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Papa John’s International
Papa John’s International (PZZA) investor relations material
Papa John’s International Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary6 Aug, 2026
Executive summary
Transformation plan remains the primary focus, with management changes and workforce reductions to accelerate progress; a potential sale is not being pursued at this time.
Revenues for Q2 2026 declined 8.8% year-over-year to $482.4 million, with net income down to $8.1 million; global system-wide restaurant sales fell 4.8% to $1.20 billion.
International segment showed resilience, with positive comparable sales growth and increased EBITDA, offsetting North America softness.
Portfolio optimization and strategic closures underway, with 101 North American restaurants closed and further closures planned.
Dividend suspended beginning Q3 2026 to prioritize transformation and growth investments.
Financial highlights
Total consolidated revenue for Q2 2026 was $482.4 million, down 8.8% year-over-year, mainly due to lower North America sales and refranchising.
Net income for Q2 2026 was $8.1 million, down from $9.3 million in Q2 2025; diluted EPS was $0.24, adjusted diluted EPS rose to $0.46.
Consolidated adjusted EBITDA was $53 million, flat year-over-year due to cost management and international performance.
Free cash flow for the first half of 2026 was $9.5 million, down from $36.5 million last year, reflecting lower net income and increased transformation investments.
Operating income for Q2 2026 was $23.2 million, down from $24.5 million in Q2 2025.
Outlook and guidance
2026 global system-wide sales expected to decline 2%-4% year-over-year; North America comparable sales projected to be down 6%-8%, International up 1%-3%.
Adjusted EBITDA guidance for 2026 is $180-$190 million, including $35 million in supplemental marketing and franchisee subsidies.
Capital expenditures for 2026 expected between $70-$80 million.
2026 North America restaurant closures now expected to be 200-250, up from prior guidance.
Total restructuring charges of $24–31 million expected under the transformation plan through 2027.
Factors causing the year-over-year FCF decline
Drivers of the North America commissary revenue
Drivers for the revenue decline in All Other
Rationale for dividend suspension for investment
Closing the 400 bps store performance gap
Rebalancing national and local marketing spend
Partial view of Summaries dataset, powered by Quartr API
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Latest events from Papa John’s International
- Global sales up 1% as international growth offsets North America declines; profits fell.PZZA
Q1 20259 Jul 2026 - Q3 revenue fell 3% while net income surged on a one-time gain; comps and adjusted earnings declined.PZZAQ3 20249 Jul 2026
- Brand transformation focuses on quality, digital innovation, and disciplined growth.PZZAInvestor Update8 Jul 2026
- Revenue fell 7.7% as international growth and innovation offset North America declines.PZZAQ1 20267 May 2026
- Shareholders approved key proposals and heard updates on growth, innovation, and cost savings.PZZAAGM 202630 Apr 2026
- 2025 global sales rose 1% as international gains offset North America declines and profit pressures.PZZAQ4 20259 Apr 2026
- Board recommends key governance changes and strong pay-for-performance alignment in 2025.PZZAProxy filing26 Mar 2026
- Innovation, marketing, and operational focus drive growth and profitability across key markets.PZZAUBS Global Consumer and Retail Conference12 Mar 2026
- Transformation strategy, governance reforms, and enhanced shareholder rights drive 2026 agenda.PZZAProxy Filing10 Mar 2026
Next Papa John’s International earnings date
Q3 20265 Nov, 2026
Papa John’s International
Next Papa John’s International earnings date
Q3 20265 Nov, 2026
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