Shares of fast-food pizza chain Papa John’s (NASDAQ:PZZA)
jumped 15.3% in the afternoon session after the company reported decent first quarter 2025 results which included a narrow beat on same-store sales and full-year EBITDA guidance that slightly exceeded Wall Street's expectations, although EBITDA slightly missed. Sales rose just 1% from last year, with more money coming in from its food supply and ad units. This helped balance out the drop from weaker sales at company-run stores, especially in the U.K., where many shops closed or were sold. Overall, this print had some key positives.
Fast-food pizza chain Papa John’s (NASDAQ:PZZA) reported Q1 CY2025 results beating Wall Street’s revenue expectations, but sales were flat year on year at $518.3 million. Its non-GAAP profit of $0.36 per share was 4.1% above analysts’ consensus estimates.
Commodity trends shifted in Q1, with deflation in grains but a spike in coffee prices. Restaurant stocks lag historic EPS multiples, and investors now eye April demand and potential tariff impacts.
Let’s dig into the relative performance of Papa John's (NASDAQ:PZZA) and its peers as we unravel the now-completed Q4 traditional fast food earnings season.
Looking back on traditional fast food stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including Yum! Brands (NYSE:YUM) and its peers.
Wall Street has set ambitious price targets for the stocks in this article.
While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.
Papa Johns (NASDAQ: PZZA) is teaming up with Google Cloud (NASDAQ: GOOGL) to boost the pizza-ordering experience with AI-driven personalization, predictive analytics, and automation. The partnership aims to enhance customer engagement, optimize delivery logistics, and streamline operations through advanced machine learning and data analysis.
Restaurants increase convenience and give many people a place to unwind. Still, their demand can ebb and flow with the broader economy because consumers can always cook meals at home when times are tough, and the market seems to be baking in a downturn for the industry -
over the past six months, it has pulled back by 6.6%. This performance was worse than the S&P 500’s 2.3% fall.
As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the traditional fast food industry, including Portillo's (NASDAQ:PTLO) and its peers.
Over the last six months, Papa John's shares have sunk to $46.12, producing a disappointing 10.8% loss - worse than the S&P 500’s 1.7% drop. This may have investors wondering how to approach the situation.
Great things are happening to the stocks in this article.
They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.
Fast-food pizza chain Papa John’s (NASDAQ:PZZA) announced better-than-expected revenue in Q4 CY2024, but sales fell by 7.1% year on year to $530.8 million. Its non-GAAP profit of $0.63 per share was 27.1% above analysts’ consensus estimates.
Papa John's International Inc. (NASDAQ:PZZA) shares are up after reporting 7% year-over-year sales growth in Q4 FY24, totaling $530.77 million. Adjusted EPS of $0.63 surpassed expectations, despite a 2.8% drop in comparable sales.
