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Papa John's International Inc 10-Q Filings

PZZA NASDAQ

Every 10-Q that Papa John's International Inc (PZZA) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-Q covers the quarterly report filed between annual reports, so if you follow PZZA and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full PZZA filings page.

Rhea-AI Summary

Papa John’s International reported softer Q2 2026 results as North America demand weakened. Total revenues were 482,397 (in thousands), down 8.8% year over year, and net income attributable to the company was 8,533 (in thousands), with diluted EPS of 0.24 versus 0.28. Global comparable sales declined 5.7%, with North America negative and International modestly positive.

The company advanced its Enterprise Transformation Plan, closing 101 North American restaurants in the first half (eight Company-owned) and approving 17 additional closures. It recorded 4,416 of restructuring costs in Q2 and 8,706 year to date, expects total charges of about 24 million to 31 million, and has identified at least 30 million of G&A savings and at least 60 million of supply‑chain savings over 2026–2027. Operating cash flow for the first half fell to 35,828 from 66,843 (in thousands). The board paid 0.92 per‑share dividends totaling about 30,864 (in thousands) in the first half but voted to suspend the quarterly dividend beginning with the third quarter of 2026. Outstanding debt was 733,515 (in thousands), including 400,000 of senior notes and a 200,000 term loan.

Rhea-AI Summary

Papa John’s International reported lower first-quarter 2026 results as it restructures its business. Total revenues were $478.6 million, down 7.7% from $518.3 million a year earlier, and net income attributable to common shareholders fell to $7.0 million, or $0.21 diluted EPS, from $9.0 million, or $0.27.

Sales declined as 2025 refranchising reduced Company-owned stores and North America comparable sales fell 6.4%, partly offset by 6.0% International system-wide growth. The company is executing an Enterprise Transformation Plan, closing 44 North America restaurants and reducing its corporate workforce by about 7%, with $4.3 million of Q1 restructuring costs and an expected $24–$31 million total through 2027. Management targets at least $30 million of G&A savings and at least $60 million of North America supply chain savings over two years while investing in new digital platforms, a long-term point-of-sale upgrade, and refranchising to support franchise-led growth.

Rhea-AI Summary

Papa John’s International (PZZA) reported Q3 2025 results. Total revenue was $508.2 million, essentially flat year over year. Operating income fell to $16.2 million from $65.2 million, and diluted EPS declined to $0.13 from $1.27 as General & Administrative expenses rose to $56.5 million from $12.9 million.

The company cited technology updates that triggered $6.1 million of accelerated depreciation as it rolled out new Android/iOS apps and a refreshed web experience. Net income attributable to the company was $4.7 million. Advertising fund revenue and expense remained aligned at roughly $41.7 million each for the quarter.

For the nine months, net cash provided by operating activities improved to $106.2 million from $55.9 million, aided by working capital movements. The balance sheet shows assets held for sale of $30.9 million and long‑term debt, net, of $727.1 million. In March, the company put in place a $200.0 million term loan and a $600.0 million revolving facility, with $463.3 million of revolving availability as of September 28, 2025. The board paid $1.38 per share in dividends year to date and declared a $0.46 dividend for the fourth quarter.