By Mark Kalinowski
Published on December 23, 2019 at 12:00 AM
We recently met with Papa John’s (PZZA; Buy) — including (1) President and CEO Rob Lynch, (2) CFO Joe Smith, and (3) VP Strategic Planning Steve Coke — in Louisville, Kentucky. We thank them for their time! Topics of interest that were asked about include culinary innovation, relations with franchisees, and why Mr. Lynch decided to leave his prior employer to become Papa John’s CEO. We maintain our Buy rating on PZZA, and note the following:
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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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By Mark Kalinowski
Published on December 17, 2018 at 12:00 AM
We briefly note the following tidbits regarding McDonald’s (MCD; Buy), Applebee’s/ Dine Brands (DIN; Buy), and the Kalinowski Restaurant Industry Index:
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