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DPZ vs PZZA: Which Pizza Stock Is Better Placed at the Moment?
ZACKS· 2025-05-29 14:40
Core Insights - Both Domino's Pizza, Inc. (DPZ) and Papa John's International, Inc. (PZZA) are significant players in the U.S. pizza market, benefiting from strategic partnerships and digital transformation [1][2] - The restaurant industry is experiencing growth due to higher menu pricing and average check growth, although challenges such as elevated labor costs and food inflation persist [3] Domino's Pizza (DPZ) - Domino's is a leading player in the U.S. quick-service restaurant industry, with strong international growth, particularly in China and India [4] - The partnership with DoorDash is expected to enhance revenues by expanding the customer base and tapping into a $1 billion opportunity in the aggregator marketplace [5] - The introduction of the Parmesan Stuffed Crust pizza represents a significant menu innovation aimed at attracting customers [6] - The revamped loyalty program has added 2.5 million active members, indicating potential for sustained growth [7] - The Zacks Consensus Estimate for Domino's 2025 sales and EPS implies year-over-year growth of 4.9% and 6.5%, respectively [11] - DPZ stock has gained 3.6% in the past six months, outperforming the industry and S&P 500 [13] - DPZ is trading at a forward price-to-earnings ratio of 26.2X, above its median of 25.47X [15] Papa John's (PZZA) - Papa John's focuses on its core product, pizza, and has implemented a barbell pricing strategy to drive orders, resulting in a 4% year-over-year increase in pizza orders [8] - The company operates 2,503 international locations and plans to open 180 to 200 new units in the full year [9] - The loyalty program overhaul aims to enhance engagement among its 37 million members, with plans for further personalization [10] - The Zacks Consensus Estimate for Papa John's 2025 sales implies a year-over-year increase of 2.1%, but EPS is expected to decrease by 23.9% [12] - PZZA shares have declined 12% in the past six months [13] - PZZA's forward earnings multiple is 21.64X, below its median of 18.75X [15] Conclusion - Domino's is currently better positioned than Papa John's, supported by stronger sales momentum, strategic growth initiatives, and positive investor sentiment [17] - Papa John's faces operational challenges and less favorable earnings revisions, impacting its competitive stance [19]
Stran & Company Ranked #12 on PPAI 100 List of Top Promotional Product Distributors for 2025
Globenewswire· 2025-05-29 12:30
Quincy, MA, May 29, 2025 (GLOBE NEWSWIRE) -- Stran & Company, Inc. ("Stran" or the "Company") (NASDAQ: SWAG) (NASDAQ: SWAGW), a leading outsourced marketing solutions provider that leverages its promotional products and loyalty incentive expertise, is proud to announce it has achieved the #12 ranking on the 2025 PPAI 100 list of top promotional product distributors, as recognized by the Promotional Products Association International (PPAI). This prestigious ranking, a significant jump of eight spots from th ...
JetBlue and United Announce Blue Sky: Unique Consumer Collaboration That Links Loyalty Programs
Prnewswire· 2025-05-29 11:00
MileagePlus customers can earn and use miles on JetBlue including hundreds of flights in and out of New York City and Boston while TrueBlue members can earn and use points on United flights including to popular international destinations like Cape Town and TahitiBenefits of each airline's loyalty program like priority boarding, complimentary access to preferred and extra legroom seats, and same-day standby/switch will be available across both airlinesAirlines will also offer flights on one another's website ...
Shake Shack jumps into loyalty game with $1 sodas amid economic uncertainty
Fox Business· 2025-05-28 20:42
For the first time, Shake Shack, the fast-casual burger chain, is getting into the loyalty game to ramp up business with economic uncertainty looming.  Starting Wednesday, the burger chain, founded by renowned New York City restaurateur Danny Meyer, said customers will be able to get any size soft drink for $1 if they order through the Shake Shack App or its website, shakeshack.com. In June, customers ordering a burger or BBQ sandwich at least twice within a certain period — online or through the company's ...
