View Financial HealthKrispy Kreme 配当と自社株買い配当金 基準チェック /06Krispy Kreme現在配当金を支払っていません。主要情報0%配当利回り0.2%バイバック利回り総株主利回り0.2%将来の配当利回り0.7%配当成長-6.7%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向0%最近の配当と自社株買いの更新Upcoming Dividend • Apr 16Upcoming dividend of US$0.035 per shareEligible shareholders must have bought the stock before 23 April 2025. Payment date: 07 May 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.5%. Lower than top quartile of American dividend payers (5.0%). Higher than average of industry peers (2.1%).すべての更新を表示Recent updatesSeeking Alpha • Jul 03Krispy Kreme: Huge Debt Load And No Path Out Of Sales DeclinesSummary Krispy Kreme remains a sell as organic sales continue to decline and the stock trades on a shaky foundation. DNUT faces mid-single-digit organic sales declines, exacerbated by underperforming store closures and the end of its McDonald's partnership. Secular headwinds from healthy eating trends and a risky refranchising strategy threaten long-term stability and operational control. With nearly $1 billion in net debt and leverage over 5x, DNUT's valuation is not compelling despite significant risks. Read the full article on Seeking Alphaお知らせ • Jun 29+ 4 more updatesKrispy Kreme, Inc.(NasdaqGS:DNUT) dropped from Russell 3000E Growth BenchmarkKrispy Kreme, Inc.(NasdaqGS:DNUT) dropped from Russell 3000E Growth Benchmarkお知らせ • Jun 22Krispy Kreme Launches Patriotic Doughnut Collection and Announces July 4Th DealsKrispy Kreme had announced a new patriotic doughnut collection and limited-time deals for gatherings coast to coast. Available beginning Tuesday, June 23, Krispy Kreme’s festive Fourth of July Collection features two brand-new doughnuts and two returning fan favorites created to make America’s 250th birthday as delicious as it is monumental. Packaged in a colorful, custom “Bring Fourth the Fun” dozen box, the collection features: NEW: USA Doughnut – an unglazed shell doughnut filled with Cookies n’ Kreme™, dipped in red icing with patriotic stars and a USA sugar piece. NEW: Firework Doughnut – an Original Glazed® doughnut dipped in vanilla flavored icing with gold glitter and a firecracker sugar piece. Freedom Ring Doughnut – an Original Glazed® doughnut dipped in white icing, blue sprinkles and white stars, piped with red icing stripes. Chocolate Iced with Patriotic Sprinkles – an Original Glazed® doughnut dipped in chocolate icing and sprinkled with patriotic sprinkles. From July 2 through 5, guests can add an Original Glazed® dozen for just $2.50 with the purchase of any dozen or 16-count Minis at regular price. In-shop and drive-thru BOGO orders are limited to two per guest, while online pickup or delivery orders using promo code "USA" on the Krispy Kreme app or website are limited to one per order. As part of the celebration, Krispy Kreme also is inviting fans to show their patriotic spirit on July 4 by wearing red, white, and blue to receive a FREE Original Glazed® doughnut, no purchase necessary, limit one per guest. Krispy Kreme’s Fourth of July Collection will be available in-shop and for pickup or delivery via Krispy Kreme’s app and website, individually and by the dozen. Americans can also enjoy the collection in a Krispy Kreme 6-pack box featuring two each of the Freedom Ring, Chocolate Iced with Patriotic Sprinkles and Original Glazed® doughnuts, available at select retailers.ナラティブの更新 • Jun 16DNUT: Expanded European Rollout Will Support Future Stock Re RatingAnalysts have raised their price target on Krispy Kreme stock to $6.00, citing slightly higher embedded expectations for revenue growth, profit margins, and future P/E assumptions in their models. What’s in the News for Krispy Kreme Krispy Kreme issued new 2026 financial guidance, stating it expects net revenue of US$1.25b to US$1.35b.お知らせ • Jun 15Krispy Kreme Introduces Summer Seasonal Collection with New Doughnuts and BeveragesKrispy Kreme introduced an all-new seasonal collection packed with bright, refreshing flavors. Available beginning Tuesday, June 16 for a limited time at participating Krispy Kreme shops across the U.S., the Summer Seasonal Collection features a mix of delicious new doughnuts and returning fan favorites that are ready to become the flavors of the season. NEW: Original Glazed Strawberry Cake Doughnut – an Original Glazed old-fashioned cake doughnut with strawberry flavor. NEW: Lemon Bar Doughnut – an Original Glazed doughnut dipped in white icing and cookie pieces, topped with a lemon swirl and sweet powdered coating. Key Lime Pie Doughnut – an unglazed shell doughnut filled with key lime pie Kreme, dipped in lime green icing and topped with a frosting dollop and graham flavored crunch. Cannoli Inspired Doughnut – an unglazed ring doughnut dipped in chocolate icing and cookie crunch, topped with cannoli flavored buttercreme and sweet powdered coating. Alongside its classic Frozen Lemonade and Strawberry Chillers, Krispy Kreme is introducing two limited-time flavors for the summer: Watermelon Infused Lemonade Chiller – a crisp frozen lemonade blended with a juicy splash of watermelon flavor, delivering a cool, refreshing twist. Mango Infused Lemonade Chiller – a vibrant frozen lemonade infused with sweet mango, perfectly balancing tropical flavor with a bright citrus finish. As the Summer Seasonal Collection takes center stage, Krispy Kreme's Spring Seasonal Collection is saying goodbye, for now: HERSHEY’S Double Chocolate, Strawberries and Kreme, Banana Pudding and Original Glazed Blueberry Cake Doughnuts will be removed from the menu.Recent Insider Transactions • Jun 08Director recently bought US$2.1m worth of stockOn the 4th of June, Bernardo Hees bought around 630k shares on-market at roughly US$3.36 per share. This transaction amounted to 41% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$2.9m more in shares than they have sold in the last 12 months.ナラティブの更新 • Jun 02DNUT: Expanded European Rollout And Collaborations Will Support Future Re RatingAnalysts have nudged their price target on Krispy Kreme higher to $6, citing updated views on long term revenue growth, profit margins, and a modestly higher future P/E multiple following more constructive recent research coverage. What's in the News Krispy Kreme issued financial guidance for 2026, with net revenue expected in a range of $1.25b to $1.35b.お知らせ • May 26Krispy Kreme Launches Masters of the Universe Collection with Three Themed DoughnutsKrispy Kreme in collaboration with Mattel and Amazon MGM Studios is unleashing the Masters of the Universe Collection – three all-new doughnuts available for a limited time and a custom dozen box inspired by Masters of the Universe heroes and villains of Eternia. He-Man Caramel Crunch Doughnut – a powerhouse of flavor featuring an Original Glazed doughnut dipped in red caramel icing swirled with cheesecake-flavored buttercreme, topped with graham-flavored crumble and a He-Man piece. Skeletor Double Chocolate Doughnut – a wickedly delicious, unglazed shell doughnut filled with chocolate custard, dipped in chocolate icing and chocolate cookie crumble, topped with a Skeletor piece. Cringer Claw Cookie Dough Doughnut – a roaring Original Glazed doughnut dipped and drizzled with cookie dough icing. Krispy Kreme’s Masters of the Universe Collection is available in-shop and for pickup or delivery via Krispy Kreme's app and website, individually and by the dozen.お知らせ • May 19Krispy Kreme Returns Original Glazed Lemon Filled DoughnutKrispy Kreme officially brought back the long-time fan-favorite Original Glazed Lemon Filled Doughnut. This iconic flavor is making its highly requested comeback starting May 18 for a limited time at participating shops nationwide. Last seen in November 2025, the Original Glazed Lemon Filled Doughnut is back with its signature combo: a melt-in-your-mouth Original Glazed shell and a bright, citrusy lemon filling. The Original Glazed Lemon Filled Doughnut is available in-shop and for pickup or delivery via Krispy Kreme's app and website, individually and by the dozen, while supplies last.New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$19m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change).お知らせ • May 12Krispy Kreme Introduces Orange Dreamsicle Original Glazed DoughnutsKrispy Kreme brought a splash of summer with a limited-time twist on its iconic Original Glazed doughnut: Orange Dreamsicle Original Glazed doughnuts will be available at participating shops only Thursday through Sunday (May 14-17). Inspired by the classic orange-and-cream ice cream treat, this fresh take delivers a smooth vanilla finish wrapped in bright citrus flavor. Available only May 14-17, guests can get an Orange Dreamsicle Original Glazed Dozen for just $5 with the purchase of any dozen at regular price. The offer is available at participating shops in-shop and drive-thru; limit two per guest. Guests who place an online order for pickup or delivery through Krispy Kreme’s app or website should use promo code ORANGE at checkout; limit one per guest.お知らせ • May 09Krispy Kreme, Inc. Provides Financial Guidance for 2026Krispy Kreme, Inc. provided financial guidance for 2026. For the year, the company expects net revenue of $1.25 billion to $1.35 billion (new).Reported Earnings • May 07First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$0.13 loss per share (improved from US$0.20 loss in 1Q 2025). Revenue: US$367.0m (down 2.2% from 1Q 2025). Net loss: US$22.8m (loss narrowed 32% from 1Q 2025). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 130%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.ナラティブの更新 • May 07DNUT: Global Shop Expansion And Menu Refresh Will Support Upside PotentialNarrative update on Krispy Kreme The updated analyst view lifts the price target on Krispy Kreme stock from $3.95 to $4. The change is supported by recent research indicating adjusted assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E expectations.お知らせ • May 06Krispy Kreme Launches Minis for Mom CollectionKrispy Kreme launched Minis for Mom – a limited-time collection of mini doughnuts designed to sweeten Mother’s Day in the easiest (and tastiest) way possible. Available Thursday through Sunday (May 7-10) at participating Krispy Kreme shops nationwide, Krispy Kreme’s Minis for Mom Collection mixes two brand-new minis with two fan-favorites, four of each packed in a share-worthy 16-count box. What’s in the box: NEW Mini Strawberries & Crème Doughnut – A Mini Original Glazed® dipped in strawberry-flavored icing and topped with a vanilla buttercreme dollop. NEW Mini Heart of Gold Doughnut – A Mini Original Glazed® coated in vanilla icing and finished with a hand-piped heart. Mini Original Glazed® – Because icons don’t need an update. Mini Chocolate Iced Doughnut with Sprinkles. Krispy Kreme's Minis for Mom Collection is available in-shop and for pickup or delivery via Krispy Kreme's app and website, individually and in the specialty 16-count box, featuring four of each doughnut. You can also enjoy the minis in a Krispy Kreme 8-pack box delivered fresh daily to select grocery stores.お知らせ • Apr 28Krispy Kreme, Inc., Annual General Meeting, Jun 10, 2026Krispy Kreme, Inc., Annual General Meeting, Jun 10, 2026.Major Estimate Revision • Apr 26Consensus EPS estimates upgraded to US$0.21 loss, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from US$1.50b to US$1.46b. 2026 losses expected to reduce from -US$0.293 to -US$0.21 per share. Hospitality industry in the US expected to see average net income growth of 22% next year. Consensus price target of US$4.35 unchanged from last update. Share price rose 8.9% to US$3.93 over the past week.お知らせ • Apr 23Krispy Kreme, Inc. to Report Q1, 2026 Results on May 07, 2026Krispy Kreme, Inc. announced that they will report Q1, 2026 results at 6:45 AM, US Eastern Standard Time on May 07, 2026ナラティブの更新 • Apr 23DNUT: Revenue Execution And Margin Expansion Will Support Future Re RatingThe analyst fair value estimate for Krispy Kreme has moved from $5.00 to $6.00, with analysts citing recent price target adjustments, including Citi's lift to $4.00 and mixed views across the Street, as they refine assumptions for revenue growth, profit margins, and future P/E. Analyst Commentary Recent research updates on Krispy Kreme have given investors a clearer sense of how the Street is thinking about the stock's risk and reward trade off.お知らせ • Apr 14Krispy Kreme Announces Return of Strawberry Original Glazed DoughnutsKrispy Kreme announced the return of its fan-favorite Strawberry Original Glazed doughnuts, available for a limited time only. For four days – Thursday, April 16 through Sunday, April 19 – Krispy Kreme’s iconic Original Glazed doughnut will feature a seasonal strawberry twist. The Strawberry Original Glazed is a fresh take on a beloved classic, delivering the brand’s signature melt-in-your-mouth experience, enhanced with a burst of bright, vibrant strawberry flavor. This limited-time offering marks just the fifth release of Strawberry Original Glazed since its debut in 2020, and its first appearance since May 2025, making it a highly anticipated return for fans. Guests are encouraged to visit participating shops during the four-day window, as this specialty doughnut will be available only while supplies last. Guests can buy any dozen doughnuts and get a Strawberry Original Glazed dozen for just $5. The offer is available at participating shops across the U.S. in-shop and drive-thru; limit two per guest. Guests who place an online order for pickup or delivery through Krispy Kreme’s app and website should use promo code STRAWBERRY at checkout; limit one per guest.ナラティブの更新 • Apr 08DNUT: Execution Risks Around Expansion Plans Will Restrain Future P/E MultipleAnalysts have nudged Krispy Kreme's average price target to $4.00, representing a modest increase supported by slightly higher revenue growth and updated views reflected in recent target revisions across several firms. Analyst Commentary Recent research on Krispy Kreme reflects a mix of optimism and restraint, with price target changes clustered in a narrow range around US$4.お知らせ • Apr 07+ 2 more updatesKrispy Kreme, Inc. Announces Retirement of Theresa Zandhuis, Chief People Officer, from All Positions, Effective on or Around March 31, 2026Krispy Kreme, Inc. received notice from Theresa Zandhuis, Chief People Officer, of her decision to retire from all positions with the Company and its subsidiaries, effective on or around March 31, 2026. Ms. Zandhuis entered into an Agreement and General Release with a subsidiary of the Company on April 1, 2026. The period from the Transition Date, January 29, 2026, through the Separation Date, March 31, 2026, was referred to as the Transition Period. Ms. Zandhuis's last day of employment with Employer was March 31, 2026. Ms. Zandhuis entered into an Asset Protection Agreement with Krispy Kreme Doughnut Corporation as of April 1, 2026, and agreed to abide by all terms and covenants set forth therein.