<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2021/08/70333730-s.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2021/08/70333730-s.jpg"/></p>
<p>Papa John's International Inc (NASDAQ: PZZA) 股价出现显著上涨，周一上涨超过 5%，受到潜在收购传闻的推动。</p>
<p>这一传闻源于 3G Capital 拥有的一架飞机的报道，3G Capital 是餐厅品牌国际公司（QSR）的重要投资者，该飞机访问了位于肯塔基州路易斯维尔的 Papa John's 总部。</p>
<p>这一发展引起了投资者的兴趣，特别是考虑到餐厅品牌国际公司收购 Popeyes 和 Firehouse Subs 的历史。</p>
<p>尽管 Papa John's 尚未发表官方评论，但市场上充满了这家披萨连锁店成为快餐行业下一个大收购目标的可能性的猜测。</p>
<h2>Papa John 任命新 CEO</h2>
<p>在最近的领导层变动中，Papa John's 于 2024 年 8 月 1 日任命了 Wendy's 前 CEO Todd Penegor 为其新 CEO 兼总裁。</p>
<p>Penegor 的任命是在 Ravi Thanawala 担任临时领导后进行的，后者将继续担任首席财务官。</p>
<p>预计 Penegor 将为公司带来新的战略方向，专注于与加盟商建立强大伙伴关系和提升客户体验。</p>
<p>他在 Wendy's 的先前经验，领导重大增长举措，使他有能力应对 Papa John's 未来的挑战和机遇。</p>
<h2>Q2 业绩褒贬不一</h2>
<p>公司于 2024 年 8 月 8 日发布的 Q2 财报呈现出褒贬不一的局面。</p>
<p>Papa John's 报告的非通用会计准则每股收益为 0.61 美元，超出 0.08 美元的预期，但 5.08 亿美元的营收低于 1,288 万美元的预期，同比下降 1.3%。</p>
<p>营收下降归因于北美配送部门销售额下降，受交易量减少和商品价格影响。</p>
<p>然而，由于餐厅级别利润率和成本管理工作的改善，公司成功将调整后的营业收入提高了 4% 至 3800 万美元。</p>
<p>Papa John's 在可比销售额方面面临挑战，特别是在北美，销售额同比下降 4%。</p>
<p>国际部门表现稍好，可比销售额持平，但整体而言，全球范围内的餐厅销售额下降了 1%。</p>
<p>公司在 Q2 关闭了 31 家净门店，包括英国的 43 家公司经营餐厅，作为战略性国际重组的一部分。</p>
<p>尽管关闭了这些门店，Papa John's 仍在 49 个国家和地区经营着 5883 家餐厅。</p>
<h2>提升餐厅利润率</h2>
<p>Papa John's 一直专注于成本管理和提高餐厅利润率。</p>
<p>公司成功提高了国内公司经营餐厅的利润率，有助于改善调整后的营业收入。</p>
<p>然而，快餐行业中持续的促销环境和注重价值的消费者群体构成了重大阻力。</p>
<p>竞争激烈，像 Domino's 和百胜品牌的必胜客等同行也面临挑战，这使得 Papa John's 难以保持市场份额。</p>
<p>最近销售疲软引发了对公司在短期内推动增长能力的担忧。</p>
<p>然而，Papa John's 正在积极采取策略来解决这些挑战。</p>
<p>公司的 Back To Better 2.0 计划旨在简化运营并提升客户体验，预计将在中长期产生成果。</p>
<p>从估值角度看，Papa John's 股票自 2021 年高点大幅下跌后变得更具吸引力。</p>
<p>股票的 EV/EBITDA 倍数已收窄至约 10 倍，使其更受价值投资者青睐。</p>
<p>公司的稳健单位经济状况，特别是在特许经营业务中，以及改善利润率和推动增长的战略举措，表明存在潜在上行空间。</p>
<p>随着投资者考虑最近的发展和收购的潜力，股票在短期内的表现可能会受到这些因素的影响。</p>
<p>考虑到这些基本因素，现在关键是审视技术指标和价格模式，以进一步了解 Papa John's 股票的走势。</p>
<p>让我们深入研究图表，评估股票的当前位置和潜在未来走势。</p>
<h2>长期下跌趋势仍在，但空头需谨慎</h2>
<p>自 2021 年底超过 140 美元的高点以来，Papa John's 股价已下跌超过 65%。</p>
<p>股价自那时以来形成了较低的低点和较低的高点，表明它仍处于长期下跌趋势，仅今年就下跌了 40%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/PZZA_2024-08-26_20-37-44-1024x555.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/PZZA_2024-08-26_20-37-44-1024x555.png"/></p>
<p>来源：TradingView</p>
<p>由于今日收购传闻，想要购买该股票的投资者可以在当前水平开启多头头寸，但必须在近期低点附近 40 美元以下设置严格止损。</p>
<p>如果股价再次跌破该水平，可能会迅速下跌至更低水平。</p>
<p>继续看空该股票的交易者必须避免在当前水平做空，因为如果这一收购传闻属实，股票可能会见证大规模空头挤压。</p>
<p>Papa John's 目前是纳斯达克上最被抛空的股票之一，空头头寸为</p>
<p>本文来源：Invezz</p>

棒约翰

<p>棒约翰国际公司（NASDAQ：PZZA）** 的股价在收购传闻的推动下飙升超过 5％，据称是由于 3G 资本的飞机访问了其总部。该公司最近任命了前 Wendy's 首席执行官托德·佩内戈尔（Todd Penegor）为新首席执行官，同时面临着销售下滑和第二季度盈利不佳的挑战。尽管自 2021 年达到峰值以来股价长期下跌，但该股票可能会吸引价值投资者的兴趣，特别是在收购和通过战略举措改善利润率的潜力下，尤其是在快餐连锁行业面临竞争压力的情况下</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2021/08/70333730-s.jpg" alt="" original-src="https://invezz.com/wp-content/uploads/2021/08/70333730-s.jpg"/></p>
<p>Papa John’s International Inc (NASDAQ: PZZA) experienced a notable surge in its stock price, rising over 5% on Monday, fueled by speculation of a potential takeover.</p>
