Papa John'sPZZA
PZZA
About: Papa John's is one of the largest players in the global QSR, or quick-service restaurant, pizza market, boasting more than 6,000 restaurants across nearly 50 countries at the end of 2024. The firm operates a predominantly franchised system, owning 9% 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 globally and third in the US (Euromonitor International), with a sizable presence in the UK, China, South Korea, and Chile.
Employees: 11,400
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
182% more call options, than puts
Call options by funds: $152M | Put options by funds: $54M
50% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 3 (+1) [Q4]
10% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 82
2.55% less ownership
Funds ownership: 127.59% [Q3] → 125.04% (-2.55%) [Q4]
4% less funds holding
Funds holding: 267 [Q3] → 255 (-12) [Q4]
17% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 58
25% less capital invested
Capital invested by funds: $2.24B [Q3] → $1.68B (-$567M) [Q4]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$38
6%
downside
Avg. target
$49
21%
upside
High target
$60
49%
upside
6 analyst ratings
4 positive
67%
2 neutral
33%
0 negative
0%
Benchmark Todd Brooks 49% 1-year accuracy 20 / 41 met price target | 24%upside $50 | Buy Reiterated | 12 May 2025 |
Loop Capital Alton Stump 61% 1-year accuracy 17 / 28 met price target | 39%upside $56 | Buy Maintained | 9 May 2025 |
Stephens & Co. Jim Salera 91% 1-year accuracy 10 / 11 met price target | 24%upside $50 | Overweight Reiterated | 9 May 2025 |
UBS Dennis Geiger 60% 1-year accuracy 15 / 25 met price target | 6%downside $38 | Neutral Maintained | 5 May 2025 |
Stifel Chris O'Cull 42% 1-year accuracy 14 / 33 met price target | 6%downside $38 | Hold Maintained | 15 Apr 2025 |
Financial journalist opinion
Based on 9 articles about PZZA published over the past 30 days
Positive
Zacks Investment Research
1 week ago
Papa John's Q1 Earnings & Revenues Beat Estimates, Stock Up
PZZA's Q1 top line reflects a gain in commissary revenues, stemming from higher commodity prices. Also, a rise in advertising funds adds to the positives.
Positive
Seeking Alpha
1 week ago
Papa John's: Off The Mat, It's A Buy Again
In November 2023, we upgraded Papa John's International, Inc. to a Buy, citing improved company performance and a positive growth outlook despite past market challenges, then took rapid return profits. We downgraded in May 2024, and the stock sold off dramatically, but slight revenue growth, better-than-expected earnings, with mixed comp sales justify an upgrade. Opened 47 new restaurants but closed more underperforming stores, resulting in a net loss of 13 stores from the start of 2025, yet overall store count increased from last year.
Neutral
Seeking Alpha
1 week ago
Papa John's International, Inc. (PZZA) Q1 2025 Earnings Call Transcript
Papa John's International, Inc. (NASDAQ:PZZA ) Q1 2025 Earnings Conference Call May 8, 2025 8:00 AM ET Company Participants Heather Hollander - Senior Vice President, Strategy & Investor Relations Todd Penegor - President & Chief Executive Officer Ravi Thanawala - Chief Financial Officer & Executive Vice President, International Conference Call Participants Brian Bittner - Oppenheimer Andrew Strelzik - BMO Capital Markets Eric Gonzalez - KeyBanc Peter Saleh - BTIG Jim Salera - Stephens Sarah Senatori - Bank of America Brian Mullan - Piper Sandler Jim Sanderson - Northcoast Research Operator Thank you for standing by, and welcome to Papa John's First Quarter 2025 Conference Call and Webcast. At this time, all participants are in listen-only mode.
Neutral
Zacks Investment Research
1 week ago
Compared to Estimates, Papa John's (PZZA) Q1 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Papa John's (PZZA) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
1 week ago
Papa John's (PZZA) Q1 Earnings and Revenues Top Estimates
Papa John's (PZZA) came out with quarterly earnings of $0.36 per share, beating the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.67 per share a year ago.
Neutral
Business Wire
1 week ago
Papa Johns Announces First Quarter 2025 Financial Results
LOUISVILLE, Ky.--(BUSINESS WIRE)--Papa John's International Q1 2025 earnings release.
Neutral
Business Wire
2 weeks ago
Papa Johns Declares Quarterly Dividend
LOUISVILLE, Ky.--(BUSINESS WIRE)--Papa John's International, Inc. (Nasdaq: PZZA) today announced that the Board of Directors has declared a quarterly dividend of $0.46 per common share, payable May 30, 2025, to shareholders of record at the close of business on May 19, 2025. At this quarterly dividend rate, the annual dividend is equivalent to $1.84 per common share. About Papa Johns Papa John's International, Inc. (Nasdaq: PZZA) opened its doors in 1984 with one goal in mind: BETTER INGREDIENT.
Negative
Zacks Investment Research
2 weeks ago
Earnings Preview: Papa John's (PZZA) Q1 Earnings Expected to Decline
Papa John's (PZZA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
Seeking Alpha
3 weeks ago
Papa John's Delivers A Slice Of Stability In An Uncertain Market
Papa John's margin transfer strategy and aggressive growth make it a compelling defensive investment, with a 5.9% dividend yield and strong countercyclical potential. Short-term margin sacrifices aim to boost volumes and market share, enhancing long-term operating margins and loyalty by 2028. Despite economic uncertainty, Papa John's focuses on value offerings and incentivizing franchise expansion, expecting structural improvements and market share gains.
Positive
InvestorPlace
1 month ago
The Market Meltdown Is No Match for Our Quant System's 5 Latest Picks
Tom Yeung here with your Sunday Digest. Several years ago, we at InvestorPlace and our partners at TradeSmith began working on AI-powered investing systems to bring Wall Street's edge to ordinary investors.
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