Deal Dispatch: GoPro Retains Houlihan Lokey In Strategic Review, Brookfield Buys World Freight Company, YesCare Corp. Bankruptcy

GoPro has retained financial advisers to explore a potential sale following unsolicited inquiries. Brookfield Asset Management acquired World Freight Company for $1.2 billion. Multiple companies announced strategic reviews including Neuphoria Therapeutics and XBP Global Holdings. YesCare Corp. and Spanish Broadcasting System filed for Chapter 11 bankruptcy. Other notable deals include Allegiant's $1.5 billion acquisition of Sun Country Airlines, LVMH's sale of Marc Jacobs for $850 million, and Cantaloupe Inc.'s acquisition by 365 Retail Markets for $848 million.

05/15/2026, 2:44 PM • Benzinga

Capital One's Earnings Miss Raises a Bigger Question: Is the Consumer Finally Cracking?

Capital One's Q1 earnings miss and surging loan-loss provisions signal growing financial strain among average consumers. While tech companies and affluent-focused firms like American Express remain strong, rising credit card delinquencies, missed earnings at Papa John's and McDonald's, and record consumer debt levels suggest the broader economy may be weakening as the 'K'-shaped economy widens.

05/09/2026, 3:30 PM • The Motley Fool

Domino’s Pizza: Outlook for the Berkshire Holding After Q1 Drop

Domino's Pizza shares fell nearly 20% in early 2026 after missing Q1 earnings expectations with revenue of $1.15B (vs. $1.16B expected) and adjusted EPS of $4.13 (vs. $4.29 expected). The company lowered full-year guidance citing weak consumer sentiment and increased competitive pricing pressure. However, Domino's remains the only major pizza chain expanding store count while competitors close locations, and its free cash flow has grown at 16% CAGR since Q1 2023. Berkshire Hathaway has doubled its position to 3.4M shares despite the stock's weakness, reflecting confidence in long-term value.

04/30/2026, 4:54 PM • Investing

$4 Gas Is Draining American Wallets: Here's Why Pizza Stocks Could Actually Gain

A Bank of America analysis of credit card data shows that when gas prices spike, consumers maintain driving but cut discretionary spending, particularly shifting from casual dining to quick-service restaurants and pizza chains. Pizza QSR spending accelerates to 7.8% during gas spikes versus a 5.1% long-term average, making pizza delivery chains potential beneficiaries of this consumer trade-down pattern.

04/13/2026, 12:37 PM • Benzinga

Deal Dispatch: Papa John's May Go Private, Shell Buys Jiffy Lube, Meta Acquires Moltbook

Multiple major M&A transactions are underway across various sectors. Papa John's received a $1.5 billion privatization proposal from Irth Capital Management backed by Brookfield Asset Management. Shell sold Jiffy Lube to Monomoy Capital Partners for $1.3 billion. Meta acquired AI social network Moltbook, while Google completed its $32 billion acquisition of cloud security platform Wiz. Other notable deals include Agilent acquiring Biocare Medical for $950 million and Universal Health Services acquiring Talkspace for $835 million. Meanwhile, several retailers including Eddie Bauer and Saks Global are closing stores amid bankruptcy proceedings.

03/13/2026, 2:29 PM • Benzinga

Shake Shack (SHAK) Shares Slipped Amid Rising Oil Prices: Why Is The Stock Trending Tonight?

Shake Shack shares declined 6.23% during regular trading on Thursday due to surging crude oil prices driven by geopolitical conflict, raising concerns about rising operational costs in the food service industry. The decline was further pressured by insider selling from COO Stephanie Sentell and the announcement of board director Joshua Silverman's resignation effective May 1.

03/13/2026, 2:37 AM • Benzinga

Papa John's Stock Heats Up On Takeover Bid Reports

Papa John's shares surged 19% on Wednesday after reports that Irth Capital Management, a Qatari-backed investment firm supported by Brookfield Asset Management, submitted a takeover bid valued at $47 per share ($1.5 billion), representing a 50% premium to the stock's trading price. Irth, which already owns approximately 10% of Papa John's, previously attempted to acquire the company with Apollo Global Management last year. The bid comes as Papa John's faces competitive pressures from Domino's and plans to close hundreds of U.S. stores and cut corporate jobs.

03/11/2026, 1:12 PM • Benzinga

China's Franchising Boom Cooks Up New Giants, Leaves Mid-Tier Western Chains Behind

China's domestic food and beverage franchising sector is experiencing explosive growth, with homegrown brands like Mixue, Luckin Coffee, and Wallace rapidly expanding to become global leaders. Meanwhile, mid-tier Western chains including Papa John's, Dairy Queen, Dunkin Donuts, and Popeyes are struggling due to insufficient localization and scale, forcing major operational overhauls. The shift reflects changing consumer preferences toward domestic brands post-Covid.

03/04/2026, 9:32 AM • Benzinga

Irenic Dumps Most Papa John's Shares

Irenic Capital Management LP significantly reduced its Papa John's International position by approximately 70%, selling 748,592 shares in Q4 and retaining only 325,108 shares valued at $12.5 million. The stake now represents just 0.8% of the fund's AUM, dropping out of its top five holdings. Papa John's stock has underperformed the market, declining 30.7% over the past year while the S&P 500 gained 16.4%, amid struggling North American same-store sales.

02/22/2026, 10:08 AM • The Motley Fool

Table For None: Restaurant Chains That Closed Locations In 2025

The restaurant industry faced significant challenges throughout 2025 as rising dining costs and declining customer traffic forced major chains to close hundreds of locations. Starbucks shuttered ~500 North American cafes, Denny's closed 70-90 units, Papa John's closed 173 locations globally, Wendy's closed hundreds under 'Project Fresh,' and other major chains including Jack-In-The-Box, Bloomin' Brands, Noodles & Co, and Darden Restaurants also announced substantial closures as part of cost-cutting and restructuring efforts.

12/30/2025, 3:21 PM • Benzinga

Papa John’s $2.7 Billion Takeover Bid: A Price on Untapped Value

Papa John's received an all-cash takeover offer of $65 per share from TriArtisan Capital Advisors, valuing the company at $2.7 billion. The offer highlights the company's potential for turnaround, driven by strong international growth and strategic operational improvements.

11/12/2025, 2:03 PM • Investing

Papa John’s Stock Rises on Apollo’s $64 Bid — Turnaround Story Still Far from Done

Private-equity firm Apollo Global Management made a $64 per-share buyout bid for Papa John's, valuing the pizza chain at approximately $3 billion. The offer represents a potential 21% upside and validates the company's ongoing turnaround efforts under new CEO Todd Penegor.

10/20/2025, 11:35 AM • Investing

Stock Market Today: S&P 500, Nasdaq Futures Rise— Bank Of America, Morgan Stanley, Abbott Earnings In Focus (UPDATED)

U.S. stock futures advanced on Wednesday, with major banks reporting earnings and investors anticipating key financial reports from Bank of America, Morgan Stanley, and Abbott Laboratories. Federal Reserve Chair Jerome Powell's comments suggested potential rate cuts, influencing market sentiment.

10/15/2025, 9:05 AM • Benzinga

Papa Johns Canada Brings Back the Butter Chicken Pizza

Papa Johns Canada has reintroduced its popular Butter Chicken Pizza, featuring a velvety, tangy sauce, grilled chicken, green peppers, and onions on fresh dough, priced at $19.99.

10/13/2025, 7:00 AM • GlobeNewswire