Papa John's $2.7 Billion Takeover Bid: A Price on Untapped Value
Shares of Papa John's International NASDAQ: PZZA were halted in a volatile trading session after surging over 9% on credible reports of a take-private offer. The bid is reportedly an all-cash offer of $65 per share from TriArtisan Capital Advisors.
Papa John's Is Still A Buy Without A Buyout Offer
Papa John's is undervalued amid a turnaround, with operational improvements and a shift to franchising supporting a buy rating. PZZA faces tough competition from Domino's on value, but is growing traffic and using a barbell strategy to attract both value and premium customers. Menu simplification and refranchising are expected to boost margins and efficiency, despite risks tied to economic weakness and asset sales.
Papa John's stock higher on go-private report
Papa John's International Inc (NASDAQ:PZZA) shares gained 5% to $43.05 on Monday following a report that the pizza maker is in advanced discussions with TriArtisan Capital to be taken private at $65 per share, according to ABC Money UK, which cited people familiar with the talks. The potential acquisition price would value Papa John's at $2.7 billion.
Papa John's International, Inc. (PZZA) Q3 2025 Earnings Call Transcript
Papa John's International, Inc. ( PZZA ) Q3 2025 Earnings Call November 6, 2025 8:00 AM EST Company Participants Heather Hollander Todd Penegor - President, CEO & Director Ravi Thanawala - EVP of International & CFO Conference Call Participants Brian Mullan - Piper Sandler & Co., Research Division Andrew Strelzik - BMO Capital Markets Equity Research Tyler Prause Alexander Slagle - Jefferies LLC, Research Division Dennis Geiger - UBS Investment Bank, Research Division James Sanderson - Northcoast Research Partners, LLC Presentation Operator Good day, and thank you for standing by. Welcome to the Papa John's Third Quarter 2025 Conference Call and Webcast.
Here's What Key Metrics Tell Us About Papa John's (PZZA) Q3 Earnings
The headline numbers for Papa John's (PZZA) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Papa John's (PZZA) Q3 Earnings and Revenues Miss Estimates
Papa John's (PZZA) came out with quarterly earnings of $0.32 per share, missing the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.43 per share a year ago.
Papa John's focused on executing its strategy but open to alternatives, CEO says
Papa John's CEO Todd Penegor on Thursday said the U.S. pizza chain is focusing on executing its strategy to drive value, but noted it would consider alternatives if they were available.
Earnings Preview: Papa John's (PZZA) Q3 Earnings Expected to Decline
Papa John's (PZZA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Papa John's Became More Attractive And Resilient Even When M&A Talks Went Silent
Papa John's International offers attractive upside after a 20% price drop, with fundamentals and valuation supporting a buy rating. PZZA's franchising-focused model, robust liquidity, and high customer satisfaction drive operational stability and long-term sustainability. Valuation metrics—including Price Ratios, EV/EBITDA, and DDM—indicate the stock is undervalued relative to historical averages and future prospects.
Wall Street Breakfast Podcast: Papa John's Delivers A Hot Slice
Papa John's (PZZA) surged nearly 10% after reports of a $64/share takeover bid from Apollo Global. PZZA is up 3% premarket.
Papa John's stock rallies, as report adds to takeover speculation
Shares of pizza chain Papa John's rallied on Monday, following the latest report that it could become a takeover target, as the restaurant industry struggles with inflation-battered consumers.
Papa John's puts India on priority list with vegetarian fare, executives say
Papa John's International is placing India among its priority markets globally and tailoring its offerings to local tastes with its maiden majority-vegetarian menu, executives said, in a move the U.S. pizza chain expects will fuel long-term growth.
