Tuesday August 17, 2021, 07:55:44

PZZA: A Closer Look at International Unit Growth Opportunities

By Mark Kalinowski

With hints that Domino’s (DPZ; Buy, $513.19) long-term unit growth opportunity may be better than the Street believes, perhaps this is also a hint that the same opportunity exists for Papa John’s.

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Thursday August 5, 2021, 10:30:27

PZZA (Post-Call): Two-Year Same-Store Sales Expands by +35% in Q2

By Mark Kalinowski

Earlier today, Papa John’s reported Q2 adjusted EPS of $0.93. This was well above our $0.72 forecast and sell-side consensus (according to Consensus Metrix) of $0.73 (which had risen in recent days).

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Tuesday June 29, 2021, 16:21:52

DPZ: Could the Long-Term Unit Outlook be More than the Street Expects?

By Mark Kalinowski

Are signs starting to emerge that Domino’s long-term worldwide unit growth potential could be meaningfully higher than the Street currently believes?

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