BJ's Restaurants, Inc. (BJRI): Analyse de Pestle [Jan-2025 Mise à jour]

Dans le paysage dynamique des repas décontractés, BJ's Restaurants, Inc. (BJRI) navigue dans un réseau complexe de forces externes qui façonnent sa trajectoire stratégique. Des réglementations politiques aux innovations technologiques, cette analyse complète du pilon dévoile les défis et les opportunités à multiples facettes confrontées à cette chaîne de restaurants proéminente. Plongez profondément dans une exploration des facteurs environnementaux, juridiques, sociologiques, économiques, politiques et technologiques critiques qui redéfinissent le positionnement concurrentiel du restaurant de BJ sur un marché en constante évolution.

BJ's Restaurants, Inc. (BJRI) - Analyse du pilon: facteurs politiques

Impact potentiel de la législation sur le salaire minimum sur les coûts de main-d'œuvre de la restauration

En 2024, le salaire minimum fédéral reste à 7,25 $ de l'heure. Cependant, les variations de salaire minimum au niveau de l'État ont un impact significatif sur les restaurants de BJ:

État	Salaire minimum (2024)	Impact sur les coûts de main-d'œuvre BJRI
Californie	15,50 $ / heure	Augmentation estimée de 12,3% des dépenses de main-d'œuvre
Texas	7,25 $ / heure	Augmentation minimale des coûts de main-d'œuvre
Floride	12,00 $ / heure	Augmentation estimée de 8,7% des dépenses de main-d'œuvre

Politiques commerciales en cours affectant la chaîne d'approvisionnement alimentaire

Politiques commerciales actuelles ayant un impact sur la tarification des ingrédients:

• Tarifs sur les produits agricoles importés: augmentation de 15 à 25% de certains coûts d'ingrédient
• Contrat US-Mexico-Canada (USMCA) conservant aucun tarif sur la plupart des produits alimentaires
• Les tensions commerciales en cours avec la Chine affectant potentiellement les additifs alimentaires importés

Règlements locaux et étatiques concernant les opérations de restaurant

Coûts de conformité du protocole de sécurité Covid-19:

Exigence réglementaire	Coût de conformité moyen	Fréquence
Protocoles de désinfection	3 500 $ par restaurant / trimestre	Trimestriel
Formation du personnel	1 200 $ par restaurant / an	Annuellement
Modifications d'inspection de la santé	2 800 $ par restaurant / an	Annuellement

Incitations fiscales potentielles pour l'industrie de la restauration

Incitations fiscales disponibles pour l'expansion des restaurants:

• Crédit d'impôt sur les opportunités de travail: jusqu'à 2 400 $ par nouvel employé embauché dans des groupes ciblés
• Fonds de revitalisation des restaurants: opportunités de subvention potentielles jusqu'à 10 millions de dollars
• Des crédits de création d'emplois au niveau de l'État allant de 1 500 $ à 5 000 $ par nouvel employé à temps plein

BJ's Restaurants, Inc. (BJRI) - Analyse du pilon: facteurs économiques

Fluctuant les dépenses discrétionnaires des consommateurs dans le secteur de la salle à manger décontractée

Au troisième trimestre 2023, les restaurants de BJ ont déclaré des revenus totaux de 333,7 millions de dollars, avec des ventes de restaurants comparables diminuant de 3,9% en glissement annuel. Le secteur de la restauration décontractée a connu une volatilité importante dans les modèles de dépenses de consommation.

Année	Revenus totaux	Changement de ventes de restaurants comparable
2022	1,47 milliard de dollars	-1.2%
2023 (Q3)	333,7 millions de dollars	-3.9%

Pressions inflationnistes sur les coûts alimentaires et opérationnels

Les restaurants de BJ ont été confrontés à des défis de coûts importants avec les coûts alimentaires représentant 29,4% du total des revenus au troisième trimestre 2023, contre 28,2% au cours de la même période de 2022.

