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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Monday June 14, 2021, 16:46:37

PZZA: The Bull and Bear Cases on Papa John’s

By Mark Kalinowski

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.

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