Financial Performance
5Y price score: (108)
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: (50.6)%
US$ Per
Share
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23.2
52-week range
55.7
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
4.2 %
Dividend Yield TTM
7.5 %
Market cap $
$ 803.8
Price / Earnings TTM
30.9
Price / Book TTM
(1.8)
PEG TTM
(0.5)
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
(44.7) %
(74.5) %
(50.6) %
Free cash flow per share growth
78.8 %
(59.6) %
(38.7) %
Earnings per share growth
(64.6) %
(49.2) %
(52.4) %
Business Summary:
Latest Earnings Call Takeaways
2026 Q1 (May 7, 2026)
1) Strategy & Leadership
- Papa John's is executing a transformation plan aimed at becoming the best pizza makers in the industry.
- The company is focusing on improving 4-wall margins, enhancing customer experience, and supporting franchisees for long-term growth.
- Leadership is confident in the brand's strength and the ongoing transformation, despite challenges in the consumer environment and competitive pressures.
2) Financial & Segment Results
- Global system-wide restaurant sales were $1.2 billion, down 3% in constant currency.
- Total consolidated revenue decreased 8% to $479 million, with domestic company-owned revenues down $31 million due to refranchising and lower comparable sales.
- International comparable sales grew by 4%, with notable performance in the U.K. (11% growth) and the Middle East (9% growth).
- North American comparable sales declined mid-single digits, primarily due to lower new customer acquisition and transaction sizes.
3) Operational & Product Plans
- New product launches include Pan Pizza and oven-toasted sandwiches, aimed at enhancing the menu and attracting new customers.
- The company is also introducing Cheesy Garlic Bread and expanding its retail presence with garlic sauce available in major grocery chains.
- Technology investments include a new POS system and improved digital ordering capabilities to enhance customer experience and operational efficiency.
- The company is piloting labor optimization tools and has closed 44 underperforming locations to improve overall profitability.
4) Guidance & Outlook
- For 2026, Papa John's expects global system-wide sales to be flat to low single-digit declines, with North American comparable sales projected to decrease by 2% to 4%.
- The company aims to achieve consolidated adjusted EBITDA between $200 million and $210 million, with plans for significant marketing investments to support innovation.
- The outlook reflects ongoing competitive pressures and a cautious consumer environment, with expectations for improved performance in the second half of the year.
5) Problems / Headwinds
- The company faces challenges from a highly promotional QSR marketplace, with competitors compressing margins.
- North American sales were impacted by severe weather and a shift in customer ordering patterns, leading to lower transaction sizes.
- The competitive landscape remains intense, particularly from larger chains and aggregators, affecting customer acquisition and retention efforts.
Bottom line: Papa John's is navigating a challenging consumer environment while executing a comprehensive transformation strategy aimed at long-term growth and profitability. The focus on innovation, operational efficiency, and enhanced customer engagement positions the company for potential recovery in the second half of 2026, despite current headwinds.
Annual Reports, Presentations And IR Contacts
Go to the websitePapa John's International Inc — Financial Overview, Stock Price, Market Cap
Papa John's International Inc is a company. Founded in 1984. As of August 14, 2026, the company's market capitalization is $803796202 with a current stock price of $24.43.