お知らせ • Mar 28Krispy Kreme Launches Artemis II Doughnut To Celebrate Nasa Historic Deep Space Crewed MissionKrispy Kreme debuted a limited-edition Artemis II Doughnut, launching just in time for this historic moment in space exploration. Available only March 31 through April 2 at participating Krispy Kreme shops nationwide, the Artemis II Doughnut starts with the brand’s iconic Original Glazed doughnut, then blasts off with a bold new look inspired by NASA’s mission. The doughnut is dipped in blue vanilla-flavored icing, sprinkled with a mix of OREO crunch and white nonpareils, finished with a cookies-and-creme flavored buttercream dollop and topped with a red chevron nod to the NASA logo. The limited-edition doughnut is also available as part of the Artemis II Specialty Dozen, featuring six Artemis II Doughnuts and six Original Glazed doughnuts. Artemis II will mark NASA's first crewed mission aboard the Space Launch System rocket and Orion spacecraft. Four astronauts will spend about 10 days in deep space to confirm all the spacecraft's systems operate as designed with crew aboard. The test flight will provide critical performance data and operational experience for future Artemis missions, including landing American astronauts back on the Moon for the first time in more than 50 years. Krispy Kreme has a storied history of helping Americans celebrate humanity's greatest achievements in space exploration and other space-related events, beginning with serving fresh Original Glazed doughnuts at NASA's Apollo 11 launch in 1969 to celebrating NASA’s Perseverance Rover landing on Mars in 2021 and commemorating NASA’s Artemis I Mission with the Artemis Moon Doughnut in 2022, as well as creating doughnuts during numerous supermoons and total solar eclipses. Krispy Kreme’s Artemis II Doughnut is available in-shop and for pickup or delivery via Krispy Kreme’s app and website. Share how you're enjoying the new doughnut by using #KrispyKreme and tagging @krispykreme on social.ナラティブの更新 • Mar 25DNUT: Execution Risks And Flat Margins Will Restrain Future P/E MultipleKrispy Kreme’s analyst price target has shifted modestly, with moves such as Citi’s raise to $4 from $3.95 and other recent target revisions reflecting analysts’ updated views on its growth, margins and future P/E assumptions. Analyst Commentary Recent Street research on Krispy Kreme points to a mixed but generally cautious tone.お知らせ • Mar 23Krispy Kreme Introduces New Easter Basket Collection DoughnutsKrispy Kreme introduced a new Easter Basket Collection packed with playful, flavorful doughnuts. Beginning March 24, guests can hop to Krispy Kreme for spring treats that deliver fun and a little joy in every bite. Available beginning Tuesday, March 24 for a limited time at participating Krispy Kreme shops across the U.S., Krispy Kreme’s Easter Basket Collection features three new, egg-citing doughnuts that bring spring sweetness to life: Easter Egg Basket Doughnut – an Original Glazed doughnut piped with vanilla flavored buttercreme, dipped in decorative sugar, and topped with an Easter egg sugar piece. Strawberry Egg Doughnut – an unglazed shell doughnut filled with white Kreme, dipped in strawberry flavored icing with decorative vanilla flavored icing drizzles. Baby Chick Doughnut – an Original Glazed doughnut dipped in vanilla flavored icing decorated with a baby chick sugar piece. Krispy Kreme’s Easter Basket Collection will be available in-shop and for pickup or delivery via Krispy Kreme’s app and website. Guests can also enjoy some of the Easter Basket doughnuts in a Krispy Kreme six-pack delivered to select retailers.お知らせ • Mar 18Krispy Kreme Launches Bracket Bash DozenKrispy Kreme’s new Bracket Bash Dozen was a buzzer-beater sure to win with your squad. Beginning Thursday, March 19 through Sunday, March 22, Krispy Kreme’s Bracket Bash Dozen will sweeten hoops hysteria for fans hosting parties with friends and family or going head-to-head with colleagues for bragging rights. The Bracket Bash Dozen features: Six Basketball Doughnuts – an unglazed shell doughnut filled with fluffy white Kreme filling, dipped in vanilla-flavored icing with chocolate basketball drizzles. Two Basketball Net Doughnuts – an Original Glazed doughnut dipped in chocolate icing with vanilla-flavored icing drizzles. And four iconic Original Glazed doughnuts. Krispy Kreme’s Bracket Bash Dozen and offer will be available in-shop and for pickup or delivery via Krispy Kreme’s app and website. Fans can pre-order the dozen, exclusive to catering sizes only, by visiting the catering site. Fans can also enjoy this slam dunk deal Thursday through Sunday: buy any dozen or 16-count minis and get an Original Glazed dozen for just $2 – limit two in-shop and drive-thru, limit one online for pickup and delivery with promo code “BOGO2” at participating U.S. locations. Share how you're cheering on your team with Krispy Kreme by using #KrispyKreme and tagging @krispykreme on social. Learn more by visiting the basketball doughnuts promo site.ナラティブの更新 • Mar 11DNUT: Slower Revenue Assumptions And Richer P/E Will Pressure Fair ValueAnalysts have inched their average price target on Krispy Kreme up to about $4, reflecting tweaks to their models that include more modest revenue growth expectations, slightly higher profit margins and a richer future P/E assumption. Analyst Commentary Recent research has been mixed, with some price target adjustments pointing to a more cautious stance on Krispy Kreme.New Risk • Mar 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$64m). Currently unprofitable and not forecast to become profitable over next 3 years (US$25m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change).Reported Earnings • Feb 27Third quarter 2025 earnings released: US$0.11 loss per share (vs US$0.23 profit in 3Q 2024)Third quarter 2025 results: US$0.11 loss per share (down from US$0.23 profit in 3Q 2024). Revenue: US$375.3m (down 1.2% from 3Q 2024). Net loss: US$19.4m (down 149% from profit in 3Q 2024). Revenue is forecast to grow 5.6% p.a. on average during the next 4 years, compared to a 9.2% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • Feb 26Now 44% overvaluedOver the last 90 days, the stock has fallen 8.6% to US$3.82. The fair value is estimated to be US$2.66, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 68% per annum over the same time period.ナラティブの更新 • Feb 24DNUT: Mixed Street Views And Margin Assumptions Will Shape Fair Value OutlookAnalysts have adjusted their view on Krispy Kreme, raising the fair value estimate to $3.00 from $2.50, based on research that incorporates updated expectations for revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Recent street research on Krispy Kreme reflects a mixed but cautious tone, with price target revisions that highlight both potential and perceived risks.お知らせ • Feb 23Krispy Kreme Partners with Oreo Cookie for New Limited-Time Doughnut CollectionKrispy Kreme®? and OREO®? Brand are expanding their cookie-meets-doughnuts partnership, introducing a new limited-time doughnut collection that brings together the crushing joy of OREO®? Cookie and melt-in-your-mouth magic of Krispy Kreme. Available beginning Feb. 24 at participating Krispy Kreme shops across the U.S., the Krispy Kreme x OREO®? Cookie Collection features two new, milk-worthy doughnuts and a current fan-favorite: NEW Golden OREO®? Doughnut - an Original Glazed®? doughnut topped with Golden OREO®? Cookie-inspired flavored buttercreme, sprinkled with Golden OREO®®? cookie crumbles and rainbow sprinkles, and topped with a Mini Golden OREO®? cookie. NEW Chocolate OREO®? Dream Doughnut - an Original Glaze®? doughnut dipped in chocolate icing and OREO®? cookie pieces, topped with chocolate flavored Kreme™? and an OREO®? wafer cookie. OREO®? Cookies & Kreme™? Doughnut - this everyday menu favorite is an unglazed doughnut filled with Cookies & Kreme™? filling, dipped in chocolate icing and topped with OREO®? cookie piece then drizzled with whiteicing. The Krispy Kreme x O REO®? Cookie Dozen will feature three of each of the doughnuts, plus three Original Glazed®? doughnuts. The OREO®? Cookie doughnuts also will be offered individually and in a special three-pack featuring one of each doughnut.お知らせ • Feb 12Krispy Kreme, Inc. to Report Q4, 2025 Results on Feb 26, 2026Krispy Kreme, Inc. announced that they will report Q4, 2025 results at 6:45 AM, US Eastern Standard Time on Feb 26, 2026分析記事 • Feb 12Little Excitement Around Krispy Kreme, Inc.'s (NASDAQ:DNUT) Revenues As Shares Take 31% PoundingKrispy Kreme, Inc. ( NASDAQ:DNUT ) shares have had a horrible month, losing 31% after a relatively good period...ナラティブの更新 • Feb 08DNUT: Execution On Revenue And Margin Plans Will Support Future UpsideAnalysts have updated their view on Krispy Kreme with a lower implied price target of about US$5, reflecting slightly revised fair value assumptions, a modestly adjusted discount rate and updated expectations for revenue growth, profit margins and future P/E multiples drawn from recent research commentary. Analyst Commentary Recent Street research on Krispy Kreme has been mixed, with some firms trimming price targets while others edge them higher.お知らせ • Jan 27Krispy Kreme Returns Fan Favorite Chocomania Collection, Featuring All-New Doughnuts Glazed with HERSHEY'S ChocolateKrispy Kreme announced the return of Chocomania, featuring four new doughnuts, each glazed with delicious HERSHEY’S chocolate. The Chocomania Collection includes the NEW Chocolate Cheesecake Doughnut, which is a HERSHEY’S Chocolate Original Glazed doughnut with cheesecake swirl and HERSHEY’S mini chocolate chips; the NEW Chocolate Chip Cookie Doughnut, a HERSHEY’S Chocolate Original Glazed doughnut dipped in chocolate icing and HERSHEY’S Chocolate Chip Cookie Crunch; the NEW Chocolate Party Doughnut, a HERSHEY’S Chocolate Original Glazed doughnut with HERSHEY’S chocolate drizzle and rainbow nonpareils; and the NEW HERSHEY'S Chocolate Original Glazed Doughnut, which is an Original Glazed doughnut covered in HERSHEY’S chocolate glaze. The doughnuts will be available from January 27 through February 1 at participating Krispy Kreme shops nationwide, as well as for pickup or delivery via Krispy Kreme’s app and website, both individually and by the dozen.ナラティブの更新 • Jan 24DNUT: Improved Earnings Framework Will Support Long-Term Upside PotentialAnalysts have lifted their price target on Krispy Kreme by US$0.50, supported by slightly higher assumptions for revenue growth, profit margin and future P/E. Together these factors point to a modestly improved earnings outlook.分析記事 • Jan 15Is Krispy Kreme (NASDAQ:DNUT) Using Debt Sensibly?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...ナラティブの更新 • Jan 08DNUT: International Expansion And Menu Refresh Will Support Long-Term Upside PotentialAnalysts have lifted their price target on Krispy Kreme, citing updated assumptions that now reflect revenue growth of 6.80%, a profit margin of 8.07% and a future P/E of 9.86, while keeping estimated fair value at $6.00 and the discount rate at 12.5%. What's in the News Krispy Kreme is partnering with Peanuts for the first time in the U.S., launching a limited time Krispy Kreme x Peanuts holiday doughnut collection featuring Snoopy, Charlie Brown and themed designs, along with a custom dozen box available at participating U.S. stores.Price Target Changed • Jan 07Price target increased by 7.9% to US$3.99Up from US$3.70, the current price target is an average from 6 analysts. New target price is 9.9% below last closing price of US$4.43. Stock is down 54% over the past year. The company is forecast to post a net loss per share of US$2.85 compared to earnings per share of US$0.018 last year.ナラティブの更新 • Dec 16DNUT: International Expansion And Menu Refresh Will Drive Long-Term UpsideAnalysts have cut their fair value estimate for Krispy Kreme from approximately $11.34 to $6.00 per share, citing a sharp reduction in expected profit margins and a higher assumed future valuation multiple, despite slightly stronger projected revenue growth. What's in the News Krispy Kreme launches its first ever U.S. collaboration with Peanuts, introducing a limited time Krispy Kreme x Peanuts holiday doughnut collection featuring new Snoopy, Charlie Brown, and Christmas themed varieties, plus returning seasonal favorites and a custom dozen box available starting November 29.ナラティブの更新 • Dec 01DNUT: Global Expansion And Menu Refresh Will Balance Execution Risks AheadAnalysts have slightly increased their price target for Krispy Kreme to $3.83 per share, citing marginal adjustments to profit margin outlook and updated valuation models. What's in the News Krispy Kreme partners with Peanuts to launch a festive holiday doughnut collection, including three all-new flavors and two returning favorites.ナラティブの更新 • Nov 17DNUT: Expansion Into Retailers And Execution Risks Will Shape OutlookAnalysts have slightly raised their price target for Krispy Kreme to $3.83 from $3.70, citing modest improvements in projected revenue growth. However, they continue to note ongoing concerns about execution risk highlighted in recent research.分析記事 • Nov 16Krispy Kreme, Inc. (NASDAQ:DNUT) Surges 27% Yet Its Low P/S Is No Reason For ExcitementKrispy Kreme, Inc. ( NASDAQ:DNUT ) shareholders would be excited to see that the share price has had a great month...Reported Earnings • Nov 07Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: US$0.11 loss per share (down from US$0.23 profit in 3Q 2024). Revenue: US$375.3m (down 1.2% from 3Q 2024). Net loss: US$19.4m (down 149% from profit in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.