Earnings summaries and quarterly performance for PAPA JOHNS INTERNATIONAL.
Executive leadership at PAPA JOHNS INTERNATIONAL.
Todd A. Penegor
Detailed
President and Chief Executive Officer
CEO
CM
Caroline Miller Oyler
Detailed
Chief Administrative Officer
CC
Chris Collins
Detailed
Senior Vice President, Corporate Finance and Principal Accounting Officer
JS
Joseph Sieve
Detailed
Chief Restaurant and Global Development Officer
RT
Ravi Thanawala
Detailed
Chief Financial Officer & EVP, International
Board of directors at PAPA JOHNS INTERNATIONAL.
Research analysts who have asked questions during PAPA JOHNS INTERNATIONAL earnings calls.
Brian Mullan
Piper Sandler
4 questions for PZZA
Also covers: BJRI, BLMN, BROS +18 more
Eric Gonzalez
KeyBanc Capital Markets
3 questions for PZZA
Also covers: CAVA, DENN, DIN +7 more
James Sanderson
Northcoast Research
3 questions for PZZA
Also covers: CAKE, DASH, DRI +7 more
PS
Peter Saleh
BTIG
3 questions for PZZA
Also covers: BYND, CHEF, DPZ +13 more
SS
Sara Senatore
Bank of America
3 questions for PZZA
Also covers: BLMN, BROS, CAKE +21 more
Andrew Strelzik
BMO Capital Markets
2 questions for PZZA
Also covers: ADM, BG, BLMN +17 more
BB
Brian Bittner
Oppenheimer & Co.
2 questions for PZZA
Also covers: BJRI, CAKE, CMG +11 more
James Salera
Stephens Inc.
2 questions for PZZA
Also covers: BRBR, CAKE, CELH +20 more
AS
Alexander Slagle
Jefferies
1 question for PZZA
Also covers: BJRI, BLMN, CHEF +10 more
CO
Chris O'cull
Stifel Financial Corp
1 question for PZZA
Also covers: BROS, CAVA, CMG +11 more
CO
Christopher O'Cull
Stifel, Nicolaus & Company
1 question for PZZA
Also covers: BROS, CAVA, CMG +13 more
DG
Dennis Geiger
UBS
1 question for PZZA
Also covers: BLMN, BROS, CAKE +18 more
Jim Sanderson
Northcoast Research
1 question for PZZA
Also covers: CAKE, DRI, EAT +6 more
Lauren Silberman
Deutsche Bank
1 question for PZZA
Also covers: BLMN, CAKE, CMG +13 more
TB
Todd Brooks
The Benchmark Company
1 question for PZZA
Also covers: BJRI, CBRL, CHEF +16 more
Tyler Prause
Stephens Inc.
1 question for PZZA
Also covers: CAKE
Recent press releases and 8-K filings for PZZA.
Papa John's Refranchises 85 US Stores to Pie Investments
PZZA
M&A
New Projects/Investments
- Papa John's International has completed a strategic refranchising agreement, transferring 85 restaurants in the Washington D.C. and Baltimore markets from Colonel’s Limited to Pie Investments.
- This move aligns with Papa John's strategy to reduce its company-owned locations to mid-single-digit levels, as company-owned stores have been underperforming compared to franchisee-operated restaurants.
- Pie Investments, which currently operates over 150 Papa John's locations, plans to open 52 additional outlets by 2030 and aims to manage 250 locations by 2030 across the Greater Philadelphia, Washington D.C., and Baltimore regions.
Nov 26, 2025, 12:13 AM
Papa John's Completes Strategic Refranchising Agreement
PZZA
M&A
New Projects/Investments
- Papa John's International, Inc. completed a strategic refranchising agreement with Chris Patel of Pie Investments on November 25, 2025.
- Under the agreement, Pie Investments assumed ownership and operation of 85 Papa Johns restaurants in the Washington, D.C. and Baltimore markets, previously operated by Colonel’s Limited, LLC.
- This transaction increases Pie Investments' total Papa Johns restaurant count to over 150 and includes plans to open 52 additional new restaurants by 2030 across the Greater Philadelphia, Washington, D.C., and Baltimore markets.
Nov 25, 2025, 10:30 PM
Papa John's Promotes Ravi Thanawala to CFO and President, North America
PZZA
Management Change
CFO Change
Executive Compensation
- Ravi Thanawala has been promoted to Chief Financial Officer and President, North America, effective November 18, 2025, and will lead the Company's North American business, including restaurant operations and development strategies, in addition to his CFO responsibilities.
- In connection with his promotion, Mr. Thanawala's annual base salary increased to $700,000 (from $675,000), and his annual cash incentive target opportunity increased to 100% of base salary (from 75%).
- Joe Sieve, Chief Restaurant and Global Development Officer, departed the Company effective November 17, 2025.
- Chris Lyn-Sue has been promoted to Senior Vice President, General Manager of International, and will now lead the Company's International business.
Nov 18, 2025, 12:29 PM
Papa John's Reports Flat Q3 Revenue and Lowers 2025 Outlook
PZZA
Earnings
Guidance Update
Demand Weakening
- Papa John's International reported flat revenue of approximately $508 million in Q3 2025, missing analyst expectations, with earnings per share at $0.32, below the consensus estimate of $0.41.
- North American sales declined 3% due to softer consumer demand and increased competition, while international comparable sales rose 7%, contributing to a 2% system-wide restaurant sales growth.
