Looking to Popeyes to Learn about Domino’s and Papa John’s
By Ryan D. Lavender
Published on June 1, 2021 at 9:19 PM
Over the last six months, have published multiple reports suggesting that to learn how Domino’s and Papa John’s might lap very challenging same-store sales comparisons over Q2 2021-Q1 2022, keep an eye on Popeyes — and how Popeyes is lapping its highly challenging same-store sales comparisons during Q4 2020-Q3 2021. Our bottom line remains that Domino’s and Papa John’s could end up lapping these tough numbers better than the Street anticipates. This report updates our thoughts in that regard.