Form: 10-Q

Quarterly report pursuant to Section 13 or 15(d)

August 7, 2000

10-Q: Quarterly report pursuant to Section 13 or 15(d)

Published on August 7, 2000



SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549

FORM 10-Q

(MARK ONE)

/X/ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES
EXCHANGE ACT OF 1934

FOR THE QUARTERLY PERIOD ENDED JUNE 25, 2000

OR

/ / TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES
EXCHANGE ACT OF 1934


COMMISSION FILE NUMBER: 0-21660

PAPA JOHN'S INTERNATIONAL, INC.
(EXACT NAME OF REGISTRANT AS SPECIFIED IN ITS CHARTER)

DELAWARE 61-1203323
(STATE OR OTHER JURISDICTION OF (I.R.S. EMPLOYER IDENTIFICATION
INCORPORATION OR ORGANIZATION) NUMBER)

2002 PAPA JOHN'S BOULEVARD
LOUISVILLE, KENTUCKY 40299-2334
(ADDRESS OF PRINCIPAL EXECUTIVE OFFICES)

(502) 261-7272
(REGISTRANT'S TELEPHONE NUMBER, INCLUDING AREA CODE)
- -------------------------------------------------------------------------------

Indicate by check mark whether the registrant (1) has filed all
reports required to be filed by Section 13 or 15(d) of the Securities
Exchange Act of 1934 during the preceding 12 months (or for such shorter
period that the registrant was required to file such reports), and (2)
has been subject to such filing requirements for the past 90 days:

Yes X No
--- ---

At August 2, 2000, there were outstanding 24,202,460 shares of the
registrant's common stock, par value $.01 per share.


INDEX

PART I. FINANCIAL INFORMATION Page No.
--------
Item 1. Financial Statements

Condensed Consolidated Balance Sheets --
June 25, 2000 and December 26, 1999 2

Condensed Consolidated Statements of Income --
Three Months and Six Months Ended June 25, 2000
and June 27, 1999 3

Condensed Consolidated Statements of
Stockholders' Equity - Six Months Ended June 25,
2000 and June 27, 1999 4

Condensed Consolidated Statements of Cash Flows -
Six Months Ended June 25, 2000 and
June 27, 1999 5

Notes to Condensed Consolidated Financial
Statements 6

Item 2. Management's Discussion and Analysis of Financial
Condition and Results of Operations 8

PART II. OTHER INFORMATION

Item 1. Legal Proceedings 13

Item 4. Submission of Matters to a Vote of Security
Holders 13

Item 6. Exhibits and Reports on Form 8-K 13

Item 7a. Quantitative and Qualitative Disclosures about
Market Risk 14

1



PART I. FINANCIAL INFORMATION
ITEM 1. FINANCIAL STATEMENTS

PAPA JOHN'S INTERNATIONAL, INC. AND SUBSIDIARIES
CONDENSED CONSOLIDATED BALANCE SHEETS



(In thousands) JUNE 25, 2000 DECEMBER 26, 1999
- ---------------------------------------------------------------------------------------------------------------------
(UNAUDITED) (NOTE)

ASSETS
Current assets:
Cash and cash equivalents $ 14,866 $ 3,698
Accounts receivable 18,792 21,415
Inventories 11,049 10,637
Prepaid expenses and other current assets 5,433 7,378
Deferred income taxes 3,278 2,977
- ---------------------------------------------------------------------------------------------------------------------
Total current assets 53,418 46,105

Investments 5,397 22,086
Net property and equipment 245,770 227,813
Notes receivable from franchisees 16,687 11,743
Intangibles 52,119 47,669
Other assets 16,441 16,635
- --------------------------------------------------------------------------------------------------------------------
Total assets $ 389,832 $372,051
=====================================================================================================================

LIABILITIES AND STOCKHOLDERS' EQUITY
Current liabilities:
Accounts payable $ 19,718 $ 24,947
Accrued expenses 39,686 38,516
Current portion of debt 1,778 5,308
- ---------------------------------------------------------------------------------------------------------------------
Total current liabilities 61,182 68,771

Unearned franchise and development fees 6,896 6,222
Long-term debt, net of current portion 119,710 925
Deferred income taxes 3,164 2,109
Other long-term liabilities 2,326 1,891

Stockholders' equity:
Preferred stock - -
Common stock 305 305
Additional paid-in capital 190,853 189,920
Accumulated other comprehensive loss (530) (390)
Retained earnings 159,009 134,492
Treasury stock (153,083) (32,194)
- ---------------------------------------------------------------------------------------------------------------------
Total stockholders' equity 196,554 292,133
- --------------------------------------------------------------------------------------------------------------------
Total liabilities and stockholders' equity $ 389,832 $372,051
=====================================================================================================================

Note: The balance sheet at December 26, 1999 has been derived from the
audited consolidated financial statements at that date but does not
include all information and footnotes required by accounting principles
generally accepted in the United States for a complete set of financial
statements.

