Stephens said in a note released on Friday that it likes Papa John's Int'l, Inc for its international opportunity and profit and loss leverage in an improving economy. The firm also said it would become more constructive on Wingstop Inc on a pullback.Consumer Placing Value On ConvenienceAnalyst Will Slabaugh said he sees consumer continuing to place a higher value on all forms of convenience in the coming years. Accordingly, the analyst expects those companies that are best positioned in delivery, to-go, speed of service, etc. to be outsized share takers.Stephens is of the view that Papa John's, Wingstop and Domino's Pizza, Inc. are all well positioned where the consumer is going. The firm attributed each concept's outperforming same-store sales growth to its leadership in two or more of the following: technology, delivery and to-go.Papa John's International OpportunityStephens prefers Papa John's for the international opportunity, as it has 1,560 stores internationally compared to 8,000, plus, for Domino's. While noting that the former's international unit growth is estimated at 9 percent in 2016, the firm said it expects growth to continue or accelerate on strong economics and same store sales growth. Given Papa John's larger company-owned mix, the firm sees more opportunity for outperformance in its domestic segment in a strong or improving comp environment.Read more