Pizza Power Play: Analyst Says Domino's Gains Share, Papa Johns Holds Steady, Pizza Hut Loses Ground

Bank of America analyst Sara Senatore says restaurant investing remains complex despite consumer familiarity with the sector. In a value-driven market, chains that deliver on product, experience, and consistency are outperforming, according to the analyst. Senatore reiterated Buy ratings on Domino’s and Papa John’s, citing strong positioning and expected improvements from future investments. Pizza Hut parent Yum! Brands hold a Neutral rating, with steady asset returns but shrinking shares. Senatore rated Bloomin’ Brands as Underperform due to weak sales prospects and sees McDonald’s Neutral rating, noting its margins and appeal could improve with cost savings or if market sentiment shifts toward defensive stocks.