SEE ACCOMPANYING NOTES.

2


PAPA JOHN'S INTERNATIONAL, INC. AND SUBSIDIARIES
CONDENSED CONSOLIDATED STATEMENTS OF INCOME
(UNAUDITED)


THREE MONTHS ENDED SIX MONTHS ENDED
(In thousands, except per share amounts) JUNE 25, 2000 JUNE 27, 1999 JUNE 25, 2000 JUNE 27, 1999
- -------------------------------------------------------------------------------------------------------------------


REVENUES:
Restaurant sales $112,753 $98,226 $224,006 $192,678
Franchise royalties 12,653 10,104 24,798 19,522
Franchise and development fees 1,534 1,775 3,041 3,245
Commissary sales 91,965 76,084 181,887 146,088
Equipment and other sales 12,630 14,195 24,852 26,202
- -------------------------------------------------------------------------------------------------------------------
Total revenues 231,535 200,384 458,584 387,735

COSTS AND EXPENSES:
Restaurant expenses:
Cost of sales 27,779 24,355 55,600 47,582
Salaries and benefits 30,854 27,086 61,724 52,404
Advertising and related costs 11,112 9,136 21,832 17,272
Occupancy costs 5,532 4,660 11,013 9,251
Other operating expenses 15,207 13,147 30,543 25,871
- -------------------------------------------------------------------------------------------------------------------
90,484 78,384 180,712 152,380
Commissary, equipment and other expenses:
Cost of sales 77,809 68,419 154,202 130,773
Salaries and benefits 6,967 5,946 13,692 11,556
Other operating expenses 7,839 7,331 15,557 14,180
- -------------------------------------------------------------------------------------------------------------------
92,615 81,696 183,451 156,509
General and administrative expenses 17,004 14,330 34,412 28,425
Advertising litigation expense 128 - 1,017 -
Pre-opening and other general expenses 722 1,330 940 2,596
Depreciation and amortization expense 8,439 5,746 16,662 11,276
- -------------------------------------------------------------------------------------------------------------------
Total costs and expenses 209,392 181,486 417,194 351,186
- -------------------------------------------------------------------------------------------------------------------

Operating income 22,143 18,898 41,390 36,549
Other income (expense):
Investment income 592 836 884 1,628
Interest expense (1,670) - (2,474) (151)
- -------------------------------------------------------------------------------------------------------------------

Income before income taxes 21,065 19,734 39,800 38,026
Income tax expense 8,089 7,400 15,283 14,310
- -------------------------------------------------------------------------------------------------------------------
Net income $ 12,976 $12,334 $ 24,517 $ 23,716
===================================================================================================================
Basic earnings per share $ 0.51 $ 0.41 $ 0.94 $ 0.79
===================================================================================================================
Diluted earnings per share $ 0.51 $ 0.40 $ 0.93 $ 0.76
===================================================================================================================

Basic weighted average shares outstanding 25,276 30,166 26,063 30,066
===================================================================================================================
Diluted weighted average shares outstanding 25,542 31,065 26,323 31,082
===================================================================================================================

Note: Certain 1999 amounts have been reclassified to conform to the 2000
presentation.

SEE ACCOMPANYING NOTES.

3


PAPA JOHN'S INTERNATIONAL, INC. AND SUBSIDIARIES
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY
(UNAUDITED)



ACCUMULATED
ADDITIONAL OTHER TOTAL
COMMON PAID-IN COMPREHENSIVE RETAINED TREASURY STOCKHOLDERS'
(Dollars in thousands) STOCK CAPITAL INCOME (LOSS) EARNINGS STOCK EQUITY
- -----------------------------------------------------------------------------------------------------------------------------------

Balance at December 27, 1998 $298 $166,209 $ 688 $ 87,456 $ (481) $ 254,170
Comprehensive income:
Net income - - - 23,716 - 23,716
Unrealized gain on investments,
net of tax of $33 - - 139 - - 139
-----------------
Comprehensive income 23,855
Exercise of stock options 5 8,525 - - - 8,530
Tax benefit related to exercise of
non-qualified stock options - 2,747 - - - 2,747
Deferred tax asset - pooling of interests
business combination - 5,245 - - - 5,245
Other - 69 - (252) - (183)
- -----------------------------------------------------------------------------------------------------------------------------------
Balance at June 27, 1999 $303 $182,795 $ 827 $110,920 $ (481) $ 294,364
===================================================================================================================================
Balance at December 26, 1999 $305 $189,920 $ (390) $134,492 $ (32,194) $ 292,133
Comprehensive income:
Net income - - - 24,517 - 24,517
Unrealized loss on investments,
net of tax of $292 - - (502) - - (502)
Other, net 362 362
-----------------
Comprehensive income 24,377
Exercise of stock options - 693 - - - 693
Tax benefit related to exercise of
non-qualified stock options - 169 - - - 169
Acquisition of treasury stock
(4,782,000 shares) - - - - (120,889) (120,889)
Other - 71 - - - 71
- -----------------------------------------------------------------------------------------------------------------------------------
Balance at June 25, 2000 $305 $190,853 $(530) $159,009 $(153,083) $ 196,554
===================================================================================================================================

SEE ACCOMPANYING NOTES.

