TickerTalks
Browse all tickers →
TickerTalks›$PZZA
PZPZZA

Papa John's International, Inc.

$PZZA·$805M·Restaurants·Consumer Cyclical
$24.14-1.2%1Y-48.6%
Mentions · last 7 days
2026-08-07: 32 posts2026-08-08: 4 posts2026-08-09: 1 posts2026-08-10: 14 posts2026-08-11: 29 posts2026-08-12: 14 posts2026-08-13: 4 posts100+46%
Price updated 2m ago·X counts updated 21h ago
PZPZZA
$PZZAPapa John's International, Inc.
$24.14-1.18%100 posts+46%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $PZZA, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storyStalledAI verdict · as of 2026-08-14

The move has stalled — likely just drifts unless something new shows up.

Papa John's at the 4th percentile of its 52-week range — Q2 beat, but securities-fraud investigations are piling up and same-store weakness persists.

Papa John's International is one of the four major US pizza chains, competing against Domino's, Little Caesars, and Pizza Hut. The 2026 story is about whether the ongoing consumer-value-competition and same-store-sales pressure lets management execute a specific operational turnaround.

  • The Q2 print was a modest beat but with weak comps: revenue of $482M declined ~9% YoY, EPS of $0.46 beat consensus of $0.45 by 3% — that's the specific setup where the beat comes from cost management rather than same-store-sales improvement, which is what the market is holding out for on a name in this competitive tier.
  • The securities-fraud investigations are the specific structural drag: Levi & Korsinsky and Block & Leviton have both opened investigations into Papa John's on securities-fraud grounds — for a $805M market cap company, that's the kind of legal-overhang that keeps the multiple compressed until it resolves either through dismissal or a specific settlement/disclosure.
  • The tape confirms the broken-story read: shares sit at just the 4th percentile of the 52-week range, -24% vs the 50-day and -32% vs the 200-day, down 49% TTM — that's the shape of a market pricing a business as broken rather than temporarily struggling, and the CFO resignation (Ravi Thanawala to American Eagle) plus interim CFO transition (Chris Collins) adds noise at a moment stability would help.

What arrests the stall is the Nov 5 print confirming same-store-sales trajectory improves plus specific commentary on the securities-fraud investigation status; what deepens the stall is another quarter of comp declines, a specific securities-fraud filing that becomes an actual complaint, or a dividend cut (the mixed X read specifically flagged this as "contrarian bullish" but market may read it differently).

Agrees with X sentimentThe mixed X read is honest — the loss-taking capitulation, the takeout-multiple framing (Pizza Hut analog), the dividend-cut-as-contrarian-bullish view, and the distribution-pressure chart are all reflective of the actual tension. The $24.05 buyer represents the value-hunt side; the distribution-pressure chart represents the tape's actual read.

What to watch: Nov 5 Q3 earnings — same-store-sales trajectory, securities-fraud investigation status commentary, and any dividend-policy update. A dividend cut or a securities-fraud complaint filing is what deepens the stall.

On the calendar: 2026-11-05 — Q3 earnings

securities fraud investigation

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment⚠8 posts analyzed · as of 2026-08-13 · top-engagement diverged

Papa John's draws mixed takes with one long taking the loss and moving on citing that a takeout would likely get a Pizza-Hut-type multiple. Users argue that PZZA doing the right thing by (potentially) cutting the dividend before it's too late is a contrarian bullish setup, and one buyer enters at $24.05. The chart still shows distribution pressure.

Read the AI verdict + X sentiment for $PZZA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Global pizza delivery and takeout franchisor operating and licensing Papa John's branded restaurants across 50+ countries.

Industry overviewAI analysisGenerated by AI from underlying data

Where Restaurants sits in its cycle right now — and what that implies for $PZZA.

Restaurants · Consumer Cyclical

No material change from last week — Food input cost inflation is the margin headwind across the sector; Cracker Barrel's turnaround narrative and CAVA's Mediterranean expansion are the two..

Industry benchmark

22-name peer basket
+21.4%YTD
+12.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
30.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
4.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-6.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
23.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.46$0.45+3.0%
Q1 2026May 7, 2026$0.32$0.40-20.0%
Q4 2025Feb 26, 2026$0.34$0.33+3.0%
Q3 2025Nov 6, 2025$0.32$0.40-20.0%
Next earningsThu, Nov 5·consensus EPS $0.16

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$482.4M-8.8%29.7%4.8%$0.25$15.8M
Q1 FY26$478.6M-7.7%28.8%5.0%$0.21$-6.3M
Q4 FY25$498.2M-6.1%15.5%3.5%$0.21$5.9M
Q3 FY25$508.2M+0.3%19.2%3.2%$0.14$18.9M

Forward consensus

3-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.9B$1.9B – $1.9B$1.46$1.39 – $1.6411
FY27$1.9B$1.9B – $1.9B$1.71$1.57 – $1.8711
FY28$1.9B$1.9B – $1.9B$2.00$1.90 – $2.113

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.4%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-23.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-31.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 32.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.095-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 37 other (26 awards · 11 inkinds) in window

See when $PZZA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJun 308-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Papa John's International (PZZA) disclosed that Ravi Thanawala, its Chief Financial Officer and President of North America, resigned effective June 30, 2026 to become CFO of another public company. He is not entitled to severance. Christopher K. Collins, SVP of Corporate Finance and Principal Accounting Officer, was appointed interim CFO, consistent with the signature on the concurrent Q2 earnings 8-K (job 68). The company has commenced a permanent CFO search. Mr. Thanawala provided advisory services through July 31, 2026.

8-KShareholder voteMay 68-K — Item 5.07: Shareholder vote
+ 16 other (6 13Gs · 3 earnings 8-Ks · 2 10-Qs · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Levi & Korsinsky Notifies Investors of Pending Investigation Into Securities Claims Involving Papa John's International (PZZA)globenewswire.com·1d agoBank of America Corp DE Lowers Stock Position in Papa John’s International, Inc. $PZZAdefenseworld.net·2d agoPZZA Investor Alert: Levi & Korsinsky Notifies Investors of Investigation Into Papa John's International (PZZA)gurufocus.com·2d agoPZZA Investor Alert: Levi & Korsinsky Notifies Investors of Investigation Into Papa John's International (PZZA)businesswire.com·2d agoPapa John's International ALERT: Securities Fraud Investigation by Block & Leviton Could Allow Investors to Recover Lossesnewsfilecorp.com·3d ago

More in Restaurants

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$WEN$MB$CAVA$MCD$CAKE$BROS$EAT$SG
Voices on X · top 4 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport