Dunkin' Brands
 (DNKN)

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  • Thu, Feb. 4, 10:02 AM
    • Dunkin' Brands (DNKN -1%) is lower after reporting Q4 results.
    • The company's U.S. comp fell 0.8% during the period. During the earnings call, execs said it was warmer-than-normal weather, not McDonald's All-Day Breakfast initiative, which cut into sales - although that take doesn't quite jibe with the performance of Starbucks and some other peers.
    • The U.S. comp is seen at 0% to 2% for the current fiscal year, below estimates for Starbucks and McDonald's.
    • Previously: Dunkin' Brands beats by $0.02, beats on revenue (Feb. 04 2016)
    • Previously: More on Dunkin' Brands' Q4 (Feb. 04 2016)
    | Thu, Feb. 4, 10:02 AM | 3 Comments
  • Thu, Feb. 4, 8:36 AM
    • Dunkin' Brands (NASDAQ:DNKN) declares $0.30/share quarterly dividend, 13.2% increase from prior dividend of $0.265.
    • Forward yield 2.94%
    • Payable March 16; for shareholders of record March 7; ex-div March 3.
    | Thu, Feb. 4, 8:36 AM
  • Thu, Feb. 4, 6:37 AM
    • Dunkin' Brands (NASDAQ:DNKN) reports U.S. comparable store sales declined 0.8% in Q4.
    • Dunkin' Donuts U.S. revenue increased 8% to $153.06M led by 25.9% growth in franchise fees.
    • Dunkin' Donuts U.S. royalty income grew 4.2% to $106.48M.
    • Dunkin' Donuts International revenue fell 5.1% to $6.35M.
    • Baskin-Robbins U.S. comp was +4.4%.
    • Baskin-Robbins U.S. revenue rose 3% to $8.73M led by 81.5% growth in franchise fees.
    • Adjusted operating margin rate grew 90 bps to 51%.
    • Dunkin' Donuts U.S. has 123 net opening during the quarter to take the number of distribution points up 4.3% Y/Y to 8,431.
    • The company added 172 net new restaurants worldwide during the quarter.
    • Consolidated global points of distribution +495 Y/Y to 19,357.
    • FY2016 Guidance: Dunkin' Donuts U.S. comparable store sales: 0% to +2%; Baskin-Robbins U.S. comparable store sales: +1% to +3%; Revenue:+4% to +6%; Adjusted operating income: +8% to +10%; Adjusted EPS: $2.17 to $2.19; Tax rate: 38.5%.
    | Thu, Feb. 4, 6:37 AM | 1 Comment
  • Thu, Feb. 4, 6:02 AM
    • Dunkin' Brands (NASDAQ:DNKN): Q4 EPS of $0.52 beats by $0.02.
    • Revenue of $203.8M (+5.5% Y/Y) beats by $0.49M.
    • Press Release
    | Thu, Feb. 4, 6:02 AM | 7 Comments
  • Wed, Feb. 3, 5:30 PM
  • Sat, Jan. 23, 2:46 PM
    • The economic cost of the blizzard hitting the East Coast could run as high as $850M, according to a forecast from Planalytics.
    • The tally includes lost productivity and a lower level of consumer spending over the duration of the storm - even after factoring in the impact of consumers stockpiling from chains such as Home Depot (NYSE:HD), Lowe's (NYSE:LOW), Wal-Mart (NYSE:WMT), and Kroger (NYSE:KR).
    • The storm is broad enough to impact domestic traffic numbers for restaurant chains (MCD, QSR, WEN, CMG, DENN, DNKN, SBUX) and movie theater operators (RGC, CKEC, CNK, AMC).
    • The number of cancelled flights tied to the storm is tracking rapidly toward 10K. U.S. airlines (LUV, AAL, JBLU, UAL, DAL) have become more efficient with managing major storms, but will still take a hit to Q1 revenue.
    • Looking ahead: Though harsh U.S. winters have lopped off as much as 1% to 2% from retail sales in the past, the 2015-2016 season still sits comfortably in the historical range used by economists when making their projections.
    • Previously: Blizzard rally for HD, LOW, BGG, TTC, ACAT, COLM, and BDE (Jan. 22)
    • Previously: Storm alert for Shake Shack and Dunkin' Donuts (Jan. 22)
    • Retail ETFs: XLP, XLY, VDC, XRT, VCR, RTH, RETL, FXG, PBJ, IYK, IYC, FXD, PEJ, FDIS, RHS, FSTA, SCC, UCC, RCD, PMR, PEZ, UGE, PSL, PSCC, PSCD, SZK, BITE
    | Sat, Jan. 23, 2:46 PM | 71 Comments
  • Fri, Jan. 22, 11:57 AM
    • Shake Shack (SHAK +1.2%) and Dunkin Donuts (DNKN -0.3%) are the two restaurants companies that could see the largest weekend sales impact from this weekend's East Coast winter storm.
    • Both chains could see reduced traffic with over 60% of their stores located in the broad path of the storm. In previous years, winter storms have trimmed just enough sales to lead to revenue misses on unadjusted analyst estimates.
    • Bloomberg Intelligence notes that pizza chains (DPZ, PZZA) could see a small bump in business in the storm-impacted states as delivery orders increase.
    • The restaurant sector is heading into a February sales comparable which was reduced by heavy storms in the Northeast last year.
