Papa John's International Exceeds Expectations, Palm Valley Capital Exits Early

Papa John's International exceeded expectations by hitting its target, according to Palm Valley Capital Fund's Q2 2025 investor letter. The fund appreciated 0.82% compared to a 4.90% gain for the S&P SmallCap 600 and a 7.28% rise in the Morningstar Small Cap Total Return Index. The company operates and franchises pizza delivery and carryout restaurants, with a one-month return of -1.35% and a 52-week gain of 11.94%.

Papa John's International, Inc. (Nasdaq: PZZA) is scheduled to release its second-quarter 2025 financial results on Thursday, August 7, 2025, before the market opens. The company's earnings report will be followed by a conference call at 8:00 a.m. ET [1][2].

The earnings release is expected to provide insights into the financial performance of the world's third-largest pizza delivery chain, which operates over 6,000 restaurants across approximately 50 countries and territories [1][2]. Key executives, including Todd Penegor, President and CEO, Ravi Thanawala, CFO and EVP, International, and Heather Hollander, SVP Strategy, Investor Relations, and Financial Planning and Analysis, will participate in the conference call [1][2].

Investors and financial professionals are encouraged to register for the webcast through the company's investor relations website, with a minimum suggested registration time of 15 minutes before the call begins. The webcast will also be accessible for replay approximately two hours post-conference [1][2].

According to Palm Valley Capital Fund's Q2 2025 investor letter, Papa John's International exceeded expectations by hitting its target. The fund appreciated 0.82% compared to a 4.90% gain for the S&P SmallCap 600 and a 7.28% rise in the Morningstar Small Cap Total Return Index. The company operates and franchises pizza delivery and carryout restaurants, with a one-month return of -1.35% and a 52-week gain of 11.94% [3].

References:
[1] https://www.stocktitan.net/news/PZZA/papa-johns-to-report-second-quarter-results-on-august-7-m2gy8gw525mm.html
[2] https://www.gurufocus.com/news/2957049/papa-johns-to-report-second-quarter-results-on-august-7-2025-pzza-stock-news
[3] Palm Valley Capital Fund Q2 2025 Investor Letter