Latest news with #PZZA
Reuters
2 days ago
- Business
- Reuters
Apollo and Irth Capital made an offer to buy Papa John's, sources say
NEW YORK, June 11 (Reuters) - Apollo Global Management (APO.N), opens new tab and Irth Capital Management have approached Papa John's International (PZZA.O), opens new tab for a deal that would take the U.S. pizza chain private, two people familiar with the matter said on Wednesday. The investment firms' joint bid would value Papa John's, the world's third-largest pizza delivery company, just above $60 per share, said the people, who asked not to be identified because the deal is private. Semafor reported Apollo and Irth's bid for the company earlier on Wednesday. Papa John's declined to comment. Apollo and Irth did not immediately respond to requests for comment.
Yahoo
4 days ago
- Business
- Yahoo
1 Unpopular Stock that Deserves Some Love and 2 to Think Twice About
Wall Street's bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth. Whatever the consensus opinion may be, our team at StockStory cuts through the noise by conducting independent analysis to determine a company's long-term prospects. Keeping that in mind, here is one stock where Wall Street's pessimism is creating a buying opportunity and two where the outlook is warranted. Consensus Price Target: $26.08 (3.5% implied return) Started as a game studio by three friends in a Copenhagen apartment, Unity (NYSE:U) is a software as a service platform that makes it easier to develop and monetize new games and other visual digital experiences. Why Are We Wary of U? Offerings couldn't generate interest over the last year as its billings have averaged 10.2% declines Platform has low switching costs as its net revenue retention rate of 96% demonstrates high turnover Extended payback periods on sales investments suggest the company's platform isn't resonating enough to drive efficient sales conversions Unity's stock price of $25.20 implies a valuation ratio of 5.7x forward price-to-sales. To fully understand why you should be careful with U, check out our full research report (it's free). Consensus Price Target: $48.45 (-2.7% implied return) Founded by the eclectic John 'Papa John' Schnatter, Papa John's (NASDAQ:PZZA) is a globally recognized pizza delivery and carryout chain known for 'better ingredients' and 'better pizza'. Why Do We Avoid PZZA? Lagging same-store sales over the past two years suggest it might have to change its pricing and marketing strategy to stimulate demand Estimated sales growth of 2.9% for the next 12 months implies demand will slow from its six-year trend Gross margin of 17.3% reflects the bad unit economics inherent in most restaurant businesses At $49.80 per share, Papa John's trades at 24.6x forward P/E. Read our free research report to see why you should think twice about including PZZA in your portfolio, it's free. Consensus Price Target: $756.84 (6.2% implied return) With roots dating back to 1833, making it one of America's oldest continuously operating businesses, McKesson (NYSE:MCK) is a healthcare services company that distributes pharmaceuticals, medical supplies, and provides technology solutions to pharmacies, hospitals, and healthcare providers. Why Will MCK Beat the Market? Solid 13.9% annual revenue growth over the last two years indicates its offering's solve complex business issues Enormous revenue base of $359.1 billion gives it economies of scale and advantages over new entrants due to the industry's regulatory complexity Share buybacks catapulted its annual earnings per share growth to 17.2%, which outperformed its revenue gains over the last five years McKesson is trading at $712.89 per share, or 19.4x forward P/E. Is now a good time to buy? Find out in our full research report, it's free. Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today for free. Sign in to access your portfolio
Yahoo
21-05-2025
- Business
- Yahoo
2 Mooning Stocks to Research Further and 1 to Question
The stocks featured in this article are seeing some big returns. Over the past month, they've outpaced the market due to new product launches, positive news, or even a dedicated social media following. However, not all companies with momentum are long-term winners, and many investors have lost money by following short-term trends. Keeping that in mind, here are two stocks we think live up to the hype and one best left ignored. One-Month Return: +32.1% Founded by the eclectic John 'Papa John' Schnatter, Papa John's (NASDAQ:PZZA) is a globally recognized pizza delivery and carryout chain known for 'better ingredients' and 'better pizza'. Why Do We Steer Clear of PZZA? Lagging same-store sales over the past two years suggest it might have to change its pricing and marketing strategy to stimulate demand Estimated sales growth of 2.8% for the next 12 months implies demand will slow from its six-year trend Lacking pricing power results in an inferior gross margin of 17.3% that must be offset by turning more tables At $40.79 per share, Papa John's trades at 20.1x forward P/E. Check out our free in-depth research report to learn more about why PZZA doesn't pass our bar. One-Month Return: +10.7% Starting from a single Washington, D.C. location, CAVA (NYSE:CAVA) operates a fast-casual restaurant chain offering customizable Mediterranean-inspired dishes. Why Does CAVA Catch Our Eye? Fast expansion of new restaurants to reach markets with few or no locations is justified by its same-store sales growth Same-store sales growth averaged 13.8% over the past two years, showing it's bringing new and repeat diners into its restaurants Free cash flow margin jumped by 7.9 percentage points over the last year, giving the company more resources to pursue growth initiatives, repurchase shares, or pay dividends CAVA's stock price of $89 implies a valuation ratio of 146.6x forward P/E. Is now a good time to buy? Find out in our full research report, it's free. One-Month Return: +23.3% A developer of the communication systems used in the Batmobile of 'The Dark Knight,' ESCO (NYSE:ESE) is a provider of engineered components for the aerospace, defense, and utility sectors. Why Are We Fans of ESE? Demand for the next 12 months is expected to accelerate above its two-year trend as Wall Street forecasts robust revenue growth of 18.2% Operating profits increased over the last five years as the company gained some leverage on its fixed costs and became more efficient Earnings growth has trumped its peers over the last two years as its EPS has compounded at 20.7% annually ESCO is trading at $180.78 per share, or 29.2x forward P/E. Is now the right time to buy? See for yourself in our in-depth research report, it's free. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 176% over the last five years. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today for free. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
08-05-2025
- Business
- Yahoo
Papa John's Affirms Full-Year Sales Outlook, Tops First-Quarter Top-Line Estimates
Papa John's International (PZZA) affirmed its guidance for a rebound in system-wide sales this year Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
08-05-2025
- Business
- Yahoo
Why Is Papa John's (PZZA) Stock Rocketing Higher Today
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. Is now the time to buy Papa John's? Access our full analysis report here, it's free. Papa John's shares are quite volatile and have had 18 moves greater than 5% over the last year. But moves this big are rare even for Papa John's and indicate this news significantly impacted the market's perception of the business. The biggest move we wrote about over the last year was 9 months ago when the stock gained 5.5% on speculations that the company could be acquired. Gordon Haskett's Don Bilson noted in a research report that a jet owned by one of PZZA's largest shareholders, 3G Capital, made a trip to the company's (Papa John's) headquarters. Papa John's is down 10.8% since the beginning of the year, and at $38.63 per share, it is trading 33.6% below its 52-week high of $58.21 from November 2024. Investors who bought $1,000 worth of Papa John's shares 5 years ago would now be looking at an investment worth $475.68. Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we've identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link.