4



PAPA JOHN'S INTERNATIONAL, INC. AND SUBSIDIARIES
CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS
(UNAUDITED)



SIX MONTHS ENDED
(In thousands) JUNE 25, 2000 JUNE 27, 1999
- -----------------------------------------------------------------------------------------------------------------

OPERATING ACTIVITIES
Net cash provided by operating activities $ 42,246 $ 38,873

INVESTING ACTIVITIES
Purchase of property and equipment (28,517) (45,833)
Purchase of investments - (16,498)
Proceeds from sale or maturity of investments 15,046 21,297
Loans to franchisees (6,231) (1,189)
Loan repayments from franchisees 1,238 2,333
Acquisitions (6,216) (825)
Other 715 444
- --------------------------------------------------------------------------------------------------------------
Net cash used in investing activities (23,965) (40,271)

FINANCING ACTIVITIES
Payments on debt (5,793) (9,815)
Proceeds from debt issuance and line of credit facility 119,000 2,510
Proceeds from exercise of stock options 693 8,530
Tax benefit related to exercise of non-qualified
stock options 169 2,747
Acquisition of treasury stock (120,889) -
Other (120) 80
- --------------------------------------------------------------------------------------------------------------
Net cash provided by (used in) financing activities (6,940) 4,052

Effect of exchange rate changes on cash and cash equivalents (173) -
- --------------------------------------------------------------------------------------------------------------

Net increase in cash and cash equivalents 11,168 2,654
Cash and cash equivalents at beginning of period 3,698 33,814
- --------------------------------------------------------------------------------------------------------------

Cash and cash equivalents at end of period $ 14,866 $ 36,468
==============================================================================================================

SEE ACCOMPANYING NOTES.

5



PAPA JOHN'S INTERNATIONAL, INC. AND SUBSIDIARIES

NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS
(Unaudited)

June 25, 2000

1. BASIS OF PRESENTATION

The accompanying unaudited condensed consolidated financial statements have been
prepared in accordance with accounting principles generally accepted in the
United States for interim financial information and with the instructions to
Form 10-Q and Article 10 of Regulation S-X. Accordingly, they do not include all
of the information and footnotes required by accounting principles generally
accepted in the United States for complete financial statements. In the opinion
of management, all adjustments, consisting of normal recurring accruals,
considered necessary for a fair presentation have been included. Operating
results for the three and six months ended June 25, 2000, are not necessarily
indicative of the results that may be expected for the year ended December 31,
2000. For further information, refer to the consolidated financial statements
and footnotes thereto included in the Annual Report on Form 10-K for Papa John's
International, Inc. (referred to as the "Company", "Papa John's" or in the first
person notations of "we", "us" and "our") for the year ended December 26, 1999.

2. NEW ACCOUNTING PRONOUNCEMENT

In June 1998, the Financial Accounting Standards Board issued Statement of
Financial Accounting Standards No. 133 (SFAS 133), "Accounting for Derivative
Instruments and Hedging Activities". This statement is effective for the Company
beginning in the first quarter of 2001. Due to Papa John's minimal use of
derivatives, management believes that the adoption of SFAS 133 will not have a
material effect on the Company's financial statements.

6


3. SEGMENT INFORMATION

Our reportable segments are business units that provide different products or
services. Separate management of each segment is required because each business
unit is subject to different operational issues and strategies. We have
identified three reportable segments: restaurants, commissaries and franchising.
Segment information is as follows:



THREE MONTHS ENDED SIX MONTHS ENDED
(In thousands) JUNE 25, 2000 JUNE 27, 1999 JUNE 25, 2000 JUNE 27, 1999
- --------------------------------------------------------------------------------------------------------------------------

(NOTE) (NOTE)

REVENUES FROM EXTERNAL CUSTOMERS:
Restaurants $112,753 $ 98,226 $224,006 $192,678
Commissaries 91,965 76,084 181,887 146,088
Franchising 14,187 11,879 27,839 22,767
All others 12,630 14,195 24,852 26,202
- --------------------------------------------------------------------------------------------------------------------------
TOTAL REVENUES FROM EXTERNAL CUSTOMERS $231,535 $200,384 $458,584 $387,735
==========================================================================================================================

