Krispy Kreme, Inc.

NasdaqGS:DNUT Stok Raporu

Piyasa değeri: US$593.0m

Krispy Kreme Yönetim

Yönetim kriter kontrolleri 0/4

Krispy Kreme CEO'su Josh Charlesworth, Jan2024 tarihinde atandı, in görev süresi 2.5 yıldır. in toplam yıllık tazminatı $ 3.69M olup, şirket hissesi ve opsiyonları dahil olmak üzere 27.1% maaş ve 72.9% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.44% ine doğrudan sahiptir ve bu hisseler $ 2.59M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 1.3 yıl ve 1.1 yıldır.

Anahtar bilgiler

Josh Charlesworth

İcra Kurulu Başkanı

US$3.7m

Toplam tazminat

CEO maaş yüzdesi27.07%
CEO görev süresi2.5yrs
CEO sahipliği0.4%
Yönetim ortalama görev süresi1.3yrs
Yönetim Kurulu ortalama görev süresi1.1yrs

Son yönetim güncellemeleri

Recent updates

Seeking Alpha Jul 03

Krispy Kreme: Huge Debt Load And No Path Out Of Sales Declines

Summary 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
Anlatı Güncellemesi Jun 16

DNUT: Expanded European Rollout Will Support Future Stock Re Rating

Analysts 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.
Anlatı Güncellemesi Jun 02

DNUT: Expanded European Rollout And Collaborations Will Support Future Re Rating

Analysts 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.
Anlatı Güncellemesi May 07

DNUT: Global Shop Expansion And Menu Refresh Will Support Upside Potential

Narrative 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.
Anlatı Güncellemesi Apr 23

DNUT: Revenue Execution And Margin Expansion Will Support Future Re Rating

The 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.
Anlatı Güncellemesi Apr 08

DNUT: Execution Risks Around Expansion Plans Will Restrain Future P/E Multiple

Analysts 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.
Anlatı Güncellemesi Mar 25

DNUT: Execution Risks And Flat Margins Will Restrain Future P/E Multiple

Krispy 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.
Anlatı Güncellemesi Mar 11

DNUT: Slower Revenue Assumptions And Richer P/E Will Pressure Fair Value

Analysts 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.
Anlatı Güncellemesi Feb 24

DNUT: Mixed Street Views And Margin Assumptions Will Shape Fair Value Outlook

Analysts 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.
Analiz Makalesi Feb 12

Little Excitement Around Krispy Kreme, Inc.'s (NASDAQ:DNUT) Revenues As Shares Take 31% Pounding

Krispy Kreme, Inc. ( NASDAQ:DNUT ) shares have had a horrible month, losing 31% after a relatively good period...
Anlatı Güncellemesi Feb 08

DNUT: Execution On Revenue And Margin Plans Will Support Future Upside

Analysts 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.
Anlatı Güncellemesi Jan 24

DNUT: Improved Earnings Framework Will Support Long-Term Upside Potential

Analysts 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.
Analiz Makalesi Jan 15

Is 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...
Anlatı Güncellemesi Jan 08

DNUT: International Expansion And Menu Refresh Will Support Long-Term Upside Potential

Analysts 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.
Anlatı Güncellemesi Dec 16

DNUT: International Expansion And Menu Refresh Will Drive Long-Term Upside

Analysts 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.
Anlatı Güncellemesi Dec 01

DNUT: Global Expansion And Menu Refresh Will Balance Execution Risks Ahead

Analysts 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.
Anlatı Güncellemesi Nov 17

DNUT: Expansion Into Retailers And Execution Risks Will Shape Outlook

Analysts 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.
Analiz Makalesi Nov 16

Krispy Kreme, Inc. (NASDAQ:DNUT) Surges 27% Yet Its Low P/S Is No Reason For Excitement

Krispy Kreme, Inc. ( NASDAQ:DNUT ) shareholders would be excited to see that the share price has had a great month...
Anlatı Güncellemesi Nov 01

DNUT: Big-Box Retail Push And Global Expansion Will Balance Domestic Uncertainty

Analysts 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.
Anlatı Güncellemesi Oct 17

International Franchising And Digital Sales Will Expand Global Reach

Narrative 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.
Anlatı Güncellemesi Oct 03

International Franchising And Digital Sales Will Expand Global Reach

Krispy 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.
Analiz Makalesi Sep 11

Why Krispy Kreme, Inc. (NASDAQ:DNUT) Could Be Worth Watching

Krispy Kreme, Inc. ( NASDAQ:DNUT ), might not be a large cap stock, but it saw a double-digit share price rise of over...
Anlatı Güncellemesi Aug 27

International Franchising And Digital Sales Will Expand Global Reach

Krispy 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.
Analiz Makalesi Aug 09

Krispy Kreme, Inc. (NASDAQ:DNUT) Looks Inexpensive But Perhaps Not Attractive Enough

NasdaqGS:DNUT 1 Year Share Price vs Fair Value Explore Krispy Kreme's Fair Values from the Community and select yours...
Seeking Alpha Apr 12

Krispy Kreme: Upside From Here Is Much More Attractive

Summary 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
Analiz Makalesi Mar 31

Is 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...
Seeking Alpha Mar 09

Krispy Kreme: Sweet Growth, Bitter Cyber Setback

Summary 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
Analiz Makalesi Mar 04

Benign Growth For Krispy Kreme, Inc. (NASDAQ:DNUT) Underpins Stock's 33% Plummet

To the annoyance of some shareholders, Krispy Kreme, Inc. ( NASDAQ:DNUT ) shares are down a considerable 33% in the...

