set of Unique Assets and Equities BJ's Differentiators Pizza Heritage Pizookie Off-Premise Growth Craft Brewery Heritage Inclusive Atmosphere Late-night Destination Community & Connection 4
Slide 6: And the Right to Win with Younger, Higher HHI, Social Guests
And the Right to Win with Younger, Higher HHI, Social Guests Versus the FSR market, BJ's customers are… Purchase in last 12 months 1.2x 1.1x likely to be a younger likely to be higher income consumer (under 45 years) (over $100k annual HHI) Representative market view …and BJ's occasions are… 1.2x 2.
Slide 7: 4 Strategic Priorities
4 Strategic Priorities Team Member Experience: Handcrafted Food & Delivering WOW Hospitality: Keeping Our Atmosphere Build a Winning Culture & Organization Beverage: Improve Guest Satisfaction, Throughput and Fresh: Establish Culinary Roadmap to Drive a More Efficiency Optimize and Build a Foundatio
Slide 8: Headroom to Grow
Headroom to Grow 425+ Restaurant potential 1,454 & Growth journey only beginning 1,323 1,214 923 675 726 594 487 214 218 221 Note: 2024 U.S. restaurant counts based on publicly available information 7
Slide 9: Consistent Share Taker With Momentum
Consistent Share Taker With Momentum Sales Leader Traffic Improvement 5.6% For the five years before Covid, Pre-Covid Comparable Sales BJ’s beat the industry 2.7% (2015-2019) 18 out of 20 quarters 1.3% Q3'24 Q4'24 Q1'25 Post-Covid, Post-Covid BJ’s beat the industry (Since 2021) RLCF Margin Expansion