INTERSEGMENT REVENUES:
Commissaries $ 32,995 $ 30,004 $ 63,260 $ 56,860
Franchising 39 34 79 68
All others 4,197 3,602 8,197 6,875
- --------------------------------------------------------------------------------------------------------------------------
TOTAL INTERSEGMENT REVENUES $ 37,231 $ 33,640 $ 71,536 $ 63,803
==========================================================================================================================

INCOME BEFORE INCOME TAXES:
Restaurants $ 3,509 $3,524 $ 7,339 $ 8,888
Commissaries 8,022 6,091 15,108 10,470
Franchising 12,048 10,298 23,741 19,655
All others 1,026 1,072 2,008 2,059
Unallocated corporate expenses (A) (3,543) (1,171) (8,360) (2,988)
Elimination of intersegment (profits) losses 3 (80) (36) (58)
- --------------------------------------------------------------------------------------------------------------------------
TOTAL INCOME BEFORE INCOME TAXES $ 21,065 $ 19,734 $ 39,800 $ 38,026
==========================================================================================================================

FIXED ASSETS:
Restaurants $155,765
Commissaries 62,607
All others 6,862
Unallocated corporate assets 101,799
Accumulated depreciation and amortization (81,263)

- ------------------------------------------------------------------
NET FIXED ASSETS $245,770

==================================================================

Note: Certain 1999 amounts have been reclassified to conform to the 2000
presentation.

(A) Includes unallocated corporate expense associated with Perfect Pizza
operations of $1.2 million and $2.4 million for the three and six
months ended June 25, 2000, respectively. Net interest expense
(interest expense less investment income), which is included in
unallocated corporate expense, was $1.1 million for the three months
ended June 25, 2000 compared to net investment income of $836,000 for
the three months ended June 27, 1999. For the six months ended June 25,
2000, net interest expense was $1.6 million compared to net investment
income of $1.5 million for the comparable 1999 period.

7


ITEM 2. MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS
OF OPERATIONS.

RESTAURANT PROGRESSION



THREE MONTHS ENDED SIX MONTHS ENDED
JUNE 25, JUNE 27, JUNE 25, JUNE 27,
2000 1999 2000 1999
- ---------------------------------------------------------------------------------------------------------------

PAPA JOHN'S RESTAURANTS:
U.S. COMPANY-OWNED:
Beginning of period 593 514 573 514
Opened 11 6 16 10
Closed (1) - (1) (1)
Sold to franchisees - (1) (5) (6)
Acquired from franchisees 2 - 22 2
- ---------------------------------------------------------------------------------------------------------------
End of period 605 519 605 519
- ---------------------------------------------------------------------------------------------------------------

INTERNATIONAL COMPANY-OWNED:
Beginning of period - - - -
Opened 1 - 1 -
- ---------------------------------------------------------------------------------------------------------------
End of period 1 - 1 -
- ---------------------------------------------------------------------------------------------------------------

U.S. FRANCHISED:
Beginning of period 1,722 1,435 1,681 1,365
Opened 67 91 129 160
Closed (3) (4) (9) (6)
Sold to Company (2) - (22) (2)
Acquired from Company - 1 5 6
- ---------------------------------------------------------------------------------------------------------------
End of period 1,784 1,523 1,784 1,523
- ---------------------------------------------------------------------------------------------------------------

INTERNATIONAL FRANCHISED:
Beginning of period 33 9 26 6
Opened 13 6 20 9
- ---------------------------------------------------------------------------------------------------------------
End of period 46 15 46 15
- ---------------------------------------------------------------------------------------------------------------

Total at end of period 2,436 2,057 2,436 2,057
===============================================================================================================

PERFECT PIZZA RESTAURANTS:
COMPANY-OWNED:
Beginning of period 11 - 12 -
Closed - - (1) -
Acquired from franchisees 1 - 1 -
- ---------------------------------------------------------------------------------------------------------------
End of period 12 - 12 -
- ---------------------------------------------------------------------------------------------------------------

FRANCHISED:
Beginning of period 194 - 194 -
Opened 3 - 3 -
Sold to Company (1) - (1) -
- ---------------------------------------------------------------------------------------------------------------
End of period 196 - 196 -
- ---------------------------------------------------------------------------------------------------------------

Total at end of period 208 - 208 -
===============================================================================================================


8



RESULTS OF OPERATIONS

REVENUES. Total revenues increased 15.5% to $231.5 million for the three months
ended June 25, 2000, from $200.4 million for the comparable period in 1999, and
18.3% to $458.6 million for the six months ended June 25, 2000, from $387.7
million for the comparable period in 1999.