    • Previously: Blizzard rally for HD, LOW, BGG, TTC, ACAT, COLM, and BDE (Jan. 22 2016)
    | Fri, Jan. 22, 11:57 AM | 1 Comment
  • Thu, Jan. 21, 11:26 AM
    • Dunkin' Brands (DNKN +2.2%) inks a deal with Grand Parade Investments to develop Dunkin' Donuts and Baskin-Robbins restaurants in South Africa.
    • The plan calls for 250 Dunkin' Donuts stores and 70 Baskin-Robbins outlets to be opened in the region.
    | Thu, Jan. 21, 11:26 AM | 2 Comments
  • Wed, Jan. 20, 9:59 AM
    • Starbucks (SBUX -2.7%), McDonald's (MCD -1.1%), Dunkin' Brands (DNKN -1.9%), and Tim Hortons (QSR -2.5%) are getting relief on input costs for coffee and milk.
    • Mik prices are down 13% Y/Y and coffee prices are down 9% over the last nine months, according to data from the Bureau of Labor Statistics.
    • The restaurant chains have held the line on pricing for most menu items with coffee and milk.
    • BLS raw data
    | Wed, Jan. 20, 9:59 AM | 6 Comments
  • Dec. 30, 2015, 3:02 PM
    • DavidsTea (DTEA -0.4%) would make a logical acquisition for Dunkin' Brands (DNKN -0.2%) in 2016, reasons TheStreet.com.
    • A tea chain would be complementary to Dunkin's current business and provides some upside potential with the U.S. market under-penetrated.
    • Shares of DavidsTea are down over 50% since the tea company's IPO.
    | Dec. 30, 2015, 3:02 PM | 12 Comments
  • Dec. 29, 2015, 5:28 PM
    • Coffee prices continue to fall as strong El Nino rains in Brazil help to boost crop yields. The next harvest in the nation is forecast to be up 20% Y/Y at 58M bags.
    • Even with Arabica prices down 28% this year, analysts see another swing lower for coffee in 2016 due to the oversupply situation.
    • Weak currencies in South America are also providing a strong incentive to local producers to sell as much as they can.
    • The trend toward low coffee prices is helping to lift margins for many coffee sellers with U.S. retail prices only down 4% to 5% this year. Companies light on hedging positions are seeing the biggest benefit.
    • Most execs play coy over the bottom line benefit of lower coffee commodity prices, but even Starbucks CFO Scott Maw had to concede that pricing looked a "little bit favorable" during the firm's last earnings call (transcript).
    • Coffee futures chart
    • Related stocks and ETFs: KHC, GMCR, DNKN, OTCPK:RBGLY, OTCPK:RBGPF, SBUX, OTCQB:JAMN, SJM, MCD, JO, CAFE, THS, KKD, OTCPK:NSRGY, OTCPK:NSRGF.
    | Dec. 29, 2015, 5:28 PM | 16 Comments
  • Dec. 29, 2015, 7:09 AM
    • Dunkin' Brands (NASDAQ:DNKN) announces a new partnership with Madison Square Garden (NYSE:MSG).
    • The agreement will give the Dunkin' Donuts brand significant exposure during all Knicks, Rangers, and Liberty games at Madison Square Garden arena and on digital channels.
    • Dunkin' Donuts becomes the official coffee of the three New York sports teams as well.
    | Dec. 29, 2015, 7:09 AM
  • Dec. 28, 2015, 1:40 PM
    | Dec. 28, 2015, 1:40 PM | 7 Comments
  • Dec. 16, 2015, 9:53 AM
    • Restaurant sales rose 1.3% in November, according to MillerPulse.
    • The growth rate is the lowest of the year as tracked by the research firm.
    • Quick-service restaurants lagged with only a 0.9% same-store sales gain during the month. Competition for traffic is especially fierce in the QSR segment.
    • Restaurant chains tracked by MillerPulse include Applebee's (NYSE:DIN), BJ's , Burger King (NYSE:QSR), Dunkin' Donuts (NASDAQ:DNKN), El Pollo Loco (NASDAQ:LOCO), Habit Restaurants (NASDAQ:HABT), Jack in the Bix (NASDAQ:JACK), Noodles (NASDAQ:NDLS), Panera (NASDAQ:PNRA), and Wingstop (NASDAQ:WING).
    | Dec. 16, 2015, 9:53 AM | 9 Comments
  • Dec. 3, 2015, 2:27 PM
    | Dec. 3, 2015, 2:27 PM | 13 Comments
  • Nov. 30, 2015, 2:56 PM
    • Restaurant chains in New York City will be required to post salt warning symbols on menus and menu boards on foods items that top 2,300 milligrams. The initiative begins tomorrow.
    • The salt warning is expected to apply to almost 10% of all menu items at chain stores.
    • Companies expect to incur some mild expenses to make the changes, but don't think sales will be impacted.
    • Restaurant stocks: PNRA, MCD, QSR, DNKN, SHAK, WEN, DIN, EAT, HABT, BWLD.
    | Nov. 30, 2015, 2:56 PM | 31 Comments
Company Description
Dunkin Brands Group Inc is a franchisor of quick service restaurants serving hot and cold coffee and baked goods, as well as hard serve ice cream. The Company franchise restaurants under its Dunkin' Donuts and Baskin-Robbins brands.
Sector: Services
Industry: Restaurants
Country: United States