Tuesday June 29, 2021, 16:21:52
Are signs starting to emerge that Domino’s long-term worldwide unit growth potential could be meaningfully higher than the Street currently believes?
Monday June 14, 2021, 16:46:37
In this report we examine the bull and bear cases regarding Papa John’s (PZZA; Buy, $101.83). While we maintain our Buy rating on PZZA — it continues to be our top small/mid-cap restaurant-stock pick — it is good for investors interested in PZZA to be aware of the bull and bear cases surrounding the stock, no matter what our rating on the shares is.
Thursday May 27, 2021, 12:22:00
Based on Papa John’s recent announcement that it will repurchase/convert all the convertible preferred stock owned by a strategic investor, we raise our full-year 2021E EPS estimate by +15 cents, to $3.00. And, based on this higher anticipated base of earnings coming off of this year — as well as net EPS benefits from the repurchase/conversion in Q1 2022 and the first half of Q2 2022, that did not accrue in Q1 2021 and the first half of Q2 2021 — we take up our full-year 2022E EPS forecast by +15 cents, to $3.40.
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