お知らせ • Nov 04Krispy Kreme Expands Everyday Menu, Offering Fans More Variety and 'More Ways to Dozen'Krispy Kreme, Inc. is refreshing its doughnut menu, adding nine new flavors and growing its everyday menu to 16 full-sized doughnuts from 10. The new menu, available beginning November 3, 2025, was in development and testing for more than a year and includes trends, fan favorites requested on social media, and returning popular doughnuts that were offered previously only for a limited time. The new doughnuts join the iconic Original Glazed® doughnut and six classic varieties. Increasing the total variety of doughnuts gives fans more to enjoy and more to share. The new flavors available individually and by the dozen are: New York Cheesecake - an unglazed doughnut dipped in vanilla flavored icing topped with graham crunch and filled with cheesecake flavored Kreme™. OREO® Cookies and Kreme™ - an unglazing doughnut filled with OREO® cookies & Kreme™ filling, dipped in chocolate icing, topped with OREO® cookie pieces, then drizzled with vanilla flavored icing. Original Glazed® Cake - iconic Original Glazed® flavor in a classic, old fashioned cake doughnut. Cinnamon Apple Filled - an unglazed dough Nutnut filled with apple cinnamon filling and tossed in a powdered cinnamon flavored coating. Original Glazed® Kreme™Filled Doughnut - an Original Glazed® dough Nutnut filled with Kreme™ filling. Biscoff® Cookie Butter Kreme™ (seasonal) - an unglazed dough nut filled with Biscoff® Cookie butter and topped with Biscoff® cookie pieces, then dryzzled with vanilla flavored icing; Maple Iced (seasonal) - an Original Glazed®® doughnut topped with brownie batter flavored butcreme, brownie crunch topping and rainbow sprinkles; Original Glazed® Pumpkin Spice Cake Doughnut (seasonal) - a pumpkin spice-tastic take on classic cake doughnut. Krispy Kreme will rotate in four new doughnuts on a seasonal basis five times a year, providing doughnut lovers with even more flavors and choices. The new menu is supported by a marketing campaign that includes R&B singer, songwriter, producer and Grammy winner Montell Jordan, who Krispy Kreme recruited to remake his iconic 1995 No. 1 hit "This is How We Dozen" during its 30th anniversary. Jordan's "This is How We Doze" take on the song encourages fans to share on social media how they're enjoying and sharing Krispy Kreme's new expanded everyday menu, including sweet dance moves.ナラティブの更新 • Nov 01DNUT: Big-Box Retail Push And Global Expansion Will Balance Domestic UncertaintyAnalysts have lowered their price target for Krispy Kreme, citing concerns about execution risk and decreased visibility in the U.S. market following the canceled McDonald's partnership. Analyst Commentary Recent analyst commentary on Krispy Kreme highlights both optimistic and cautious viewpoints regarding the company's outlook and execution following the canceled McDonald's partnership.お知らせ • Oct 23Krispy Kreme, Inc. to Report Q3, 2025 Final Results on Nov 06, 2025Krispy Kreme, Inc. announced that they will report Q3, 2025 final results at 6:45 AM, Eastern Standard Time on Nov 06, 2025ナラティブの更新 • Oct 17International Franchising And Digital Sales Will Expand Global ReachNarrative Update on Krispy Kreme Analysts have left their price target for Krispy Kreme unchanged at $3.70. They cite continued caution due to execution risks and ongoing weakness in the U.S. business as the company implements its turnaround plan.ナラティブの更新 • Oct 03International Franchising And Digital Sales Will Expand Global ReachKrispy Kreme's fair value price target has been lowered from $4.03 to $3.70 per share. Analysts cite ongoing execution risks and recent business challenges as key factors for the more cautious outlook.分析記事 • Sep 11Why Krispy Kreme, Inc. (NASDAQ:DNUT) Could Be Worth WatchingKrispy Kreme, Inc. ( NASDAQ:DNUT ), might not be a large cap stock, but it saw a double-digit share price rise of over...ナラティブの更新 • Aug 27International Franchising And Digital Sales Will Expand Global ReachKrispy Kreme’s consensus price target has been sharply reduced as analysts cite execution risk and weak U.S. trends following the cancelled McDonald’s partnership, with most downside already reflected in the shares, lowering fair value from $5.17 to $4.03. Analyst Commentary JPMorgan sees Krispy Kreme in "survivor mode" after the cancelled McDonald's launch, with the turnaround plan carrying significant execution risk due to ongoing declines in the U.S. business.Price Target Changed • Aug 26Price target decreased by 23% to US$4.03Down from US$5.23, the current price target is an average from 6 analysts. New target price is 8.1% above last closing price of US$3.73. Stock is down 66% over the past year. The company is forecast to post a net loss per share of US$3.04 compared to earnings per share of US$0.018 last year.お知らせ • Aug 14Krispy Kreme in Partnership with Warner Bros. Discovery Global Consumer ProductsKrispy Kreme®? in partnership with Warner Bros. Discovery Global Consumer Products (WBDGCP), announces an enchanting new doughnut collection inspired by Harry Potter™? School of Witchcraft and Wizardry: the all-new Harry Potter™?: Houses of Potter™? x Krispy Kreme Collection. Available beginning August 18, 2025 for a limited time, doughnut lovers and Harry Potter™? fans alike can head to participating Krispy Kreme shops across the U.S. to experience enchanting doughnuts that bring the four Harry Potter™? houses to life through delicious flavors: Gryffindor™? Doughnut - an unglazed shell doughnut filled with cookie butter flavored Kreme™?, dipped in redicing and Biscoff®? cookie crumble, topped with golden icing drizzles and the Gryffindor™? crest. Slytherin™? Doughnut - an Original Glazed®? doughnut topped with chocolate and green buttercreme flavored swirls, chocolate cookie sugar blend, and the Slytherin™? crest. Hufflepuff™? Doughnut- an unglaze shell doughnut filled with brown butter to coffee flavored custard, dipped in golden yellow icing, and topped with black chocolate drizzle, cookie crunch, and the Hufflepuff™? crest. Ravenclaw™? Doughnut - an original Glazed®? doughnut dipped in blueberry flavored icing, topped with the Ravenclaw™? sprinkles and crest. Witches or wizards looking for a sweet reveal can also experience a one-of-a-kind doughnut celebrating the Harry Potter houses. The purpose of touching and enhancing lives through the joy that is Krispy Kreme guides how we operate every day and is reflected in the love we have for people, communities, and the planet.分析記事 • Aug 09Krispy Kreme, Inc. (NASDAQ:DNUT) Looks Inexpensive But Perhaps Not Attractive EnoughNasdaqGS:DNUT 1 Year Share Price vs Fair Value Explore Krispy Kreme's Fair Values from the Community and select yours...Board Change • Aug 08High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Director Gordon Von Bretten was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Aug 06Krispy Kreme Announces the Return of Its Original Glaze Doughnut for One Week OnlyKrispy Kreme announced the return of its iconic Pumpkin Spice Original Glazed doughnut for one week only beginning August 11, 2025. With just the right touch of pumpkin spice and a melt-in-your-mouth finish, Krispy Kreme's irresistible Pumpkin Spice Original Glazed doughnut will be offered for a full week, through August 17, 2025, after being available for just three days last year. The doughnut will be available individually and by the dozen in-shop and for pickup or delivery via Krispy Kreme's app and website. While the Pumpkin Spice Original Glazed dough nut will be available only through August 17, 2025 Krispy Kreme will also add to its menu three Pumpkin Spice Season fan-favorites on August 11, 2025 that will be available throughout the fall: Original Glazed Pumpkin Spice Cake Doughnut, a pumpkin spice-tastic take on the classic cake doughnut. Original Glazed and bursting with pumpkin spice flavor, making for an irresistible cake doughnut. Pumpkin Spice Latte, made to order hot, iced or frozen, topped with a swirl of whipped cream and a dusting of pumpkin spice seasoning. Pumpkin Spice Coffee served hot or iced. In addition to visiting shops or ordering online, guests can enjoy Pumpkin Spice Cake doughnuts in a Krispy Kreme 6-pack delivered fresh daily to select retailers.お知らせ • Jul 29Krispy Kreme®? Invites Fans to Experience A Taste of the Sweet Life with All-New 'Passport to Italy' DoughnutsKrispy Kreme®? is helping fans transport to "la dolce vita" this summer with its all-new Passport to Italy Collection: a sweet escape to Italy's vibrant desserts and culture. Available beginning July 29, 2025 for a limited time at participating Krispy Kreme shops across the U.S., Krispy Kreme's Passport to Italy Collection features three of Italy's most iconic desserts reimagined as irresistible doughnuts, including: Cannoli Inspired Doughnut - an unglazed ring doughnut half-dipped in chocolate icing and cookie crunch, dusted with powdered coating and topped with a cannoli flavored buttercreme dollop. Limone Delight Doughnut - an unglaze shell doughnut filled with lemon delight flavored Kreme™?, dipped inesty lemon-flavored icing and topped with candied lemon. Tiramisu Inspired Doughnut - an unGlazed shell doughnut filled with tiramisu flavored Kreme™?, topped with sweet creme flavored buttercreme and dusted with cocoa.お知らせ • Jul 24Krispy Kreme, Inc. to Report Q2, 2025 Results on Aug 07, 2025Krispy Kreme, Inc. announced that they will report Q2, 2025 results on Aug 07, 2025お知らせ • Jul 03Krispy Kreme, Inc. Announces Executive Changes, Effective July 11, 2025Krispy Kreme, Inc. announced that Chief Product Officer Alison Holder has been promoted to Chief Brand and Product Officer, effective July 11, 2025, assuming responsibility for the Company’s global marketing initiatives. Ms. Holder has over 25 years of experience with Krispy Kreme, including as Senior Director of Consumer Insights, and has led brand marketing, innovation, research & development, and manufacturing services. She succeeds Chief Growth Officer David Skena who decided to leave the Company to pursue another opportunity.お知らせ • Jul 02Krispy Kreme Celebrates World Chocolate Day July 7Krispy Kreme is upping its chocolate game on World Chocolate Day, July 7, enriching its fan-favorite but rarely offered Chocolate Glazed doughnuts with delicious HERSHEY'S chocolate glaze. To make this year's World Chocolate Day celebration even sweeter, Krispy Kreme is offering 50% off a dozen Chocolate Glazed doughnuts with the purchase of any dozen at regular price. Monday will be the first time Krispy Kreme has offered its Chocolate Glazed doughnuts since World Chocolate Day last year. Chocolate and doughnut lovers can enjoy Chocolate Glazed doughnuts with HERSHEY'S Chocolate glaze on Monday at participating Krispy Kreme'sapp and website while supplies last.お知らせ • Jun 23Krispy Kreme Introduces All-New Fourth of July 'Stars, Stripes & Sweetness' DoughnutsKrispy Kreme®? is sweetening Fourth of July this year with an all-new festive collection with a red, white and blue-inspired celebration in every bite. Available beginning on June 23, 2025 for a limited time at participating Krispy Kreme shops across the U.S., Krispy Kreme's Stars, Stripes & Sweetness Collection features three festive doughnuts: Freedom Ring Doughnut - an Original Glazed®? doughnut dipped in white icing, blue sprinkles and white stars, piped with red icing stripes. USA Party Doughnut - an Original Glaze®? doughnut piped with white buttercreme, sprinkled with USA party spray blend, and topped with a USA sugar piece. Vanilla Cookies & Kreme™? Liberty Crunch Doughnut - an unglazed shell doughnut filled with vanilla cookies & Kreme™? filling, dipped in white icing and topped with vanilla cookies, national sprinkles and white icing drizzle. Additionally on July 4 only, guests who wear red, white and blue to participating Krispy Kreme shops can enjoy a FREE Original Glazed®? dough Nutnut, limit one per customer. Krispy Kreme's stars, Stripes & Sweetness collection is available in-shop and for pickup or delivery via Krispy Kreme's app and website, individually and by the dozen. Guests can also enjoy the Stars, Stripes & Sweetity Collection in a Krispy Kreme 6-pack box delivered fresh daily to select retailers.お知らせ • Jun 20Krispy Kreme, Inc. Approves Board Appointments, Effective June 17, 2025Krispy Kreme, Inc. at its annual meeting of stockholders held on June 17, 2025, elected Patrick Grismer, Bernardo Hees, Easwaran Sundaram and Gordon von Bretten as directors to hold office for a one-year term and until his or her successor shall have been elected and qualified.お知らせ • May 20Krispy Kreme's® Strawberry Original Glazed®? Doughnut ReturnsAmerica! Krispy Kreme® will return its popular Strawberry Original Glazed® Doughnut Friday, May 30 through Sunday, June 1. Fans unlocked the return of the fan-favorite Strawberry Glazed® Doughnut by helping Krispy Kreme achieve a "high score" of giving away 45,000 FREE Original Glazed® Doughnuts between May 12 and 18 during Hot Light hours. The giveaway was part of Krispy Kreme's celebration of PAC-MAN's 45th birthday and honoring PAC-MAN's love of fruits. Introduced in 2020 and last offered in August 2023, this will be just the fourth time Krispy Kreme has offered Strawberry Glazed Doughnuts - an Original Glazed®? doughnut transformed by a vibrant strawberry glaze with sweet strawberry flavor. The doughnuts will be available in-shop and for pickup or delivery via Krispy Kreme's app and website at participating shops. To sweeten the return, Krispy Kreme fans can get a dozen Strawberry Glazed Doughnuts for just $5 with the purchase of any dozen at regular price, Friday through Sunday. When enjoying the return of Strawberry Glazed Doughnuts, fans can also continue to gobble up the Krispy Kreme x PAC-MAN Collection, all-new doughnuts inspired by the game's characters, including the PAC-MAN Party Doughnut, TEAM GHOST Doughnut and Strawberry Power Berry Doughnut for a limited time.お知らせ • May 17Glancy Prongay & Murray LLP Files Securities Fraud Lawsuit on Behalf of Krispy Kreme, Inc. InvestorsGlancy Prongay & Murray LLP announced that it has filed a class action lawsuit in the United States District Court for the Western District of North Carolina, captioned Cameron v. Krispy Kreme, Inc., et al., Case No. 25-cv-332, on behalf of persons and entities that purchased or otherwise acquired Krispy Kreme, Inc. securities between February 25, 2025 and May 7, 2025, inclusive (the “Class Period”). Plaintiff pursues claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 (the “Exchange Act”). On May 8, 2025, before the market opened, Krispy Kreme released its first quarter 2025 financial results, reporting its “net revenue was $375.2 million…a decline of 15.3%” and a “net loss of $33.4 million, compared to prior year net loss of $6.7 million.” Additionally, the Company announced that it is “reassessing [its] deployment schedule together with McDonald’s” and “withdrawing [its] prior full year outlook and not updating it” due in part to “uncertainty around the McDonald’s deployment schedule.” On this news, the price of Krispy Kreme shares fell 24.71%, or $1.07 per share, to close at $3.26 per share on May 8, 2025, on unusually heavy trading volume. The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors: (1) that demand for Krispy Kreme products declined materially at McDonald’s locations after the initial marketing launch; (2) that demand at McDonald’s locations was a driver of declining average sales per door per week; (3) that the partnership with McDonald’s was not profitable; (4) that the foregoing posed a substantial risk to maintaining the partnership with McDonald’s; (5) that, as a result, the Company would pause expansion into new McDonald’s locations; and (6) that, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.