Catégorie de coûts	Q3 2022	Q3 2023
Coûts alimentaires (% des revenus)	28.2%	29.4%
Coûts de main-d'œuvre (% des revenus)	35.1%	36.5%

Reprise économique et confiance des consommateurs post-pandemiques

En 2023, les restaurants de BJ ont exploité 211 restaurants dans 29 États, avec Volume unitaire moyen (AUV) de 2,8 millions de dollars.

Métrique	2022	2023
Nombre de restaurants	206	211
États d'opération	28	29
Volume unitaire moyen	2,7 millions de dollars	2,8 millions de dollars

Impact des taux d'intérêt sur l'expansion des restaurants et l'investissement en capital

Les restaurants de BJ ont déclaré des dépenses en capital de 41,7 millions de dollars en 2022, avec des investissements stratégiques planifiés dans la rénovation des restaurants et le développement de nouveaux emplacements.

Catégorie d'investissement	2022 Montant
Total des dépenses en capital	41,7 millions de dollars
Nouveau développement de restaurants	18,3 millions de dollars
Rénovation de restaurant	23,4 millions de dollars

BJ's Restaurants, Inc. (BJRI) - Analyse du pilon: facteurs sociaux

Augmentation de la demande des consommateurs pour des options de menu plus saines

Selon le rapport de tendance des consommateurs de santé et de bien-être de Technomic en 2023, 70% des consommateurs recherchent des éléments de menu de restauration plus sains. Les restaurants de BJ ont signalé une augmentation de 12,4% des options de menu à base de plantes et de faibles calories en 2023.

Catégorie de menu	Pourcentage d'augmentation	Intérêt des consommateurs
Plats à base de plantes	8.6%	62%
Options à faible calories	15.2%	58%
Sélections sans gluten	7.3%	45%

Préférence croissante pour la commande numérique et les expériences de restauration sans contact

Le volume de commande numérique a augmenté de 44% pour les restaurants de BJ en 2023, les téléchargements d'applications mobiles augmentant de 28% par rapport à 2022.

Canal numérique	2023 pourcentage d'utilisation	Croissance d'une année à l'autre
Commandes d'applications mobiles	36%	28%
Plateformes de livraison en ligne	24%	19%
Paiement sans contact	42%	33%

Changements démographiques dans les préférences de restauration parmi les milléniaux et la génération Z

Les consommateurs du millénaire et de la génération Z représentent 54% de la clientèle des restaurants de BJ en 2023, avec des tendances spécifiques des préférences de la restauration.

Groupe démographique	Pourcentage de clientèle	Préférence clé
Milléniaux	32%	Bière artisanale & Menus innovants
Gen Z	22%	Engagement des médias sociaux

Sensibilisation à la durabilité et à l'approvisionnement éthique dans l'industrie de la restauration

Les restaurants de BJ ont signalé une augmentation de 18,7% des ingrédients de l'aménagement durable en 2023, avec 62% des consommateurs hiérarchiques sur les restaurants respectueux de l'environnement.

Métrique de la durabilité	Performance de 2023	Intérêt des consommateurs
Ingrédients d'origine locale	22%	68%
Fruits de mer durables	15%	55%
Utilisation réduite du plastique	25%	72%

BJ's Restaurants, Inc. (BJRI) - Analyse du pilon: facteurs technologiques

Investissement continu dans les plateformes de commande numérique et la technologie des applications mobiles

Au quatrième trimestre 2023, les restaurants de BJ ont déclaré 42,3 millions de dollars investis dans l'infrastructure technologique numérique. La commande mobile représentait 35,8% du total des ventes numériques, avec 1,2 million d'utilisateurs d'applications mobiles actifs.

Métrique de la plate-forme numérique	2023 données
Téléchargements d'applications mobiles	1,200,000
Pourcentage de ventes numériques	35.8%
Investissement technologique	42,3 millions de dollars

Mise en œuvre des systèmes de gestion des stocks dirigés par l'IA

BJ a mis en œuvre la technologie d'optimisation des stocks d'IA, réduisant les déchets alimentaires de 22,7% et réduisant les coûts de transport des stocks de 16,4% en 2023.

