Apollo Global Management and Irth Capital Management have approached Papa John’s International for a $2 billion deal that would take the pizza chain private, two people familiar with the matter said Wednesday.The investment firms’ joint bid would value Papa John’s, the world’s third-largest pizza delivery company, just above $60 per share, said the people, who asked not to be identified because the deal is private.The investment firms’ joint bid would value Papa John’s, the world’s third-largest pizza deliv ...

Papa John’s International (PZZA) FY Conference June 10, 2025 09:45 AM ET Speaker0 Good morning, everybody. I'm Brian Bittner, the restaurant analyst here at Oppenheimer. And thank you again for attending our twenty fifth annual consumer conference. We're incredibly excited to welcome Papa John's International back to our conference, and we're thrilled to be joined by Papa John's president and CEO, Todd Penegor. He joined the company in August of twenty twenty four after a solid run as CEO at Wendy's. And we ...

新产品发布 - 公司推出新品Cheddar Crust Pizza 采用切达奶酪和大蒜调味料直接烘焙在新鲜面团上 形成金黄奶酪外皮 [1] - 新品定价17 99加元 搭配招牌蒜香酱和辣椒 消费者可自选一种配料 [3] - 同步推出Cheddar Cheesesticks 配披萨酱蘸食 6月2日起在加拿大上市 [4] 产品创新 - 新品将经典切达奶酪融入传统披萨饼皮 增添浓郁风味维度 [2] - 公司强调使用定制大蒜调味料与奶酪结合 提升每口食用体验 [3] - 产品延续"更好原料 更好披萨"理念 坚持使用新鲜非冷冻面团 [5] 公司背景 - 公司成立于1984年 全球第三大披萨外卖品牌 在50个国家地区拥有5900家门店 [5] - 坚持高品质原料 面团仅含六种成分 使用当天采摘番茄制作酱料 [5] - 首家宣布去除人工香精和合成色素的全国性披萨连锁品牌 [5] 营销策略 - 通过新品强化"提升披萨体验"的品牌主张 主打奶酪风味创新 [2] - 新品上市配合媒体宣传 强调产品研发理念和首席厨艺创新官背书 [3] - 提供完整数字渠道购买方式 包括官网和移动应用程序 [5]

公司分析 - Papa John's的转型进程已接近完成，显示出积极的改善迹象 [1] 行业分析 - 餐饮行业分析覆盖多个细分领域，包括快速服务餐厅(QSR)、快速休闲餐厅、休闲餐饮、高档餐饮和家庭餐饮 [2] - 采用先进的分析模型和专业估值技术，为投资者提供详细见解和可操作策略 [2] 分析师背景 - 分析师专注于餐饮行业股票研究，具备商业管理和会计学背景，并拥有法务会计和控制方向的MBA学位 [2] - 创立了专注于美国市场餐饮股票分析的公司，提供跨细分领域的深度研究 [2] - 积极参与学术和新闻活动，定期为经济自由相关机构供稿，并曾担任投资类专栏作家 [2]

Papa John’s International, Inc. (PZZA) is likely to benefit from menu innovation, digital initiatives and marketing efforts. Emphasis on the Papa Rewards loyalty program also bodes well. However, a challenging macro environment and soft comps are headwinds.Let’s delve deeper.Strategic Efforts Aid PZZA’s ProspectsMenu innovation remains a strong lever for growth for Papa John’s, with additions such as the New York-style pizza in various sizes, the fan-favorite Cheesy Chacaroni and the newly introduced star-s ...

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 imp ...

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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 Company Participants Heather Hollander - SVP & Investor RelationsTodd Penegor - President & CEORavi Thanawala - EVP & CFO, InternationalPeter Saleh - MD - Restaurants Conference Call Participants Brian Bittner - Senior Equity Analyst - RestaurantsAndrew Strelzik - Equity Research AnalystEric Gonzalez - Senior Research Analyst - US RestaurantsJim Salera - Research AnalystSara Senatore - Senior Research AnalystBrian Mullan - Direc ...