Every material Form 8-K Papa John's Pizza filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Papa Johns reported third quarter 2026 results, with total revenues of $454.8 million, down 10.5% from the prior year, and diluted earnings per share of $0.09 versus $0.13. The company also lowered its 2026 outlook, now expecting adjusted EBITDA of approximately $175 million, down from $180 million to $190 million, and global system-wide restaurant sales down about 5%, versus a prior decline of 2% to 4%. For shareholders, the weaker sales and lower profit outlook show continued pressure, and the company is funding a new marketing framework that increases local marketing investment by franchisees.
Q3 total revenues were $454.8 million versus $508.2 million; net income was $3.3 million versus $4.5 million.
Q3 adjusted EBITDA was $38.1 million versus $47.8 million; adjusted diluted EPS was $0.16 versus $0.32.
2026 adjusted EBITDA guidance is now approximately $175 million, from $180 million to $190 million.
North America comparable sales fell 8.3% in Q3; full-year North America comparable sales are now expected to decline about 8%.
Papa John's reported second quarter 2026 revenue of $482.4 million, down 8.8% from a year earlier, and diluted EPS of $0.24 versus $0.28. The company cut its 2026 adjusted EBITDA outlook to $180 million to $190 million from $200 million to $210 million and suspended its quarterly dividend beginning with the third quarter of 2026, which shareholders will not receive under the new policy.
Total revenues were $482.4 million, down $46.8 million, or 8.8%, from the prior year second quarter; net income was $8.7 million versus $9.7 million.
North America comparable sales fell 8.3%, while International comparable sales rose 1.5%.
Adjusted diluted EPS was $0.46 versus $0.41, excluding items the company defines as non-GAAP.
2026 outlook: adjusted EBITDA lowered to $180 million to $190 million; North America comparable sales now expected down 6% to 8%, from down 2% to 4%.
Papa John's Chief Financial Officer and President, North America Ravi Thanawala is leaving effective June 30, 2026 to become CFO at another public company, and Chris Collins has been named interim CFO while the company searches for a permanent replacement. The filing states the resignation was not due to any disagreement with the company, and Thanawala will advise through July 31, 2026, with no severance entitlement.
Ravi Thanawala resigns as CFO and President, North America, effective June 30, 2026; advisory role through July 31, 2026
Christopher K. Collins, 56, SVP of Corporate Finance and Principal Accounting Officer, appointed interim CFO effective June 30, 2026
Collins' base salary raised to $415,000 and target bonus set at 75% of base salary while he serves as interim CFO
Marc Richard, SVP of North America Operations, takes over all North America operations; second quarter results due August 6, 2026
Papa John's reported first quarter 2026 results, with total revenues down 7.7% to $478.6 million and net income down to $6.9 million from $9.3 million a year earlier. Diluted earnings per share fell to $0.21 from $0.27, and the company reiterated its full-year 2026 guidance, which it says is not directly comparable with the prior year because of a fourth quarter 2025 refranchising transaction.
Total revenues were $478.6 million, down $39.7 million from $518.3 million in the first quarter of 2025.
Net income was $6.9 million versus $9.3 million; diluted EPS was $0.21 versus $0.27 and adjusted diluted EPS was $0.32 versus $0.36.
North America comparable sales decreased 6.4%, while International comparable sales increased 3.6%.
The company reiterated its 2026 outlook, including adjusted EBITDA of $200 million to $210 million, and declared a $0.46 per share second quarter dividend payable May 29, 2026.
Papa John's reported fourth quarter and full year 2025 results on February 26, 2026. Net income and diluted EPS fell sharply from 2024, while total revenues were flat for the year, and the company introduced 2026 guidance that calls for adjusted EBITDA of $200 million to $210 million, compared with $201 million in 2025.
Q4 2025 diluted EPS was $0.21 versus $0.44 a year earlier; Q4 total revenues were $498.2 million, down 6.1%.
Full year 2025 diluted EPS was $0.90 versus $2.54 in 2024; total revenues were $2.1 billion, flat year over year.
2026 outlook: North America comparable sales down 2% to 4%, International comparable sales up 2% to 4%, and adjusted EBITDA of $200 million to $210 million.
The Board declared a first quarter 2026 dividend of $0.46 per common share.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
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