Métrique de gestion des stocks	Pourcentage d'amélioration
Réduction des déchets alimentaires	22.7%
Inventaire de réduction des coûts de transport	16.4%

Technologies avancées de point de vente (POS)

Déploiement du système POS basé sur le cloud À travers 210 emplacements de restaurants, la réduction des temps de transaction de 37% et l'amélioration de l'expérience de paiement client.

Métrique technologique POS	Performance de 2023
Emplacements avec de nouveaux points	210
Réduction du temps de transaction	37%

Analyse des données pour le marketing personnalisé

Mise en œuvre de la plate-forme de données client avancée analysant 2,4 millions de profils de clients, permettant des campagnes de marketing personnalisées avec des taux d'engagement de 28,6% plus élevés.

Métrique d'analyse marketing	2023 données
Profils de clients analysés	2,400,000
Augmentation de l'engagement de la campagne marketing	28.6%

BJ's Restaurants, Inc. (BJRI) - Analyse du pilon: facteurs juridiques

Conformité aux réglementations sur la sécurité alimentaire et la santé

En 2023, les restaurants de BJ ont engagé 1,2 million de dollars en frais de conformité en matière de sécurité alimentaire. La société maintient des certifications dans 210 emplacements de restaurants, adhérant à la FDA et aux réglementations de santé au niveau de l'État.

Catégorie de réglementation	Dépenses de conformité	Fréquence d'inspection
Sécurité alimentaire	$782,000	Trimestriel
Inspections du service de santé	$415,000	Bi-annuellement

Modifications potentielles du droit du travail

En 2024, les modifications potentielles du droit du travail pourraient avoir un impact sur la gestion de la main-d'œuvre de BJRI:

• Augmentation du salaire minimum projetée à 6,2%
• Règlements sur la rémunération des heures supplémentaires potentiellement
• Les frais de conformité du mandat de la santé sont estimés à 3,7 millions de dollars par an

Protection de la propriété intellectuelle

Catégorie IP	Nombre de marques enregistrées	Dépenses annuelles de protection IP
Concepts de restaurant	17	$425,000
Recettes propriétaires	8	$215,000

Litiges et défis réglementaires en cours

En 2023, BJRI a été confronté à 3 procédures judiciaires actives avec une exposition totale à la responsabilité potentielle de 2,1 millions de dollars. Les catégories de litiges actuelles comprennent:

• Réclamations de discrimination en matière d'emploi: 2 cas
• Contests de sécurité au travail: 1 cas

Type de litige	Nombre de cas	Dépenses juridiques estimées
Réclamations d'emploi	2	1,3 million de dollars
Sécurité au travail	1	$800,000

BJ's Restaurants, Inc. (BJRI) - Analyse du pilon: facteurs environnementaux

Accent croissant sur l'emballage durable et la réduction des déchets

BJ's Restaurants a mis en œuvre des stratégies de réduction de l'emballage spécifiques:

Type d'emballage	Pourcentage de réduction	Impact annuel
Plastiques à usage unique	27%	Environ 42 000 lb de plastique éliminé
Conteneurs à emporter recyclables	65%	116 tonnes métriques de déchets détournés des décharges

Initiatives de réduction de l'empreinte carbone dans les opérations des restaurants

Mesures de réduction du carbone pour les restaurants de BJ:

Initiative	Pourcentage de réduction	Économies annuelles de CO2
Éclairage économe en énergie	33%	78 tonnes métriques CO2
Mises à niveau du système HVAC	22%	52 tonnes métriques CO2

Approvisionnement d'ingrédients et de fournitures respectueuses de l'environnement

Réflexion d'approvisionnement en ingrédients durables:

Catégorie d'ingrédient	Pourcentage d'approvisionnement durable	Volume de l'approvisionnement annuel
Produire	47%	1 230 000 lbs
Viande	35%	890 000 lbs
Fruit de mer	28%	340 000 lbs

Améliorations de l'efficacité énergétique dans les installations des restaurants et l'équipement de cuisine

Investissement et performance de l'efficacité énergétique:

Type d'équipement	Amélioration de l'efficacité énergétique	Économies de coûts énergétiques annuels
Réfrigération commerciale	24% plus efficace	$186,000
Équipement de cuisine de cuisine	18% plus efficace	$142,500

BJ's Restaurants, Inc. (BJRI) - PESTLE Analysis: Social factors

The social landscape for BJ's Restaurants, Inc. (BJRI) in 2025 is defined by a shift in consumer spending toward value-driven experiences and a non-negotiable demand for transparency in health and sustainability. You're seeing a clear divergence where the casual dining segment is either winning on experience or losing to grocery, and BJ's is defintely leaning into the winning side by focusing on operational execution and its loyalty program.

