<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) 股價出現顯著上漲，週一上漲超過 5%，受到潛在收購傳聞的推動。</p>
<p>這一傳聞源於 3G Capital 擁有的一架飛機的報道，3G Capital 是餐廳品牌國際公司（QSR）的重要投資者，該飛機訪問了位於肯塔基州路易斯維爾的 Papa John's 總部。</p>
<p>這一發展引起了投資者的興趣，特別是考慮到餐廳品牌國際公司收購 Popeyes 和 Firehouse Subs 的歷史。</p>
<p>儘管 Papa John's 尚未發表官方評論，但市場上充滿了這家披薩連鎖店成為快餐行業下一個大收購目標的可能性的猜測。</p>
<h2>Papa John 任命新 CEO</h2>
<p>在最近的領導層變動中，Papa John's 於 2024 年 8 月 1 日任命了 Wendy's 前 CEO Todd Penegor 為其新 CEO 兼總裁。</p>
<p>Penegor 的任命是在 Ravi Thanawala 擔任臨時領導後進行的，後者將繼續擔任首席財務官。</p>
<p>預計 Penegor 將為公司帶來新的戰略方向，專注於與加盟商建立強大夥伴關係和提升客户體驗。</p>
<p>他在 Wendy's 的先前經驗，領導重大增長舉措，使他有能力應對 Papa John's 未來的挑戰和機遇。</p>
<h2>Q2 業績褒貶不一</h2>
<p>公司於 2024 年 8 月 8 日發佈的 Q2 財報呈現出褒貶不一的局面。</p>
<p>Papa John's 報告的非通用會計準則每股收益為 0.61 美元，超出 0.08 美元的預期，但 5.08 億美元的營收低於 1,288 萬美元的預期，同比下降 1.3%。</p>
<p>營收下降歸因於北美配送部門銷售額下降，受交易量減少和商品價格影響。</p>
<p>然而，由於餐廳級別利潤率和成本管理工作的改善，公司成功將調整後的營業收入提高了 4% 至 3800 萬美元。</p>
<p>Papa John's 在可比銷售額方面面臨挑戰，特別是在北美，銷售額同比下降 4%。</p>
<p>國際部門表現稍好，可比銷售額持平，但整體而言，全球範圍內的餐廳銷售額下降了 1%。</p>
<p>公司在 Q2 關閉了 31 家淨門店，包括英國的 43 家公司經營餐廳，作為戰略性國際重組的一部分。</p>
<p>儘管關閉了這些門店，Papa John's 仍在 49 個國家和地區經營着 5883 家餐廳。</p>
<h2>提升餐廳利潤率</h2>
<p>Papa John's 一直專注於成本管理和提高餐廳利潤率。</p>
<p>公司成功提高了國內公司經營餐廳的利潤率，有助於改善調整後的營業收入。</p>
<p>然而，快餐行業中持續的促銷環境和注重價值的消費者羣體構成了重大阻力。</p>
<p>競爭激烈，像 Domino's 和百勝品牌的必勝客等同行也面臨挑戰，這使得 Papa John's 難以保持市場份額。</p>
<p>最近銷售疲軟引發了對公司在短期內推動增長能力的擔憂。</p>
<p>然而，Papa John's 正在積極採取策略來解決這些挑戰。</p>
<p>公司的 Back To Better 2.0 計劃旨在簡化運營並提升客户體驗，預計將在中長期產生成果。</p>
<p>從估值角度看，Papa John's 股票自 2021 年高點大幅下跌後變得更具吸引力。</p>
<p>股票的 EV/EBITDA 倍數已收窄至約 10 倍，使其更受價值投資者青睞。</p>
<p>公司的穩健單位經濟狀況，特別是在特許經營業務中，以及改善利潤率和推動增長的戰略舉措，表明存在潛在上行空間。</p>
<p>隨着投資者考慮最近的發展和收購的潛力，股票在短期內的表現可能會受到這些因素的影響。</p>
<p>考慮到這些基本因素，現在關鍵是審視技術指標和價格模式，以進一步瞭解 Papa John's 股票的走勢。</p>
<p>讓我們深入研究圖表，評估股票的當前位置和潛在未來走勢。</p>
<h2>長期下跌趨勢仍在，但空頭需謹慎</h2>
<p>自 2021 年底超過 140 美元的高點以來，Papa John's 股價已下跌超過 65%。</p>
<p>股價自那時以來形成了較低的低點和較低的高點，表明它仍處於長期下跌趨勢，僅今年就下跌了 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>來源：TradingView</p>
<p>由於今日收購傳聞，想要購買該股票的投資者可以在當前水平開啓多頭頭寸，但必須在近期低點附近 40 美元以下設置嚴格止損。</p>
<p>如果股價再次跌破該水平，可能會迅速下跌至更低水平。</p>
<p>繼續看空該股票的交易者必須避免在當前水平做空，因為如果這一收購傳聞屬實，股票可能會見證大規模空頭擠壓。</p>
<p>Papa John's 目前是納斯達克上最被拋空的股票之一，空頭頭寸為</p>
<p>本文來源：Invezz</p>

