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Papa John's International, Inc. (PZZA)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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93.60+0.88 (+0.95%)
At close: 4:00PM EDT
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  • P
    Peter
    I thought the fast food joints were aa Covid play because sit down restaurants were closed? Now their narrative is that they are aa re-opening play, You can't have it both ways. Not to mention inflation of the prices of their ingredients, fuel and labor costs.
  • G
    Greg
    If Rates hit 3% what is a Pizza company trading at 60x earnings going to be priced at? I would say could drop to as low as 5x earnings which would imply around $8 per share.
  • r
    robert
    Almost a complete recovery from the earnings dip. Rising food costs can be compensated for by raising consumer prices. Shorts' malfunctioning brains on the other hand cannot. $100 a share is coming back. DPZ has also made a full recovery. Pizza delivery is in high demand whether the economy is shut down or fully open, and sit down restaurants will lose more and more business to food delivery over time. PZZA and DPZ bears will learn the meaning of humility over time.
    Bullish
  • r
    robert
    People think PZZA will be destroyed by rising rates...here's why shorts like Peter are grossly mistaken. PZZA may have a high multiple, but it does not have a high beta. Meaning it is lowly correlated to the market. Hence this stock is immune to rising rates.
  • S
    Seamus
    Just bought their stuff crust pizza and it was very tasty, can only see this stock going up now
    Bullish
  • r
    robert
    Rising cost of goods sold (i.e. food) may be a problem for DPZ and PZZA, but they are more than capable of compensating for them. They will simply raise consumer prices to maintain margins. They are not powerless over food costs eating into their margins. Economic reopening may cause sit down restaurants to steal away some business, but it won't be much. Demand for pizza is for the most part inelastic. Pizza delivery did well prior to COVID, during COVID, and will do well after. The average person prefers food delivery over getting off their butts to go get food. Human beings are by nature lazy. It's the same thing with e commerce vs. brick and mortar. Pizza delivery is a future trend that is not going away. A little inflation may be a bit worrisome but long term I'm not concerned and think you should be buying DPZ and PZZA here. PZZA goes back to 100 over the long haul.
    Bullish
  • S
    Steve
    Domino’s is the Stock to buy ! DPZ
    Bearish
  • r
    robert
    Papa John's missed on earnings but beat on revenue. Same store sales growth was in line with expectations, while adjusted EBITDA came in below expectations. Domestic same store sales results came in below expectations, how international same store sales came in well above expectations. The profit shortfall was due to employee bonuses and higher commodity costs, such as cheese. Therefore I think today's selloff is overdone and that the dip should be bought. The company's cash on the balance sheet has ballooned up dramatically due to COVID but prior to that they had plenty of cash. Free cash flow has also ballooned up dramatically due to COVID but they were free cash flow positive prior to that. Current 5 year market implied compound annual growth rate is an impressive 38 percent. Overall massive growth is still ahead for PZZA. Peter's argument for valuation is not a reason to be bearish...in a market where money is continuously being supplied and crowd behavior and growth dominate valuation is meaningless. I fully expect PZZA to go back above 100 and stay above 100. They are doing all the right things right now and pizza delivery will continue to flourish even after COVID is gone.
    Bullish
  • S
    Steve
    PAPA John’s pizza makes me hurl !
    Bearish
  • P
    Peter
    Would a bull please tell me what you see in this stock? It appears to be grossly overvalued by every metric.
    thanks
  • G
    GERRY
    Papa John's missed because people like real pizza. Not Papa John's.
  • L
    Lol@bholders
    pe 126 so cheap in the land of 1000 pe ratios
    Bearish
  • P
    Peter
    I have a feeling Wall St., purposely, underestimated PZZA's earnings, and they will come in around .60. Which still does not support their valuation. But Wall St.'s game, lately, has been to put out low estimates, so the headlines read a beat. We will see in the morning. If so, stock will be up 10 bucks. If they meet or miss, stock will be down 10 bucks.
  • M
    Metalmeister
    Does Papa John still have the 10,000 Bitcoins from those 2 Pizzas he sold?
  • L
    Lol@bholders
    pizza getti cold
    Bearish
  • P
    Peter
    Tilt! Shorting this has caused me a lot of stress. It has finally started to adjust to it's real value. It should be at 60. I am covering with a gain and moving on. If it goes below 80, I will go long. But not a penny before that. Good Luck!
  • b
    blue
    this is not going to end well.
  • G
    Greg
    The company's revenues have gone down the last three years. Why is it worth more now with less revenues than then?
  • P
    Peter
    Inflationary costs in food and fuel costs will hit restaurant stocks in second half of 2021. This quarter's earnings might be ok because it doesn't reflect the recent run-up, especially in fuel.
  • l
    lance
    Pizza pizzas better