Customer traffic improved by 2.7% in Q1 2025, beating the Black Box industry average by 320 basis points.

BJ's Restaurants, Inc. is successfully navigating the challenging 2025 consumer environment, as evidenced by its strong first-quarter traffic performance. The company reported a 2.7% improvement in customer traffic for Q1 2025, which is a significant win. Here's the quick math: this traffic growth beat the Black Box industry average by a substantial 320 basis points, or 3.2 percentage points. This suggests that while overall industry traffic is still under pressure, BJ's is taking market share by effectively leveraging its sales drivers like the Pizookie Meal Deal and focusing on guest experience. This is a crucial indicator that their value proposition is resonating with diners.

Metric (Q1 2025)	BJ's Restaurants, Inc. Performance	Industry Benchmark (Black Box)	Variance
Customer Traffic Growth (Year-over-Year)	+2.7%	-0.5% (Implied)	+320 basis points
Comparable Restaurant Sales Growth	+1.7%	N/A	N/A
Total Revenues	$348.0 million	N/A	N/A

An enjoyable dining experience is often valued more than price by customers, demanding high operational execution.

Honesty, customers are willing to pay a moderate price if the experience is great. BJ's is capitalizing on the social trend where the quality of the dine-in experience-from sincere service to a cool, contemporary atmosphere-is valued more than simply the lowest price point. The company's Q1 2025 results confirmed this focus is working, with guest satisfaction metrics for food, value, and recommend scores hitting multi-year highs. Operational execution is the bedrock of this strategy, and the company is seeing margin improvement as a result, with restaurant level operating profit margin reaching 16.0%, an increase of 100 basis points year-over-year.

This focus on the guest experience is supported by internal initiatives like proactive facilities programs and simplification efforts, which directly improve the team member experience, and in turn, the guest experience. It's a virtuous cycle: better operations lead to better service, which drives higher satisfaction and repeat visits. The company's restaurant level operating profit increased 10.1% to $55.6 million in Q1 2025, marking its most profitable first quarter ever, which shows that investing in experience pays off.

There is a growing consumer preference shift toward health and sustainability in food sourcing and offerings.

The modern diner, especially Millennials and Gen Z, is increasingly health-conscious and demands sustainability (eco-friendly practices, reduced food waste) and transparency (knowing where food is sourced). This is a macro trend for 2025. You see a retreat from ultra-processed meat alternatives toward natural, whole-food plant-based options like legumes and pulses. For a casual dining chain like BJ's, this means menu innovation must balance comfort food classics with 'better-for-you' options and clear sourcing stories.

To be fair, this is a risk for a brand known for its deep-dish pizza and Pizookie dessert, but it is also an opportunity for menu diversification. Customers are willing to pay a premium for meals that align with their health and environmental values. This is why 44% of consumers say it's essential for restaurants to address sustainability issues as part of their menu offerings. BJ's must continue to evolve its menu to meet this demand, ensuring the perception of quality and healthfulness keeps pace with its competitors.

The 'BJ's Premier Rewards Plus' loyalty program is key, helping to drive customer traffic and targeted marketing.

The Premier Rewards Plus loyalty program is a critical social factor, acting as a direct link to the customer base and a powerful tool for targeted marketing. It's a classic loyalty structure: members earn 1 point for each $1.00 spent on qualifying purchases, and 100 points automatically convert into a $10 reward. This simple, clear value proposition drives repeat visits.

The program's immediate incentive-a free Pizookie for joining-is a low-cost, high-impact way to convert a first-time guest into a member. Targeted marketing through this program allows BJ's to smooth out demand, drive traffic during slower periods, and test new menu items with a receptive audience. The ability to use customer data for personalized offers is what separates a good loyalty program from a great one. This is how they keep the traffic momentum going.

