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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By Mark Kalinowski
Published on March 29, 2019 at 12:00 AM
We upgrade the shares of Papa John’s (PZZA) to Buy (from Neutral). We have been impressed with the strides Papa John’s has made with (and following) the recent strategic investment of Starboard Value, including the recent naming of basketball legend and businessman Shaquille O’Neal to Papa John’s board of directors and as a brand ambassador (and franchisee), and the appointment of former Subway SVP of Marketing for North America Karlin Linhardt as Papa John’s Global Chief Marketing Officer.
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By Mark Kalinowski
Published on March 26, 2019 at 12:00 AM
We briefly note the following tidbits regarding Wendy’s (WEN; Neutral), privately-held Luckin Coffee, and Generation Z’s favorite restaurant concepts:
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