PZZA (Post-Call) Shaq May be a Hero, But He Favors Papadias

By Mark Kalinowski Published on August 6, 2019 at 12:00 AM

After today’s (Tuesday’s) market close, Papa John’s (PZZA; Neutral) reported adjusted Q2 EPS of $0.28, below our $0.29 EPS estimate and sell-side consensus (according to Consensus Metrix) of $0.31. A shift in the timing of an operations conference hampered G&A by about $2 million in Q2 from a year-over-year perspective, but should help Q3 year-over-year. We calculate that this is roughly a $0.04-$0.05 amount from an EPS standpoint.

Tidbits re DNKN, Burger King (owned by QSR), PZZA, & Inspire Brands CAKE

By Mark Kalinowski Published on December 7, 2018 at 12:00 AM

We briefly note the following tidbits regarding Dunkin’ (owned by Dunkin’ Brands Group [DNKN; Neutral]), Burger King (owned by Restaurant Brands International [QSR; Not Rated]), Papa John’s (PZZA; Buy), and privately-held Inspire Brands as it relates to The Cheesecake Factory (CAKE; Neutral):

Tidbits re Taco Bell (owned by YUM), JACK, and PZZA

By Mark Kalinowski Published on December 3, 2018 at 12:00 AM

We briefly note the following tidbits regarding Taco Bell (owned by Yum Brands [YUM; Buy]), Jack in the Box (JACK; Not Rated), and Papa John’s International (PZZA; Buy):