For the quarter ended September 2025, Papa John's (PZZA) reported revenue of $508.15 million, up 0.3% over the same period last year. EPS came in at $0.32, compared to $0.43 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $525.88 million, representing a surprise of -3.37%. The company delivered an EPS surprise of -20%, with the consensus EPS estimate being $0.40.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Papa John's performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Number of restaurants - Papa John's - Company-owned - Domestic: 545 versus the four-analyst average estimate of 543.
- Number of restaurants - Papa John's - Company-owned - International: 13 versus 13 estimated by four analysts on average.
- Comparable sales growth - System-wide North America restaurants: -1.1% compared to the 2% average estimate based on four analysts.
- Comparable sales growth - North America franchised restaurants: -2.6% versus 2.3% estimated by four analysts on average.
- Comparable sales growth - Domestic company-owned restaurants: -3.1% compared to the 2.4% average estimate based on four analysts.
- Number of Restaurants - Total Franchised(Franchised North America+International Franchised): 5,436 versus the four-analyst average estimate of 5,458.
- Number of Restaurants - System-wide: 5,994 compared to the 6,014 average estimate based on four analysts.
- Total Number of Restaurants - Papa John's - Company-owned(Domestic Company-owned+International Company-owned): 558 compared to the 556 average estimate based on four analysts.
- Number of Restaurants - Total North America: 3,507 versus 3,522 estimated by four analysts on average.
- Revenues- Advertising funds revenue: $41.68 million versus $44.14 million estimated by four analysts on average.
- Revenues- Other revenues: $21.42 million compared to the $22.78 million average estimate based on four analysts. The reported number represents a change of -64.8% year over year.
- Revenues- Domestic Company-owned restaurant sales: $165.19 million versus $175.84 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -2.1% change.
View all Key Company Metrics for Papa John's here>>>
Shares of Papa John's have returned -4.6% over the past month versus the Zacks S&P 500 composite's +1.3% change. The stock currently has a Zacks Rank #5 (Strong Sell), indicating that it could underperform the broader market in the near term.
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Papa John's International, Inc. (PZZA): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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