Sunday April 7, 2019, 00:00:00
We briefly note the following tidbits regarding pizza-sector market-share trends in the U.S., McDonald’s (MCD; Buy), and privately-held Luckin Coffee:
Sunday March 31, 2019, 00:00:00
We briefly note the following tidbits regarding Papa John’s (PZZA; Buy), the top 25 restaurant concepts in the U.S. (as measured by domestic systemwide sales), Outback Steakhouse (owned by Bloomin’ Brands [BLMN; Not Rated]), and privatelyheld Luckin Coffee:
Friday March 29, 2019, 00:00:00
We upgrade the shares of Papa John’s (PZZA) to Buy (from Neutral). We have been impressed with the strides Papa John’s has made with (and following) the recent strategic investment of Starboard Value, including the recent naming of basketball legend and businessman Shaquille O’Neal to Papa John’s board of directors and as a brand ambassador (and franchisee), and the appointment of former Subway SVP of Marketing for North America Karlin Linhardt as Papa John’s Global Chief Marketing Officer.
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Wednesday September 11, 2024
Wednesday September 18, 2024
Wednesday September 11, 2024