Krispy Kreme Doughnuts, Inc.
 (KKD)

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  • Feb. 24, 2015, 10:53 AM
    • Restaurant stocks are out-performing market averages again as more chains report improved comparable-restaurant sales growth.
    • The read on Q1 is that pricing and traffic trends are strong, despite what some broad measures of overall consumer confidence show.
    • The $2 gas benefit is believed by analysts to have had a greater impact on restaurant spending than other areas of retail.
    • Gainers include Luby's (LUB +4.9%), Cosi (COSI +5.4%), Rave Restaurant Group (RAVE +4.5%), Texas Roadhouse (TXRH +2.4%), Krispy Kreme Dougnuts (KKD +2.8%), Popeyes Louisian Kitchen (PLKI +1.7%), Bob Evans Farms (BOBE +1.1%), Darden Restaurants (DRI +1.4%).
    • Even McDonald's (MCD +0.8%), which trailed the Q4 comp average in the sector by a wide margin, is out ahead of the S&P 500.
    • Previously: Cracker Barrel +4.1% after traffic accelerates and guidance lifted
    | Feb. 24, 2015, 10:53 AM | 5 Comments
  • Feb. 18, 2015, 11:17 AM
    • Krispy Kreme (KKD +0.7%) canceled a planned promotion at a branch in the U.K. due to an ill-advised naming of the event.
    • KKK Wednesday was scrapped after complaints arose almost immediately after advertising started.
    • The company issued a strong apology and promised a thorough investigation over the matter.
    | Feb. 18, 2015, 11:17 AM | 1 Comment
  • Feb. 12, 2015, 9:43 AM
    | Feb. 12, 2015, 9:43 AM | 3 Comments
  • Feb. 11, 2015, 10:37 AM
    | Feb. 11, 2015, 10:37 AM | 6 Comments
  • Jan. 23, 2015, 11:25 AM
    | Jan. 23, 2015, 11:25 AM | 13 Comments
  • Jan. 22, 2015, 8:26 AM
    • The largest fast food company in the Philippines is hungry for an U.S. acquisition, according to a regulatory filing.
    • Jollibee, which has strong sales and organic growth rates in SE Asia, would like to target a QSR player with a market value of at least $1B to make its U.S. entry.
    • Hedgeye advises that Krispy Kreme (NYSE:KKD), Wendy's (NASDAQ:WEN), Popeyes Louisiana Kitchen (NASDAQ:PLKI), Sonic (NASDAQ:SONC), and Jack in the Box (NASDAQ:JACK) are in play.
    | Jan. 22, 2015, 8:26 AM
  • Jan. 12, 2015, 9:03 AM
    • Krispy Kreme Doughnuts (NYSE:KKD) reaffirms guidance for FY15.
    • The company sees EPS of $0.69-$0.74.
    • A first look projection on FY16 from Krispy Kreme calls for EPS of $0.79-$0.85.
    • Management is presenting this morning at the ICR XChange conference.
    | Jan. 12, 2015, 9:03 AM
  • Jan. 9, 2015, 1:38 PM
    | Jan. 9, 2015, 1:38 PM | 5 Comments
  • Jan. 9, 2015, 8:35 AM
    | Jan. 9, 2015, 8:35 AM | 111 Comments
  • Dec. 31, 2014, 11:33 AM
    • Consumer spending: More consumers say they are willing to trade-up to a traditional dining spot from fast-casual than trade-down to a fast-food option, according to Technomic. The revelation takes some of the steam away from the argument that lower gas prices will boost traffic at major fast-food chains.
    • IPOs: Profitable 2014 launches by Zoes Kitchen (ZOES -0.2%) and Habit Burger (HABT -0.5%) could inspire other private chains to go public. Shake Stack (Pending:SHAK) got an early jump by filing this week for an IPO.
    • Labor costs: Analysts see a risk to profitability in the sector from the wave of minimum wage laws set to go into effect over the next year. Some analysts think President Obama will push for federal legislation with the issue hard for election-minded Republicans to oppose strongly.
    • Fast-casual pizza: A breakout of a fast-casual pizza concept is widely expected in 2015 (candidates).
    • Chipotle: Another +30% run for the Mexican chain off of sizzling comps leaves it with limited upside, according to some analysts. Chipotle (CMG +0.8%) execs don't agree, noting during the Q3 earnings call (transcript) that enormous upside exists to maximize peak transactions per hour (350-400). Beef, cheese, and avocado pricing will be key for CMG next year as well.
    • Restaurant stocks: CAKE, CBRLDNKN, DPZ, DRI, EAT, JACK, MCD, PNRA, RRGB, RT, SBUX, SONC, WEN, BWLD, BDL, NATH, LUB, QSR, CHUY, BLMN, PZZA, TXRH, DENN, KKD, BBRG, DFRG, BOBE, RUTH, IRG, DIN.
    | Dec. 31, 2014, 11:33 AM | 11 Comments
  • Dec. 24, 2014, 9:57 AM
    • The restaurant industry will run up against soft comps in January and February due to last year's winter storms which were much worse than normal.
