Wed, Oct 1, 2014, 11:37 PM EDT - U.S. Markets closed

Recent

% | $
Quotes you view appear here for quick access.

Papa John's International Inc. Message Board

  • mr_sixfigures mr_sixfigures Nov 10, 2006 8:30 AM Flag

    That damn Cramer!

    He trashed PZZA and DPZ last night and started pushing burittos! Claimed pizza wasn't just off last quarter but in a real decline. But he was especially was hard on Papa John's.

    I hope there's not a "Cramer Effect" today.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Thats what happens when people listen to an idiot.

      Why just look at the condition of the world, just becuase idiots listened to GW Bush, an idiot extraordinaire.

      By the way, PZZA is way undervalued.

    • I am a big fan of Cramer but he is not on target with PZZA in my opinion. PZZA is set for some serious international revenue growth (look at MCD and SBUX models here), a top notch distribution system, easy on line ordering, great marketing, more North American growth potential, "tis the season" business all the way through the Final Four and Super Bowl, millions of addicted students and above all the best concept pizza you can get delivered in this country. As Cramer would say, more up than down side to this. CMG is a great burrito but an rookie in the big leagues of the sector. Any comments? Strong buy and yes I own PZZA.

      • 2 Replies to matt76137
      • Hmmmm explain the failure PZZA in England? Isn't Niles from that country? If they can't make it work in an England why will they make it work anywhere else?

        "I am a big fan of Cramer but he is not on target with PZZA in my opinion. PZZA is set for some serious international revenue growth (look at MCD and SBUX models here), a top notch distribution system, easy on line ordering, great marketing, more North American growth potential, "tis the season" business all the way through the Final Four and Super Bowl, millions of addicted students and above all the best concept pizza you can get delivered in this country."

      • Before you get all excited about PZZA's international growth, you really ought to look at what PZZA actually plans to do. The latest numbers I have seen, assuming that the franchisees actually open the number of resturants planned, would only increase PZZA's store count by about 30% over then next half dozen years. When you combine their international growth with virtually no growth in the number of domestic stores (even according to PZZA own plans), their overall store growth rate is pretty modest. Further, almost all of the planned international stores are franchised, so PZZA only gets the royalties not the profits from the stores.

        Even worse, PZZA has yet to prove they can make money internationally. Their international operations are currently losing money. They sold off most of their UK stores and closed all of the Mexico stores after poor performance.

        So really what you have is pretty limited growth prospects, but a stock priced like a true growth company.

 
PZZA
39.93-0.06(-0.15%)Oct 1 4:00 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.