Papa John's/$PZZA

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About Papa John's

Papa John's is one of the largest players in the global QSR, or quick-service restaurant, pizza market, boasting more than 6,000 restaurants across nearly 50 countries at the end of 2024. The firm operates a predominantly franchised system, owning 9% of its restaurants and generating revenue from franchise royalties, sales of pizza and related products at its company-owned stores, and sales from its commissary supply chain. The firm is the fourth-largest limited-service pizza chain globally and third in the US (Euromonitor International), with a sizable presence in the UK, China, South Korea, and Chile.

Ticker

$PZZA
Primary listing

Employees

11,400

Papa John's Metrics

BasicAdvanced
$1.6B
20.90
$2.28
1.12
$1.84
3.86%

What the Analysts think about Papa John's

Analyst ratings (Buy, Hold, Sell) for Papa John's stock.

Bulls say / Bears say

Q2 2025 revenue increased 4% year-on-year to $529.17 million, adjusted EPS beat consensus at $0.41, and international comparable sales rose 4%, leading management to raise its full-year international comparable sales outlook to 2–4%.
Partnership with Google Cloud is expanding to integrate AI into ordering and marketing processes, aiming to improve personalization, optimize delivery logistics, and enhance operational efficiency, which supports long-term digital sales growth.
Announced plans to re-enter India by October 2025 with a target of opening 650 stores by 2035, tapping into an under-penetrated market and diversifying its international presence.
Despite beating revenue and EPS forecasts, net income declined to $9.67 million in Q2 2025, highlighting ongoing profitability pressures.
North America comparable sales rose just 1% in Q2 2025, indicating weak U.S. demand and limited pricing power amid strong domestic competition.
Plans to re-enter India come as the fast-food market grows slowly and faces heavy competition from Domino’s and Pizza Hut, increasing execution and franchisee profitability risks.
Data summarised monthly by Lightyear AI. Last updated on 2 Sept 2025.

Papa John's Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Papa John's Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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