Papa John's International, Inc.

NASDAQ•PZZA

CEO: Mr. Ravi Thanawala

セクター: Consumer Cyclical

業種: Restaurants

上場日: 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.

連絡先情報

2002 Papa John’s Boulevard, Louisville, KY, 40299-2367, United States

502-261-7272

www.papajohns.com/international

時価総額

$1.21B

PER (TTM)

39.6

67.6

配当利回り

5.0%

52週高値

$55.74

52週安値

$29.55

52週レンジ

28%

順位32Top 23.6%

4.9

F-Score

改良版 Piotroski 分析

10年ファンダメンタル

堅調 • 4.9 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$498.18M+0.00%

直近4四半期の推移

EPS

$0.21+0.00%

直近4四半期の推移

フリーCF

$5.87M+0.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Total Revenues Stable Total Revenues $2.054B, down 0.3%; Franchise Royalties $191.0M, up 2.1% despite domestic sales pressure.

Net Income Significantly Lower Net Income attributable to Company $30.5M, a decrease of $53.0M compared to prior period results.

Cash Flow Performance Improved Operating Cash Flow $126.0M, an increase of $19.4M; Free Cash Flow reached $61.3M, up $27.2M.

System-Wide Unit Growth Full year net restaurant growth reached 53 units, ending period with 6,083 total restaurants globally.

リスク要因

Domestic Sales Decline Domestic Company-owned comparable sales declined 3.3% driven by lower transaction volumes and intense competition.

Transformation Cost Exposure Enterprise Transformation Plan incurred $7.7M charge; future restructuring costs estimated between $24M and $31M.

Commodity Cost Pressures Cost of Sales decreased 1.2%, but ongoing commodity volatility and inflation pressure future profitability.

Geopolitical and Currency Risks International operations face risks from geopolitical conflicts and foreign currency fluctuations impacting revenue translation.

見通し

Expense Structure Optimization Identify at least $25M in savings from expense structure review across fiscal years 2026 and 2027.

Supply Chain Savings Target Target achieving $60M in North America systemwide supply chain savings over next two years for margin improvement.

Omnichannel Platform Rollout Plan to complete full omnichannel platform rollout and retire legacy technology assets by the end of 2026.

Accelerate Refranchising Program Continue strategic acceleration of Domestic refranchising to fund transformation initiatives and support franchisee growth.

同業比較

売上高 (TTM)

KSS

$15.53B

-4.3%

ARCO

$4.56B

+1.2%

MODG

$3.50B

-17.3%

粗利益率 (最新四半期)

MCW

62.5%

+12.1pp

TRIP

59.1%

+1.4pp

MCRI

55.3%

-8.6pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
MODG	$2.70B	-42.2	-2.5%	65.9%
MCW	$2.29B	22.1	9.5%	30.7%
MCRI	$1.80B	18.1	18.7%	3.6%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

-1.3%

横ばい

4四半期純利益CAGR

-8.5%

収益性の低下

キャッシュフロー安定性

100%

優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年4月30日

EPS:$0.36

売上高:$485.08M

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし