Explore how Krispy Kreme's (DNUT) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.
Krispy Kreme, Inc. ( DNUT ) Q3 2025 Earnings Call November 6, 2025 8:30 AM EST Company Participants Christine McDevitt Joshua Charlesworth - President, CEO & Director Raphael Duvivier - Chief Financial Officer Conference Call Participants Daniel Guglielmo - Capital One Securities, Inc., Research Division Brian Harbour - Morgan Stanley, Research Division Sara Senatore - BofA Securities, Research Division Rahul Krotthapalli - JPMorgan Chase & Co, Research Division Alexandra Gaillard - BNP Paribas, Research Division Presentation Operator Hello, everyone, and thank you for standing by. My name is Ellie, and I will be your conference operator today.
The headline numbers for Krispy Kreme (DNUT) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
| Food Products Industry | Consumer Staples Sector | Joshua Charlesworth CEO | XDUS Exchange | US50101L1061 ISIN |
| US Country | 21,000 Employees | - Last Dividend | - Last Split | 1 Jul 2021 IPO Date |
Krispy Kreme, Inc., along with its subsidiaries, is a global producer of doughnuts, with operations spanning across the United States, the United Kingdom, Ireland, Australia, New Zealand, Mexico, Canada, Japan, and other international locations. The company is segmented into three core areas: U.S., International, and Market Development, delivering a comprehensive range of doughnut experiences. Krispy Kreme is known for its iconic hot light theater and fresh shops, offering products through a variety of channels including grocery and convenience stores, quick service restaurants, club memberships, drug stores, and e-commerce platforms. Initially founded as Krispy Kreme Doughnuts, Inc., the company underwent a name change to Krispy Kreme, Inc. in May 2021, signaling a new era in its storied history since its inception in 1937. Based in Charlotte, North Carolina, Krispy Kreme continues to evolve, with a focus on innovation and global expansion.
Krispy Kreme offers a unique doughnut experience through its hot light theater and fresh shops. These venues provide customers the excitement of watching doughnuts being freshly made, enhancing the traditional purchase process. Additionally, Krispy Kreme's doughnuts are distributed daily to branded cabinets and merchandising units located within grocery and convenience stores, as well as quick service restaurants, club memberships, drug stores, and through e-commerce. This wide distribution ensures that Krispy Kreme's offerings are accessible across various environments.
The company extends its brand through a sweet treat line that includes Krispy Kreme branded products. This range capitalizes on the company’s doughnut heritage while offering consumers additional sweet options to enjoy.
Beyond doughnuts, Krispy Kreme diversifies its portfolio with Insomnia Cookies, a brand focusing on delivering warm, delicious cookies right to the customer's door. The offerings under this brand also include cookie cakes, ice cream, cookie-wiches, and brownies, catering to a wide variety of dessert preferences.
Krispy Kreme operates a network of both company-owned and franchise shops. This business model allows for a broader global presence and ensures that customers worldwide can enjoy the Krispy Kreme experience. Each shop upholds the high-quality and service standards that Krispy Kreme is known for, ensuring a consistent customer experience regardless of geographic location.