Krispy Kreme: Plan To Fix The Glaze
Krispy Kreme's past growth was impressive but unprofitable, leading to heavy debt and a collapsing stock price. Management now has a credible turnaround plan: focus on core products, cut costs, shift to asset-light franchising, and reduce debt. Valuation has reset after the sell-off; current price offers 40-50% upside if the turnaround plan gains traction.
International Markets and Krispy Kreme (DNUT): A Deep Dive for Investors
Examine the evolution of Krispy Kreme's (DNUT) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.
Krispy Kreme, Inc. (DNUT) Q1 2025 Earnings Call Transcript
Krispy Kreme, Inc. (NASDAQ:DNUT ) Q1 2025 Results Conference Call May 8, 2025 8:30 AM ET Company Participants Alexandre Eldredge - Investor Relations Joshua Charlesworth - President & Chief Executive Officer Jeremiah Ashukian - EVP & Chief Financial Officer Conference Call Participants Rahul Krotthapalli - JPMorgan Daniel Guglielmo - Capital One Securities Isiah Austin - Bank of America Andrew Wolf - C.L. King Bill Chappell - Truist Securities Operator Hello, everyone, and thanks for standing by.
Krispy Kreme pauses doughnut rollout with McDonald's after surprising lack of demand
Krispy Kreme also pulled its full-year outlook due to "macroeconomic softness and the uncertainty around the McDonald's deployment schedule."
Krispy Kreme stock plunges nearly 30% as it ends dividends, pauses McDonald's expansion
Shares of Krispy Kreme Inc. (NASDAQ: DNUT) plunged more than 28% on Thursday after the doughnut-and-coffee chain said it will no longer pay out its quarterly dividend, and that it was “reassessing” the deployment of its planned McDonald's rollout and fell short of earnings expectations, according to Bloomberg.
Krispy Kreme: Avoid These Stale Doughnuts
Krispy Kreme's shares have plummeted by over 60%, and despite the drop, the stock's valuation remains high at 79.7x Fwd P/E, raising solvency concerns. The partnership with McDonald's has underperformed, leading to a pause in expansion plans, which significantly impacted investor confidence and share prices. Krispy Kreme's financial health is precarious with nearly $1 billion in debt and a net leverage ratio of 6.1x, risking potential covenant breaches.
Krispy Kreme Stock Tanks After Sales Drop, Dividend Pause, More Downbeat News
Krispy Kreme pushed out a lot of news today. Investors donut like what they see.
Here's What Key Metrics Tell Us About Krispy Kreme (DNUT) Q1 Earnings
While the top- and bottom-line numbers for Krispy Kreme (DNUT) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Krispy Kreme (DNUT) Reports Q1 Loss, Misses Revenue Estimates
Krispy Kreme (DNUT) came out with a quarterly loss of $0.05 per share versus the Zacks Consensus Estimate of a loss of $0.06. This compares to earnings of $0.07 per share a year ago.
Krispy Kreme Withdraws 2025 Outlook, Dividend as Macroeconomic Woes Hang Over Operations
Krispy Kreme withdrew its outlook for the year and said it will stop paying a quarterly dividend, making it the latest company to exercise a more cautious approach in an uncertain economic climate.
Analysts Estimate Krispy Kreme (DNUT) to Report a Decline in Earnings: What to Look Out for
Krispy Kreme (DNUT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Krispy Kreme: Upside From Here Is Much More Attractive
Reiterate a buy rating for Krispy Kreme (DNUT) due to solid fundamentals and growth drivers, despite the recent unjustified sell-off. DNUT's Delivered Fresh Daily (DFD) strategy is proving successful, with significant revenue growth and expansion in both domestic and international markets. Strategic moves like refranchising mature markets and outsourcing logistics are expected to enhance margins and scalability, reducing debt and operational costs.
