Thursday February 27, 2025, 09:57:55

PZZA (Post-Call): Updating Estimates Based on Newly-Unveiled 2025 Targets

By Mark Kalinowski

Earlier today (Thursday), Papa Johns announced that its fourth-quarter adjusted EPS amounted to $0.63. This was ahead of our $0.52 forecast and sell-side consensus (according to Consensus Metrix) of $0.49.

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Thursday December 12, 2024, 13:05:41

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

By Mark Kalinowski

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:

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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.

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