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Papa John's International, Inc.

Papa John's International, Inc.

NASDAQ•PZZA
CEO: Mr. Ravi Thanawala
Sector: Consumer Cyclical
Industry: Restaurants
Listing Date: 1993-06-08
Papa John's International, Inc. operates and franchises pizza delivery and carryout restaurants under the Papa John's trademark in the United States and internationally. The company operates through four segments: Domestic Company-Owned Restaurants, North America Commissaries, North America Franchising, and International Operations. It also operates dine-in and delivery restaurants under the Papa John's trademark internationally. Papa John's International, Inc. was founded in 1984 and is based in Louisville, Kentucky.
Contact Information
2002 Papa John’s Boulevard, Louisville, KY, 40299-2367, United States
502-261-7272
www.papajohns.com/international
Market Cap
$1.34B
P/E (TTM)
35.6
45.1
Dividend Yield
4.5%
52W High
$55.74
52W Low
$30.16
52W Range
42%
Rank32Top 16.7%
5.3
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 5.3 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q3 2025 Data

Revenue

$508.15M+0.27%
4-Quarter Trend

EPS

$0.14-89.06%
4-Quarter Trend

FCF

$18.90M-590.96%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Total Revenue Growth Total revenues reached $1.56B for nine months, marking 1.8% growth year-to-date compared to prior period.
Operating Cash Flow Surge Operating cash flow significantly increased to $106.2M for nine months, nearly doubling prior year's $55.9M.
International Sales Strength International comparable sales grew 4.7% for nine months, reflecting operational improvement across global markets.
Adjusted EBITDA Stable Total adjusted EBITDA was $173.0M for nine months, showing a slight 2.0% decrease year-to-date.

Risk Factors

Net Income Plunge Net income attributable to the Company fell sharply to $23.5M for nine months, a 65.8% decrease YTD.
Technology Asset Write-downs Accelerated depreciation recognized $6.1M charge in Q3 2025 due to technology asset retirement plans.
Restructuring Costs Incurred International Transformation Plan incurred $4.9M in restructuring costs year-to-date, with remainder expected in 2025.
Tornado Related Expenses Incurred costs related to tornado damage, partially offset by anticipated insurance recoveries during the nine months.

Outlook

Anticipated JV Sale Closing Expect closing of 70% JV sale in Q4 2025, projecting $15M to $20M pre-tax gain upon completion.
Increased Marketing Investment Plan incremental $25M marketing investment throughout 2025 to boost value perception and loyalty experience.
Cost Structure Review Savings Ongoing review targeting at least $25M in savings across fiscal years 2026 and 2027 by streamlining organization.
Accelerated Refranchising Plan Plan to accelerate domestic refranchising program over the next two years, starting with 85 restaurant JV sale.

Peer Comparison

Revenue (TTM)

Kohl's CorporationKSS
$15.75B
-6.1%
Arcos Dorados Holdings Inc.ARCO
$4.56B
+1.2%
Topgolf Callaway Brands Corp.MODG
$4.06B
-3.6%

Gross Margin (Latest Quarter)

Topgolf Callaway Brands Corp.MODG
70.1%
+2.5pp
Mister Car Wash, Inc.MCW
62.4%
+3.6pp
Monarch Casino & Resort, Inc.MCRI
46.4%
-8.6pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
KSS$2.60B13.45.0%48.1%
MODG$2.24B-1.5-61.4%25.7%
MCW$1.88B20.48.8%29.8%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-1.4%
Flat Growth
4Q Net Income CAGR
-31.7%
Declining Profitability
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Feb 26, 2026
|
EPS:$0.33
|
Revenue:-
Reports
All Years

  • Form 10-Q - Q3 2025

    Period End: Sep 28, 2025|Filed: Nov 6, 2025|
    Revenue: $508.15M+0.3%
    |
    EPS: $0.14-89.1%
    Miss

  • Form 10-Q - Q2 2025

    Period End: Jun 29, 2025|Filed: Aug 7, 2025|
    Revenue: $529.17M+4.2%
    |
    EPS: $0.28-24.3%
    Miss

  • Form 10-Q - Q1 2025

    Period End: Mar 30, 2025|Filed: May 8, 2025|
    Revenue: $518.31M+0.9%
    |
    EPS: $0.28-37.8%
    Miss

  • Form 10-K - FY 2024

    Period End: Dec 29, 2024|Filed: Feb 27, 2025|
    Revenue: $2.06B-3.6%
    |
    EPS: $2.55+2.4%
    Beat

  • Form 10-Q - Q3 2024

    Period End: Sep 29, 2024|Filed: Nov 7, 2024|
    Revenue: $506.81M-3.1%
    |
    EPS: $1.28+161.2%
    Beat

  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 8, 2024|
    Revenue: $507.89M-1.3%
    |
    EPS: $0.37-32.7%
    Miss

  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 9, 2024|
    Revenue: $513.92M-2.5%
    |
    EPS: $0.45-31.8%
    Miss

  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 29, 2024|
    Revenue: $2.14B+1.6%
    |
    EPS: $2.49+31.1%
    Beat