Jersey Mike's Subs Inc.

NYSE: JMKE

Day 71 public/EARLY PUBLIC/IPO Jul 31, 2026/Retail-Eating Places

$17.70

▲ 0.40 (+2.31%)

LIVE

updated 15h ago

Intelligence Core

MONITORING

No new filings in 72 h · watching for the next event

Current missionThesis Test · Day 31–90

Test the initial thesis against the first earnings, guidance and execution.

Focus

EarningsGuidanceExecutionInstitutional changes

NEUTRALFORMING THESIS…Intelligence score DERIVED

/ 100

Confidence50%

CURRENT THESIS INTERPRETED

Jersey Mike's Subs Inc. is an early public retail-eating company trading at $17.7 with positive equity according to SEC XBRL data. The company shows active insider reporting alongside thin institutional sponsorship.

Momentum

Price · since IPOLIVE

Yahoo · 51 pts

H $24.47L $16.09Last $17.70

Current ThesisINTERPRETEDLIVE

Why

+Positive equity confirmed via SEC XBRL filings
+Moderate 1-day momentum of 2.31%
+High insider activity with 35 insider forms filed

Risks

−Newly public status under 90 days
−Thin institutional base with 0 Schedule 13D or 13G disclosures on file
−Elevated risk score of 68 due to early public phase

Catalysts

→Future institutional accumulation following lock-up expiration or broader market discovery
→Upcoming periodic SEC disclosures including 10-Q and 8-K filings

Current Thesis

Company Web Research · Official DomainVIEW ONLY

https://jerseymikes.com

VIEW-ONLY

Visit

Capturing jerseymikes.com…

Screenshot of Jersey Mike's Subs Inc.'s official website

SNAPSHOT · live view blocked by site (X-Frame-Options: DENY) · source: SEC 424B4

Resolving official website…

Research EnvironmentLIVE

Research environment · $JMKESEC · market · news

22 evidence items|newest evidence 1d ago

Core activity · newest firstreal events · view-only

0s agoSCOREDERIVEDIntelligence score 56/100 recomputed from 5 rule-based signals.via Deterministic scoreDERIVED

0s agoSTATECore MONITORING · No new filings in 72 h · watching for the next event. Mission: Thesis Test.via Intelligence Core

15h agoOBSERVATIONVERIFIEDLast price $17.70 · +2.31% on the day.via Finnhub quoteVERIFIED

1d agoEVIDENCEThe Chipotle Effect: Jersey Mike’s, Shake Shack Stocks Rise on Rival’s Takeover Reportvia Yahoo · tier 3, cross-check 1d agoEVIDENCECapgemini Extends Strategic Partnership With McDonald's By Five Years To Modernize Restaurants And Advance AI-Powered Digital Experiencesvia Benzinga · tier 3, cross-check 1d agoEVIDENCEWhy Is Jersey Mike's Subs Stock Gaining Thursday?via Benzinga · tier 3, cross-check Oct 2, 2026EVIDENCEVERIFIEDForm 4 filed · 4.via SEC EDGARVERIFIED Oct 2, 2026EVIDENCEVERIFIEDForm 3 filed · 3.via SEC EDGARVERIFIED Sep 22, 2026EVIDENCEVERIFIEDForm 8-K filed · 8-K.via SEC EDGARVERIFIED Sep 18, 2026EVIDENCEVERIFIEDForm 4 filed · 4.via SEC EDGARVERIFIED Sep 17, 2026EVIDENCEVERIFIEDForm 4 filed · 4.via SEC EDGARVERIFIED

Evidence · SEC filing timelineVERIFIED

Filed	Form	Document	Source
2026-10-02	3	3	SEC ↗
2026-10-02	4	4	SEC ↗
2026-09-22	8-K	8-K	SEC ↗
2026-09-18	4	4	SEC ↗
2026-09-17	4	4	SEC ↗

VERIFIEDfrom a primary sourceDERIVEDcomputed by rulesINTERPRETEDreasoned from evidence

Assembled 0s ago · every panel labelled live or simulated · no fabricated metrics