お知らせ • May 12Krispy Kreme Announces Collaboration with Bandai Namco Entertainment America IncKrispy Kreme announced an a-maze-ing collaboration with Bandai Namco Entertainment America Inc., for PAC-MAN's 45th Anniversary, celebrating the global, culturalicon with all-new doughnuts inspired by the classic game. Fans will want to chomp these new doughnuts before it's "game over!" Brand also challenges fans to "chomp" 45,000 FREE Original Glazed®? Doughnut piped with yellow buttercreme flavored icing, sprinkled with celebration sprinkles and topped with a PAC-MAN piece. TEAM GHOST Doughnut - an unglazed shell doughnut filled with chocolate flavored Kreme™?, dipped in black icing, decorated with PAC-MAN maze and topped with Team Ghosts piece. Strawberry Power Berry Doughnut - an unglaze shell doughnut filled with strawberry flavored Kreme™?, dipping in red icing and topped with white sprinkles and green leaf icing. PAC-MAN is one of the most recognized video game characters of all time and has made an impact on the world by connecting with people across ages, borders and genders through the power of play for over 45 years, just as Krispy Kreme connects people through the sweetness of enjoying and sharing doughnuts. Krispy Kreme is also celebrating PAC-MAN's 45th anniversary by: Aiming to give guests 45,000 FREE Original Glaze®? doughnuts between May 12 through 18 during Hot Light hours - 7 to 9 a.m. and 5 to 7 p.m., or whenever the Hot Light is shining - limit one per guest per day in shop and via drive-thru. In honor of PAC-MAN's love of fruits, if fans help achieve this "high score," they will unlock the return of Krispy Kreme's popular Strawberry Glazed Doughnut, which the brand last offered for a limited time in August 2023. Selling a dozen Original Glazed®? doughnuts for just 25 cents with the purchase of any dozen at regular price on PAC-MAN Day, his official birthday, May 22. The Krispy Kreme x PAC-MAN Collection is available in-shop and for pickup or delivery via Krispy Kreme's app and website, individually and by the dozen. You can also enjoy the PAC-MAN doughnuts in a Krispy Kreme 6-pack box delivered fresh daily to select retailers.お知らせ • May 08+ 1 more updateKrispy Kreme, Inc. Provides Earnings Guidance for the Second Quarter of 2025Krispy Kreme, Inc. provided earnings guidance for the second quarter of 2025. For the quarter, the company expects net revenue to be in the range of $370 million to $385 million.お知らせ • May 06Krispy Kreme Brightens Mother's Day with All-New Minis for Mom CollectionKrispy Kreme is brightening mom's day and warming her heart with an all-new Minis for Mom Collection, debuting and available through Mother's Day, May 11. The Minis for Mom Collection features four new bright and sunny treats: Mini Strawberry Sunshine Doughnut - a Mini Original Glazed®? doughnut dipped in strawberry flavored icing, topped with yellow and orange icing drizzles and yellow vanilla flavored buttercreme. Mini Chocolate Chip Cookie Delight Doughnut -a Mini Original Glazed®? breadnut dipped in chocolate icing & chocolate chip cookie crumble, topped with cookie dough flavored buttercreme. Mini chocolate Iced Yellow HeartDoughnut - a Mini Original Glaze®? doughnut dipped in chocolate icing and topped with a yellow icing heart. Mini Sparkly Vanilla SunsetDoughnut - a Mini original Glazed®? doughnut dipping in yellow vanilla flavoredicing and pink sanding sugar.お知らせ • Apr 29Krispy Kreme, Inc., Annual General Meeting, Jun 17, 2025Krispy Kreme, Inc., Annual General Meeting, Jun 17, 2025.Price Target Changed • Apr 24Price target decreased by 14% to US$9.32Down from US$10.88, the current price target is an average from 11 analysts. New target price is 117% above last closing price of US$4.30. Stock is down 67% over the past year. The company is forecast to post a net loss per share of US$0.20 compared to earnings per share of US$0.018 last year.お知らせ • Apr 24Krispy Kreme, Inc. to Report Q1, 2025 Results on May 08, 2025Krispy Kreme, Inc. announced that they will report Q1, 2025 results on May 08, 2025お知らせ • Apr 22Krispy Kreme Introduces an All-New CollectionKrispy Kreme® is introducing an all-new collection that is cheesecake-inspired and delicious. Available beginning April 22, 2025 for a limited time at participating Krispy Kreme shops, Krispy Kreme's Craving Cheesecake Collection features three all-new silky, sweet doughnuts: Strawberry Dream Cheesecake Doughnut - an unglazed shell doughnut filled with cheesecake flavored Kreme™?, dipped in strawberry flavored icing and berry flavored graham crunch, and drizzled in white icing. Cookies & Kreme™ Cheesecake Doughnut- an unglaze shell doughnut filled with cookies & Kreme™? cheesecake flavored filling, dipped in white icing, half-dipped in chocolate cookie crumble and dusted with powdered topping. Caramel Delight Cheesecake Doughnut - a cinnamon sugar ring doughnut topped with cheesecake flavored buttercreme, salted caramel flavored graham crunch, and caramel flavored icing drizzles.Upcoming Dividend • Apr 16Upcoming dividend of US$0.035 per shareEligible shareholders must have bought the stock before 23 April 2025. Payment date: 07 May 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.5%. Lower than top quartile of American dividend payers (5.0%). Higher than average of industry peers (2.1%).Seeking Alpha • Apr 12Krispy Kreme: Upside From Here Is Much More AttractiveSummary 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. Read the full article on Seeking AlphaNew Risk • Apr 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (5.6% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Dividend per share is over 7x earnings per share. Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results.お知らせ • Apr 08Krispy Kreme Hops into Easter with All-New 'Hoppy Easter' CollectionKrispy Kreme introduced an all-new collection of three bunny-themed Easter doughnuts and a returning favorite that will have hoppin' happy this holiday. Available in a custom Easter dozens box beginning on April 7, 2025 for a limited time at participating Krispy Kreme shops, the Hoppy Easter Collection includes something delicious for "everybunny: Bunny Basket Doughnut - an Original Glazed®? doughnut dipped in chocolate icing, decorated with chocolate flavored buttercream, and topped with a confectionery bunny. Marshmallow Bunny Doughnut - an unglazed shell doughnut filled with marshmallow flavored Kreme™?, dipped in pastel yellow icing and topped with a bunny face and confectionery ears. Bouncing Bunny Doughnut - an Original Glaze®? doughnut dipped in pastel blue icing and sprinkles, and topped with a bouncing bunny. Strawberry Iced Doughnut with Sprinkles - an Original Glazed doughnut dipped in strawberry flavored icing and pastel sprinkles.Price Target Changed • Apr 03Price target decreased by 7.7% to US$10.97Down from US$11.88, the current price target is an average from 11 analysts. New target price is 145% above last closing price of US$4.47. Stock is down 69% over the past year. The company is forecast to post a net loss per share of US$0.17 compared to earnings per share of US$0.018 last year.お知らせ • Apr 02Krispy Kreme®? and Fruity Pebbles™? Rock All-New Milk Glaze Doughnuts for Four Days OnlyKrispy Kreme®? and Fruity PEBBLES™? are teaming up to rock tastebuds with Krispy Kreme x FruityPEBBLES Milk Original Glazed®? Doughnuts, available for a limited time this Thursday through Sunday (April 3-6). The Krispy Kreme x F Truity PEBBLES collaboration features Fruity Pebbles Milk Original Glazed®? doughnut - a classic ring doughnut coated with Fruity Pebbles Milk flavored glaze, capturing the sweet, fruity-licious taste of post-cereal goodness. Krispy Kreme x Froity PEBBLES collaboration feature Fruity Pebbles Milk®? Doughnuts - a classic ring doughnut coating with Fruity Pebble Milk flavored glaze, capturing The sweet, fruity-liciously taste of post-cereal excellence. Krispy Kreme xFruity PEBBLES Milk Original Glaze®? Doughnuts are available in-shop and for pickup or delivery via Krispy Kreme's app and website, individually and by the dozen. Throughout the doughnuts' availability, guests can get a dozen for just $5 with the purchase of any dozen at regular price while supplies last, limit two per guest in-shop and one per online order using promo code PEBBLES.分析記事 • Mar 31Is Krispy Kreme, Inc. (NASDAQ:DNUT) Trading At A 27% Discount?Key Insights The projected fair value for Krispy Kreme is US$6.88 based on 2 Stage Free Cash Flow to Equity Krispy...お知らせ • Mar 20Krispy Kreme Introduces New Chocomania Collection, Featuring Doughnuts Made with Hershey's ChocolateKrispy Kreme®? introduced a new edition of its popular annual Chocomania Collection - three new doughnuts and a returning fan favorite, all featuring melt-in-your-mouth Kreme doughnuts with delectable HERSHEY'S milk chocolate icing. The extra-ch chocolatey, extra-delicious Chocomania Collection includes: NEW: HERSHEY'S Chocolate Salted Caramel Cheesecake Doughnut, an unglazed shell doughnut filled with HERSHEY'S caramel cheesecake flavored KremeTM, dipped in HERSHEY's milk chocolate icing, sprinkled with chocolate cookie crumb, and topped with a salted caramel swirl. NEW: HERSHEY's Chocolate Buttercreme Doughnut, an unglazing ring doughnut dipped in HERSHEY' S milk chocolateicing and topped with chocolate flavored buttercreme and semi-sweet chocolate curls. NEW: HERSHEy'S Chocolate Chip Cookie Doughnut, an Original Glazed®? doughnut dipped in salted cookie dough flavored icing, topped with chocolate chip cookie pieces, Hershey's mini semi-sweet chocolate chips, and HERSHEY'S Milk chocolate icing drizzles. HERSHEY'S Classic Chocolate Doughnut, anOriginal Glazed®? Doughnut with HERSHEY's milk chocolate icing and a chocolate swirl.Buy Or Sell Opportunity • Mar 13Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 46% to US$5.35. The fair value is estimated to be US$6.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 51% per annum over the same time period.Major Estimate Revision • Mar 11Consensus EPS estimates upgraded to US$0.17 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$0.25 to -US$0.174 per share. Revenue forecast steady at US$1.63b. Hospitality industry in the US expected to see average net income growth of 23% next year. Consensus price target down from US$11.88 to US$11.43. Share price fell 11% to US$5.41 over the past week.Seeking Alpha • Mar 09Krispy Kreme: Sweet Growth, Bitter Cyber SetbackSummary Krispy Kreme has shown undeniable growth in Points of Access ("PoAs"), but profitability remains elusive, impacted by a significant cyber incident and economic headwinds. The partnership with McDonald's is a key growth driver, aiming for 15,000 U.S. PoAs by FY 2026, but profitability challenges persist. Q4 FY 2024 results were severely impacted by a cyber incident, leading to a 10.4% decline in top-line sales and a net loss of $22.4 million. Despite growth potential, high debt levels and uncertain profitability lead to a 'Hold' rating with a reduced price target of $6.50 - $7.00. Read the full article on Seeking Alpha分析記事 • Mar 04Benign Growth For Krispy Kreme, Inc. (NASDAQ:DNUT) Underpins Stock's 33% PlummetTo the annoyance of some shareholders, Krispy Kreme, Inc. ( NASDAQ:DNUT ) shares are down a considerable 33% in the...お知らせ • Mar 04Krispy Kreme, Inc. Appoints Nicola J. Steele as Chief Operating OfficerEffective March 3, 2025, Nicola J. Steele, 38, has been appointed to serve as the Chief Operating Officer of Krispy Kreme, Inc. (the “Company”). In this role, Ms. Steele will be the Company’s principal operating officer. Prior to her appointment, Ms. Steele served Company subsidiaries Krispy Kreme Holdings PTY Ltd., Krispy Kreme Australia PTY Ltd., and Krispy Kreme New Zealand Limited as President and Director from September 2023 to March 2025, Chief Operating Officer from March 2022 to August 2023, and Retail Director from January 2019 to February 2022. Prior to this, Ms. Steele held progressive leadership positions in store and operations management in Australia and New Zealand since joining the Company in October 2006 as a crew member. Ms. Steele holds a Bachelor of Science degree in Psychology from Swinburne University of Technology.New Risk • Feb 27New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 9.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (5.1% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Dividend per share is over 7x earnings per share. Paying a dividend despite having no free cash flows. Earnings are forecast to decline by an average of 9.0% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.お知らせ • Feb 26Krispy Kreme, Inc. Provides Earnings Guidance for the Full Year 2025Krispy Kreme, Inc. provided earnings guidance for the full year 2025. For the year, the company expects Net Revenue of $1,550 to $1,650 million and Organic Revenue growth Of +5% to +7%.Price Target Changed • Feb 26Price target decreased by 9.2% to US$13.41Down from US$14.77, the current price target is an average from 11 analysts. New target price is 88% above last closing price of US$7.13. Stock is down 44% over the past year. The company is forecast to post a net loss per share of US$0.022 compared to earnings per share of US$0.018 last year.Reported Earnings • Feb 25Full year 2024 earnings releasedFull year 2024 results: Net income: (up US$37.9m from FY 2023). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • Feb 25Now 29% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to US$7.13. The fair value is estimated to be US$10.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.3% over the last 3 years. Meanwhile, the company has become profitable.決済の安定と成長配当データの取得安定した配当: DNUTの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: DNUTの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Krispy Kreme 配当利回り対市場DNUT 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (DNUT)0%市場下位25% (US)1.3%市場トップ25% (US)4.1%業界平均 (Hospitality)2.2%アナリスト予想 (DNUT) (最長3年)0.7%注目すべき配当: DNUTは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: DNUTは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: DNUT US市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: DNUTが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YUS 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/05 00:30終値2026/07/02 00:00収益2026/03/29年間収益2025/12/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Krispy Kreme, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。23 アナリスト機関Jaafar MestariBNP ParibasSara SenatoreBofA Global ResearchMark KalinowskiBrean Capital Historical (Janney Montgomery)20 その他のアナリストを表示
Upcoming Dividend • Apr 16Upcoming dividend of US$0.035 per shareEligible shareholders must have bought the stock before 23 April 2025. Payment date: 07 May 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.5%. Lower than top quartile of American dividend payers (5.0%). Higher than average of industry peers (2.1%).
