⛫ Jersey Mike's IPO Incoming

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Jersey Mike’s is officially on the verge of going public - after filing their registration statement with the SEC on Thursday.

They will list its stock on the New York Stock Exchange under the ticker symbol “JMKE.”

This is a franchise that was founder-led for nearly 50 years. And in that time, it took 40 years to break 1,000+ locations open.

In the last decade, they’ve tripled that amount, as well as increased their AUV from ~$824k to north of $1.3M. They’ve had 20 consecutive years of positive same-store sales growth, with a +3.2% gain in 2025.

Put simply, they’re heading into the IPO with insane momentum. Here are more stats to consider for the high-flying sandwich brand:

• AUV: $1.37 million

• Units Open: ~3,300

• Systemwide revenue: $4.3 billion

• Brand Net Income: $55 million

• EBITDA Margin: ~47 perecent

• Development Pipeline: 1,600+ units

• US Market Unit Target: 7,500

• International Unit Target: 15,000+

What a run for this brand and their franchisees!

We dive deep on many topics particularly the Burger King comeback, why Taco Bell is so dominant, and the lessons he’s learned over the years. Harsh is very candid that while he’s had success, he gives us an honest take on investments that didnt pan out - particularly in the pizza sector.

> "We're probably between five and six hundred million dollars in revenue today. I would say that we're well over fifty million dollars in EBITDA”

> “Pizza is insanely competitive.…and I think it is the one category in fast casual QSR where unbranded restaurants are giving branded restaurants a run for their money. And with the branded restaurants, it’s all about price. And Domino’s is a decent product for for their price point, right?”

Jersey Mike’s IPO The filing marks the culmination of a transformative period for the company…

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