The earnings call presented a mixed picture with strong international performance and strategic innovations offset by challenges in North American sales and increased promotional activities. The company is focusing on cost-saving measures and refranchising to strengthen its financial position.

Company Guidance

During the Papa John's third quarter 2025 earnings call, the company provided several key metrics and strategic initiatives. Global comparable sales were reported as flat, with a 2.7% decrease in North America, reflecting weaker consumer sentiment and a more promotional QSR marketplace. However, international markets showed strong performance, with a 7% increase in comparable sales driven by key regions in Europe, the Middle East, and Asia Pacific. The company outlined plans to achieve $50 million in supply chain savings by 2028, with $20 million expected by 2026, and identified at least $25 million in G&A savings to be captured across 2026 and 2027. The refranchising program is set to accelerate over the next two years, reducing company-owned restaurants to a mid-single-digit percentage of the North American system. The call also highlighted the company's focus on product innovation, with plans to introduce new platforms to expand their market and margins, alongside a technology upgrade to enhance customer experience. These strategic moves are aimed at positioning Papa John's for sustainable, profitable growth while managing current market challenges.

International Sales Growth

Papa John's international segment delivered exceptional results with a comparable sales growth of 7% in the third quarter, driven by strength across key markets in Europe, the Middle East, and Asia Pacific.

Supply Chain Savings

Efforts to optimize the North American supply chain are expected to result in at least $50 million in savings by 2028, with $20 million planned for 2026.

Innovation Pipeline

The company has rebuilt its innovation framework, launching new products like Papa Dippa and Grand Papa, and plans to introduce reimagined sides to drive sales and expand margins in 2026.

Loyalty Program Growth

The loyalty program reached 40 million total accounts, adding almost 1 million new members in the last three months, indicating strong customer engagement.

Digital Platform Enhancement

Launch of a modernized first-party digital ordering platform across mobile apps, driving higher conversion rates and improving customer experience.

Papa John's International (PZZA) Earnings, Revenues Date & History

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PZZA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 26, 2026	2025 (Q4)	0.34 / -	0.63	―	―	―
Nov 06, 2025	2025 (Q3)	0.40 / 0.32	0.43	-25.58% (-0.11)	―
Aug 07, 2025	2025 (Q2)	0.34 / 0.41	0.61	-32.79% (-0.20)	―
May 08, 2025	2025 (Q1)	0.36 / 0.36	0.67	-46.27% (-0.31)	―
Feb 27, 2025	2024 (Q4)	0.50 / 0.63	0.91	-30.77% (-0.28)	―
Nov 07, 2024	2024 (Q3)	0.43 / 0.43	0.53	-18.87% (-0.10)	―
Aug 08, 2024	2024 (Q2)	0.53 / 0.61	0.59	3.39% (+0.02)	―
May 09, 2024	2024 (Q1)	0.57 / 0.67	0.68	-1.47% (-0.01)	―
Feb 29, 2024	2023 (Q4)	0.72 / 0.91	0.71	28.17% (+0.20)	―
Nov 02, 2023	2023 (Q3)	0.57 / 0.53	0.54	-1.85% (-0.01)	―

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
Nov 06, 2025	$41.26	$42.82	+3.78%
Aug 07, 2025	$40.13	$43.57	+8.57%
May 08, 2025	$32.60	$37.79	+15.92%
Feb 27, 2025	$45.27	$45.91	+1.41%

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.