<div class="lb-trans"><p>Papa John's International Inc (NASDAQ: PZZA) 股价出现显著上涨，周一上涨超过 5%，受到潜在收购传闻的推动。</p>
</div><p>This speculation was driven by reports of a jet owned by 3G Capital, a significant investor in Restaurant Brands International (QSR), making a visit to Louisville, Kentucky, where Papa John’s headquarters is located.</p>
<div class="lb-trans"><p>这一传闻源于 3G Capital 拥有的一架飞机的报道，3G Capital 是餐厅品牌国际公司（QSR）的重要投资者，该飞机访问了位于肯塔基州路易斯维尔的 Papa John's 总部。</p>
</div><p>This development has sparked interest among investors, especially given Restaurant Brands’ history of acquisitions, including Popeyes and Firehouse Subs.</p>
<div class="lb-trans"><p>这一发展引起了投资者的兴趣，特别是考虑到餐厅品牌国际公司收购 Popeyes 和 Firehouse Subs 的历史。</p>
</div><p>While no official comments have been made by Papa John’s, the market is abuzz with the possibility of the pizza chain becoming the next big acquisition in the fast-food industry.</p>
<div class="lb-trans"><p>尽管 Papa John's 尚未发表官方评论，但市场上充满了这家披萨连锁店成为快餐行业下一个大收购目标的可能性的猜测。</p>
</div><h2>Papa John appoints new CEO</h2>
<div class="lb-trans"><h2>Papa John 任命新 CEO</h2>
</div><p>In recent leadership developments, Papa John’s appointed Todd Penegor, the former CEO of Wendy’s, as its new CEO and president on August 1, 2024.</p>
<div class="lb-trans"><p>在最近的领导层变动中，Papa John's 于 2024 年 8 月 1 日任命了 Wendy's 前 CEO Todd Penegor 为其新 CEO 兼总裁。</p>
</div><p>Penegor’s appointment comes after a period of interim leadership under Ravi Thanawala, who will continue his role as CFO.</p>
<div class="lb-trans"><p>Penegor 的任命是在 Ravi Thanawala 担任临时领导后进行的，后者将继续担任首席财务官。</p>
</div><p>Penegor is expected to bring a fresh strategic direction to the company, focusing on building strong partnerships with franchisees and enhancing the customer experience.</p>
<div class="lb-trans"><p>预计 Penegor 将为公司带来新的战略方向，专注于与加盟商建立强大伙伴关系和提升客户体验。</p>
</div><p>His prior experience at Wendy’s, where he led significant growth initiatives, positions him well to tackle the challenges and opportunities that lie ahead for Papa John’s.</p>
<div class="lb-trans"><p>他在 Wendy's 的先前经验，领导重大增长举措，使他有能力应对 Papa John's 未来的挑战和机遇。</p>
</div><h2>Mixed Q2</h2>
<div class="lb-trans"><h2>Q2 业绩褒贬不一</h2>
</div><p>The company’s Q2 2024 earnings report, released on August 8, 2024, painted a mixed picture.</p>
<div class="lb-trans"><p>公司于 2024 年 8 月 8 日发布的 Q2 财报呈现出褒贬不一的局面。</p>
</div><p>Papa John’s reported Non-GAAP EPS of $0.61, beating estimates by $0.08, but revenues of $508 million fell short of expectations by $12.88 million, marking a 1.3% year-over-year decline.</p>
<div class="lb-trans"><p>Papa John's 报告的非通用会计准则每股收益为 0.61 美元，超出 0.08 美元的预期，但 5.08 亿美元的营收低于 1,288 万美元的预期，同比下降 1.3%。</p>
</div><p>The decrease in revenue was attributed to lower sales in the North American commissary segment, driven by reduced transaction volumes and commodity prices.</p>
<div class="lb-trans"><p>营收下降归因于北美配送部门销售额下降，受交易量减少和商品价格影响。</p>
