NASDAQ$PZZA

Papa John's International Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Papa John's reported mixed results for Q2 2022, with revenue increase offset by decreased earnings due to inflation and international market challenges.

Papa John's International, Inc. announced its Q2 2022 financial results, revealing a 1.5% increase in total revenues to $522.7 million. North America comparable sales increased by 0.9%, while international sales decreased by 8.0%. Earnings per diluted share were reported at $0.70, with non-GAAP adjusted diluted earnings per share at $0.74. The company increased its cash dividend by 20% and repurchased $42.8 million of its outstanding shares.

  • Total revenues increased by 1.5% to $522.7 million.
  • North America comparable sales increased by 0.9%, while International decreased by 8.0%.
  • Earnings per diluted share were $0.70, and non-GAAP adjusted diluted earnings per share was $0.74.
  • The company increased cash dividend by 20% and repurchased $42.8 million of shares.

Headline financials

Total Revenue

$523M

Previous: $515M+1.5%
EPS (adj)

$0.74

Previous: $0.93-20.4%
NA Comp Sales Growth

0.9%

Previous: 5.2%-82.7%
International Comp Growth

-8.0%

Previous: 21.2%-137.7%
Global System-wide Growth

2.6%

Previous: 12.2%-78.7%
Capital Expenditures

-$30.7M

Previous: -$21.5M-42.7%
Free Cash Flow

-$5.31M

Previous: $10.7M-149.6%
Net Income

$25.4M

Previous: $32.3M-21.1%
Operating Income

$38.9M

Previous: $44.6M-12.8%
Gross Profit

$3M

Previous: $515M-99.4%
Cash & Equivalents

$52.1M

Previous: $96.2M-45.8%
Total Assets

$836M

Previous: $856M-2.3%
Stock-Based Comp

$4.92M

Previous: $4.09M+20.4%

Revenue & EPS history

Papa John's · Revenue · Quarterly

$523M

Q2 2022+1.5%vs Q2 2021
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Papa John's · $523M total across 5 segments · Q2 2022

  • North America Commissaries
    $219M+17.5%
  • Domestic Company-owned
    $171M-12.6%
  • All Other
    $65M+4.6%
  • North America Franchising
    $34.9M+7.5%
  • International
    $32M-15.0%

Forward guidance

Papa John's expects headwinds from inflation and lapping economic stimulus to persist into the second half of 2022 but is taking targeted actions to optimize near-term results while securing long-term market share growth.

Tailwinds

  • Focusing on optimizing results in the near term.
  • Leaning into differentiated strategy.
  • Securing growing market share position for the long term.
  • Positioning for long-term growth and margin accretion when headwinds normalize.
  • Driving long-term shareholder value through innovations, unit growth, productivity, and capital investments.

Headwinds

  • Experiencing high inflation.
  • Lapping economic stimulus from a year ago.
  • Expecting headwinds to persist into the second half of 2022.
  • Difficulties and opportunities associated with or related to the coronavirus pandemic
  • Risks to the global economy and our business related to the conflict in Ukraine

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

+0.9%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+0.6%

Avg return

30 days after

60%

44 / 73 earnings

Positive

+17.6%

Q1 2012

Best reaction

-17.2%

Q3 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.7%+0.9%-5.6%
Q4 2025-8.6%-5.4%-6.1%
Q3 2025+3.7%+2.4%-0.2%
Q1 2025+15.9%+24.5%+49.9%
Q4 2024+1.4%+0.8%-13.8%
Q3 2024-5.4%-12.4%-16.3%
Q2 2024+5.6%+9.2%+10.4%
Q1 2024-6.7%-8.0%-17.7%
Q4 2023-0.3%+0.8%-5.1%
Q3 2023+4.2%+3.6%+3.7%
Q2 2023-0.6%+0.2%-5.5%
Q1 2023+3.1%+3.3%-4.6%
Q4 2022-7.3%-9.1%-17.4%
Q3 2022+2.7%+3.9%+13.1%
Q2 2022-5.0%-6.2%-18.1%
Q1 2022-5.8%-7.2%-5.3%
Q4 2021+0.6%+2.2%-5.8%
Q3 2021+7.3%+7.1%+0.8%
Q2 2021+4.1%+4.4%+13.3%
Q1 2021+5.7%+3.2%+0.8%
Q4 2020-12.1%-12.1%-13.9%
Q3 2020+9.7%+4.7%+6.2%
Q2 2020-1.0%-5.5%-8.8%
Q1 2020+6.1%+9.1%+3.8%
Q4 2019-13.6%+6.0%+45.0%
Q3 2019+9.4%+9.5%+5.7%
Q2 2019+3.6%+7.7%+15.7%
Q1 2019-2.3%-1.9%-5.4%
Q4 2018+2.1%+3.5%+24.1%
Q3 2018+3.4%+1.3%-16.0%
Q2 2018-8.0%-4.9%+9.1%
Q1 2018-4.3%-11.1%-12.2%
Q4 2017+0.8%+5.9%+0.1%
Q3 2017-7.1%-8.3%-12.8%
Q2 2017+9.3%+7.9%+4.9%
Q1 2017+0.7%+3.2%+4.2%
Q4 2016-7.5%-8.5%-13.6%
Q3 2016+4.0%+2.7%+15.7%
Q2 2016+4.3%+1.8%+1.3%
Q1 2016+4.4%
Q4 2015+12.3%
Q3 2015-17.2%
Q2 2015-6.4%
Q1 2015+2.4%
Q4 2014-1.8%
Q3 2014+7.1%
Q2 2014-4.9%
Q1 2014-2.9%
Q4 2013+7.2%
Q3 2013+0.5%
Q2 2013+3.8%
Q1 2013+1.9%
Q4 2012-8.1%
Q3 2012-5.4%
Q2 2012+1.7%
Q1 2012+17.6%
Q4 2011-7.0%
Q3 2011+6.6%
Q2 2011-1.5%
Q1 2011-0.8%
Q4 2010+0.5%
Q3 2010-2.6%
Q2 2010-5.5%
Q1 2010+2.1%
Q4 2007+7.3%
Q4 2009+7.3%
Q3 2008+0.7%
Q3 2009+0.7%
Q2 2009+7.0%
Q1 2008+6.8%
Q4 2008+6.8%
Q2 2008+6.8%
Q1 2009+6.8%

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