CEO Tazminat Analizi

Josh Charlesworth'un ücretlendirmesi Krispy Kreme'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 29 2026n/an/a

-US$511m

Dec 28 2025n/an/a

-US$520m

Sep 28 2025n/an/a

-US$515m

Jun 29 2025n/an/a

-US$456m

Mar 30 2025n/an/a

-US$26m

Dec 29 2024n/an/a

US$3m

Sep 29 2024n/an/a

US$28m

Jun 30 2024n/an/a

-US$52m

Mar 31 2024n/an/a

-US$46m

Dec 31 2023US$11mUS$945k

-US$38m

Oct 01 2023n/an/a

-US$44m

Jul 02 2023n/an/a

-US$16m

Apr 02 2023n/an/a

-US$20m

Jan 01 2023US$1mUS$860k

-US$16m

Oct 02 2022n/an/a

-US$11m

Jul 03 2022n/an/a

-US$6m

Apr 03 2022n/an/a

-US$19m

Jan 02 2022US$8mUS$800k

-US$26m

Oct 03 2021n/an/a

-US$53m

Jul 04 2021n/an/a

-US$61m

Apr 04 2021n/an/a

-US$57m

Jan 03 2021US$2mUS$800k

-US$65m

Tazminat ve Piyasa: Josh 'nin toplam tazminatı ($USD 3.69M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 2.45M ).

Tazminat ve Kazançlar: Josh şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.


CEO

Josh Charlesworth (51 yo)

2.5yrs
Görev süresi
US$3,693,795
Tazminat

Mr. Joshua Charlesworth, also known as Josh, serves as President of Krispy Kreme, Inc. He was Chief Operating Officer since May 2019 until January 01, 2024 and served as Global President since June 2022 at...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Joshua Charlesworth
President2.5yrsUS$3.69m0.44%
$ 2.6m
Raphael Duvivier
Chief Financial Officer1yrUS$2.81m0.091%
$ 536.8k
Nicola Steele
Chief Operating Officer1.3yrsUS$2.59mVeri yok
Alison Holder
Chief Brand & Product Officer1.5yrsUS$2.18m0.034%
$ 200.6k
Joseph Esposito
Chief Accounting Officerless than a yearVeri yok0.018%
$ 106.5k
Angela Yochem
Chief Performance & Technology Officerno dataVeri yokVeri yok
Stephanie Daukus
Vice President of Investor Relationsno dataVeri yokVeri yok
Atiba Adams
Chief Legal Officer & Corporate Secretary2.1yrsVeri yokVeri yok
Eloise Hale
Vice President of Global Corporate Communicationsno dataVeri yokVeri yok
Lori Suess
Head of People & Cultureless than a yearVeri yok0.016%
$ 95.7k
1.3yrs
Ortalama Görev Süresi
49yo
Ortalama Yaş

Deneyimli Yönetim: DNUT 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.3 yıl), bu da yeni bir ekibin varlığını gösteriyor.


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Joshua Charlesworth
President2.5yrsUS$3.69m0.44%
$ 2.6m
David Deno
Independent Director9.8yrsUS$213.27k0.054%
$ 320.0k
Bernardo Hees
Director1.1yrsUS$322.70k1.27%
$ 7.5m
Patrick Grismer
Independent Director1.1yrsUS$170.37kVeri yok
Melissa Werneck
Independent Directorless than a yearVeri yokVeri yok
Easwaran Sundaram
Independent Director1.1yrsUS$167.69kVeri yok
David Shear
Independent Directorless than a yearVeri yokVeri yok
Patricia Capel
Director2.1yrsUS$363.23k0.0037%
$ 21.8k
1.1yrs
Ortalama Görev Süresi
54.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: DNUT 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilmiyor ( 1.1 yıllık ortalama görev süresi), bu da yeni bir yönetim kurulu olduğunu gösteriyor.


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/09 09:20
Gün Sonu Hisse Fiyatı2026/07/09 00:00
Kazançlar2026/03/29
Yıllık Kazançlar2025/12/28

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Krispy Kreme, Inc. 23 Bu analistlerden 6, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Jaafar MestariBNP Paribas
Sara SenatoreBofA Global Research
Mark KalinowskiBrean Capital Historical (Janney Montgomery)