- The company lowered its full-year guidance, now expecting system-wide sales growth of 1% to 2%, a decline in North American comparable sales by 2% to 2.5%, and an increase in international comparable sales of 5% to 6%.
- Net income fell sharply to $4 million from $42 million year-over-year, and the operating margin dropped significantly to 3.2% in Q3 2025 from 12.9% in the prior year quarter.
- Papa John's plans to implement cost-cutting measures to save $25 million through administrative efficiencies and $50 million from supply chain improvements, while opening 45 new restaurants in the quarter.
Nov 7, 2025, 12:41 AM
Papa John's Reports Q3 2025 Results with Mixed Sales Performance and Strategic Investments
PZZA
Earnings
New Projects/Investments
Demand Weakening
- Papa John's reported global system-wide restaurant sales of $1.21 billion in Q3 2025, an increase of 2% in constant currency. This was driven by a 7.1% increase in international comparable sales, which offset a 2.7% decrease in North America comparable sales.
- Total consolidated revenue for the quarter was essentially flat at $508 million, and consolidated adjusted EBITDA declined slightly to $48 million. This decline was impacted by $4 million in incremental marketing investments and $2 million of higher incentive compensation.
- The company is advancing its technology investments, having launched a modernized first-party digital ordering platform across mobile apps, with a website redesign expected in December.
- PZZA's enhanced loyalty program has reached 40 million total accounts, adding almost 1 million new members in the last three months, leading to increased Papa Dough redemptions and higher order frequency.
- Looking ahead, the company expects to achieve at least $25 million in G&A savings over the next two years, with approximately half anticipated in 2026, and $20 million in supply chain savings in 2026.
Nov 6, 2025, 1:00 PM
Papa John's International, Inc. Announces Third Quarter 2025 Financial Results
PZZA
Earnings
Guidance Update
Dividends
- Papa John's International, Inc. reported flat total global comparable sales for the third quarter ended September 28, 2025, with North America comparable sales decreasing 3% and International comparable sales increasing 7%.
- For Q3 2025, diluted EPS was $0.13 and adjusted diluted EPS was $0.32. Total revenues were $508 million, and net income was $4 million.
- The company updated its Fiscal 2025 outlook, revising system-wide sales to be up 1% to 2% and adjusted EBITDA to be $190 million to $200 million.
- Papa John's identified at least $25 million in G&A savings and at least $50 million in supply chain savings, which are expected to be fully realized by fiscal year 2028.
- A fourth-quarter dividend of $0.46 per common share was declared on October 29, 2025, payable on November 28, 2025.
Nov 6, 2025, 11:59 AM
Papa John's Outlines Strategic Initiatives at 25th Annual Consumer Growth and E-Commerce Conference
PZZA
Management Change
New Projects/Investments
Product Launch
- CEO Todd Penegor detailed strategic shifts to enhance customer experience and drive profitable growth, emphasizing improved operational efficiency and innovation, building on his experience at Wendy's.
- The conference highlighted the importance of digital and loyalty initiatives, with the company leveraging its 37,000,000 loyalty members and data partnerships to personalize marketing and drive consumer frequency.
- Leaders discussed supply chain enhancements and selective refranchising aimed at unlocking cost savings and supporting unit growth initiatives, with benefits expected to flow into the P&L in 2026.
Jun 10, 2025, 3:21 PM
Papa John's Announces Q1 2025 Earnings and Strategic Updates
PZZA
Earnings
Guidance Update
New Projects/Investments
- Global system-wide sales reached $1.22 billion in Q1 2025, reflecting sequential improvements and a 1% increase from the prior year .
- Q1 2025 net income fell to $9 million (down from $15 million), with consolidated adjusted EBITDA of approximately $50 million amid pressures from lower ticket comps, higher input costs, and growth investments .
- North America comparable sales declined by approximately 3% (noting a 2.7% decline in some reports) while International comparable sales increased by 3%, contributing to overall performance .
- The company advanced strategic initiatives through investments in menu innovation, targeted marketing with a $7 million incremental spend, and a long-term technology partnership with Google Cloud to boost digital sales and customer engagement .
- Operationally, Papa John’s opened 47 new restaurants during the quarter, supporting its ongoing restaurant development strategy .
May 8, 2025, 12:00 AM
Papa Johns International 8-K Vote Outcomes Announced
PZZA
Proxy Vote Outcomes
Auditor Change
Executive Compensation
- Annual Meeting held on May 1, 2025 where stockholders elected directors, ratified the appointment of Ernst & Young LLP as independent auditors, and approved key proposals including executive compensation and an amendment to the 2018 Incentive Plan to reserve an additional 4,900,000 shares.
- Detailed voting results were disclosed for each item, providing transparency on director elections, auditor ratification, incentive plan amendment, compensation advisory vote, and a proposal on simple majority vote.
May 1, 2025, 12:00 AM
Papa Johns Completes Amended Credit Facilities
PZZA
Debt Issuance
- Renewed $600 million revolving credit facility extended through 2030 and secured an additional $200 million senior secured term loan maturing in 2030, enhancing liquidity and extending the debt maturity profile.
- The refinancing is structured as leverage neutral and supports the company’s strategic priorities focused on profitable growth and transformation.
Mar 27, 2025, 12:00 AM
Quarterly earnings call transcripts for PAPA JOHNS INTERNATIONAL.
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