Education
About Us
Working with TipRanks
Follow Us
Papa John's International (PZZA)
NASDAQ:PZZA
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.36Last Year’s EPS
0.36Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a balanced picture: solid strategic progress (loyalty growth, international momentum, technology upgrades, a visible innovation pipeline, identified cost savings, and strong liquidity) contrasted with near-term operational and financial headwinds (North America comps down, revenue and EBITDA pressure, planned restaurant closures, menu changes causing near-term comp headwinds, and investment/restructuring costs). Management emphasizes that 2025–2026 are investment years and that initiatives should drive medium- to long-term four-wall margin and revenue improvement, but the near-term outlook remains cautious.Company Guidance
Loyalty Program Strength and Engagement
Papa Rewards reached nearly 41,000,000 members; loyalty members place 2.5x more orders than non-members. Redemption of Papa Do among loyalty orders increased from 24% last year to 48% in 2025, indicating stronger engagement and higher utilization of the loyalty base.
International Comparable Sales Momentum
International comparable sales grew 6% in Q4, with the UK delivering 7% comp growth. International revenue increased $4M in the quarter, and management expects international comps to rise 2%–4% in 2026.
Technology and Digital Improvements
Launched a consolidated omnichannel app with ~40% faster response times and a ~70 basis point improvement in conversion versus legacy platforms. Partnerships with PAR Technology (POS) and Google Cloud planned to enable AI-powered labor, inventory, and advanced voice/group ordering features.
Product Innovation Pipeline
Launched pan pizza (early mix performing above expectations), testing oven-toasted sandwiches and protein-crust pizza (up to 55g protein per serving in tests). Pan pizza priced at $11.99 and single-serve initiatives aim to expand addressable market and drive new customer acquisition.
Identified Cost Savings and Margin Improvement Targets
Targeting at least $60,000,000 of North America system-wide supply chain savings (with $20M–$25M realizable by 2026) and at least $25,000,000 of non-customer-facing corporate cost savings by 2027. These actions are expected to drive ~160 basis points of four-wall EBITDA improvement by 2028 and management-level objective of 200 basis points of four-wall margin upside over the medium term.
System Refranchising and Fleet Optimization
Refranchised 85 restaurants in November and negotiating refranchising of 29 additional restaurants (expected close in Q2). Plan to reduce company-owned restaurants to mid-single-digit percent of North America system; strategic review identified ~300 underperforming restaurants (approx. 200 closures in 2026) expected to raise average unit volumes by ~3% on average from closures.
Strong Balance Sheet and Cash Generation
Total available liquidity of $515,000,000, covenant leverage ratio of 3.2x. Net cash provided by operating activities in 2025 was $126,000,000 and free cash flow was $61,000,000 (an increase of $27,000,000 versus prior year).
PZZA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
PZZA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $33.83 | $30.91 | -8.63% |
Nov 06, 2025 | $40.26 | $41.78 | +3.78% |
Aug 07, 2025 | $39.15 | $42.52 | +8.59% |
May 08, 2025 | $31.81 | $36.87 | +15.92% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Papa John's International (PZZA) report earnings?
Papa John's International (PZZA) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is Papa John's International (PZZA) earnings time?
Papa John's International (PZZA) earnings time is at Apr 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is PZZA EPS forecast?
PZZA EPS forecast for the fiscal quarter 2026 (Q1) is 0.36.
