Papa John's
PZZA

$40.93

0.07%

Market Cap: 1.35B

About: Papa John's is one of the largest players in the global QSR, or quick-service restaurant, pizza market, boasting more than 5,900 restaurants across nearly 50 countries at the end of 2023. The firm operates a predominantly franchised system, owning 11% of its restaurants and generating revenue from franchise royalties, sales of pizza and related products at its company-owned stores, and sales from its commissary supply chain. The firm is the fourth-largest limited-service pizza chain both in the US and globally, with a sizable presence in the UK, China, South Korea, and Chile.

Employees: 13,200

Consumer Discretionary Eating Places

0

Funds holding %

of 6,702 funds

0

Analysts bullish %

of 18 analysts

–

News positive %

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

28% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 82

17% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 41

3% more funds holding

Funds holding: 265 [Q4 2023] → 272 (+7) [Q1 2024]

3.38% less ownership

Funds ownership: 114.54% [Q4 2023] → 111.16% (-3.38%) [Q1 2024]

15% less capital invested

Capital invested by funds: $2.86B [Q4 2023] → $2.43B (-$434M) [Q1 2024]

85% less call options, than puts

Call options by funds: $45.6M | Put options by funds: $299M

See Fund Rankings

Research analyst outlook

18 Wall Street Analysts provided 1 year price forecasts over the past 6 months

Low target

$45

10%

upside

Avg. target

$73

79%

upside

High target

$90

120%

upside

18 analyst ratings

15 positive

83%

3 neutral

17%

0 negative

0%

B of A Securities Sara Senatore	69%upside $69	Buy Maintained	17 Jul 2024
Stifel Chris O'Cull	10%upside $45	Hold Maintained	26 Jun 2024
Stephens & Co. Jim Salera	83%upside $75	Overweight Reiterated	23 May 2024
Loop Capital Alton Stump	120%upside $90	Buy Maintained	10 May 2024
Stephens & Co. Jim Salera	83%upside $75	Overweight Reiterated	10 May 2024

See Analyst Rankings

Financial journalist opinion

Papa John's: Recent Weakness Leaves Stock Looking Cheap

Papa John's stock has continued to fall since my opening piece last November, underperforming close peer Domino's by around 60 percentage points in that time. The business has definitely hit something of a soft patch, with comps looking weak and full-year guidance lowered. That said, these shares now only trade for around 10x EBITDA, and only very modest earnings growth assumptions are needed to make that work for investors.

Papa John's: Recent Weakness Leaves Stock Looking Cheap

Zacks Investment Research

Here's Why Investors Should Avoid Papa John's (PZZA) for Now

Papa John's (PZZA) has been hurt by the difficult macroeconomic environment, waning consumer confidence and dismal comps growth.

Here's Why Investors Should Avoid Papa John's (PZZA) for Now

Papa Johns to Report 2024 Second Quarter Results on August 8, 2024

LOUISVILLE, Ky.--(BUSINESS WIRE)--Papa John's International, Inc. (Nasdaq: PZZA) (“Papa Johns©”) will release its second quarter financial results before the market opens on Thursday, August 8, 2024, with a conference call to follow discussing these results at 8:00 a.m. ET. Participants on the call will include Ravi Thanawala, Interim Chief Executive Officer and Chief Financial Officer and Stacy Frole, Vice President of Investor Relations. To attend the conference call or webcast, participants.

Papa Johns to Report 2024 Second Quarter Results on August 8, 2024

Domino's vs. Papa John's: Stock Showdown of Pizza Giants

The pizza wars pit the 2 major pizza franchises against each other: Domino's Pizza Inc. NYSE: DPZ versus Papa John's International Inc. NASDAQ: PZZA. While both brands operate in the retail/wholesale sector and have their fans and critics, one stock is clearly winning this war: Domino's.

Domino's vs. Papa John's: Stock Showdown of Pizza Giants

Papa Johns Brings Back Cheesy Burger Pizza This Summer, Giving the Internet Exactly What It Wants

Papa Johns Brings Back Cheesy Burger Pizza This Summer, Giving the Internet Exactly What It Wants. The mouthwatering mashup makes its debut once again.

Papa Johns Brings Back Cheesy Burger Pizza This Summer, Giving the Internet Exactly What It Wants

Papa Johns Brings Back Cheesy Burger Pizza This Summer, Giving the Internet Exactly What It Wants

ATLANTA--(BUSINESS WIRE)--Over 500,000 fans have begged for its return and while others have attempted to enter the burger game, Papa Johns is delivering exactly what the internet wants: Cheesy Burger Pizza. Since others have forgotten about the pizza in their burger mashups, Papa Johns is here to make it right. This summer, the brand is not just bringing back the delicious pizza, they're answering the call of the pizza-devoted masses who have shared their yearning for the return of the irresis.

Papa Johns Brings Back Cheesy Burger Pizza This Summer, Giving the Internet Exactly What It Wants

Zacks Investment Research

Papa John's (PZZA) Down 36% YTD: What's Hurting the Stock?

Ongoing economic challenges and weakening consumer confidence are dampening Papa John's (PZZA) growth prospects.

Papa John's (PZZA) Down 36% YTD: What's Hurting the Stock?

Feeling the Pinch: 7 Restaurant Stocks Most at Risk as Consumers Dine Out Less

Dining out may have gained popularity during the post-lockdown recovery, but based on recent data, the American public may be losing some of its appetite for fast food, fast casual, and other dining establishments. This leaves restaurant stocks at risk of declining in price.

Feeling the Pinch: 7 Restaurant Stocks Most at Risk as Consumers Dine Out Less

Christmas Comes Early: 3 Stocks at 52-Week Lows Set to Double by Year's End

Contrarian investing has many risks. Despite this, some investors love to pick up stocks at 52-week lows.

Christmas Comes Early: 3 Stocks at 52-Week Lows Set to Double by Year's End

Top 3 Consumer Stocks That Could Blast Off This Month - Papa John's International (NASDAQ:PZZA)

The most oversold stocks in the consumer discretionary sector presents an opportunity to buy into undervalued companies.

Top 3 Consumer Stocks That Could Blast Off This Month - Papa John's International (NASDAQ:PZZA)

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