Restaurant sales increased 14.8% to $112.8 million for the three months ended
June 25, 2000, from $98.2 million for the comparable period in 1999, and 16.3%
to $224.0 million for the six months ended June 25, 2000, from $192.7 million
for the comparable period in 1999. These increases were primarily due to
increases of 14.4% and 14.6% in the number of equivalent Company-owned Papa
John's restaurants open during the three and six months ended June 25, 2000,
respectively, compared to the corresponding period in the prior year.
"Equivalent restaurants" represent the number of restaurants open at the
beginning of a given period, adjusted for restaurants opened, closed, acquired
or sold during the period on a weighted average basis. Also, sales increased
2.0% for the three months ended June 25, 2000, over the comparable period in
1999, and 3.0% for the six months ended June 25, 2000, over the comparable
period in 1999, for Company-owned Papa John's restaurants open throughout both
periods. Sales for the three and six months ended June 25, 2000, for the
Company-owned Perfect Pizza restaurants acquired in November 1999, contributed
1.1% and 1.2%, respectively, to the overall increase.

Franchise royalties increased 25.2% to $12.7 million for the three months ended
June 25, 2000, from $10.1 million for the comparable period in 1999, and 27.0%
to $24.8 million for the six months ended June 25, 2000, from $19.5 million for
the comparable period in 1999. These increases were primarily due to increases
of 18.6% and 19.7% in the number of equivalent franchised domestic Papa John's
restaurants open during the three and six months ended June 25, 2000, compared
to the corresponding periods in 1999. Also, sales increased 2.1% for the three
months ended June 25, 2000, over the comparable period in 1999, and 2.6% for the
six months ended June 25, 2000, over the comparable period in 1999, for
franchised Papa John's restaurants open throughout both periods. Royalties for
the three and six months ended June 25, 2000, from Perfect Pizza franchised
restaurants contributed 7.9% and 8.2%, respectively, to the overall increase.

Franchise and development fees decreased to $1.5 million for the three months
ended June 25, 2000, from $1.8 million for the comparable period in 1999, and
decreased to $3.0 million for the six months ended June 25, 2000, from $3.2
million for the comparable period in 1999. These decreases were due to fewer
franchised restaurant openings in the current year comparable periods.

Commissary sales increased 20.9% to $92.0 million for the three months ended
June 25, 2000, from $76.1 million for the comparable period in 1999, and 24.5%
to $181.9 million for the six months ended June 25, 2000, from $146.1 million
for the comparable period in 1999. These increases were primarily the result of
the increases in equivalent franchised restaurants previously noted. Perfect
Pizza commissary operations contributed 6.9% and 7.1%, respectively, to the
overall increase.

Equipment and other sales decreased 11.0% to $12.6 million for the three months
ended June 25, 2000, from $14.2 million for the comparable period in 1999, and
5.2% to $24.9 million for the six months ended June 27, 2000, from $26.2 million
for the comparable period in 1999. The decreases primarily relate to lower
equipment package sales due to fewer franchised restaurant openings than in the
prior year comparable periods as previously noted.

COSTS AND EXPENSES. Total restaurant expenses as a percentage of restaurant
sales increased to 80.2% for the three months ended June 25, 2000 compared to
79.8% for the comparable period in 1999 and increased to 80.7% for the six
months ended June 25, 2000, from 79.1% for the comparable period in 1999.

Restaurant cost of sales, which consists of food, beverage and paper costs,
decreased as a percentage of restaurant sales to 24.6% for the three months
ended June 25, 2000, from 24.8% for the comparable period in 1999, and increased
to 24.8% for the six months ended June 25, 2000, from 24.7% for the comparable
period in 1999. The decrease in the percentage cost in the second quarter is
primarily due to an increase in sales prices and a decrease in cheese costs,
partially offset by an increase in certain other commodity costs. The impact of
changes in pricing and commodity costs substantially offset one another for the
six month period.

Restaurant salaries and benefits as a percentage of restaurant sales decreased
to 27.4% for the three months ended June 25, 2000, from 27.6% for the comparable
period in 1999, and increased to 27.6% for the six months ended

9


June 25, 2000, from 27.2% for the comparable period in 1999. The decrease for
the three month period ending June 25, 2000 reflects an increase in average
sales prices and labor efficiencies, partially offset by higher wage rates. The
increase for the six month period is primarily the result of a reduction in
sales prices compared to the corresponding period in 1999. Occupancy costs
remained relatively consistent at 4.9% for the three and six months ended
June 25, 2000, as compared to 4.7% and 4.8% for comparable periods in 1999.

Advertising and related costs increased as a percentage of restaurant sales to
9.9% for the three months ended June 25, 2000, from 9.3% for the comparable
period in 1999, and increased to 9.7% for the six months ended June 25, 2000,
from 9.0% for the comparable period in 1999, as a result of increased marketing
activities in response to the competitive environment and sales trends.

