Papa John's grants stock awards to retain key executives

Published 19/07/2024, 21:52
Papa John's grants stock awards to retain key executives

Papa John's International Inc. (NASDAQ:PZZA) has implemented a new incentive plan for its top executives, aiming to bolster retention and align their interests with shareholder value. On July 17, 2024, the company's Compensation Committee approved one-time performance-based restricted stock unit awards (Retention Awards) under the 2018 Omnibus Incentive Plan for key executives, including CFO and Interim CEO Ravi Thanawala and Chief Legal and Risk Officer Caroline Oyler.

These Retention Awards are structured to reward executives for the long-term growth of Papa John's stock price. The awards are contingent on the company's stock price reaching certain appreciation hurdles over a three-year period and require the executives to remain with the company for four years from the grant date.

The performance hurdles are set at 30%, 58%, and 80% stock price appreciation from the average closing price of $47.34 on July 3, 2024. For the executives to earn their respective awards, the company's common stock must exceed these targets for 30 consecutive trading days within the three-year performance period. Regardless of when these targets are met, the awards will vest on the fourth anniversary of the grant date.

Thanawala received 39,607 performance-based restricted stock units, equating to a grant value of $1,875,000, and Oyler was awarded 27,725 units, corresponding to $1,312,500. These numbers represent the potential total awards, assuming 100% achievement of the stock price hurdles.

The plan also outlines provisions for the awards in the event of termination. If an executive is terminated without cause, the awards may vest based on the stock price hurdles achieved to date. In cases of death or disability, the awards will vest according to actual achievement as of the termination date. Additionally, a "double trigger" provision accelerates equity in the event of an executive's involuntary termination following a corporate transaction.

In other recent news, Papa John's has been the focus of several financial analyst firms following its first-quarter earnings report for 2024. Despite surpassing expectations in earnings per share and margins, largely due to favorable commodity costs, the pizza chain saw a more significant drop in domestic same-store sales than anticipated. This led KeyBanc, Benchmark, BMO Capital Markets, and Stifel to adjust their price targets for the company, while maintaining their respective ratings.

Papa John's has revised its North American same-store sales guidance to a range of flat to low single-digit negative and also lowered its adjusted EBIT forecast to between $145 million and $155 million. Analysts from these firms have adjusted their earnings estimates for the company accordingly. Despite these changes, they believe that Papa John's can potentially improve same-store sales trends as it continues to implement its "Back to Better 2.0" strategy.

InvestingPro Insights

Papa John's International Inc. (NASDAQ:PZZA) has shown a commitment to its shareholders through consistent dividend payments and growth, as evidenced by the fact that the company has raised its dividend for 3 consecutive years and has maintained dividend payments for 12 consecutive years. This dedication to returning value to shareholders aligns with the company's recent incentive plan designed to encourage long-term growth and executive retention.

InvestingPro data reveals that Papa John's has a market capitalization of $1.36 billion and is trading at a P/E ratio of 18.14. While this P/E ratio may seem elevated relative to near-term earnings growth, the company's profitability over the last twelve months and analysts' predictions that the company will remain profitable this year provide a positive outlook for potential investors.

For readers looking for deeper insights and additional analysis, there are more InvestingPro Tips available that could further inform investment decisions. To explore these further tips and leverage the full suite of tools offered by InvestingPro, use the coupon code PRONEWS24 to get up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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