• Earn 1 point for every $1.00 spent on qualifying purchases.
• Redeem 100 points for a $10 reward.
• Receive a free Pizookie upon joining the program.

BJ's Restaurants, Inc. (BJRI) - PESTLE Analysis: Technological factors

You're looking for where BJ's Restaurants is placing its bets to drive efficiency and sales, and honestly, it's all about the tech stack. The company is making substantial, targeted investments in digital and in-restaurant technology to simplify operations and deepen customer engagement, which is defintely the right move in this market.

Heavy investment in technology is underway, including new kitchen display systems to improve service efficiency

BJ's Restaurants is actively upgrading its core restaurant technology to boost operational efficiency and cut down on costly errors. They've rolled out enhancements to their Point of Sale (PoS) and Kitchen Display Systems (KDS) across their locations. Here's the quick math: these simple improvements helped drive a 13% year-over-year reduction in comped food and beverage errors in Q1 2025, which directly translates to savings and a better guest experience.

Plus, they are expanding their use of an Artificial Intelligence (AI) forecasting and labor scheduling tool. This system informs managers on optimal food preparation and staffing needs. In Q1 2025, this AI-driven approach contributed to a 100 basis points reduction in labor costs as a percentage of sales, bringing that figure to 36.1% for the quarter. That's a significant margin lever.

Digital platforms and the app are used for targeted promotions, driving awareness and leveraging their loyalty base

The company's loyalty program, BJ's Premier Rewards Plus, is a central piece of its digital strategy, helping to drive traffic and increase customer frequency. The app and digital platforms allow for highly targeted marketing, ensuring promotions reach the right customers at the right time. For example, the Pizookie Meal Deal, a key value platform, represented 15-22% of the total sales mix in the second quarter of 2025, showing the power of these digital-led promotions.

The program is growing and delivering tangible revenue gains:

• Increase in loyalty program members: 2%
• Increase in revenue from loyalty members: 1%

Off-premise dining (takeout and delivery) remains a core part of the business model, requiring constant digital optimization

Off-premise dining-takeout and delivery-is a non-negotiable part of the casual dining landscape, and BJ's Restaurants continues to invest here. Their strategic focus is on reducing friction in the ordering and fulfillment process. This involves optimizing the online menus and digital ordering flow to make it as easy as possible for a customer to complete an order, whether through their own app or third-party delivery partners. This push ensures they capture the rising omnichannel demand and broaden their revenue base as consumer preferences shift toward convenience.

Capital expenditures of $65 million to $75 million in 2025 fund new restaurant prototypes and existing restaurant remodels

The technology investments are part of a larger, disciplined capital deployment strategy for the 2025 fiscal year. The company is allocating significant capital not just to tech, but to the physical infrastructure that houses it. This funding supports the rollout of new, more efficient restaurant prototypes-designs that reportedly cost approximately $1 million less than previous models-and the renovation of existing locations. The total planned investment is clear:

Fiscal 2025 Financial Outlook (Reiterated Q3 2025 Guidance)	Value/Range
Comparable Restaurant Sales Growth	Approximately 2%
Restaurant Level Operating Profit	$211 million to $219 million
Adjusted EBITDA	$132 million to $140 million
Capital Expenditures	$65 million to $75 million

This capital expenditure range of $65 million to $75 million is a critical indicator. It shows management is committed to a simultaneous strategy of expansion and optimization, with technology playing a key role in making both the new prototype and remodeled restaurants more profitable.

BJ's Restaurants, Inc. (BJRI) - PESTLE Analysis: Legal factors

The legal landscape for BJ's Restaurants, Inc. (BJRI) in 2025 presents a mixed bag of rising labor compliance costs alongside a significant, and recent, tax policy relief. You need to focus your strategy on mitigating the new federal overtime rule's impact on your restaurant management structure while capitalizing on the restored capital expenditure tax benefits.

The new Department of Labor overtime rule, effective January 2025, raises the salary threshold to $58,656 per year, increasing labor costs.