Other restaurant operating expenses increased as a percentage of restaurant
sales to 13.5% for the three months ended June 25, 2000, from 13.4% for the
comparable period in 1999, and increased as a percentage of restaurant sales to
13.6% for the six months ended June 25, 1999, from 13.4% for the comparable
period in 1999. These increases were primarily due to an increase in certain
recruitment incentives in anticipation of staffing needs related to the 15th
Anniversary promotion and in response to increased fuel costs for drivers. Other
operating expenses includes an allocation of commissary operating expenses equal
to 3% of Company-owned restaurant sales in order to assess a portion of the
costs of dough production, food, equipment purchases and storage to
Company-owned restaurants.

Commissary, equipment and other expenses include cost of sales and operating
expenses associated with sales of food, paper, equipment, information systems,
and printing and promotional items to franchisees and other customers. These
costs decreased as a percentage of combined commissary sales and equipment and
other sales to 88.5% for the three months ended June 25, 2000, as compared to
90.5% for the same period in 1999, and decreased to 88.7% for the six months
ended June 25, 2000, from 90.8% for the same period in 1999.

Cost of sales as a percentage of combined commissary sales and equipment and
other sales decreased to 74.4% for the three months ended June 25, 2000, from
75.8% for the comparable period in 1999, and decreased to 74.6% for the six
months ended June 25, 2000, from 75.9% for the comparable period in 1999. These
decreases were due primarily to certain commissaries reducing commodity costs,
beginning in the second half of 1999, by blending flour internally. Previously,
the flour blending was outsourced. The commissaries also received a higher
margin on cheese during the second quarter 2000 compared to 1999. Additionally,
higher relative gross margins for the Perfect Pizza commissary operations
contributed 0.5% to the overall cost of sales decrease for both the three and
six months ended June 25, 2000, as compared to 1999.

Salaries and benefits remained relatively consistent at 6.7% and 6.6% for the
three and six months ended June 25, 2000, as compared to 6.6% and 6.7% for
comparable periods in 1999. Other operating expenses decreased to 7.5% for the
three and six months ended June 25, 2000, from 8.1% and 8.2% for comparable
periods in 1999. These decreases reflect general operating efficiencies and
leverage on a higher sales base and higher margins for the Perfect Pizza
commissary operations.

General and administrative expenses remained relatively consistent as a
percentage of total revenues at 7.3% and 7.2% for the three months ended June
25, 2000 and June 27, 1999, respectively, and 7.5% and 7.3% for the six months
ended June 25, 2000, and June 27, 1999, respectively.

Advertising litigation expense represents costs associated with the lawsuit
filed against us by Pizza Hut, Inc. claiming that our "Better Ingredients.
Better Pizza." slogan is false and deceptive advertising. The $128,000 and $1.0
million in advertising litigation expense for the three and six months ended
June 25, 2000, respectively, consists primarily of legal costs and costs related
to the potential discontinuation of the use of the "Better Ingredients. Better
Pizza" slogan. See "Part II. Other Information - Item 1. Legal Proceedings" for
additional information.

Pre-opening and other general expenses decreased to $722,000 for the three
months ended June 25, 2000, from $1.3 million for the comparable period in 1999,
and decreased to $940,000 for the six months ended June 25, 2000, from $2.6
million for the comparable period in 1999. These decreases are primarily due to
fewer restaurant relocations. Additionally, during the first quarter 2000, a
$630,000 gain on the divestiture of five restaurants was recognized, compared to
a $592,000 loss on the divestiture of five restaurants and one closure in the
first quarter 1999.

10



Depreciation and amortization as a percentage of total revenues increased to
3.6% for the three and six months ended June 25, 2000, from 2.9% for the
comparable periods in 1999. These increases were primarily due to depreciation
expense associated with the relocation of the Corporate Headquarters to an owned
facility and the continued growth of our commissary system in mid - to late
1999, and an increase in amortization expense related to several acquisitions
made in late 1999 and early 2000. The most significant of these was the November
29, 1999 acquisition of Perfect Pizza Holdings Limited for $32.3 million, which
resulted in $30.9 million of goodwill. Goodwill amortization is $772,000 and
$1,563,000 for the three and six months ended June 25, 2000, respectively, as
compared to $260,000 and $530,000 for the comparable periods in 1999.

Operating income for the three months ended June 25, 2000 increased 17.2% to
$22.1 million compared to $18.9 million for the comparable period in 1999.
Operating income for the six months ended June 25, 2000 increased 13.2% to $41.4
million from $36.5 million for the comparable period in 1999.

INVESTMENT INCOME. Investment income decreased to $592,000 for the three months
ended June 25, 2000, from $836,000 for the comparable period in 1999, and
decreased to $884,000 for the six months ended June 25, 2000, from $1.6 million
for the comparable period in 1999. These decreases reflect a decrease in our
average investment portfolio balance, partially offset by an increase in the
average balance of franchise loans. A significant portion of our investment
portfolio was liquidated to fund the repurchase of our common stock.

