Papa John’s(US:PZZA) ZACKS·2025-02-27 15:36Core 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]