    • Restaurant same-store sales will rise just over 2% for the full year, according to an estimate from the co-founder of the NRN-MillerPulse tracking survey.
    • Technomic sees a 3% growth in restaurant comps in 2015, while Fitch Ratings has an outlook for 2% to 3%.
    • On the cost side, commodity prices for chicken, cheese, wheat, and pork are all expected to moderate. However, beef prices are seen increasing 4% to 8%.
    • Minimum wage increases in many state kick in on January 1 which could impact the bottom line for many chains.
    • Fresh IPOs, concept acquisitions, and leveraged buyouts care expected to be major themes in 2015, according to analysts.
    • CEOs on the hot seat include Don Thompson at McDonald's (NYSE:MCD) and Nigel Travis at Dunkin' Brands (NASDAQ:DNKN).
    • Restaurant stocks: CAKE, CBRL, CMG, DPZ, DRI, EAT, JACK, PNRA, RRGB, RT, SBUX, SONC, WEN, BWLD, THI, BDL, NATH, LUB, BKW, CHUY, BLMN, PZZA, TXRH, DENN, KKD, BBRG, DFRG, BOBE, RUTH, IRG, DIN, HABT, NDLS, PLKI, LOCO, YUM, KKD, BOBE, TAST, GTIM, FRSH, COSI, FRS, PBPB, FRGI, QSR.
    | Dec. 24, 2014, 9:57 AM | 18 Comments
  • Dec. 9, 2014, 5:18 PM
    • In spite of its FQ3 miss, Krispy Kreme (NYSE:KKD) is affirming guidance for FY15 (ends Jan. '15) EPS of $0.69-$0.74, in-line with a $0.72 consensus.
    • System-wide same-store sales rose 3.7% Y/Y in FQ2, a pickup from FQ2's 2.8%. Company shops +3.3%, domestic franchisees +3.9%, international franchisees -4.1% (-2.9% exc. forex).
    • Company store revenue +10.3% to $82.6M; domestic franchise +8.2% to $3.3M; international franchise +10.4% to $6.9M. Direct operating expenses rose 9.4% Y/Y to $101.2M, above revenue growth of 7.6%.
    • Store count rose by 41 Q/Q to 925 (104 company-owned). FY15 store development will be "slightly above" prior expectations.
    • FQ3 results, PR
    | Dec. 9, 2014, 5:18 PM
  • Dec. 9, 2014, 4:06 PM
    • Krispy Kreme Doughnuts (NYSE:KKD): Q3 EPS of $0.18 misses by $0.01.
    • Revenue of $122.9M (+7.6% Y/Y) misses by $1.45M.
    • Shares -3.6%.
    | Dec. 9, 2014, 4:06 PM | 3 Comments
  • Dec. 8, 2014, 5:35 PM
  • Dec. 1, 2014, 3:30 PM
    | Dec. 1, 2014, 3:30 PM
  • Nov. 29, 2014, 10:29 AM
    • Analysts with Gasbuddy.com predict some gas stations in the U.S. will offer $2 per gallon gas by Christmas.
    • The last time the average price of gas in the U.S. was below $2 was in March of 2009.
    • Forecasts from economists vary widely on the overall gas benefit to consumers for Q4. The high end from the group is an outlook of $300 per household, while the low end is closer to $100.
    • Most analysts see an immediate lift for retail chains with large distribution channels. Wal-Mart (NYSE:WMT), Target (NYSE:TGT), Costco (NASDAQ:COST), Dollar General (NYSE:DG), Family Dollar (NYSE:FDO), Dollar Tree (NASDAQ:DLTR), Big Lots (NYSE:BIG), and Five Below (NASDAQ:FIVE) come to mind.
    • Airline stocks (JBLU, DAL, UAL, LUV, AAL, RJET, ALK, HA, ALGT, VA) have already ripped strong gains off the OPEC news, although some see even more long-term upside as forward fuel hedges get reworked.
    • A sustained period of low gas prices should lift restaurant stocks  (CAKE, CBRL, CMG, DNKN, DPZ, DRI, EAT, JACK, MCD, PNRA, RRGB, RT, SBUX, SONC, WEN, BWLD, THI, BDL, NATHLUB, BKW, CHUY, BLMN, PZZA, TXRH, DENN, KKD, BBRG, DFRG, BOBE, RUTH, IRG, DIN) say some analysts.
    • The gaming sector is (CZR, PNK, BYD, ISLE, CNTY, MCRI, MGM, NYNY) also an off-the-radar pick to bounce.
    | Nov. 29, 2014, 10:29 AM | 146 Comments
Company Description
Krispy Kreme Doughnuts Inc is a branded retailer and wholesaler of doughnuts, complementary beverages and treats and packaged sweets. The Companys shops are operated under the trademark doughnuts such as Krispy Kreme and Original Glazed.
Sector: Services
Industry: Restaurants
Country: United States