Pizza Pizza Royalty (PZRIF) AI Stock Analysis
Pizza Pizza Royalty
(Other OTC:PZRIF)
No summary available
Pizza Pizza Royalty (PZRIF) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- $185.38M
- Dividend Yield
- 8.33%
- Average Volume (3M)
- 10.40K
- Price to Earnings (P/E)
- 11.5
- Beta (1Y)
- 0.40
- Revenue Growth
- 0.21%
- EPS Growth
- -2.06%
- Country
- US
- Employees
- 1,100
- Sector
- Consumer Cyclical
- Sector Strength
- 61
- Industry
- Restaurants
Pizza Pizza Royalty Business Overview & Revenue Model
Company Description
Pizza Pizza Royalty Corp., through its subsidiary, Pizza Pizza Royalty Limited Partnership, franchises and operates quick-service restaurants under the Pizza Pizza and Pizza 73 brands in Canada. The company was founded in 1967 and is headquartered in...
Pizza Pizza Royalty Earnings Call Summary
The call presents a mixed picture: management executed successful promotional and product initiatives that drove engagement, category lifts (poutine +36% YoY) and some market share gains, and the royalty pool grew by 20 restaurants. However, core top-line performance weakened with same-store sales down 5.0% and royalty income down 3.6%, nontraditional locations were adversely affected by lower international student enrollment, and financing and payout pressures persist (payout ratio 102%, dividend reduced ~12.9%). Management has taken proactive steps (dividend reduction, cost control, targeted promotions, disciplined unit growth) to stabilize results, but near-term macro and traffic headwinds remain meaningful.
Q2-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Guidance from the call was cautious: management expects the macroeconomic environment to remain challenging in the near term and will prioritize financial stability while driving traffic through value, cultural marketing and product innovation and pursuing disciplined network growth (targeting roughly ~2% annual expansion, i.e., about two dozen traditional stores over time). Key metrics cited include same‑store sales down 5.0% (Pizza Pizza -4.9%, Pizza 73 -5.3%), partnership royalty income down 3.6% to $10.0M for the quarter, 814 restaurants in the royalty pool (712 Pizza Pizza, 102 Pizza 73, up from 794), a network of well over 800 restaurants, and recent net additions of +20 restaurants on Jan 1, 2026 (39 openings less 19 permanent closures). Financial prudence actions: a ~12.9% monthly dividend reduction (from $0.0775 to $0.0675), quarterly dividends of $5.2M ($0.2125/share) versus $5.7M prior ($0.2325), a payout ratio of ~102% (down from 108%), a $2.2M working capital reserve (used $100k in the quarter), interest paid of $439k on a $47M credit facility, and an all‑in facility rate of 3.51% for the next three years (3‑year swap locked at 2.51% vs maturing 1.81%); the company continues to target an annualized payout ratio near 100% while protecting franchisee economics.
Pizza Pizza Royalty Peers Comparison
Overall Rating
TSE:AW71Outperform
TSE:MTY68Neutral
TSE:FOOD38.5Underperform
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| TSE:AW | 71Outperform | CAD 866.46M | 15.28 | 25.64% | 5.30% | 2.77% | 101.33% |
| TSE:MTY | 68Neutral | CAD 741.43M | 6.79 | 12.54% | 4.44% | -3.60% | 234.75% |
| Sector * | 61Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% |
| TSE:FOOD | 39Underperform | CAD 2.99M | -0.22 | 41.50% | ― | -25.68% | -47.57% |
* Consumer Cyclical Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| PZRIF | Pizza Pizza Royalty | 7.52 | -2.79 | -27.05% | |
| TSE:AEG | Aegis Brands Inc. | 0.23 | -0.06 | -20.69% | |
| TSE:MTY | Mty Food Group | 32.46 | -0.36 | -1.10% | |
| TSE:FOOD | Goodfood Market | 0.03 | -0.25 | -89.29% | |
| TSE:AW | A & W Food Services of Canada Inc. | 36.22 | 1.69 | 4.89% |
Disclaimer
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