</div><p>However, the company managed to improve its adjusted operating income by 4% to $38 million, thanks to better restaurant-level margins and cost management efforts.</p>
<div class="lb-trans"><p>然而，由于餐厅级别利润率和成本管理工作的改善，公司成功将调整后的营业收入提高了 4% 至 3800 万美元。</p>
</div><p>Papa John’s has faced challenges with its comparable sales, particularly in North America, where sales were down 4% year-over-year.</p>
<div class="lb-trans"><p>Papa John's 在可比销售额方面面临挑战，特别是在北美，销售额同比下降 4%。</p>
</div><p>The international segment fared slightly better, with flat comparable sales, but overall, the global system-wide restaurant sales declined by 1%.</p>
<div class="lb-trans"><p>国际部门表现稍好，可比销售额持平，但整体而言，全球范围内的餐厅销售额下降了 1%。</p>
</div><p>The company also closed 31 net units in Q2, including 43 company-owned restaurants in the UK, as part of a strategic international restructuring.</p>
<div class="lb-trans"><p>公司在 Q2 关闭了 31 家净门店，包括英国的 43 家公司经营餐厅，作为战略性国际重组的一部分。</p>
</div><p>Despite these closures, Papa John’s continues to operate 5,883 restaurants across 49 countries and territories.</p>
<div class="lb-trans"><p>尽管关闭了这些门店，Papa John's 仍在 49 个国家和地区经营着 5883 家餐厅。</p>
</div><h2>Improving restaurant margins</h2>
<div class="lb-trans"><h2>提升餐厅利润率</h2>
</div><p>Papa John’s has been focussing on cost management and improving profitability at the restaurant level.</p>
<div class="lb-trans"><p>Papa John's 一直专注于成本管理和提高餐厅利润率。</p>
</div><p>The company has managed to increase its domestic company-owned restaurant margins, contributing to the improved adjusted operating income.</p>
<div class="lb-trans"><p>公司成功提高了国内公司经营餐厅的利润率，有助于改善调整后的营业收入。</p>
</div><p>However, the ongoing promotional environment in the quick-service restaurant (QSR) industry and a value-conscious consumer base have posed significant headwinds.</p>
<div class="lb-trans"><p>然而，快餐行业中持续的促销环境和注重价值的消费者群体构成了重大阻力。</p>
</div><p>The competitive landscape, with peers like Domino’s and Yum Brands’ Pizza Hut also facing challenges, has made it difficult for Papa John’s to maintain its market share.</p>
<div class="lb-trans"><p>竞争激烈，像 Domino's 和百胜品牌的必胜客等同行也面临挑战，这使得 Papa John's 难以保持市场份额。</p>
</div><p>The recent weakness in sales has raised concerns about the company’s ability to drive growth in the near term.</p>
<div class="lb-trans"><p>最近销售疲软引发了对公司在短期内推动增长能力的担忧。</p>
</div><p>However, Papa John’s is actively pursuing strategies to address these challenges.</p>
<div class="lb-trans"><p>然而，Papa John's 正在积极采取策略来解决这些挑战。</p>
</div><p>The company’s Back To Better 2.0 plan, aimed at streamlining operations and enhancing the customer experience, is expected to yield results in the mid-to-long term.</p>
<div class="lb-trans"><p>公司的 Back To Better 2.0 计划旨在简化运营并提升客户体验，预计将在中长期产生成果。</p>
</div><p>Valuation-wise, Papa John’s stock has become more attractive following a significant decline from its 2021 peak.</p>
<div class="lb-trans"><p>从估值角度看，Papa John's 股票自 2021 年高点大幅下跌后变得更具吸引力。</p>
</div><p>The stock’s EV/EBITDA multiple has contracted to around 10x, making it more appealing to value investors.</p>