Seeking Alpha • Jul 03Krispy Kreme: Huge Debt Load And No Path Out Of Sales DeclinesSummary Krispy Kreme remains a sell as organic sales continue to decline and the stock trades on a shaky foundation. DNUT faces mid-single-digit organic sales declines, exacerbated by underperforming store closures and the end of its McDonald's partnership. Secular headwinds from healthy eating trends and a risky refranchising strategy threaten long-term stability and operational control. With nearly $1 billion in net debt and leverage over 5x, DNUT's valuation is not compelling despite significant risks. Read the full article on Seeking Alpha
お知らせ • Jun 29+ 4 more updatesKrispy Kreme, Inc.(NasdaqGS:DNUT) dropped from Russell 3000E Growth BenchmarkKrispy Kreme, Inc.(NasdaqGS:DNUT) dropped from Russell 3000E Growth Benchmark
お知らせ • Jun 22Krispy Kreme Launches Patriotic Doughnut Collection and Announces July 4Th DealsKrispy Kreme had announced a new patriotic doughnut collection and limited-time deals for gatherings coast to coast. Available beginning Tuesday, June 23, Krispy Kreme’s festive Fourth of July Collection features two brand-new doughnuts and two returning fan favorites created to make America’s 250th birthday as delicious as it is monumental. Packaged in a colorful, custom “Bring Fourth the Fun” dozen box, the collection features: NEW: USA Doughnut – an unglazed shell doughnut filled with Cookies n’ Kreme™, dipped in red icing with patriotic stars and a USA sugar piece. NEW: Firework Doughnut – an Original Glazed® doughnut dipped in vanilla flavored icing with gold glitter and a firecracker sugar piece. Freedom Ring Doughnut – an Original Glazed® doughnut dipped in white icing, blue sprinkles and white stars, piped with red icing stripes. Chocolate Iced with Patriotic Sprinkles – an Original Glazed® doughnut dipped in chocolate icing and sprinkled with patriotic sprinkles. From July 2 through 5, guests can add an Original Glazed® dozen for just $2.50 with the purchase of any dozen or 16-count Minis at regular price. In-shop and drive-thru BOGO orders are limited to two per guest, while online pickup or delivery orders using promo code "USA" on the Krispy Kreme app or website are limited to one per order. As part of the celebration, Krispy Kreme also is inviting fans to show their patriotic spirit on July 4 by wearing red, white, and blue to receive a FREE Original Glazed® doughnut, no purchase necessary, limit one per guest. Krispy Kreme’s Fourth of July Collection will be available in-shop and for pickup or delivery via Krispy Kreme’s app and website, individually and by the dozen. Americans can also enjoy the collection in a Krispy Kreme 6-pack box featuring two each of the Freedom Ring, Chocolate Iced with Patriotic Sprinkles and Original Glazed® doughnuts, available at select retailers.
ナラティブの更新 • Jun 16DNUT: Expanded European Rollout Will Support Future Stock Re RatingAnalysts have raised their price target on Krispy Kreme stock to $6.00, citing slightly higher embedded expectations for revenue growth, profit margins, and future P/E assumptions in their models. What’s in the News for Krispy Kreme Krispy Kreme issued new 2026 financial guidance, stating it expects net revenue of US$1.25b to US$1.35b.
お知らせ • Jun 15Krispy Kreme Introduces Summer Seasonal Collection with New Doughnuts and BeveragesKrispy Kreme introduced an all-new seasonal collection packed with bright, refreshing flavors. Available beginning Tuesday, June 16 for a limited time at participating Krispy Kreme shops across the U.S., the Summer Seasonal Collection features a mix of delicious new doughnuts and returning fan favorites that are ready to become the flavors of the season. NEW: Original Glazed Strawberry Cake Doughnut – an Original Glazed old-fashioned cake doughnut with strawberry flavor. NEW: Lemon Bar Doughnut – an Original Glazed doughnut dipped in white icing and cookie pieces, topped with a lemon swirl and sweet powdered coating. Key Lime Pie Doughnut – an unglazed shell doughnut filled with key lime pie Kreme, dipped in lime green icing and topped with a frosting dollop and graham flavored crunch. Cannoli Inspired Doughnut – an unglazed ring doughnut dipped in chocolate icing and cookie crunch, topped with cannoli flavored buttercreme and sweet powdered coating. Alongside its classic Frozen Lemonade and Strawberry Chillers, Krispy Kreme is introducing two limited-time flavors for the summer: Watermelon Infused Lemonade Chiller – a crisp frozen lemonade blended with a juicy splash of watermelon flavor, delivering a cool, refreshing twist. Mango Infused Lemonade Chiller – a vibrant frozen lemonade infused with sweet mango, perfectly balancing tropical flavor with a bright citrus finish. As the Summer Seasonal Collection takes center stage, Krispy Kreme's Spring Seasonal Collection is saying goodbye, for now: HERSHEY’S Double Chocolate, Strawberries and Kreme, Banana Pudding and Original Glazed Blueberry Cake Doughnuts will be removed from the menu.
Recent Insider Transactions • Jun 08Director recently bought US$2.1m worth of stockOn the 4th of June, Bernardo Hees bought around 630k shares on-market at roughly US$3.36 per share. This transaction amounted to 41% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$2.9m more in shares than they have sold in the last 12 months.
ナラティブの更新 • Jun 02DNUT: Expanded European Rollout And Collaborations Will Support Future Re RatingAnalysts have nudged their price target on Krispy Kreme higher to $6, citing updated views on long term revenue growth, profit margins, and a modestly higher future P/E multiple following more constructive recent research coverage. What's in the News Krispy Kreme issued financial guidance for 2026, with net revenue expected in a range of $1.25b to $1.35b.
お知らせ • May 26Krispy Kreme Launches Masters of the Universe Collection with Three Themed DoughnutsKrispy Kreme in collaboration with Mattel and Amazon MGM Studios is unleashing the Masters of the Universe Collection – three all-new doughnuts available for a limited time and a custom dozen box inspired by Masters of the Universe heroes and villains of Eternia. He-Man Caramel Crunch Doughnut – a powerhouse of flavor featuring an Original Glazed doughnut dipped in red caramel icing swirled with cheesecake-flavored buttercreme, topped with graham-flavored crumble and a He-Man piece. Skeletor Double Chocolate Doughnut – a wickedly delicious, unglazed shell doughnut filled with chocolate custard, dipped in chocolate icing and chocolate cookie crumble, topped with a Skeletor piece. Cringer Claw Cookie Dough Doughnut – a roaring Original Glazed doughnut dipped and drizzled with cookie dough icing. Krispy Kreme’s Masters of the Universe Collection is available in-shop and for pickup or delivery via Krispy Kreme's app and website, individually and by the dozen.
お知らせ • May 19Krispy Kreme Returns Original Glazed Lemon Filled DoughnutKrispy Kreme officially brought back the long-time fan-favorite Original Glazed Lemon Filled Doughnut. This iconic flavor is making its highly requested comeback starting May 18 for a limited time at participating shops nationwide. Last seen in November 2025, the Original Glazed Lemon Filled Doughnut is back with its signature combo: a melt-in-your-mouth Original Glazed shell and a bright, citrusy lemon filling. The Original Glazed Lemon Filled Doughnut is available in-shop and for pickup or delivery via Krispy Kreme's app and website, individually and by the dozen, while supplies last.
New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$19m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change).
お知らせ • May 12Krispy Kreme Introduces Orange Dreamsicle Original Glazed DoughnutsKrispy Kreme brought a splash of summer with a limited-time twist on its iconic Original Glazed doughnut: Orange Dreamsicle Original Glazed doughnuts will be available at participating shops only Thursday through Sunday (May 14-17). Inspired by the classic orange-and-cream ice cream treat, this fresh take delivers a smooth vanilla finish wrapped in bright citrus flavor. Available only May 14-17, guests can get an Orange Dreamsicle Original Glazed Dozen for just $5 with the purchase of any dozen at regular price. The offer is available at participating shops in-shop and drive-thru; limit two per guest. Guests who place an online order for pickup or delivery through Krispy Kreme’s app or website should use promo code ORANGE at checkout; limit one per guest.
お知らせ • May 09Krispy Kreme, Inc. Provides Financial Guidance for 2026Krispy Kreme, Inc. provided financial guidance for 2026. For the year, the company expects net revenue of $1.25 billion to $1.35 billion (new).
Reported Earnings • May 07First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$0.13 loss per share (improved from US$0.20 loss in 1Q 2025). Revenue: US$367.0m (down 2.2% from 1Q 2025). Net loss: US$22.8m (loss narrowed 32% from 1Q 2025). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 130%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
ナラティブの更新 • May 07DNUT: Global Shop Expansion And Menu Refresh Will Support Upside PotentialNarrative update on Krispy Kreme The updated analyst view lifts the price target on Krispy Kreme stock from $3.95 to $4. The change is supported by recent research indicating adjusted assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E expectations.
お知らせ • May 06Krispy Kreme Launches Minis for Mom CollectionKrispy Kreme launched Minis for Mom – a limited-time collection of mini doughnuts designed to sweeten Mother’s Day in the easiest (and tastiest) way possible. Available Thursday through Sunday (May 7-10) at participating Krispy Kreme shops nationwide, Krispy Kreme’s Minis for Mom Collection mixes two brand-new minis with two fan-favorites, four of each packed in a share-worthy 16-count box. What’s in the box: NEW Mini Strawberries & Crème Doughnut – A Mini Original Glazed® dipped in strawberry-flavored icing and topped with a vanilla buttercreme dollop. NEW Mini Heart of Gold Doughnut – A Mini Original Glazed® coated in vanilla icing and finished with a hand-piped heart. Mini Original Glazed® – Because icons don’t need an update. Mini Chocolate Iced Doughnut with Sprinkles. Krispy Kreme's Minis for Mom Collection is available in-shop and for pickup or delivery via Krispy Kreme's app and website, individually and in the specialty 16-count box, featuring four of each doughnut. You can also enjoy the minis in a Krispy Kreme 8-pack box delivered fresh daily to select grocery stores.
お知らせ • Apr 28Krispy Kreme, Inc., Annual General Meeting, Jun 10, 2026Krispy Kreme, Inc., Annual General Meeting, Jun 10, 2026.
Major Estimate Revision • Apr 26Consensus EPS estimates upgraded to US$0.21 loss, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from US$1.50b to US$1.46b. 2026 losses expected to reduce from -US$0.293 to -US$0.21 per share. Hospitality industry in the US expected to see average net income growth of 22% next year. Consensus price target of US$4.35 unchanged from last update. Share price rose 8.9% to US$3.93 over the past week.
お知らせ • Apr 23Krispy Kreme, Inc. to Report Q1, 2026 Results on May 07, 2026Krispy Kreme, Inc. announced that they will report Q1, 2026 results at 6:45 AM, US Eastern Standard Time on May 07, 2026
ナラティブの更新 • Apr 23DNUT: Revenue Execution And Margin Expansion Will Support Future Re RatingThe analyst fair value estimate for Krispy Kreme has moved from $5.00 to $6.00, with analysts citing recent price target adjustments, including Citi's lift to $4.00 and mixed views across the Street, as they refine assumptions for revenue growth, profit margins, and future P/E. Analyst Commentary Recent research updates on Krispy Kreme have given investors a clearer sense of how the Street is thinking about the stock's risk and reward trade off.
お知らせ • Apr 14Krispy Kreme Announces Return of Strawberry Original Glazed DoughnutsKrispy Kreme announced the return of its fan-favorite Strawberry Original Glazed doughnuts, available for a limited time only. For four days – Thursday, April 16 through Sunday, April 19 – Krispy Kreme’s iconic Original Glazed doughnut will feature a seasonal strawberry twist. The Strawberry Original Glazed is a fresh take on a beloved classic, delivering the brand’s signature melt-in-your-mouth experience, enhanced with a burst of bright, vibrant strawberry flavor. This limited-time offering marks just the fifth release of Strawberry Original Glazed since its debut in 2020, and its first appearance since May 2025, making it a highly anticipated return for fans. Guests are encouraged to visit participating shops during the four-day window, as this specialty doughnut will be available only while supplies last. Guests can buy any dozen doughnuts and get a Strawberry Original Glazed dozen for just $5. The offer is available at participating shops across the U.S. in-shop and drive-thru; limit two per guest. Guests who place an online order for pickup or delivery through Krispy Kreme’s app and website should use promo code STRAWBERRY at checkout; limit one per guest.
ナラティブの更新 • Apr 08DNUT: Execution Risks Around Expansion Plans Will Restrain Future P/E MultipleAnalysts have nudged Krispy Kreme's average price target to $4.00, representing a modest increase supported by slightly higher revenue growth and updated views reflected in recent target revisions across several firms. Analyst Commentary Recent research on Krispy Kreme reflects a mix of optimism and restraint, with price target changes clustered in a narrow range around US$4.
お知らせ • Apr 07+ 2 more updatesKrispy Kreme, Inc. Announces Retirement of Theresa Zandhuis, Chief People Officer, from All Positions, Effective on or Around March 31, 2026Krispy Kreme, Inc. received notice from Theresa Zandhuis, Chief People Officer, of her decision to retire from all positions with the Company and its subsidiaries, effective on or around March 31, 2026. Ms. Zandhuis entered into an Agreement and General Release with a subsidiary of the Company on April 1, 2026. The period from the Transition Date, January 29, 2026, through the Separation Date, March 31, 2026, was referred to as the Transition Period. Ms. Zandhuis's last day of employment with Employer was March 31, 2026. Ms. Zandhuis entered into an Asset Protection Agreement with Krispy Kreme Doughnut Corporation as of April 1, 2026, and agreed to abide by all terms and covenants set forth therein.