The U.S. Department of Labor (DOL) finalized its new overtime rule, which directly impacts how BJ's Restaurants, Inc. classifies its salaried employees, such as kitchen managers and assistant general managers. Effective January 1, 2025, the minimum salary threshold for the executive, administrative, and professional (EAP) exemption-often called the white-collar exemption-increases to an equivalent annual salary of $58,656 (or $1,128 per week).

For any salaried manager currently earning less than this new threshold, BJRI must either raise their salary to meet the $58,656 level to maintain their exempt status or reclassify them as non-exempt, making them eligible for overtime pay at time-and-a-half for all hours worked over 40 in a week. This change defintely increases the labor cost per store. Here's the quick math on the shift:

• Pre-Jan 2025 Threshold (2019 Rule): $35,568 per year.
• New Threshold (Effective Jan 1, 2025): $58,656 per year.
• Action: Re-evaluate all salaried positions between $35,568 and $58,656.

For a company like BJRI, which operates 216 casual dining restaurants, according to its latest filings, reclassifying even a few managers per location could lead to millions in new labor expenses, especially given the restaurant industry's historically long management hours. The simplest action is often to raise the salary, but that's a straight-line increase in overhead.

The phase-out of bonus depreciation to just 20% in 2025 impacts the tax-efficiency of capital expenditures.

This is a major area of recent change. The original phase-out schedule from the Tax Cuts and Jobs Act (TCJA) set the bonus depreciation rate for qualified property placed in service in 2025 at 40%, down from 60% in 2024. However, a new law, the 'One Big Beautiful Bill Act,' enacted in 2025, has dramatically altered this for the remainder of the year.

The new law restores 100% bonus depreciation for qualifying property-like new ovens, point-of-sale (POS) systems, and restaurant remodels-acquired and placed in service after January 19, 2025. This is a huge win for capital planning, as it allows BJRI to immediately deduct the full cost of new assets, greatly reducing taxable income in the year of purchase. Still, there's a nuance to consider:

Date Placed in Service (2025)	Bonus Depreciation Rate	Impact on Taxable Income
Jan 1, 2025 - Jan 19, 2025	40%	Lower immediate deduction on capital expenditures.
After Jan 19, 2025	100%	Full immediate deduction, maximizing tax savings.

BJRI's capital expenditures (CapEx) for fiscal year 2024 were approximately $70 million to $80 million, primarily for new restaurant construction and existing restaurant maintenance. Assuming a similar CapEx budget for 2025, the shift from a potential 40% deduction to a 100% deduction on most of that spending significantly improves the after-tax return on investment for new store development and maintenance projects.

Compliance with the Corporate Transparency Act (BOI reporting) adds a new layer of administrative burden for all business owners.

Honestly, this specific compliance burden has been largely removed for BJ's Restaurants, Inc. in 2025. The Corporate Transparency Act (CTA) requires Beneficial Ownership Information (BOI) reporting to the Financial Crimes Enforcement Network (FinCEN), and it was a major administrative concern for all U.S. companies.

However, following legal developments and an Interim Final Rule (IFR) issued by FinCEN on March 25, 2025, the scope of the reporting requirement was significantly narrowed. The new rule exempts domestic entities formed under U.S. state law-which includes BJRI-from the BOI reporting requirements. What this estimate hides is the compliance cost saved. This means the immediate administrative burden of identifying, verifying, and reporting beneficial owners for the parent company and its domestic subsidiaries is essentially eliminated. The requirement now applies mainly to foreign entities registered to do business in the U.S.

Next Step: Human Resources: Complete the audit of all salaried positions below $58,656 by December 15, 2025, to finalize the reclassification or salary increase budget for Q1 2026.

BJ's Restaurants, Inc. (BJRI) - PESTLE Analysis: Environmental factors

You need a clear view of BJ's Restaurants, Inc.'s environmental footprint, especially as regulatory and consumer pressure on sustainability (environmental, social, and governance, or ESG) ramps up. The direct takeaway is that BJ's is making measurable progress on energy efficiency and animal welfare, but their reduction targets for greenhouse gas (GHG) emissions and water are based on a 2019 baseline, and they need to show more current, absolute reduction numbers for 2025 to truly lead the sector.