INTEREST EXPENSE. Interest expense was $1.7 million for the three months ended
June 25, 2000, and increased to $2.5 million for the six months ended June 25,
2000, from $151,000 for the comparable period in 1999, due to amounts borrowed
to fund the repurchase of our common stock.

INCOME TAX EXPENSE. Income tax expense reflects a combined federal, state and
local effective tax rate of 38.4% for the three and six months ended June 25,
2000, compared to 37.5% for the comparable periods in 1999. The effective tax
rate in 2000 increased as a result of less tax-exempt investment income from the
liquidation of investments to fund the repurchase of common stock.

LIQUIDITY AND CAPITAL RESOURCES

Cash flow from operations increased to $42.2 million for the six months ended
June 25, 2000, from $38.9 million for the comparable period in 1999, which is
primarily due to an increase in net income and depreciation and amortization,
partially offset by increased working capital requirements.

We require capital primarily for the development and acquisition of restaurants,
the addition of new commissary and support services facilities and equipment,
the enhancement of corporate systems and facilities, and the funding of
franchisee loans. Additionally, we began a common stock repurchase program in
December 1999. Common stock share repurchases of $120.9 million, capital
expenditures of $28.5 million, acquisitions of $6.2 million, payments on debt of
$5.8 million and loans to franchisees of $6.2 million for the six months ended
June 25, 2000, were funded by advances on an unsecured revolving line of credit
agreement, cash flow from operations and the liquidation of available
investments, cash and cash equivalents.

In addition to restaurant development and potential acquisitions, significant
capital projects for the next 12 months are expected to include the expansion
and relocation of the Phoenix, Arizona distribution center to a full-service
commissary.

The Board of Directors has authorized the repurchase of our common stock up to
$225 million. During the first six months of 2000, the Company repurchased 4.8
million shares for $120.9 million at an average price of $25.28. A total of 6.0
million shares have been repurchased for $152.6 million at an average price of
$25.25 since the repurchase program started in 1999. Subsequent to June 25,
2000, through August 1, 2000, we acquired an additional $6.3 million of common
stock under our share repurchase program, which was funded by our line of
credit.

The Company's debt at June 25, 2000 was $121.5 million compared to $6.2 million
at December 26, 1999. The increase in debt is due to the common stock repurchase
program. EBITDA, excluding the advertising litigation expense, increased 25% to
$30.7 million for the three months ended June 25, 2000 compared to $24.6 million
for the same period prior year and increased 24% to $59.1 million for the six
months ended June 25, 2000 compared to $47.8 million for the corresponding 1999
period.

11


Capital resources available at June 25, 2000, include $14.9 million of cash and
cash equivalents, $5.4 million of investments, and $31 million remaining
borrowing capacity under a $150 million, three-year, unsecured revolving line of
credit agreement expiring in March 2003. The existing line of credit can be
increased an additional $50 million with lender approval. We expect to fund
planned capital expenditures and additional discretionary repurchases of our
common stock, if any, for the next twelve months from these resources and
operating cash flows.

FORWARD LOOKING STATEMENTS

Certain information contained in this quarterly report, particularly information
regarding future financial performance and plans and objectives of management,
is forward looking. Certain factors could cause actual results to differ
materially from those expressed in forward looking statements. These factors
include, but are not limited to, our ability and the ability of our franchisees
to obtain suitable locations and financing for new restaurant development; the
hiring, training, and retention of management and other personnel; competition
in the industry with respect to price, service, location and food quality; an
increase in food cost due to seasonal fluctuations, weather or demand; changes
in consumer tastes or demographic trends; changes in federal or state laws, such
as increases in minimum wage; and risks inherent to international development,
including operational or market risks associated with the planned conversion of
Perfect Pizza restaurants to Papa John's in the United Kingdom. See "Part I.
Item 1. - Business Section - Forward Looking Statements" of the Form 10-K for
the fiscal year ended December 26, 1999 for additional factors.