お知らせ • Mar 28Krispy Kreme Launches Artemis II Doughnut To Celebrate Nasa Historic Deep Space Crewed MissionKrispy Kreme debuted a limited-edition Artemis II Doughnut, launching just in time for this historic moment in space exploration. Available only March 31 through April 2 at participating Krispy Kreme shops nationwide, the Artemis II Doughnut starts with the brand’s iconic Original Glazed doughnut, then blasts off with a bold new look inspired by NASA’s mission. The doughnut is dipped in blue vanilla-flavored icing, sprinkled with a mix of OREO crunch and white nonpareils, finished with a cookies-and-creme flavored buttercream dollop and topped with a red chevron nod to the NASA logo. The limited-edition doughnut is also available as part of the Artemis II Specialty Dozen, featuring six Artemis II Doughnuts and six Original Glazed doughnuts. Artemis II will mark NASA's first crewed mission aboard the Space Launch System rocket and Orion spacecraft. Four astronauts will spend about 10 days in deep space to confirm all the spacecraft's systems operate as designed with crew aboard. The test flight will provide critical performance data and operational experience for future Artemis missions, including landing American astronauts back on the Moon for the first time in more than 50 years. Krispy Kreme has a storied history of helping Americans celebrate humanity's greatest achievements in space exploration and other space-related events, beginning with serving fresh Original Glazed doughnuts at NASA's Apollo 11 launch in 1969 to celebrating NASA’s Perseverance Rover landing on Mars in 2021 and commemorating NASA’s Artemis I Mission with the Artemis Moon Doughnut in 2022, as well as creating doughnuts during numerous supermoons and total solar eclipses. Krispy Kreme’s Artemis II Doughnut is available in-shop and for pickup or delivery via Krispy Kreme’s app and website. Share how you're enjoying the new doughnut by using #KrispyKreme and tagging @krispykreme on social.
ナラティブの更新 • Mar 25DNUT: Execution Risks And Flat Margins Will Restrain Future P/E MultipleKrispy Kreme’s analyst price target has shifted modestly, with moves such as Citi’s raise to $4 from $3.95 and other recent target revisions reflecting analysts’ updated views on its growth, margins and future P/E assumptions. Analyst Commentary Recent Street research on Krispy Kreme points to a mixed but generally cautious tone.
お知らせ • Mar 23Krispy Kreme Introduces New Easter Basket Collection DoughnutsKrispy Kreme introduced a new Easter Basket Collection packed with playful, flavorful doughnuts. Beginning March 24, guests can hop to Krispy Kreme for spring treats that deliver fun and a little joy in every bite. Available beginning Tuesday, March 24 for a limited time at participating Krispy Kreme shops across the U.S., Krispy Kreme’s Easter Basket Collection features three new, egg-citing doughnuts that bring spring sweetness to life: Easter Egg Basket Doughnut – an Original Glazed doughnut piped with vanilla flavored buttercreme, dipped in decorative sugar, and topped with an Easter egg sugar piece. Strawberry Egg Doughnut – an unglazed shell doughnut filled with white Kreme, dipped in strawberry flavored icing with decorative vanilla flavored icing drizzles. Baby Chick Doughnut – an Original Glazed doughnut dipped in vanilla flavored icing decorated with a baby chick sugar piece. Krispy Kreme’s Easter Basket Collection will be available in-shop and for pickup or delivery via Krispy Kreme’s app and website. Guests can also enjoy some of the Easter Basket doughnuts in a Krispy Kreme six-pack delivered to select retailers.
お知らせ • Mar 18Krispy Kreme Launches Bracket Bash DozenKrispy Kreme’s new Bracket Bash Dozen was a buzzer-beater sure to win with your squad. Beginning Thursday, March 19 through Sunday, March 22, Krispy Kreme’s Bracket Bash Dozen will sweeten hoops hysteria for fans hosting parties with friends and family or going head-to-head with colleagues for bragging rights. The Bracket Bash Dozen features: Six Basketball Doughnuts – an unglazed shell doughnut filled with fluffy white Kreme filling, dipped in vanilla-flavored icing with chocolate basketball drizzles. Two Basketball Net Doughnuts – an Original Glazed doughnut dipped in chocolate icing with vanilla-flavored icing drizzles. And four iconic Original Glazed doughnuts. Krispy Kreme’s Bracket Bash Dozen and offer will be available in-shop and for pickup or delivery via Krispy Kreme’s app and website. Fans can pre-order the dozen, exclusive to catering sizes only, by visiting the catering site. Fans can also enjoy this slam dunk deal Thursday through Sunday: buy any dozen or 16-count minis and get an Original Glazed dozen for just $2 – limit two in-shop and drive-thru, limit one online for pickup and delivery with promo code “BOGO2” at participating U.S. locations. Share how you're cheering on your team with Krispy Kreme by using #KrispyKreme and tagging @krispykreme on social. Learn more by visiting the basketball doughnuts promo site.
ナラティブの更新 • Mar 11DNUT: Slower Revenue Assumptions And Richer P/E Will Pressure Fair ValueAnalysts have inched their average price target on Krispy Kreme up to about $4, reflecting tweaks to their models that include more modest revenue growth expectations, slightly higher profit margins and a richer future P/E assumption. Analyst Commentary Recent research has been mixed, with some price target adjustments pointing to a more cautious stance on Krispy Kreme.
New Risk • Mar 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$64m). Currently unprofitable and not forecast to become profitable over next 3 years (US$25m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change).
Reported Earnings • Feb 27Third quarter 2025 earnings released: US$0.11 loss per share (vs US$0.23 profit in 3Q 2024)Third quarter 2025 results: US$0.11 loss per share (down from US$0.23 profit in 3Q 2024). Revenue: US$375.3m (down 1.2% from 3Q 2024). Net loss: US$19.4m (down 149% from profit in 3Q 2024). Revenue is forecast to grow 5.6% p.a. on average during the next 4 years, compared to a 9.2% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • Feb 26Now 44% overvaluedOver the last 90 days, the stock has fallen 8.6% to US$3.82. The fair value is estimated to be US$2.66, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 68% per annum over the same time period.
ナラティブの更新 • Feb 24DNUT: Mixed Street Views And Margin Assumptions Will Shape Fair Value OutlookAnalysts have adjusted their view on Krispy Kreme, raising the fair value estimate to $3.00 from $2.50, based on research that incorporates updated expectations for revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Recent street research on Krispy Kreme reflects a mixed but cautious tone, with price target revisions that highlight both potential and perceived risks.
お知らせ • Feb 23Krispy Kreme Partners with Oreo Cookie for New Limited-Time Doughnut CollectionKrispy Kreme®? and OREO®? Brand are expanding their cookie-meets-doughnuts partnership, introducing a new limited-time doughnut collection that brings together the crushing joy of OREO®? Cookie and melt-in-your-mouth magic of Krispy Kreme. Available beginning Feb. 24 at participating Krispy Kreme shops across the U.S., the Krispy Kreme x OREO®? Cookie Collection features two new, milk-worthy doughnuts and a current fan-favorite: NEW Golden OREO®? Doughnut - an Original Glazed®? doughnut topped with Golden OREO®? Cookie-inspired flavored buttercreme, sprinkled with Golden OREO®®? cookie crumbles and rainbow sprinkles, and topped with a Mini Golden OREO®? cookie. NEW Chocolate OREO®? Dream Doughnut - an Original Glaze®? doughnut dipped in chocolate icing and OREO®? cookie pieces, topped with chocolate flavored Kreme™? and an OREO®? wafer cookie. OREO®? Cookies & Kreme™? Doughnut - this everyday menu favorite is an unglazed doughnut filled with Cookies & Kreme™? filling, dipped in chocolate icing and topped with OREO®? cookie piece then drizzled with whiteicing. The Krispy Kreme x O REO®? Cookie Dozen will feature three of each of the doughnuts, plus three Original Glazed®? doughnuts. The OREO®? Cookie doughnuts also will be offered individually and in a special three-pack featuring one of each doughnut.
お知らせ • Feb 12Krispy Kreme, Inc. to Report Q4, 2025 Results on Feb 26, 2026Krispy Kreme, Inc. announced that they will report Q4, 2025 results at 6:45 AM, US Eastern Standard Time on Feb 26, 2026
分析記事 • Feb 12Little Excitement Around Krispy Kreme, Inc.'s (NASDAQ:DNUT) Revenues As Shares Take 31% PoundingKrispy Kreme, Inc. ( NASDAQ:DNUT ) shares have had a horrible month, losing 31% after a relatively good period...
ナラティブの更新 • Feb 08DNUT: Execution On Revenue And Margin Plans Will Support Future UpsideAnalysts have updated their view on Krispy Kreme with a lower implied price target of about US$5, reflecting slightly revised fair value assumptions, a modestly adjusted discount rate and updated expectations for revenue growth, profit margins and future P/E multiples drawn from recent research commentary. Analyst Commentary Recent Street research on Krispy Kreme has been mixed, with some firms trimming price targets while others edge them higher.
お知らせ • Jan 27Krispy Kreme Returns Fan Favorite Chocomania Collection, Featuring All-New Doughnuts Glazed with HERSHEY'S ChocolateKrispy Kreme announced the return of Chocomania, featuring four new doughnuts, each glazed with delicious HERSHEY’S chocolate. The Chocomania Collection includes the NEW Chocolate Cheesecake Doughnut, which is a HERSHEY’S Chocolate Original Glazed doughnut with cheesecake swirl and HERSHEY’S mini chocolate chips; the NEW Chocolate Chip Cookie Doughnut, a HERSHEY’S Chocolate Original Glazed doughnut dipped in chocolate icing and HERSHEY’S Chocolate Chip Cookie Crunch; the NEW Chocolate Party Doughnut, a HERSHEY’S Chocolate Original Glazed doughnut with HERSHEY’S chocolate drizzle and rainbow nonpareils; and the NEW HERSHEY'S Chocolate Original Glazed Doughnut, which is an Original Glazed doughnut covered in HERSHEY’S chocolate glaze. The doughnuts will be available from January 27 through February 1 at participating Krispy Kreme shops nationwide, as well as for pickup or delivery via Krispy Kreme’s app and website, both individually and by the dozen.
ナラティブの更新 • Jan 24DNUT: Improved Earnings Framework Will Support Long-Term Upside PotentialAnalysts have lifted their price target on Krispy Kreme by US$0.50, supported by slightly higher assumptions for revenue growth, profit margin and future P/E. Together these factors point to a modestly improved earnings outlook.
分析記事 • Jan 15Is Krispy Kreme (NASDAQ:DNUT) Using Debt Sensibly?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
ナラティブの更新 • Jan 08DNUT: International Expansion And Menu Refresh Will Support Long-Term Upside PotentialAnalysts have lifted their price target on Krispy Kreme, citing updated assumptions that now reflect revenue growth of 6.80%, a profit margin of 8.07% and a future P/E of 9.86, while keeping estimated fair value at $6.00 and the discount rate at 12.5%. What's in the News Krispy Kreme is partnering with Peanuts for the first time in the U.S., launching a limited time Krispy Kreme x Peanuts holiday doughnut collection featuring Snoopy, Charlie Brown and themed designs, along with a custom dozen box available at participating U.S. stores.
Price Target Changed • Jan 07Price target increased by 7.9% to US$3.99Up from US$3.70, the current price target is an average from 6 analysts. New target price is 9.9% below last closing price of US$4.43. Stock is down 54% over the past year. The company is forecast to post a net loss per share of US$2.85 compared to earnings per share of US$0.018 last year.
ナラティブの更新 • Dec 16DNUT: International Expansion And Menu Refresh Will Drive Long-Term UpsideAnalysts have cut their fair value estimate for Krispy Kreme from approximately $11.34 to $6.00 per share, citing a sharp reduction in expected profit margins and a higher assumed future valuation multiple, despite slightly stronger projected revenue growth. What's in the News Krispy Kreme launches its first ever U.S. collaboration with Peanuts, introducing a limited time Krispy Kreme x Peanuts holiday doughnut collection featuring new Snoopy, Charlie Brown, and Christmas themed varieties, plus returning seasonal favorites and a custom dozen box available starting November 29.
ナラティブの更新 • Dec 01DNUT: Global Expansion And Menu Refresh Will Balance Execution Risks AheadAnalysts have slightly increased their price target for Krispy Kreme to $3.83 per share, citing marginal adjustments to profit margin outlook and updated valuation models. What's in the News Krispy Kreme partners with Peanuts to launch a festive holiday doughnut collection, including three all-new flavors and two returning favorites.
ナラティブの更新 • Nov 17DNUT: Expansion Into Retailers And Execution Risks Will Shape OutlookAnalysts have slightly raised their price target for Krispy Kreme to $3.83 from $3.70, citing modest improvements in projected revenue growth. However, they continue to note ongoing concerns about execution risk highlighted in recent research.
分析記事 • Nov 16Krispy Kreme, Inc. (NASDAQ:DNUT) Surges 27% Yet Its Low P/S Is No Reason For ExcitementKrispy Kreme, Inc. ( NASDAQ:DNUT ) shareholders would be excited to see that the share price has had a great month...