Commitment to Reducing Environmental Impact

The company is committed to reducing its environmental impact across its supply chain and brewing operations, mapping its strategy to a 2019 baseline for future goal reduction of energy, water, waste, and GHG emissions. This is a smart move, but keep in mind that a 2019 baseline can mask more recent increases in a growing company. Here's the quick math: BJ's reported a 3.7% reduction in combined Scope 1 (direct) and Scope 2 (indirect) emissions between 2019 and 2023, even as they increased their total restaurant count by a net of 14 locations. That's a strong start on a per-restaurant basis.

They are actively working with a third-party consultant to measure emissions and develop additional programs, and they plan to report on Scope 3 emissions (value chain emissions) before 2026. Honestly, getting a handle on Scope 3 is the biggest challenge for any restaurant chain, so this is defintely a key area to watch.

New Restaurants Incorporate Eco-Friendly Features

New restaurants and remodels are the primary vehicle for energy and water management improvements. For fiscal 2025, the company anticipates capital expenditures between $65 million and $75 million, a portion of which is dedicated to these upgrades. They plan to remodel up to 30 existing restaurants this year, ensuring a continuous refresh of their operational efficiency. This investment is crucial for managing utility costs long-term.

New construction, including locations outside of California, is built in line with the principles of California's Title 24 Energy Conservation Code (a state standard for energy efficiency). This focus on energy-efficient equipment, LED lighting, and low-flow toilets helps manage energy and water use.

Environmental Efficiency Metric	Adoption Rate / Reduction (Latest Data)	Actionable Insight
LED Lighting Adoption	60% of all restaurants (including all new construction since 2010)	Indicates a significant portion of the portfolio has lower electricity costs. The remaining 40% represents a clear opportunity for future CapEx.
High-Efficiency HVAC Systems	Over 80% of all restaurants	Mitigates high electricity consumption, a major operational cost, especially in warmer climates.
Automated Thermostats	More than 90% of all restaurants	Reduces energy usage by automating temperature control, removing human error from the equation.
GHG Emissions Reduction (Scope 1 & 2)	3.7% reduction (2019 baseline to 2023)	Shows progress in decoupling emissions from restaurant count growth, a positive trend for long-term climate risk management.

Efforts Include Food Waste Reduction Programs

Food waste is a major environmental and cost issue for the industry. BJ's addresses this with meticulous forecasting and inventory management, using tools like food variance exception reporting to accurately predict daily food requirements. This operational precision directly translates to lower food costs and less waste sent to landfills.

The company also utilizes a food waste donation program, which is fully operational across all 59 of their California restaurants. Trackable donations in California and New York totaled approximately 600 pounds of food during 2024, providing meals to local community charities. This donation program is a solid risk mitigation strategy against the Environmental Protection Agency's focus on food loss, which accounts for 170 million metric tons of carbon dioxide equivalent (MTCO2e) greenhouse gas emissions annually in the U.S..

Sustainable Sourcing and Adherence to Animal Welfare Protocols

Sustainable sourcing and adherence to animal welfare protocols are required from vendor partners, which can affect supply defintely and, crucially, the cost of goods sold. BJ's requires suppliers to meet or exceed industry animal care standards and work toward continuous improvement, aligning with the 'Five Freedoms' of animal welfare (FAWC) framework.

This commitment is not just a policy statement; it has concrete, near-term targets:

• Aim to reach 100% cage-free eggs by 2025, subject to commercial availability.
• Currently, over 78% of their egg products are already sourced from cage-free systems.
• 100% of their pork supplier partners adhere to the Pork Quality Assurance Plus program.
• Seafood supplier partners must adhere to high standards of animal welfare, guided by principles like those set forth by the Global Seafood Alliance.

What this estimate hides is the potential for increased commodity costs as the industry-wide supply of cage-free eggs tightens to meet these 2025 goals. Still, meeting the 100% target is a significant competitive advantage in the eyes of ESG-focused investors and consumers.