PAPA JOHNS INTERNATIONAL INC(PZZA)— Stock Profile, AI Score & Financials
Consumer Discretionary · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
PAPA JOHNS INTERNATIONAL INC (PZZA) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores PZZA at 42.5/100 on a 32-signal composite quality model, placing it at rank #2,011 of 2,960 stocks — the bottom half of the AI-ranked universe. PZZA scores in the top quartile across earnings quality (81.0). Areas of concern include revenue growth (18.2) and free cash flow (31.6), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), PAPA JOHNS INTERNATIONAL INC reports quarterly revenue of $482.4M, net income of $8.5M, an operating margin of 4.8%. Top institutional holders of PZZA by reported 13-F value include BlackRock, EARNEST PARTNERS, BRANDES INVESTMENT PARTNERS, based on the most recent SEC filings. PZZA trades on the Nasdaq exchange and files with the SEC under CIK 901491. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PZZA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for PAPA JOHNS INTERNATIONAL INC directly from SEC EDGAR.
AI Quality Score
42.5/100
AI Rank
#2,011
Revenue
$482.4M
Net Income
$8.5M
Free Cash Flow
$15.7M
Operating Margin
4.8%
PZZA key financials by period
PAPA JOHNS INTERNATIONAL INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$2.1B
$30.5M
4.3%
FY 2024
10-K
$2.1B
$83.5M
7.6%
FY 2023
10-K
$2.1B
$82.1M
6.9%
FY 2022
10-K
$2.1B
$67.8M
5.2%
FY 2021
10-K
$2.1B
$120.0M
8.1%
FY 2020
10-K
$1.8B
$57.9M
5.0%
Institutions holding PZZA
Institutional investors reporting a position in PAPA JOHNS INTERNATIONAL INC on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended June 28, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Papa John's Q2 revenue fell 8.8% YoY to $482.4M as North America comparable sales declined 8.3%, though International showed resilience with +1.5% comp growth.
Biggest Revenue Drivers
Commissary revenues$230.8M-1.6% YoY
North American and International QC Centers; decrease primarily from lower transaction volumes, partially offset by higher prices.
Company-owned restaurant sales$142.2M-20.6% YoY
Decrease driven by ~$25M from 85 restaurants refranchised in Nov 2025 and lower Domestic comparable sales of -8.9%.
Biggest Revenue Drivers
Total revenue: $482.4M-8.8% YoY
Commissary revenues$230.8M-1.6% YoY
North American and International QC Centers; decrease primarily from lower transaction volumes, partially offset by higher prices.
Company-owned restaurant sales$142.2M-20.6% YoY
Decrease driven by ~$25M from 85 restaurants refranchised in Nov 2025 and lower Domestic comparable sales of -8.9%.
Franchise royalties and fees$46.6M-3.6% YoY
Decrease from North America franchisees due to comparable sales decline of -8.2%, partially offset by International growth of +1.5%.
Advertising funds revenue$41.4M-6.4% YoY
PJMF and local/International marketing funds; decline driven by global system-wide sales decline of -4.8%.
Largest Expense Items
Cost of sales$339.0M-8.8% YoY
Decrease primarily from fewer Company-owned restaurants post-refranchising and lower transaction volumes, partially offset by higher labor and technology costs.
General and administrative expenses$59.0M-15.9% YoY
Includes $3.6M restructuring costs for Enterprise Transformation Plan; decreased by lower supplemental advertising and management compensation reductions.
Depreciation and amortization$19.2M+2.3% YoY
Includes ~$0.9M accelerated depreciation from new point-of-sale system deployment and $0.7M from 25 Company-owned restaurant closures.
Margins: Operating income margin contracted slightly to 4.8% of revenues (from 4.6% in Q2 2025). Gross margin pressure from lower transaction volumes and higher prices was partially offset by improved labor productivity and lower local advertising costs. G&A as a percentage of revenues improved to 12.2% from 13.3% YoY due to cost reduction initiatives.
Watch Items from the Filing
North America comparable sales declined 8.3% QoQ and 7.4% YTD in 2026; management acknowledges softer consumer environment and plans elevated restaurant closures through 2027 to optimize portfolio.
Enterprise Transformation Plan: Company expects $24M-$31M total restructuring charges (inclusive of $16.4M already incurred); $30M+ G&A savings targeted across 2026-2027.
Multi-year point-of-sale software commitment: ~$125M-$140M contractual obligation through Dec 2034; deployment required by Nov 2026 and Nov 2027; estimated $5M-$10M incremental accelerated depreciation.
Dividend suspended beginning Q3 2026 (August) to reallocate capital toward transformation strategy; no share repurchases in H1 2026; leverage ratio 3.3x, near mid-range of covenant.
International segment showed resilience: +1.5% comp sales QoQ, +2.5% YTD; International now represents 9.3% of revenues; segment adjusted EBITDA up $1.7M QoQ to $7.4M.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