Reported Earnings • Nov 07Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: US$0.11 loss per share (down from US$0.23 profit in 3Q 2024). Revenue: US$375.3m (down 1.2% from 3Q 2024). Net loss: US$19.4m (down 149% from profit in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 04Krispy Kreme Expands Everyday Menu, Offering Fans More Variety and 'More Ways to Dozen'Krispy Kreme, Inc. is refreshing its doughnut menu, adding nine new flavors and growing its everyday menu to 16 full-sized doughnuts from 10. The new menu, available beginning November 3, 2025, was in development and testing for more than a year and includes trends, fan favorites requested on social media, and returning popular doughnuts that were offered previously only for a limited time. The new doughnuts join the iconic Original Glazed® doughnut and six classic varieties. Increasing the total variety of doughnuts gives fans more to enjoy and more to share. The new flavors available individually and by the dozen are: New York Cheesecake - an unglazed doughnut dipped in vanilla flavored icing topped with graham crunch and filled with cheesecake flavored Kreme™. OREO® Cookies and Kreme™ - an unglazing doughnut filled with OREO® cookies & Kreme™ filling, dipped in chocolate icing, topped with OREO® cookie pieces, then drizzled with vanilla flavored icing. Original Glazed® Cake - iconic Original Glazed® flavor in a classic, old fashioned cake doughnut. Cinnamon Apple Filled - an unglazed dough Nutnut filled with apple cinnamon filling and tossed in a powdered cinnamon flavored coating. Original Glazed® Kreme™Filled Doughnut - an Original Glazed® dough Nutnut filled with Kreme™ filling. Biscoff® Cookie Butter Kreme™ (seasonal) - an unglazed dough nut filled with Biscoff® Cookie butter and topped with Biscoff® cookie pieces, then dryzzled with vanilla flavored icing; Maple Iced (seasonal) - an Original Glazed®® doughnut topped with brownie batter flavored butcreme, brownie crunch topping and rainbow sprinkles; Original Glazed® Pumpkin Spice Cake Doughnut (seasonal) - a pumpkin spice-tastic take on classic cake doughnut. Krispy Kreme will rotate in four new doughnuts on a seasonal basis five times a year, providing doughnut lovers with even more flavors and choices. The new menu is supported by a marketing campaign that includes R&B singer, songwriter, producer and Grammy winner Montell Jordan, who Krispy Kreme recruited to remake his iconic 1995 No. 1 hit "This is How We Dozen" during its 30th anniversary. Jordan's "This is How We Doze" take on the song encourages fans to share on social media how they're enjoying and sharing Krispy Kreme's new expanded everyday menu, including sweet dance moves.
ナラティブの更新 • Nov 01DNUT: Big-Box Retail Push And Global Expansion Will Balance Domestic UncertaintyAnalysts have lowered their price target for Krispy Kreme, citing concerns about execution risk and decreased visibility in the U.S. market following the canceled McDonald's partnership. Analyst Commentary Recent analyst commentary on Krispy Kreme highlights both optimistic and cautious viewpoints regarding the company's outlook and execution following the canceled McDonald's partnership.
お知らせ • Oct 23Krispy Kreme, Inc. to Report Q3, 2025 Final Results on Nov 06, 2025Krispy Kreme, Inc. announced that they will report Q3, 2025 final results at 6:45 AM, Eastern Standard Time on Nov 06, 2025
ナラティブの更新 • Oct 17International Franchising And Digital Sales Will Expand Global ReachNarrative Update on Krispy Kreme Analysts have left their price target for Krispy Kreme unchanged at $3.70. They cite continued caution due to execution risks and ongoing weakness in the U.S. business as the company implements its turnaround plan.
ナラティブの更新 • Oct 03International Franchising And Digital Sales Will Expand Global ReachKrispy Kreme's fair value price target has been lowered from $4.03 to $3.70 per share. Analysts cite ongoing execution risks and recent business challenges as key factors for the more cautious outlook.
分析記事 • Sep 11Why Krispy Kreme, Inc. (NASDAQ:DNUT) Could Be Worth WatchingKrispy Kreme, Inc. ( NASDAQ:DNUT ), might not be a large cap stock, but it saw a double-digit share price rise of over...
ナラティブの更新 • Aug 27International Franchising And Digital Sales Will Expand Global ReachKrispy Kreme’s consensus price target has been sharply reduced as analysts cite execution risk and weak U.S. trends following the cancelled McDonald’s partnership, with most downside already reflected in the shares, lowering fair value from $5.17 to $4.03. Analyst Commentary JPMorgan sees Krispy Kreme in "survivor mode" after the cancelled McDonald's launch, with the turnaround plan carrying significant execution risk due to ongoing declines in the U.S. business.
Price Target Changed • Aug 26Price target decreased by 23% to US$4.03Down from US$5.23, the current price target is an average from 6 analysts. New target price is 8.1% above last closing price of US$3.73. Stock is down 66% over the past year. The company is forecast to post a net loss per share of US$3.04 compared to earnings per share of US$0.018 last year.
お知らせ • Aug 14Krispy Kreme in Partnership with Warner Bros. Discovery Global Consumer ProductsKrispy Kreme®? in partnership with Warner Bros. Discovery Global Consumer Products (WBDGCP), announces an enchanting new doughnut collection inspired by Harry Potter™? School of Witchcraft and Wizardry: the all-new Harry Potter™?: Houses of Potter™? x Krispy Kreme Collection. Available beginning August 18, 2025 for a limited time, doughnut lovers and Harry Potter™? fans alike can head to participating Krispy Kreme shops across the U.S. to experience enchanting doughnuts that bring the four Harry Potter™? houses to life through delicious flavors: Gryffindor™? Doughnut - an unglazed shell doughnut filled with cookie butter flavored Kreme™?, dipped in redicing and Biscoff®? cookie crumble, topped with golden icing drizzles and the Gryffindor™? crest. Slytherin™? Doughnut - an Original Glazed®? doughnut topped with chocolate and green buttercreme flavored swirls, chocolate cookie sugar blend, and the Slytherin™? crest. Hufflepuff™? Doughnut- an unglaze shell doughnut filled with brown butter to coffee flavored custard, dipped in golden yellow icing, and topped with black chocolate drizzle, cookie crunch, and the Hufflepuff™? crest. Ravenclaw™? Doughnut - an original Glazed®? doughnut dipped in blueberry flavored icing, topped with the Ravenclaw™? sprinkles and crest. Witches or wizards looking for a sweet reveal can also experience a one-of-a-kind doughnut celebrating the Harry Potter houses. The purpose of touching and enhancing lives through the joy that is Krispy Kreme guides how we operate every day and is reflected in the love we have for people, communities, and the planet.
分析記事 • Aug 09Krispy Kreme, Inc. (NASDAQ:DNUT) Looks Inexpensive But Perhaps Not Attractive EnoughNasdaqGS:DNUT 1 Year Share Price vs Fair Value Explore Krispy Kreme's Fair Values from the Community and select yours...
Board Change • Aug 08High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Director Gordon Von Bretten was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 06Krispy Kreme Announces the Return of Its Original Glaze Doughnut for One Week OnlyKrispy Kreme announced the return of its iconic Pumpkin Spice Original Glazed doughnut for one week only beginning August 11, 2025. With just the right touch of pumpkin spice and a melt-in-your-mouth finish, Krispy Kreme's irresistible Pumpkin Spice Original Glazed doughnut will be offered for a full week, through August 17, 2025, after being available for just three days last year. The doughnut will be available individually and by the dozen in-shop and for pickup or delivery via Krispy Kreme's app and website. While the Pumpkin Spice Original Glazed dough nut will be available only through August 17, 2025 Krispy Kreme will also add to its menu three Pumpkin Spice Season fan-favorites on August 11, 2025 that will be available throughout the fall: Original Glazed Pumpkin Spice Cake Doughnut, a pumpkin spice-tastic take on the classic cake doughnut. Original Glazed and bursting with pumpkin spice flavor, making for an irresistible cake doughnut. Pumpkin Spice Latte, made to order hot, iced or frozen, topped with a swirl of whipped cream and a dusting of pumpkin spice seasoning. Pumpkin Spice Coffee served hot or iced. In addition to visiting shops or ordering online, guests can enjoy Pumpkin Spice Cake doughnuts in a Krispy Kreme 6-pack delivered fresh daily to select retailers.
お知らせ • Jul 29Krispy Kreme®? Invites Fans to Experience A Taste of the Sweet Life with All-New 'Passport to Italy' DoughnutsKrispy Kreme®? is helping fans transport to "la dolce vita" this summer with its all-new Passport to Italy Collection: a sweet escape to Italy's vibrant desserts and culture. Available beginning July 29, 2025 for a limited time at participating Krispy Kreme shops across the U.S., Krispy Kreme's Passport to Italy Collection features three of Italy's most iconic desserts reimagined as irresistible doughnuts, including: Cannoli Inspired Doughnut - an unglazed ring doughnut half-dipped in chocolate icing and cookie crunch, dusted with powdered coating and topped with a cannoli flavored buttercreme dollop. Limone Delight Doughnut - an unglaze shell doughnut filled with lemon delight flavored Kreme™?, dipped inesty lemon-flavored icing and topped with candied lemon. Tiramisu Inspired Doughnut - an unGlazed shell doughnut filled with tiramisu flavored Kreme™?, topped with sweet creme flavored buttercreme and dusted with cocoa.
お知らせ • Jul 24Krispy Kreme, Inc. to Report Q2, 2025 Results on Aug 07, 2025Krispy Kreme, Inc. announced that they will report Q2, 2025 results on Aug 07, 2025
お知らせ • Jul 03Krispy Kreme, Inc. Announces Executive Changes, Effective July 11, 2025Krispy Kreme, Inc. announced that Chief Product Officer Alison Holder has been promoted to Chief Brand and Product Officer, effective July 11, 2025, assuming responsibility for the Company’s global marketing initiatives. Ms. Holder has over 25 years of experience with Krispy Kreme, including as Senior Director of Consumer Insights, and has led brand marketing, innovation, research & development, and manufacturing services. She succeeds Chief Growth Officer David Skena who decided to leave the Company to pursue another opportunity.
お知らせ • Jul 02Krispy Kreme Celebrates World Chocolate Day July 7Krispy Kreme is upping its chocolate game on World Chocolate Day, July 7, enriching its fan-favorite but rarely offered Chocolate Glazed doughnuts with delicious HERSHEY'S chocolate glaze. To make this year's World Chocolate Day celebration even sweeter, Krispy Kreme is offering 50% off a dozen Chocolate Glazed doughnuts with the purchase of any dozen at regular price. Monday will be the first time Krispy Kreme has offered its Chocolate Glazed doughnuts since World Chocolate Day last year. Chocolate and doughnut lovers can enjoy Chocolate Glazed doughnuts with HERSHEY'S Chocolate glaze on Monday at participating Krispy Kreme'sapp and website while supplies last.
お知らせ • Jun 23Krispy Kreme Introduces All-New Fourth of July 'Stars, Stripes & Sweetness' DoughnutsKrispy Kreme®? is sweetening Fourth of July this year with an all-new festive collection with a red, white and blue-inspired celebration in every bite. Available beginning on June 23, 2025 for a limited time at participating Krispy Kreme shops across the U.S., Krispy Kreme's Stars, Stripes & Sweetness Collection features three festive doughnuts: Freedom Ring Doughnut - an Original Glazed®? doughnut dipped in white icing, blue sprinkles and white stars, piped with red icing stripes. USA Party Doughnut - an Original Glaze®? doughnut piped with white buttercreme, sprinkled with USA party spray blend, and topped with a USA sugar piece. Vanilla Cookies & Kreme™? Liberty Crunch Doughnut - an unglazed shell doughnut filled with vanilla cookies & Kreme™? filling, dipped in white icing and topped with vanilla cookies, national sprinkles and white icing drizzle. Additionally on July 4 only, guests who wear red, white and blue to participating Krispy Kreme shops can enjoy a FREE Original Glazed®? dough Nutnut, limit one per customer. Krispy Kreme's stars, Stripes & Sweetness collection is available in-shop and for pickup or delivery via Krispy Kreme's app and website, individually and by the dozen. Guests can also enjoy the Stars, Stripes & Sweetity Collection in a Krispy Kreme 6-pack box delivered fresh daily to select retailers.
お知らせ • Jun 20Krispy Kreme, Inc. Approves Board Appointments, Effective June 17, 2025Krispy Kreme, Inc. at its annual meeting of stockholders held on June 17, 2025, elected Patrick Grismer, Bernardo Hees, Easwaran Sundaram and Gordon von Bretten as directors to hold office for a one-year term and until his or her successor shall have been elected and qualified.
お知らせ • May 20Krispy Kreme's® Strawberry Original Glazed®? Doughnut ReturnsAmerica! Krispy Kreme® will return its popular Strawberry Original Glazed® Doughnut Friday, May 30 through Sunday, June 1. Fans unlocked the return of the fan-favorite Strawberry Glazed® Doughnut by helping Krispy Kreme achieve a "high score" of giving away 45,000 FREE Original Glazed® Doughnuts between May 12 and 18 during Hot Light hours. The giveaway was part of Krispy Kreme's celebration of PAC-MAN's 45th birthday and honoring PAC-MAN's love of fruits. Introduced in 2020 and last offered in August 2023, this will be just the fourth time Krispy Kreme has offered Strawberry Glazed Doughnuts - an Original Glazed®? doughnut transformed by a vibrant strawberry glaze with sweet strawberry flavor. The doughnuts will be available in-shop and for pickup or delivery via Krispy Kreme's app and website at participating shops. To sweeten the return, Krispy Kreme fans can get a dozen Strawberry Glazed Doughnuts for just $5 with the purchase of any dozen at regular price, Friday through Sunday. When enjoying the return of Strawberry Glazed Doughnuts, fans can also continue to gobble up the Krispy Kreme x PAC-MAN Collection, all-new doughnuts inspired by the game's characters, including the PAC-MAN Party Doughnut, TEAM GHOST Doughnut and Strawberry Power Berry Doughnut for a limited time.
