Papa John's vs Sally Beauty

Papa John's International Inc. and Sally Beauty Holdings Inc. This page compares their business models, financial performance, and market context in a clear, accessible way for readers seeking neutral information. Educational content, not financial advice.

Papa John's International Inc. and Sally Beauty Holdings Inc. This page compares their business models, financial performance, and market context in a clear, accessible way for readers seeking neutral...

Comparison Snapshot

Key Financial Metrics

PZZA

Metric

SBH

$1.19B

Market Cap

$1.52B

47.92%

Potential Profit

6.84%

Buy

Analyst Rating

Hold

Investment Analysis

Papa John's

PZZA

Pros

Global system-wide restaurant sales increased by 2% year-over-year, driven by international growth and new restaurant openings.
International comparable sales grew 7%, indicating strong expansion opportunities outside North America.
Opened 45 new restaurants in 2025 Q3, including 27 international locations, supporting ongoing network expansion.

Considerations

North America comparable sales declined by 3%, reflecting challenges in the domestic market.
Net income dropped significantly to $4 million from $42 million the prior year quarter, signalling profitability pressure.
Adjusted diluted EPS fell sharply to $0.32 from prior year's $1.27, highlighting margin compression or higher costs.

Sally Beauty

SBH

Pros

Generates substantial revenue of approximately $3.69 billion with positive net income of $194 million trailing twelve months.
Trades at a relatively low forward P/E ratio around 7.79, suggesting potential valuation support.
Operates a strong professional beauty supply business with diverse product lines and two business segments for market reach.

Considerations

Stock price volatility with a 52-week range from $7.54 to $16.82 reflects significant market uncertainty or cyclicality.
Recent stock price decline of about 30% over the past month points to near-term investor concerns or operational issues.
No dividend currently paid, which may limit income appeal for certain investors.

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About The Companies

Papa John's (PZZA)

Papa John's International, Inc. (PZZA) is a US‑based pizza restaurant chain best known for its branded pizzas and emphasis on higher‑quality ingredients. The business operates through a mix of franchised and company‑owned stores across the US and international markets. Revenue streams include franchise fees, royalties, supply‑chain sales and company store operations. With a market capitalisation around $1.73bn, investors often watch metrics such as same‑store sales, franchisee growth, digital ordering trends and margin pressure from commodity costs. Potential growth drivers include international expansion, delivery and digital sales, menu innovation and improved operational efficiency. Key risks are intense competition from other quick‑service pizza operators, sensitivity to ingredient and labour costs, franchisee relations and reputational issues that can affect brand strength. This summary is educational only and not personalised financial advice; values can fall as well as rise, and past performance does not predict future returns. Consider personal circumstances and seek professional advice before investing.

Sally Beauty (SBH)

Sally Beauty Holdings (SBH) is a speciality retail group that sells hair, nail and beauty products to both consumers and professional salons through its Sally Beauty and Beauty Systems Group banners. The business combines thousands of retail outlets with e-commerce channels and private‑label offerings, generating revenue from product sales, repeat professional orders and store franchising/licensing. Investors typically watch SBH for exposure to discretionary consumer spending, salon demand and the ongoing shift from bricks‑and‑mortar to online shopping. Key performance drivers include product mix, inventory and supply‑chain efficiency, margin management and successful digital execution. Main risks are intense competition, shifting beauty trends, macroeconomic sensitivity and operational execution; as a small‑cap company (≈US$1.48bn market capitalisation), the stock can be volatile. This is general educational information, not personalised advice — review company reports, recent results and suitability for your goals and risk tolerance before investing.

Which Baskets Do They Appear In?

Europe's Food Delivery Shake-Up

The likely EU approval of Prosus's €4.1 billion acquisition of Just Eat Takeaway.com is set to create a dominant force in Europe's food delivery market. This major consolidation creates an investment opportunity focused on companies benefiting from the industry's shifting competitive landscape and increased focus on technological efficiency.

Published: August 3, 2025

Explore Basket

Which Baskets Do They Appear In?

Europe's Food Delivery Shake-Up

The likely EU approval of Prosus's €4.1 billion acquisition of Just Eat Takeaway.com is set to create a dominant force in Europe's food delivery market. This major consolidation creates an investment opportunity focused on companies benefiting from the industry's shifting competitive landscape and increased focus on technological efficiency.

Published: August 3, 2025

Explore Basket

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Comparison Snapshot