Thursday December 12, 2024, 13:05:41

PZZA: Analyst Meeting Showcases Growth Opportunities (and Investments Needed)

Earlier today, Papa Johns hosted an Analyst Meeting in Atlanta. Key themes from the meeting include: (1) more investment in digital technologies, (2) opportunities for U.S. unit growth – for example, through infilling of some of the stronger U.S. markets, (3) opportunities for International unit growth, (4) opportunities to refocus on the core on the menu (pizzas), including attaining better product consistency, and (5) increasing investments in digital technologies. Papa Johns cites the following as key takeaways from the meeting:

Thursday November 7, 2024, 11:22:52

PZZA (Post-Call): Still Rough Sledding Out There

By Mark Kalinowski

Earlier today, Papa Johns reported adjusted third-quarter EPS of $0.43. This was three cents better than our $0.40 estimate, and in line with sell-side consensus (according to Consensus Metrix) of $0.43.

Tuesday October 1, 2024, 07:00:00

PZZA: Adjusting Our Estimates (10/1/2024)

By Mark Kalinowski

Concurrent with this report, we are publishing our report entitled “Updating our Q3 Kalinowski Quick-Service Pizza Same-Store Sales Index.” In that report, we note that we are keeping unchanged our Q3E same-store sales forecast for Papa Johns North American of -5.5%. As of this writing, sell-side consensus (according to Consensus Metrix) is at -5.6%.

PZZA: Analyst Meeting Showcases Growth Opportunities (and Investments Needed)

PZZA (Post-Call): Still Rough Sledding Out There

PZZA: Adjusting Our Estimates (10/1/2024)

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