Fair point, but Pizza Hut went from exclusive negotiations to a completed transaction in 18 days. $PZZA is now at day 105 since exclusive negotiations were reported, with no deal and no update.

Congrats to $PZZA management. -68% in five years. That’s one way to create shareholder value.

There is no mispricing. $PZZA is cheap because it deserves to be cheap, plain and simple. Also, following the Pizza Hut sale, I expect the stock to drift toward $25.

Yep, its a pretty loud message. 👇 $PZZA

$PZZA Getting cheap, or better pies out there.

$47 for $PZZA is ballpark (even a few bucks rich) the multiple PH ex China just sold for so there is literally no excuse for the board not to strongly consider this…I know I know, don’t forget the massive impact of Toy Story 37 on sales (said no one)…

If you favor these stocks: $PZZA $FOSL $ELVN Click the link on the homepage to join the free WhatsApp chat group. All holders are welcome inside to share market trends and grab fresh market updates. potential stocks daily and provide real-time risk warnings.

If Pizza Hut takes meaningful share from $PZZA, I wouldn't be surprised to see the stock re-rate lower by 25% or more. Competing against a stronger Pizza Hut will be challenging.

A stronger Pizza Hut following the acquisition could put significant pressure on $PZZA. If market share starts shifting, a take-private transaction may become the most logical outcome.

yo videos en tiktok de Oliver mencioando a los de pzza...

Your daily reminder that @PapaJohns board of directors doesnt give a crap about their fiduciary duties or investors. $PZZA

@tpenegor33 If Earth Capital is willing to raise its offer to $55–57 per share, $PZZA shareholders deserve a serious evaluation of that opportunity. Don’t let potential value slip away.

valuation bottom $PZZA @TylerHardt

Struggling Pizza Hut sold for 2.7 billion...I think $PZZA worth about 40-42 after seeing this. Not a huge upside but I trade a few shares still here and there, buy at lows and trim on b/o rumors.

ok now that Pizza Hut is gone PE can shift their attention back to $PZZA

This deal might give some glimmer of hope to suffering $PZZA bagholders that another deal might come

$YUM sells pizza hut-r we next? $PZZA

If you favor these stocks: $PZZA $FOSL $ELVN Click the link on the homepage to join the free WhatsApp chat group. All holders are welcome inside to share market trends and grab fresh market updates. potential stocks daily and provide real-time risk warnings.

The Carry shelf (19 constituents) is not sector-pure. It clusters around biotech/health care, uranium/resources, and consumer discretionary/product cyclicals, with smaller representation from software, semis, financials, real estate technology, and LNG. The common denominator is not industry momentum; it is persistence into the Carry regime. Biotech / Health Care $NMRA $TOI $OCGN $CYTK Uranium / Nuclear Fuel $UROY $EU Metals / Mining / Critical Resources $PLG $FSM $AREC Software / Internet / Digital Platforms $FIVN $Z Semiconductors / Auto-Tech $INDI Consumer Discretionary / Consumer Products $PZZA $BIRK $GT $NWL $GIS $CG $NEXT