Shake Shack Launches Loyalty Program for Online and App Orders
PYMNTS.com· 2025-05-28 19:07
Core Insights - Shake Shack is launching its first loyalty program after a successful test earlier this year, aimed at increasing customer visits and app usage [1][2] - The company reported a 10.5% year-over-year increase in first-quarter revenue and a 0.2% rise in comparable sales [3] - The loyalty program includes offers such as $1 sodas and discounts for customers who place multiple orders online or through the app [1][2] Company Strategy - Shake Shack is focused on creating durable value for stakeholders through initiatives that drive same-Shack sales, including enhancing culinary strategies and increasing customer visit frequency [4] - The company has added new offer capabilities to its app and web channels to encourage repeat business and improve guest recognition [4] Market Trends - A report indicates that 67% of shoppers are motivated by rewards when making purchases, highlighting the importance of loyalty programs in driving customer engagement [5] - Preferred payment methods and rewards can enhance shopper confidence and conversion rates, suggesting that loyalty programs are critical for retail success [6]
AMC stock skyrockets 25%; Time to buy?
Finbold· 2025-05-27 16:06
Core Viewpoint - AMC Entertainment's stock has surged over 20% due to strong performance during the Memorial Day holiday weekend, marking a significant rebound in share price despite a slight year-to-date decline [1][3]. Group 1: Stock Performance - AMC shares increased by 24.65%, trading at $4.02, with a 37% gain over the past week and a 47% increase in the last month [1][3]. - Despite the recent rally, AMC remains down 0.12% year-to-date [1]. Group 2: Revenue and Attendance - The holiday period from Thursday to Monday generated AMC's third-highest revenue total for any five-day span in over a decade, with over seven million moviegoers attending [3][4]. - The weekend also saw record food and beverage sales, marking the biggest five-day period in the 2020s and the second-highest in the company's history [4]. Group 3: Strategic Initiatives - AMC is focusing on premium theater formats, luxury seating, and enhanced loyalty programs to combat declining attendance [4]. - The GO Plan aims to improve guest experiences, while upcoming expansions, including IMAX with Laser and 200 new XL screens by 2026, are intended to strengthen its premium positioning [5]. Group 4: Analyst Sentiment - Wall Street analysts remain cautious despite the stock's rally, with a consensus 12-month average price target of $2.83, indicating nearly 30% downside from current levels [6][9]. - The stock currently holds a "Hold" rating, with no buy ratings issued, reflecting skepticism about the sustainability of the recent surge [6][9].
ila Bank partners with Mastercard to launch innovative solutions and expand into new markets
GlobeNewswire News Room· 2025-05-27 13:03
Core Insights - ila Bank has partnered with Mastercard to enhance its consumer product offerings, focusing on affluent and travel products along with loyalty programs [1][2] - The collaboration aims to provide added value to cardholders through various lifestyle benefits, including dining, luxury shopping, and travel experiences, while ensuring transaction security [2][3] - The strategic agreement reinforces ila Bank's commitment to customer-centric solutions in a cashless economy, positioning it as a leader in the digital payments landscape [3][4] Company Overview - Established in 2019, ila Bank is a digital, mobile-only bank that offers a range of card products, including debit, credit, and prepaid cards, with personalized loyalty rewards [4] - The bank has received positive reception both domestically and regionally, focusing on bespoke banking solutions tailored to customer needs [4] - Innovative products available through the ila app include smart digital saving tools and a prize account that awards cash prizes to customers [5] Partnership Details - The partnership with Mastercard is aimed at driving innovation in the digital ecosystem, focusing on secure and rewarding banking experiences [3] - Mastercard has supported ila Bank since its inception, contributing to the introduction of various innovative products, including a multi-currency debit program and a loyalty program [3]
Is Home Depot or Costco the Better Stock to Buy Right Now With $1,000?
