Wednesday June 22, 2022, 07:00:00

PZZA: Updating Our Q2E Same-Store Sales Estimate

By Mark Kalinowski

Papa Johns continues to be amongst the most innovative pizza concepts in the U.S., with the first line extension of Epic Stuffed Crust Pizzas – the Epic Pepperoni Stuffed Crust Pizza – having officially launched nationwide on April 18th. In addition, we would not be surprised to see Papa Bowls go nationwide as soon as mid-July (supply-chain issues permitting).

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Monday May 16, 2022, 07:00:00

PZZA: Next Menu Platform to Launch Nationally Looks to be…

By Mark Kalinowski

Under changed leadership, Papa Johns has unleashed what has arguably been the largest period of menu innovation in its history. This includes the nationwide (U.S.) launches of Papadias, Epic Stuffed Crust Pizzas, and New York Style Crust Pizzas.

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Thursday May 5, 2022, 10:08:56

PZZA (Post-Call): Unit-Growth Outlook Expands, But 2022 Headwinds Building

By Mark Kalinowski

Earlier today, Papa John’s reported adjusted Q1 EPS of $0.95. This was slightly ahead of our $0.94 projection and sell-side consensus (according to Consensus Metrix) of $0.94.

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