PZZA Our Meeting with Management in Louisville

By Mark Kalinowski Published on May 29, 2019 at 12:00 AM

We recently met with Papa John’s (PZZA; Buy) — including President & CEO Steve Ritchie, Executive Vice President & Chief Operating and Growth Officer Michael R. Nettles, Senior Vice President & CFO Joseph H. Smith, and Vice President of Investor Relations & Strategy Steve Coke — in Louisville, Kentucky. We thank them for their time! Topics of interest that we asked about include new brand ambassador (as well as board member and franchisee) Shaquille O’Neal (a.k.a. Shaq), franchisee financial health, and delivery aggregators. We maintain our Buy rating on PZZA, and note the following:

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Tidbits re PZZA, Top 25 Restaurant Chains, BLMN, and Luckin Coffee

By Mark Kalinowski Published on March 31, 2019 at 12:00 AM

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:

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