12



PART II. OTHER INFORMATION

ITEM 1. LEGAL PROCEEDINGS

On August 12, 1998, Pizza Hut, Inc. filed suit against us in the United States
District Court for the Northern District of Texas, claiming that our "Better
Ingredients. Better Pizza." slogan constitutes false and deceptive advertising
in violation of the Lanham Trademark Act. The trial began on October 25, 1999.
On November 18, 1999, the jury returned a verdict that our "Better Ingredients.
Better Pizza." slogan is false and deceptive. On January 3, 2000, the court
announced its judgment, awarding Pizza Hut $468,000 in damages and ordering us
to cease all use of the "Better Ingredients. Better Pizza." slogan. Under the
judge's order, we were to cease using the slogan in print and broadcast
advertising by January 24, 2000, phase out printed promotional materials and
other items containing the slogan (except signage) by March 3, 2000 and remove
the slogan from restaurant signage by April 3, 2000. We have estimated that the
pre-tax costs of complying with the court's order and certain related costs
could approximate $12.0 to $15.0 million, of which $6.1 million was recorded as
pre-tax charges against 1999 earnings. For the three and six months ended June
25, 2000, we incurred $128,000 and $1.0 million, respectively, of pre-tax
charges related to this issue. We filed an appeal of the verdict and the court's
order and a motion for stay of the court's order pending outcome of the appeal.
On January 21, 2000, the United States Court of Appeals for the Fifth Circuit
granted a stay of the District Court judgment pending our appeal. Oral arguments
related to the appeal were held on April 5, 2000. The outcome of the appeal is
unknown at this time. If our appeal is successful, the timing and possibly the
amount of costs to be incurred could be favorably impacted.

We are also subject to claims and legal actions in the ordinary course of our
business. We believe that all such claims and actions currently pending against
us are either adequately covered by insurance or would not have a material
adverse effect on us if decided in a manner unfavorable to us.

ITEM 4. SUBMISSION OF MATTERS TO A VOTE OF SECURITY HOLDERS

Our annual meeting of stockholders was held at 11:00 a.m. on May 24, 2000 at our
corporate offices in Louisville, Kentucky.

At the meeting, our stockholders elected three directors to serve until the 2003
annual meeting of stockholders. The vote counts were as follows:



Affirmative Withheld
----------------------------

O. Wayne Gaunce 23,603,382 1,399,249
Jack A. Laughery 23,603,894 1,398,737
Michael W. Pierce 21,243,394 3,759,237


Our other directors continue to serve in accordance with their previous
elections: until the 2001 annual meeting - Charles W. Schnatter and Richard F.
Sherman; and until the 2002 annual meeting - John H. Schnatter, Blaine E. Hurst
and Wade S. Oney.

At the meeting, our stockholders also ratified the selection of Ernst & Young
LLP as our independent auditors for the fiscal year ending December 31, 2000 by
a vote of 24,982,652 affirmative to 15,109 negative and 4,870 abstention votes.

ITEM 6. EXHIBITS AND REPORTS ON FORM 8-K.

a. Exhibits



Exhibit
Number Description
------- -----------

11 Calculation of Earnings per Share

27 Financial Data Schedule for the six months ended
June 25, 2000, which is submitted electronically
to the Securities and Exchange Commission for
information only and not deemed to be filed with
the Commission.

13



99.1 Cautionary Statements. Exhibit 99.1 to our Annual
Report on Form 10-K for the fiscal year ended
December 26, 1999 (Commission File No. 0-21660)
is incorporated herein by reference.

b. Current Reports on Form 8-K.

There were no reports filed on Form 8-K during the quarterly period ended
June 25, 2000.

ITEM 7a. QUANTITATIVE AND QUALITATIVE DISCLOSURES ABOUT MARKET RISK

The Company's debt is principally comprised of a $119 million outstanding
principal balance on the $150 million unsecured revolving line of credit. The
interest rate on the revolving line of credit is variable and is based on the
London Interbank Offered Rate (LIBOR). An increase in interest rate of 100 basis
points would increase interest expense approximately $1.2 million annually. The
weighted average interest rate on the revolving line of credit was 6.70% as of
June 25, 2000. We have entered into a $100 million interest rate collar, which
is effective until March 2003. The collar establishes a 6.36% floor and a 9.50%
ceiling on the LIBOR base rate on a no-fee basis.

Substantially all of our business is transacted in U.S. dollars. Accordingly,
foreign exchange rate fluctuations do not have a significant impact on the
Company.

Cheese, representing approximately 40% of our food cost, is subject to seasonal
fluctuations, weather, demand and other factors that are beyond our control. We
have entered into a purchasing arrangement with a third-party entity formed at
the direction of the Franchise Advisory Council for the sole purpose of reducing
cheese price volatility. Under this arrangement, we will purchase cheese at a
fixed quarterly price, based in part on historical average cheese prices. Gains
and losses incurred by the selling entity will be passed to us via adjustments
to the selling price over time. Ultimately, we will purchase cheese at a price
approximating the actual average market price, but with less short-term
volatility.

14



SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the
registrant has duly caused this report to be signed on its behalf by the
undersigned thereunto duly authorized.

PAPA JOHN'S INTERNATIONAL, INC.
(Registrant)

Date: August 7, 2000 /s/ E. Drucilla Milby
------------------ -----------------------------------
E. Drucilla Milby, Senior
Vice President, Chief
Financial Officer and
Treasurer


15