The Motley Fool· 2025-05-24 14:30
Core Insights - Home Depot and Costco are both leading retailers in their respective sectors, generating significant annual revenues, but their stock performances differ, with Costco showing stronger growth [1][13]. Home Depot - Home Depot reported Q1 2025 revenue of $39.9 billion, a 9.4% year-over-year increase, surpassing Wall Street expectations [3]. - Same-store sales (SSS) declined by 0.3% in Q1 2025, following previous declines of 1.8% in fiscal 2024 and 3.2% in fiscal 2023, indicating consumer hesitance in spending on home improvements amid economic uncertainty [4]. - The home improvement industry is valued at approximately $1 trillion, with Home Depot holding a 16% market share, suggesting potential for growth by attracting customers from smaller competitors [5]. - The company highlights significant untapped home equity built up since the pandemic, which could lead to increased demand if macroeconomic conditions improve [6]. - Aging housing stock, with 55% of homes being 40 years or older, is expected to drive future revenue growth as older homes require more maintenance [7]. Costco - Costco continues to report positive SSS growth, demonstrating strong consumer demand even during economic downturns [9]. - The company benefits from a scale advantage, with $62.5 billion in net sales for Q2 2025, allowing it to negotiate favorable pricing with suppliers due to its limited product range [10]. - Costco's membership model fosters customer loyalty, with renewal rates exceeding 92% in the U.S. and Canada, contributing to a high-margin, recurring revenue stream [11]. - The company maintains a consistent earnings stream, supporting a quarterly dividend of $1.30 and occasional special dividends, the last being $15 in January 2024 [12]. - Over the past five years, Costco's stock price has increased by 236%, compared to Home Depot's 56%, indicating a market preference for Costco's financial performance [13]. Investment Considerations - Costco is viewed as the higher-quality business, but its shares trade at a price-to-earnings ratio of 59.9, significantly higher than Home Depot's 24.9 [13]. - For investors prioritizing company quality, Costco is recommended, while those focused on valuation may find Home Depot to be the better investment at present [14].
Here's Why Investors Should Retain Papa John's Stock for Now
ZACKS· 2025-05-22 13:21
Core Insights - Papa John's International, Inc. (PZZA) is positioned to benefit from menu innovation, digital initiatives, and marketing efforts, although it faces challenges from a tough macro environment and soft comparable sales [1] Strategic Efforts Aid PZZA's Prospects - Menu innovation is a key growth driver, with new offerings like New York-style pizza, Cheesy Chacaroni, and star-shaped pizza gaining traction internationally [2] - The company is simplifying its menu by removing underperforming SKUs and launching oven calibration initiatives to enhance product consistency, with new product formats expected by mid-2025 [2] Technology and Digital Initiatives - Digital ordering now represents over 70% of total sales, which is seen as crucial for customer engagement and profitability [3] - Recent technology upgrades have improved app conversion rates and repeat purchases, supported by a partnership with Google Cloud to leverage AI for enhancing the ordering and delivery process [3] Marketing Strategies - The company is adopting an assertive marketing approach to boost brand visibility and customer engagement, with plans to invest an additional $25 million in marketing in 2025 [4] - The "Meet the Makers" campaign highlights team dedication and pizza quality, contributing to improved value perception [4] Loyalty Program Enhancements - Papa John's revamped its loyalty rewards program, allowing over 37 million members to access rewards more quickly, leading to stronger activation rates and increased customer engagement [5] - The company plans to further invest in the loyalty program throughout 2025 to enhance simplicity and personalization [5] Headwinds - Over the past year, Papa John's shares have declined by 13.3%, contrasting with the industry's growth of 7.3%, primarily due to a challenging macroeconomic environment [8] - Comparable sales have faced declines, with total comparable sales down 1.3% year-over-year in the fiscal first quarter, and domestic company-owned restaurant comps down 4.6% [9]
Level Up Your Pool Game with Leslie's Refreshed Pool Perks Rewards Program
GlobeNewswire News Room· 2025-05-19 20:20
PHOENIX, May 19, 2025 (GLOBE NEWSWIRE) -- Leslie’s, Inc. (NASDAQ: LESL), the largest and most trusted direct-to-customer brand in the U.S. pool and spa care industry serving residential customers and pool professionals nationwide, recently launched its refreshed Pool Perks Rewards Program with the introduction of loyalty tiers. This program is making a splash as pool owners dive into summer focused on ensuring their backyard oasis is clean, safe and beautiful for another season of making memories. “Everythi ...