The earnings call reflects a positive outlook for Papa John's with significant improvements in North America and international sales, successful product innovations, and advancements in technology and customer engagement. Despite challenges such as increased labor and food costs, and a softer start to the third quarter in North America, the overall sentiment is optimistic due to strategic initiatives showing tangible results.

Company Guidance -

Q3 2025

During the Papa John's Second Quarter 2025 Conference Call, the company provided optimistic guidance based on several key metrics and strategic initiatives. North America comparable sales increased by 1%, driven by a return to positive transaction growth, and international comparable sales rose by 4%. The company highlighted a $9 million investment in incremental marketing efforts, contributing to improved brand health and consumer engagement. Papa John's also discussed operational enhancements, such as oven calibration improvements, and the introduction of innovative menu items like the Cheddar Crust and Shaq-a-Roni pizza, which boosted pizza orders by 6% in Q2. Additionally, the company plans to realize over $50 million in supply chain cost savings by 2028, enhancing restaurant EBITDA margins. The refranchising strategy is expected to continue, with recent transactions indicating a focus on market optimization and growth. Overall, the company remains confident in its strategy to achieve sustainable and profitable growth.

North America Comparable Sales Growth

North America business returned to positive comparable sales, ending the quarter up 1%. This indicates a recovery and growth in the domestic market.

International Sales Improvement

Internationally, comparable sales increased by 4% with notable improvements in key markets like the U.K. and the Middle East.

Successful Product Innovations

Introduction of Cheddar Crust and Shaq-a-Roni pizza in North America, and Croissant Pizza in Dubai, boosted sales and customer engagement.

Advancements in Technology

Partnership with Google Cloud to enhance customer experience and operational efficiency, including AI-driven personalized offers and voice AI solutions.

Increased Loyalty Program Engagement

Additions of 2.7 million new accounts to Papa Rewards since November 2024, showing increased customer engagement and repeat purchases.

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
Oct 30, 2025	2025 (Q3)	0.42 / -	0.43	―	―	―
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)	―
Aug 03, 2023	2023 (Q2)	0.59 / 0.59	0.74	-20.27% (-0.15)	―

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
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%
Nov 07, 2024	$55.75	$53.19	-4.59%

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.