お知らせ • May 17Glancy Prongay & Murray LLP Files Securities Fraud Lawsuit on Behalf of Krispy Kreme, Inc. InvestorsGlancy Prongay & Murray LLP announced that it has filed a class action lawsuit in the United States District Court for the Western District of North Carolina, captioned Cameron v. Krispy Kreme, Inc., et al., Case No. 25-cv-332, on behalf of persons and entities that purchased or otherwise acquired Krispy Kreme, Inc. securities between February 25, 2025 and May 7, 2025, inclusive (the “Class Period”). Plaintiff pursues claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 (the “Exchange Act”). On May 8, 2025, before the market opened, Krispy Kreme released its first quarter 2025 financial results, reporting its “net revenue was $375.2 million…a decline of 15.3%” and a “net loss of $33.4 million, compared to prior year net loss of $6.7 million.” Additionally, the Company announced that it is “reassessing [its] deployment schedule together with McDonald’s” and “withdrawing [its] prior full year outlook and not updating it” due in part to “uncertainty around the McDonald’s deployment schedule.” On this news, the price of Krispy Kreme shares fell 24.71%, or $1.07 per share, to close at $3.26 per share on May 8, 2025, on unusually heavy trading volume. The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors: (1) that demand for Krispy Kreme products declined materially at McDonald’s locations after the initial marketing launch; (2) that demand at McDonald’s locations was a driver of declining average sales per door per week; (3) that the partnership with McDonald’s was not profitable; (4) that the foregoing posed a substantial risk to maintaining the partnership with McDonald’s; (5) that, as a result, the Company would pause expansion into new McDonald’s locations; and (6) that, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
お知らせ • May 12Krispy Kreme Announces Collaboration with Bandai Namco Entertainment America IncKrispy Kreme announced an a-maze-ing collaboration with Bandai Namco Entertainment America Inc., for PAC-MAN's 45th Anniversary, celebrating the global, culturalicon with all-new doughnuts inspired by the classic game. Fans will want to chomp these new doughnuts before it's "game over!" Brand also challenges fans to "chomp" 45,000 FREE Original Glazed®? Doughnut piped with yellow buttercreme flavored icing, sprinkled with celebration sprinkles and topped with a PAC-MAN piece. TEAM GHOST Doughnut - an unglazed shell doughnut filled with chocolate flavored Kreme™?, dipped in black icing, decorated with PAC-MAN maze and topped with Team Ghosts piece. Strawberry Power Berry Doughnut - an unglaze shell doughnut filled with strawberry flavored Kreme™?, dipping in red icing and topped with white sprinkles and green leaf icing. PAC-MAN is one of the most recognized video game characters of all time and has made an impact on the world by connecting with people across ages, borders and genders through the power of play for over 45 years, just as Krispy Kreme connects people through the sweetness of enjoying and sharing doughnuts. Krispy Kreme is also celebrating PAC-MAN's 45th anniversary by: Aiming to give guests 45,000 FREE Original Glaze®? doughnuts between May 12 through 18 during Hot Light hours - 7 to 9 a.m. and 5 to 7 p.m., or whenever the Hot Light is shining - limit one per guest per day in shop and via drive-thru. In honor of PAC-MAN's love of fruits, if fans help achieve this "high score," they will unlock the return of Krispy Kreme's popular Strawberry Glazed Doughnut, which the brand last offered for a limited time in August 2023. Selling a dozen Original Glazed®? doughnuts for just 25 cents with the purchase of any dozen at regular price on PAC-MAN Day, his official birthday, May 22. The Krispy Kreme x PAC-MAN Collection is available in-shop and for pickup or delivery via Krispy Kreme's app and website, individually and by the dozen. You can also enjoy the PAC-MAN doughnuts in a Krispy Kreme 6-pack box delivered fresh daily to select retailers.
お知らせ • May 08+ 1 more updateKrispy Kreme, Inc. Provides Earnings Guidance for the Second Quarter of 2025Krispy Kreme, Inc. provided earnings guidance for the second quarter of 2025. For the quarter, the company expects net revenue to be in the range of $370 million to $385 million.
お知らせ • May 06Krispy Kreme Brightens Mother's Day with All-New Minis for Mom CollectionKrispy Kreme is brightening mom's day and warming her heart with an all-new Minis for Mom Collection, debuting and available through Mother's Day, May 11. The Minis for Mom Collection features four new bright and sunny treats: Mini Strawberry Sunshine Doughnut - a Mini Original Glazed®? doughnut dipped in strawberry flavored icing, topped with yellow and orange icing drizzles and yellow vanilla flavored buttercreme. Mini Chocolate Chip Cookie Delight Doughnut -a Mini Original Glazed®? breadnut dipped in chocolate icing & chocolate chip cookie crumble, topped with cookie dough flavored buttercreme. Mini chocolate Iced Yellow HeartDoughnut - a Mini Original Glaze®? doughnut dipped in chocolate icing and topped with a yellow icing heart. Mini Sparkly Vanilla SunsetDoughnut - a Mini original Glazed®? doughnut dipping in yellow vanilla flavoredicing and pink sanding sugar.
お知らせ • Apr 29Krispy Kreme, Inc., Annual General Meeting, Jun 17, 2025Krispy Kreme, Inc., Annual General Meeting, Jun 17, 2025.
Price Target Changed • Apr 24Price target decreased by 14% to US$9.32Down from US$10.88, the current price target is an average from 11 analysts. New target price is 117% above last closing price of US$4.30. Stock is down 67% over the past year. The company is forecast to post a net loss per share of US$0.20 compared to earnings per share of US$0.018 last year.
お知らせ • Apr 24Krispy Kreme, Inc. to Report Q1, 2025 Results on May 08, 2025Krispy Kreme, Inc. announced that they will report Q1, 2025 results on May 08, 2025
お知らせ • Apr 22Krispy Kreme Introduces an All-New CollectionKrispy Kreme® is introducing an all-new collection that is cheesecake-inspired and delicious. Available beginning April 22, 2025 for a limited time at participating Krispy Kreme shops, Krispy Kreme's Craving Cheesecake Collection features three all-new silky, sweet doughnuts: Strawberry Dream Cheesecake Doughnut - an unglazed shell doughnut filled with cheesecake flavored Kreme™?, dipped in strawberry flavored icing and berry flavored graham crunch, and drizzled in white icing. Cookies & Kreme™ Cheesecake Doughnut- an unglaze shell doughnut filled with cookies & Kreme™? cheesecake flavored filling, dipped in white icing, half-dipped in chocolate cookie crumble and dusted with powdered topping. Caramel Delight Cheesecake Doughnut - a cinnamon sugar ring doughnut topped with cheesecake flavored buttercreme, salted caramel flavored graham crunch, and caramel flavored icing drizzles.
Upcoming Dividend • Apr 16Upcoming dividend of US$0.035 per shareEligible shareholders must have bought the stock before 23 April 2025. Payment date: 07 May 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.5%. Lower than top quartile of American dividend payers (5.0%). Higher than average of industry peers (2.1%).
Seeking Alpha • Apr 12Krispy Kreme: Upside From Here Is Much More AttractiveSummary 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. Read the full article on Seeking Alpha
New Risk • Apr 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (5.6% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Dividend per share is over 7x earnings per share. Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results.
お知らせ • Apr 08Krispy Kreme Hops into Easter with All-New 'Hoppy Easter' CollectionKrispy Kreme introduced an all-new collection of three bunny-themed Easter doughnuts and a returning favorite that will have hoppin' happy this holiday. Available in a custom Easter dozens box beginning on April 7, 2025 for a limited time at participating Krispy Kreme shops, the Hoppy Easter Collection includes something delicious for "everybunny: Bunny Basket Doughnut - an Original Glazed®? doughnut dipped in chocolate icing, decorated with chocolate flavored buttercream, and topped with a confectionery bunny. Marshmallow Bunny Doughnut - an unglazed shell doughnut filled with marshmallow flavored Kreme™?, dipped in pastel yellow icing and topped with a bunny face and confectionery ears. Bouncing Bunny Doughnut - an Original Glaze®? doughnut dipped in pastel blue icing and sprinkles, and topped with a bouncing bunny. Strawberry Iced Doughnut with Sprinkles - an Original Glazed doughnut dipped in strawberry flavored icing and pastel sprinkles.
Price Target Changed • Apr 03Price target decreased by 7.7% to US$10.97Down from US$11.88, the current price target is an average from 11 analysts. New target price is 145% above last closing price of US$4.47. Stock is down 69% over the past year. The company is forecast to post a net loss per share of US$0.17 compared to earnings per share of US$0.018 last year.
お知らせ • Apr 02Krispy Kreme®? and Fruity Pebbles™? Rock All-New Milk Glaze Doughnuts for Four Days OnlyKrispy Kreme®? and Fruity PEBBLES™? are teaming up to rock tastebuds with Krispy Kreme x FruityPEBBLES Milk Original Glazed®? Doughnuts, available for a limited time this Thursday through Sunday (April 3-6). The Krispy Kreme x F Truity PEBBLES collaboration features Fruity Pebbles Milk Original Glazed®? doughnut - a classic ring doughnut coated with Fruity Pebbles Milk flavored glaze, capturing the sweet, fruity-licious taste of post-cereal goodness. Krispy Kreme x Froity PEBBLES collaboration feature Fruity Pebbles Milk®? Doughnuts - a classic ring doughnut coating with Fruity Pebble Milk flavored glaze, capturing The sweet, fruity-liciously taste of post-cereal excellence. Krispy Kreme xFruity PEBBLES Milk Original Glaze®? Doughnuts are available in-shop and for pickup or delivery via Krispy Kreme's app and website, individually and by the dozen. Throughout the doughnuts' availability, guests can get a dozen for just $5 with the purchase of any dozen at regular price while supplies last, limit two per guest in-shop and one per online order using promo code PEBBLES.
分析記事 • Mar 31Is Krispy Kreme, Inc. (NASDAQ:DNUT) Trading At A 27% Discount?Key Insights The projected fair value for Krispy Kreme is US$6.88 based on 2 Stage Free Cash Flow to Equity Krispy...
お知らせ • Mar 20Krispy Kreme Introduces New Chocomania Collection, Featuring Doughnuts Made with Hershey's ChocolateKrispy Kreme®? introduced a new edition of its popular annual Chocomania Collection - three new doughnuts and a returning fan favorite, all featuring melt-in-your-mouth Kreme doughnuts with delectable HERSHEY'S milk chocolate icing. The extra-ch chocolatey, extra-delicious Chocomania Collection includes: NEW: HERSHEY'S Chocolate Salted Caramel Cheesecake Doughnut, an unglazed shell doughnut filled with HERSHEY'S caramel cheesecake flavored KremeTM, dipped in HERSHEY's milk chocolate icing, sprinkled with chocolate cookie crumb, and topped with a salted caramel swirl. NEW: HERSHEY's Chocolate Buttercreme Doughnut, an unglazing ring doughnut dipped in HERSHEY' S milk chocolateicing and topped with chocolate flavored buttercreme and semi-sweet chocolate curls. NEW: HERSHEy'S Chocolate Chip Cookie Doughnut, an Original Glazed®? doughnut dipped in salted cookie dough flavored icing, topped with chocolate chip cookie pieces, Hershey's mini semi-sweet chocolate chips, and HERSHEY'S Milk chocolate icing drizzles. HERSHEY'S Classic Chocolate Doughnut, anOriginal Glazed®? Doughnut with HERSHEY's milk chocolate icing and a chocolate swirl.
Buy Or Sell Opportunity • Mar 13Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 46% to US$5.35. The fair value is estimated to be US$6.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 51% per annum over the same time period.
Major Estimate Revision • Mar 11Consensus EPS estimates upgraded to US$0.17 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$0.25 to -US$0.174 per share. Revenue forecast steady at US$1.63b. Hospitality industry in the US expected to see average net income growth of 23% next year. Consensus price target down from US$11.88 to US$11.43. Share price fell 11% to US$5.41 over the past week.
Seeking Alpha • Mar 09Krispy Kreme: Sweet Growth, Bitter Cyber SetbackSummary Krispy Kreme has shown undeniable growth in Points of Access ("PoAs"), but profitability remains elusive, impacted by a significant cyber incident and economic headwinds. The partnership with McDonald's is a key growth driver, aiming for 15,000 U.S. PoAs by FY 2026, but profitability challenges persist. Q4 FY 2024 results were severely impacted by a cyber incident, leading to a 10.4% decline in top-line sales and a net loss of $22.4 million. Despite growth potential, high debt levels and uncertain profitability lead to a 'Hold' rating with a reduced price target of $6.50 - $7.00. Read the full article on Seeking Alpha
分析記事 • Mar 04Benign Growth For Krispy Kreme, Inc. (NASDAQ:DNUT) Underpins Stock's 33% PlummetTo the annoyance of some shareholders, Krispy Kreme, Inc. ( NASDAQ:DNUT ) shares are down a considerable 33% in the...
お知らせ • Mar 04Krispy Kreme, Inc. Appoints Nicola J. Steele as Chief Operating OfficerEffective March 3, 2025, Nicola J. Steele, 38, has been appointed to serve as the Chief Operating Officer of Krispy Kreme, Inc. (the “Company”). In this role, Ms. Steele will be the Company’s principal operating officer. Prior to her appointment, Ms. Steele served Company subsidiaries Krispy Kreme Holdings PTY Ltd., Krispy Kreme Australia PTY Ltd., and Krispy Kreme New Zealand Limited as President and Director from September 2023 to March 2025, Chief Operating Officer from March 2022 to August 2023, and Retail Director from January 2019 to February 2022. Prior to this, Ms. Steele held progressive leadership positions in store and operations management in Australia and New Zealand since joining the Company in October 2006 as a crew member. Ms. Steele holds a Bachelor of Science degree in Psychology from Swinburne University of Technology.
New Risk • Feb 27New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 9.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (5.1% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Dividend per share is over 7x earnings per share. Paying a dividend despite having no free cash flows. Earnings are forecast to decline by an average of 9.0% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
お知らせ • Feb 26Krispy Kreme, Inc. Provides Earnings Guidance for the Full Year 2025Krispy Kreme, Inc. provided earnings guidance for the full year 2025. For the year, the company expects Net Revenue of $1,550 to $1,650 million and Organic Revenue growth Of +5% to +7%.
Price Target Changed • Feb 26Price target decreased by 9.2% to US$13.41Down from US$14.77, the current price target is an average from 11 analysts. New target price is 88% above last closing price of US$7.13. Stock is down 44% over the past year. The company is forecast to post a net loss per share of US$0.022 compared to earnings per share of US$0.018 last year.
Reported Earnings • Feb 25Full year 2024 earnings releasedFull year 2024 results: Net income: (up US$37.9m from FY 2023). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • Feb 25Now 29% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to US$7.13. The fair value is estimated to be US$10.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.3% over the last 3 years. Meanwhile, the company has become profitable.
