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Papa John’s Confirms the Appification of TV Is Underway

The pizza industry has been one of the early adopters of digital and mobile technology compared to the rest of the restaurant industry with  Papa John’s (PZZA) at the forefront. This new order app on Apple’s tvOS powered Apple TV  confirms the sea change that is upon when it comes to TV into a consumption + gaming + digital entertainment platform. It’s not lost on us that now one doesn’t need to get off the couch to order a pizza, but we see that as the intersection of our Connected Societ, Cashless Consumption  and Fattening of the Population. One more step closer to Disney’s (DIS)  WALL-E.

 

Papa John’s knows a delicious pizza goes well with marathoning your favorite shows by way of the Apple TV. That’s why the pizza giant has launched a new app to let you order, customize and pay a pizza order directly from the Apple TV itself.

The new app actually beats Domino’s to the punch, a surprising turn of events given Domino’s “emoji” ordering and the Xbox ordering campaign launched a while back. The fact that Papa John’s got to Apple TV first is a milestone for the company in addition to the fact that it was the first pizza chain to offer up digital ordering back in 2001 and the first to introduce mobile ordering back in 2007.

Source: The new Papa John’s app for Apple TV makes ordering a breeze

About the Author

Chris Versace, Chief Investment Officer
I'm the Chief Investment Officer of Tematica Research and editor of Tematica Investing newsletter. All of that capitalizes on my near 20 years in the investment industry, nearly all of it breaking down industries and recommending stocks. In that time, I've been ranked an All Star Analyst by Zacks Investment Research and my efforts in analyzing industries, companies and equities have been recognized by both Institutional Investor and Thomson Reuters’ StarMine Monitor. In my travels, I've covered cyclicals, tech and more, which gives me a different vantage point, one that uses not only an ecosystem or food chain perspective, but one that also examines demographics, economics, psychographics and more when formulating my investment views. The question I most often get is "Are you related to…."

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