棒約翰

<p>棒約翰國際公司（NASDAQ：PZZA）** 的股價在收購傳聞的推動下飆升超過 5％，據稱是由於 3G 資本的飛機訪問了其總部。該公司最近任命了前 Wendy's 首席執行官託德·佩內戈爾（Todd Penegor）為新首席執行官，同時面臨着銷售下滑和第二季度盈利不佳的挑戰。儘管自 2021 年達到峯值以來股價長期下跌，但該股票可能會吸引價值投資者的興趣，特別是在收購和通過戰略舉措改善利潤率的潛力下，尤其是在快餐連鎖行業面臨競爭壓力的情況下</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) 股價出現顯著上漲，週一上漲超過 5%，受到潛在收購傳聞的推動。</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>這一傳聞源於 3G Capital 擁有的一架飛機的報道，3G Capital 是餐廳品牌國際公司（QSR）的重要投資者，該飛機訪問了位於肯塔基州路易斯維爾的 Papa John's 總部。</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>這一發展引起了投資者的興趣，特別是考慮到餐廳品牌國際公司收購 Popeyes 和 Firehouse Subs 的歷史。</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>儘管 Papa John's 尚未發表官方評論，但市場上充滿了這家披薩連鎖店成為快餐行業下一個大收購目標的可能性的猜測。</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>在最近的領導層變動中，Papa John's 於 2024 年 8 月 1 日任命了 Wendy's 前 CEO Todd Penegor 為其新 CEO 兼總裁。</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 擔任臨時領導後進行的，後者將繼續擔任首席財務官。</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>預計 Penegor 將為公司帶來新的戰略方向，專注於與加盟商建立強大夥伴關係和提升客户體驗。</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 的先前經驗，領導重大增長舉措，使他有能力應對 Papa John's 未來的挑戰和機遇。</p>
</div><h2>Mixed Q2</h2>
<div class="lb-trans"><h2>Q2 業績褒貶不一</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>公司於 2024 年 8 月 8 日發佈的 Q2 財報呈現出褒貶不一的局面。</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 報告的非通用會計準則每股收益為 0.61 美元，超出 0.08 美元的預期，但 5.08 億美元的營收低於 1,288 萬美元的預期，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>營收下降歸因於北美配送部門銷售額下降，受交易量減少和商品價格影響。</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，由於餐廳級別利潤率和成本管理工作的改善，公司成功將調整後的營業收入提高了 4% 至 3800 萬美元。</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 在可比銷售額方面面臨挑戰，特別是在北美，銷售額同比下降 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>國際部門表現稍好，可比銷售額持平，但整體而言，全球範圍內的餐廳銷售額下降了 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 關閉了 31 家淨門店，包括英國的 43 家公司經營餐廳，作為戰略性國際重組的一部分。</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>儘管關閉了這些門店，Papa John's 仍在 49 個國家和地區經營着 5883 家餐廳。</p>
</div><h2>Improving restaurant margins</h2>
<div class="lb-trans"><h2>提升餐廳利潤率</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 一直專注於成本管理和提高餐廳利潤率。</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>公司成功提高了國內公司經營餐廳的利潤率，有助於改善調整後的營業收入。</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，快餐行業中持續的促銷環境和注重價值的消費者羣體構成了重大阻力。</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>競爭激烈，像 Domino's 和百勝品牌的必勝客等同行也面臨挑戰，這使得 Papa John's 難以保持市場份額。</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>最近銷售疲軟引發了對公司在短期內推動增長能力的擔憂。</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 正在積極採取策略來解決這些挑戰。</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 計劃旨在簡化運營並提升客户體驗，預計將在中長期產生成果。</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>從估值角度看，Papa John's 股票自 2021 年高點大幅下跌後變得更具吸引力。</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 倍數已收窄至約 10 倍，使其更受價值投資者青睞。</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>公司的穩健單位經濟狀況，特別是在特許經營業務中，以及改善利潤率和推動增長的戰略舉措，表明存在潛在上行空間。</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>隨着投資者考慮最近的發展和收購的潛力，股票在短期內的表現可能會受到這些因素的影響。</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>考慮到這些基本因素，現在關鍵是審視技術指標和價格模式，以進一步瞭解 Papa John's 股票的走勢。</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>讓我們深入研究圖表，評估股票的當前位置和潛在未來走勢。</p>
</div><h2>Long term downtrend remains, but shorts beware</h2>
<div class="lb-trans"><h2>長期下跌趨勢仍在，但空頭需謹慎</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 年底超過 140 美元的高點以來，Papa John's 股價已下跌超過 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>股價自那時以來形成了較低的低點和較低的高點，表明它仍處於長期下跌趨勢，僅今年就下跌了 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>來源：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>由於今日收購傳聞，想要購買該股票的投資者可以在當前水平開啓多頭頭寸，但必須在近期低點附近 40 美元以下設置嚴格止損。</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>如果股價再次跌破該水平，可能會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>繼續看空該股票的交易者必須避免在當前水平做空，因為如果這一收購傳聞屬實，股票可能會見證大規模空頭擠壓。</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 目前是納斯達克上最被拋空的股票之一，空頭頭寸為</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>本文來源：Invezz</p>
</div>

在收購傳聞中，你應該購買棒約翰的股票嗎？