Papa John's International, Inc. (PZZA) reported first-quarter fiscal 2025 results, with adjusted earnings and revenues beating the Zacks Consensus Estimate. The top line increased year over year, while the bottom line declined from the prior-year quarter's figure. Following the results, the PZZA stock gained 15.9% during yesterday's trading session. Investors responded positively to the company's progress in driving traffic and transactions through strategic initiatives. Management highlighted sequential im ...

Papa John's (PZZA) reported $518.31 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 0.9%. EPS of $0.36 for the same period compares to $0.67 a year ago.The reported revenue represents a surprise of +1.67% over the Zacks Consensus Estimate of $509.8 million. With the consensus EPS estimate being $0.33, the EPS surprise was +9.09%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine ...

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. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 9.09%. A quarter ago, it was expected that this pizza chain would post earnings of $0.48 per share when it actually produced earnings of $0.63, delivering a surprise of 31.25%.Over the last four quarters, the company h ...

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 ...

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. ...

I am an Equity Analyst and Accountant specializing in restaurant stocks, with a solid foundation in Business Administration and Accounting, complemented by an MBA in Forensic Accounting and Controllership. As the founder of Goulart's Restaurant Stocks, I lead a company focused on analyzing restaurant stocks in the U.S. market. Our coverage spans multiple segments, including QSR, fast casual, casual dining, fine dining, and family dining. We employ advanced analytical models and specialized valuation techniq ...

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 ...

Financial Data and Key Metrics Changes - For Q4 2024, global system-wide restaurant sales were $1.23 billion, down approximately 8% in constant currency, primarily due to an additional week of operation in the prior year [29] - Total revenues for Q4 were $531 million, down 7% from last year, but excluding the impact of the additional week, revenue was largely flat [35] - Adjusted operating income for Q4 was $37 million, down $10 million from a year ago, with an adjusted operating income margin of 7%, down from 8.3% in 2023 [37] Business Line Data and Key Metrics Changes - North America comparable sales were down 4% in Q4, with transaction comps down 2% year-over-year, but showing sequential improvement [31] - International comparable sales were up 2% year-over-year in Q4, with strong performance in key markets like the Middle East [34] Market Data and Key Metrics Changes - Domestic average unit sales in North America were approximately $1.1 million in 2024, with the company opening more than 300 new restaurants globally [23] - The company opened nearly 200 new restaurants internationally in 2024 and anticipates similar growth in 2025 [25] Company Strategy and Development Direction - The company is focusing on franchisee profitability and operational excellence, with strategic priorities including product innovation, marketing amplification, and enhancing customer experience [10][11] - Plans for 2025 include investing up to an additional $25 million in marketing, focusing on both corporate and franchisee markets [17][81] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's strategy to accelerate sales and drive long-term growth, despite a challenging operating environment [41] - For 2025, the company expects system-wide sales to increase between 2% and 5%, with North America comparable sales anticipated to be flat to up 2% [42] Other Important Information - The company plans to report adjusted EBITDA as a key performance measure starting in 2025, with an anticipated range of $200 million to $220 million [44] - The company refranchised 15 restaurants in Wisconsin and is in discussions to refranchise additional locations, which is expected to be neutral to slightly accretive to earnings [26] Q&A Session Summary Question: Industry expectations for 2025 and performance relative to the industry - Management acknowledged a value-focused environment and expects the pizza category to be flattish to slightly down, but believes initiatives in loyalty and marketing will help gain market share [56][58] Question: International growth and market penetration - Management highlighted a focus on nine core international markets, indicating significant growth potential and ongoing success in regions like the U.K. and the Middle East [66][70] Question: EBITDA guidance and investment breakdown - Management detailed that the EBITDA guidance includes up to $25 million in marketing investments, with a focus on both corporate and franchisee markets [76][81] Question: Development incentives and loyalty program performance - Management confirmed the three-year abatement for development incentives and noted significant growth in loyalty program membership and engagement [120][123]