Seeking Alpha

New breakfast competition impacting Dunkin' Donuts

  • Dunkin' Donuts (NASDAQ:DNKN) appears to have lost breakfast market share to Taco Bell, Starbucks, and McDonald's this year as the daypart continues to be the mostly hotly contested in the QSR sector.
  • CEO Nigel Travis also points to new competition from gas stations and convenience stores as a factor in slowing breakfast sales at the chain.
  • Restaurant analysts have cooled off on Dunkin' Brands recently as a result of its uphill battle to grow comp sales.
  • Dunkin' Brands conference call transcript
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