Inventory - Papa John's International Inc (NASDAQ:PZZA)

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Price: 34.87 USD -2.81%

Market Cap: $1.1B

Papa John's International Inc
Inventory

Quarterly

Annual

Adjust for Inflation

Balance Sheet

Papa John's International Inc
Inventory Peer Comparison

	Inventory	CAGR 3Y	CAGR 5Y	CAGR 10Y
Papa John's International Inc NASDAQ:PZZA	Inventory $35.8m	CAGR 3-Years -6%	CAGR 5-Years 4%	CAGR 10-Years 4%
Chipotle Mexican Grill Inc NYSE:CMG	Inventory $46.4m	CAGR 3-Years 11%	CAGR 5-Years 13%	CAGR 10-Years 10%
Yum! Brands Inc NYSE:YUM	Inventory N/A	CAGR 3-Years N/A	CAGR 5-Years N/A	CAGR 10-Years N/A
Darden Restaurants Inc NYSE:DRI	Inventory $354.5m	CAGR 3-Years 6%	CAGR 5-Years 12%	CAGR 10-Years 8%
Starbucks Corp NASDAQ:SBUX	Inventory $2.1B	CAGR 3-Years 0%	CAGR 5-Years 8%	CAGR 10-Years 5%
McDonald's Corp NYSE:MCD	Inventory $55m	CAGR 3-Years 8%	CAGR 5-Years 4%	CAGR 10-Years -6%

Papa John's International Inc
Glance View

Economic Moat

None

Market Cap

1.1B USD

Industry

Hotels, Restaurants & Leisure

Once upon a slice in the bustling landscape of American fast food, Papa John's International Inc. emerged as a beacon for those who believe in the power of quality ingredients. Founded in 1984 in Jeffersonville, Indiana, by John Schnatter, the company was born out of a belief that customers crave superior pizza, made with fresh dough and the finest toppings. Over the decades, Papa John's has expanded its footprint from a modest pizza delivery operation to a global chain with thousands of stores. Despite facing fierce competition and shifting consumer preferences, the brand has maintained its edge by adhering to its "Better Ingredients. Better Pizza." motto, a commitment that resonates deeply with customers seeking both taste and quality. Strategically, Papa John’s generates its revenue primarily through two channels: company-owned restaurants and franchised locations. The company's own stores directly sell pizzas and sides, while franchised stores contribute through royalties and franchise fees. This dual structure not only spreads its brand reach efficiently but also mitigates operational risks. Moreover, Papa John's has been successful in leveraging technology to streamline its operations and enhance customer experience through innovations like online ordering and reward programs. By focusing on efficient supply chain management and marketing strategies geared towards both existing and new markets, the company continues to secure its slice of the highly competitive pizza industry pie.

View PZZA Analysis

PZZA Intrinsic Value

Undervaluation 46%

Intrinsic Value

Price

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

The AI Assistant may sometimes provide inaccurate information.

Make your own investment decisions or consult a licensed financial advisor.

Papa John's International Inc
NASDAQ:PZZA

Papa John's International Inc
Inventory

Papa John's International Inc
Inventory Peer Comparison

Competitors Analysis
Latest Figures & CAGR of Competitors

Papa John's International Inc
Glance View

See Also

What is Papa John's International Inc's Inventory?

Inventory
35.8m USD

What is Papa John's International Inc's Inventory growth rate?

Inventory CAGR 10Y
4%

Company

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Papa John's International Inc NASDAQ:PZZA

Papa John's International Inc Inventory

Papa John's International Inc Inventory Peer Comparison

Competitors Analysis Latest Figures & CAGR of Competitors

Papa John's International Inc Glance View

See Also

What is Papa John's International Inc's Inventory? Inventory 35.8m USD

What is Papa John's International Inc's Inventory growth rate? Inventory CAGR 10Y 4%

Company

Help

Tools

Stocks

Papa John's International Inc
NASDAQ:PZZA

Papa John's International Inc
Inventory

Papa John's International Inc
Inventory Peer Comparison

Competitors Analysis
Latest Figures & CAGR of Competitors

Papa John's International Inc
Glance View

What is Papa John's International Inc's Inventory?

Inventory
35.8m USD

What is Papa John's International Inc's Inventory growth rate?

Inventory CAGR 10Y
4%