<div class="lb-trans"><p>股票的 EV/EBITDA 倍数已收窄至约 10 倍，使其更受价值投资者青睐。</p>
</div><p>The company’s solid unit economics, particularly in its franchised operations, and its strategic initiatives to improve margins and drive growth suggest potential upside.</p>
<div class="lb-trans"><p>公司的稳健单位经济状况，特别是在特许经营业务中，以及改善利润率和推动增长的战略举措，表明存在潜在上行空间。</p>
</div><p>As investors consider the recent developments and the potential for a takeover, the stock’s performance in the near term will likely be influenced by how these factors play out.</p>
<div class="lb-trans"><p>随着投资者考虑最近的发展和收购的潜力，股票在短期内的表现可能会受到这些因素的影响。</p>
</div><p>With these fundamental aspects in mind, it’s crucial to now examine the technical indicators and price patterns that can provide further insight into Papa John’s stock trajectory.</p>
<div class="lb-trans"><p>考虑到这些基本因素，现在关键是审视技术指标和价格模式，以进一步了解 Papa John's 股票的走势。</p>
</div><p>Let’s delve into the charts to assess the stock’s current position and potential future movements.</p>
<div class="lb-trans"><p>让我们深入研究图表，评估股票的当前位置和潜在未来走势。</p>
</div><h2>Long term downtrend remains, but shorts beware</h2>
<div class="lb-trans"><h2>长期下跌趋势仍在，但空头需谨慎</h2>
</div><p>Papa John’s stock has declined over 65% since peaking above $140 in late 2021.</p>
<div class="lb-trans"><p>自 2021 年底超过 140 美元的高点以来，Papa John's 股价已下跌超过 65%。</p>
</div><p>The stock has been forming lower lows and lower highs since that time which indicates that it remains in a long-term downtrend having fallen 40% this year alone.</p>
<div class="lb-trans"><p>股价自那时以来形成了较低的低点和较低的高点，表明它仍处于长期下跌趋势，仅今年就下跌了 40%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/PZZA_2024-08-26_20-37-44-1024x555.png" alt="" original-src="https://invezz.com/wp-content/uploads/2024/08/PZZA_2024-08-26_20-37-44-1024x555.png"/></p>
<p>Source: TradingView</p>
<div class="lb-trans"><p>来源：TradingView</p>
</div><p>Investors who want to buy the stock because of today’s takeover rumour can initiate long positions at current levels but must keep a strict stop-loss below the recent swing low near $40.</p>
<div class="lb-trans"><p>由于今日收购传闻，想要购买该股票的投资者可以在当前水平开启多头头寸，但必须在近期低点附近 40 美元以下设置严格止损。</p>
</div><p>If the stock falls below that level again, it can fall to much lower levels in a swift move.</p>
<div class="lb-trans"><p>如果股价再次跌破该水平，可能会迅速下跌至更低水平。</p>
</div><p>Traders who continue to remain bearish on the stock must refrain from shorting it at current levels because if this takeover rumour turns out to be true the stock can witness a massive short squeeze.</p>
<div class="lb-trans"><p>继续看空该股票的交易者必须避免在当前水平做空，因为如果这一收购传闻属实，股票可能会见证大规模空头挤压。</p>
</div><p>Papa John’s is one of the most shorted stocks on the Nasdaq right now with a short interest of</p>
<div class="lb-trans"><p>Papa John's 目前是纳斯达克上最被抛空的股票之一，空头头寸为</p>
</div><p>The post Should you buy Papa John's stock amid takeover rumors? appeared first on Invezz</p>
<div class="lb-trans"><p>本文来源：Invezz</p>
</div>

在收购传闻中，你应该购买棒约翰的股票吗？