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What smart money is saying about Papa John’s InternationalUnited States flag

PZZA · Consumer Cyclical · Restaurants · Market cap $1.32B

1 fund in our archive has pitched Papa John’s International — most recently Palm Valley in June 2025.

Company profile

Papa John's International, Inc. operates and franchises pizza delivery and carryout restaurants under the Papa John's trademark in the United States and internationally. It operates through four segments: Domestic Company-Owned Restaurants, North America Commissaries, North America Franchising, and International Operations. The company also operates dine-in and delivery restaurants under the Papa John's trademark internationally. As of December 26, 2021, it operated 5,650 Papa John's restaurants, which included 600 company-owned and 5,050 franchised restaurants in 50 countries and territories. The company was founded in 1984 and is based in Louisville, Kentucky.

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Fund coverage · 1 thesis

  • Palm Valley
    June 2025

    Papa John’s International is a well-established pizza delivery and carryout restaurant operator that exceeded Q1 2025 expectations, leading to a profitable short-term investment for us.

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