PAPA JOHNS INTERNATIONAL INC (PZZA)
Consumer Discretionary · QSR pizza delivery and franchising · NASDAQ
Global pizza delivery franchise operator with 6,083 restaurants across 50 countries, leveraging digital channels and a commissary model, but facing declining sales and high debt.
What PAPA JOHNS INTERNATIONAL INC does
Papa John's International operates and franchises pizza delivery and carryout restaurants under the "Papa Johns" trademark, with a global footprint of 6,083 restaurants across 50 countries. The company generates revenue through company-owned restaurant sales, franchise royalties and fees, and a commissary business supplying franchisees. As of December 2025, Papa John's consisted of 475 company-owned restaurants and 5,608 franchised locations, with the majority of sales occurring through digital channels.
Themes: ["QSR / pizza delivery","Franchise model","Digital ordering / digital transformation","International expansion","Marketing and brand positioning"]
Fundamentals
- Price$33.61 as of 2026-07-09 close
- Market cap$1.1B as of 2026-07-10
- 1-year return-29.9% as of 2026-07-09 close
- P/E39.23 as of 2026-07-10
- Net margin+1.4% as of 2026-07-10
- Gross margin+28.8% as of 2026-07-10
- ROE+579.7% as of 2026-07-10
- Debt / equity33.61 as of 2026-07-10
- Revenue growth (YoY)-11.5% as of 2026-07-10
- Revenue CAGR (3y)-0.8% SEC XBRL
- Beta1.08 as of 2026-07-10
Dividend: yield +5.4%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Declining company-owned restaurant sales and negative revenue growth (-11.46% YoY), indicating weakness in core business performance and demand headwinds","High leverage and negative stockholders' deficit of $438.4 million as of Q1 2026, with long-term debt of $727.3 million, constraining financial flexibility and exposing the company to refinancing risk","Transformation initiatives and restructuring (International Transformation Plan and new Enterprise Transformation Plan) could result in higher-than-anticipated costs, employee turnover, and disruption that may not deliver expected returns"]
Competitors & peers
- Domino's Pizza (DPZ)
- Pizza Hut
- Little Caesars
- Dunkin' (DNKN)
- Chipotle Mexican Grill (CMG)
- DoorDash (DASH)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.