Papa John’s International (PZZA) Q1 2025 Earnings Call May 08, 2025 08:00 AM ET Speaker0 Thank you for standing by. Welcome to Papa John's First Quarter twenty twenty five Conference Call and Webcast. At this time, all participants are in listen only mode. After the speakers' presentation, there will be a question and answer To ask a question during this session, you'll need to press 11 on your telephone. If your question has been answered and you'd like to remove yourself from the queue, simply press 11 ag ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 30, 2025 OR o Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Commission File Number: 0-21660 PAPA JOHN'S INTERNATIONAL, INC. (Exact name of Registrant as specified in its charter) Delaware 61-1203323 (State or other jurisdiction of incorporation or o ...

Exhibit 99.1 Louisville, Kentucky (May 8, 2025) – Papa John's International, Inc. (Nasdaq: PZZA) ("Papa Johns ") (the "Company") today announced financial results for the first quarter ended March 30, 2025. ® Highlights CEO Commentary "We are pleased with our continued progress in the first quarter to advance our transformation as we execute against our five key priorities. Our strategic investments in marketing and technology are driving early momentum in the business, and customers are responding positive ...

Group 1 - Building Benjamins is a free stock picking and market commentary investment newsletter published by Tradition Investment Management, LLC [1] - Benjamin Halliburton, the founder, has a notable background in investment, having founded Tradition Capital Management in 2000 and received multiple accolades for his performance [1] - Halliburton has extensive experience in the investment field, starting his career at Merrill Lynch in 1986 and earning an MBA with a focus on finance from Duke's Fuqua School of Business in 1990 [1] Group 2 - Halliburton earned the Chartered Financial Analyst designation in 1994 and was recognized as the top-performing portfolio manager at Brundage, Story and Rose [1] - His investment strategy, known as "Disciplined Growth Strategy," outperformed the S&P 500 during the 1990s bull market [1] - Halliburton was the youngest partner at his previous firm and received high praise from senior managing partners for his investment acumen [1]

Papa John's International, Inc. (PZZA) is doubling down on its technology-driven growth strategy with an expanded multiyear partnership with Google Cloud. The move supports the pizza chain’s commitment to leveraging artificial intelligence (AI), data analytics and machine learning to enhance its ordering process, customer interactions and overall operational efficiency. By integrating Google Cloud’s advanced AI capabilities, the company aims to create a seamless, personalized and engaging experience for its ...

I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...

Core Insights - The article discusses the expertise of a specialized equity analyst in the restaurant sector, focusing on various dining segments in the U.S. market [1] Company Analysis - The company, Goulart's Restaurant Stocks, is dedicated to analyzing restaurant stocks across multiple segments, including QSR, fast casual, casual dining, fine dining, and family dining [1] - Advanced analytical models and specialized valuation techniques are employed to provide detailed insights and actionable strategies for investors [1] Industry Engagement - The analyst actively participates in academic and journalistic initiatives, contributing to institutions that promote individual and economic freedom [1] - Previous contributions include columns on monetary policy, financial education, and financial modeling aimed at making these topics accessible to a broader audience [1]

Papa John’s International, Inc. (PZZA) recorded better-than-expected fourth-quarter fiscal 2024 results, wherein adjusted earnings and revenues topped the Zacks Consensus Estimate. However, the metrics declined on a year-over-year basis.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.The year-over-year performance decline was attributable to a decrease in International revenues due to the adverse impact of the U.K. company-owned restaurants and a decrease in Domestic company-owned r ...

Core Insights - Papa Johns (PZZA) exceeded earnings estimates for Q4, reporting adjusted earnings per share of $0.63 and revenue of $530.77 million, both lower than the previous year but above analyst consensus [1] Financial Performance - Comparable store sales in North America decreased by 4% year-over-year, aligning with estimates, while international comparable sales increased by 2%, surpassing expectations [2] - For 2025, the company anticipates comparable store sales in North America and internationally to be flat or grow up to 2%, compared to current analyst projections of 0.77% and 0.54% growth, respectively [2] Strategic Initiatives - CEO Todd Penegor expressed satisfaction with the initial progress in the company's transformation efforts aimed at improving value perception, simplifying operations, and enhancing digital and loyalty experiences [3] - The company has outlined strategic priorities to capture market share and is focused on executing initiatives to drive near-term sales momentum while increasing profitability over time [3] Market Reaction - Following the earnings report, shares of Papa Johns rose approximately 1.6%, although they have declined about 35% over the past year [3]

Core Insights - Papa John's reported revenue of $530.77 million for the quarter ended December 2024, a decrease of 7.1% year-over-year, with EPS at $0.63 compared to $0.91 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $513 million by 3.46%, while the EPS surpassed the consensus estimate of $0.48 by 31.25% [1] Financial Performance Metrics - The company-owned domestic restaurants numbered 539, slightly above the analyst estimate of 533 [4] - System-wide comparable sales growth in North America was -8.9%, worse than the average estimate of -3.6% [4] - Total system-wide restaurants reached 6,030, exceeding the average estimate of 6,004 [4] - Franchised North America restaurants totaled 2,975, above the average estimate of 2,967 [4] - Total North America restaurants were 3,514, compared to the average estimate of 3,496 [4] Revenue Breakdown - North America franchise royalties and fees generated $36.20 million, surpassing the estimate of $34.65 million, but reflecting a year-over-year decline of 6.5% [4] - International revenues were reported at $41.73 million, exceeding the estimate of $34.25 million, but down 13.4% year-over-year [4] - Other revenues were $22.82 million, significantly below the average estimate of $59.87 million, marking a 63.8% year-over-year decline [4] - North America commissary revenues reached $273.50 million, exceeding the estimate of $211.15 million, with a year-over-year increase of 20% [4] - Domestic company-owned restaurant sales were $174.63 million, slightly above the estimate of $172.18 million, but down 9.8% year-over-year [4] Stock Performance - Papa John's shares have returned +19% over the past month, contrasting with the Zacks S&P 500 composite's -2.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]