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Dunkin' Brands (DNKN)

- NASDAQ
  • Tue, Mar. 24, 11:54 AM
    • Dunkin' Brands (DNKN +0.7%) promotes Jack Clare to the position of Chief Investment and Strategy Officer.
    • Clare, who has been the CIO at Dunkin', will continues as the company's top IT exec in addition to tackling strategies.
    • The position at Dunkin' is newly created.
    | 1 Comment
  • Mon, Mar. 2, 2:34 PM
    • Coffee prices are in retreat as extended rain in Brazil and increased production capacity has helped to soothe the market and push up forecasts on output.
    • Data from the U.S. Commodity Futures Trading Commission indicates a sharp drop in bullish bets on coffee as experts now ease off some previous concerns on supply vs. demand.
    • Arabica prices are still higher than where they were a year ago.
    • There could be a lag factor for many companies to see a benefit from lower coffee commodity costs. Starbucks tipped off during its FQ1 earnings call (transcript) it has 94% of its 2015 coffee needs already priced.
    • Arabica coffee price chart
    • Related stocks: GMCR, SBUX, JVA, SJM, KRFT, DNKN
    • Related ETFs: JO
    | 1 Comment
  • Thu, Feb. 26, 10:42 AM
    • Shares of J.M. Smucker (SJM +1%) and Dunkin Brands' (DNKN +2.9%) are both higher after the two companies sign a deal to broaden distribution for Dunkin' Donuts K-cups.
    • J.M. Smucker is handling distribution to grocery stores and club chains, while Keurig Green Mountain (GMCR -0.1%) will cover office supply stores and specialty stores.
    • Perhaps the most important aspect of the new distribution deal is that Dunkin' K-Cup packs will now be sold online.
    • The K-cup shakeup isn't expected by most analysts to have a major impact on Starbucks (SBUX +0.2%) which is also a Keurig partner. Smaller coffee brands could suffer though.
    | 5 Comments
  • Thu, Feb. 26, 6:48 AM
    • Dunkin' Brands (NASDAQ:DNKN) and J.M. Smucker (NYSE:SJM) expand a partnership with Keurig Green Mountain (NASDAQ:GMCR) for the distribution of Dunkin' K-Cup packet to include retailers and grocery store chains nationwide in the U.S. and Canada.
    • The current deal between the companies only includes Dunkin' restaurants in the U.S.
    • The development should have positive implications for Keurig Green Mountain (GMCR).
    • Financial terms of the arrangement weren't disclosed.
    | Comment!
  • Wed, Feb. 18, 4:02 PM
    • The International Coffee Organization expects global coffee demand to rise 25% by 2021.
    • Expectations for rising demand in China, India, and Latin America is partially behind the strong forecast.
    • The coffee market is under pressure currently from tight supply due to crop difficulties in Brazil.
    • A sharp drop in the real has counterbalanced the supply shortage to a degree.
    • Related stocks: GMCR, SBUX, JVA, SJM, KRFT, DNKN
    • Related ETFs: JO
    | 13 Comments
  • Sat, Feb. 14, 10:13 AM
    • Craft soda is starting to become a trend to watch closely, according to industry insiders.
    • Though still accounting for only ~1% of the total U.S. soda market, major retail chains have increasingly been willing to bet on local craft brands in store aisles.
    • The craft craze is old news for the beer industry where coming-of-age millennials buy craft/local beers at a 50% higher rate than brand-loyal older generations. Fading stars such as Budweiser and Bud Light are testament to the impact of the millennial paradigm.
    • The craft influence in coffee hasn't been lost on Starbucks which has strategically deployed trucks on college campuses in an effort to win over students.
    • Despite the progressive reputation of Starbucks, analysts think new upstarts such as Craft (subscription) and Cups (app) have a shot of gaining influence with the Indie-minded millennial crowd on "customization" and pricing.
    • What to watch: An increase in M&A activity in the beverage sector is expected as major companies strategically pick off more local craft brands to incubate.
    • Craft beer watch: BUD, OTCPK:SBMRY, TAP, OTCQX:HEINY, SAM, BREW, STZ, OTC:BIBLF, OTCPK:BRBMF.
    • Craft coffee watch: GMCR, SBUX, JVA, SJM, KRFT, DNKN, QSR, MCD.
    • Craft soda watch: PEP, KO, MNST, COT, DPS, OTCQB:JSDA, REED, SODA,  FIZZ.
    | 24 Comments
  • Fri, Feb. 13, 1:51 PM
    • The Northeast part of the U.S. is bracing for another major winter storm .
    • Parts of New England have seen a record amount of snowfall over the last month.
    • Retailers with a high concentration of stores in the storm-impacted area include Dunkin' Brands (DNKN -0.8%), Rite Aid (RAD +2.8%), and Five Below (FIVE -0.9%).
    | Comment!
  • Thu, Feb. 5, 7:02 AM
    • Dunkin' Brands (NASDAQ:DNKN) reports comparable-store sales growth of 1.4% for its Dunkin' Donuts chain in the U.S. during Q4.
    • Baskin-Robbins U.S. comps +9.3%.
    • International Dunkin' Donuts comps +0.3%.
    • Company-wide operating income margin rate +150 bps to 46.4% as higher margins on ice creams contributed.
    • The company had 75 net openings during the quarter and now operates 5,068 points of distribution.
    • Guidance: U.S. comps of 1% to 3% expected for FY15. EPS of $1.83-$1.87 seen vs. $1.89 consensus.
    • Previously: Dunkin' Brands misses by $0.01, beats on revenue
    • DNKN +0.2% premarket.
    | Comment!
  • Thu, Feb. 5, 6:11 AM
    • Dunkin' Brands (NASDAQ:DNKN) declares $0.265/share quarterly dividend, 15.2% increase from prior dividend of $0.23.
    • Forward yield 2.27%
    • Payable March 18; for shareholders of record March 9; ex-div March 5.
    | Comment!
  • Thu, Feb. 5, 6:06 AM
    • Dunkin' Brands (NASDAQ:DNKN): Q4 EPS of $0.46 misses by $0.01.
    • Revenue of $193.21M (+5.5% Y/Y) beats by $1.84M.
    • Press Release
    | Comment!
  • Wed, Feb. 4, 5:30 PM
  • Tue, Feb. 3, 3:50 PM
    • Dunkin' Donuts (NASDAQ:DNKN) announces it will introduce a new beverage platform in the U.S. this year.
    • The chain says it will roll out new blenders which will be used for fruit and frozen coffee smoothies.
    • What to watch: A slowdown in DD comp sales contributed to a recent EPS guidance cut by the company. Menu innovation is viewed by analysts as one way to stoke comp growth back over 3%.
    | Comment!
  • Mon, Jan. 26, 4:33 PM
    • The new $2.6B securitized debt facility replaces the previous one of $1.9B, and fixes the weighted average interest rate at 3.765% for the next few years.
    • Net proceeds to the company will be about $615M, much of which will be returned to shareholders as the company launches a new $700M buyback program.
    • Adjusted EPS guidance is lowered to $1.83-$1.87 from $1.88-$1.91 previously.
    • Source: Press Release
    • DNKN unchanged after hours
    | 9 Comments
  • Fri, Jan. 23, 12:41 PM
    • Companies selling coffee perked up their ears after Starbucks said it saw strong single-serve and packaged coffee sales during its most recent quarter and took market share.
    • Grocery store analysts have noted the aggressive positioning of Starbucks products in many chains over the last six months.
    • SBUX FQ1 report, SBUX earnings call.
    • On watch: Keurig Green Mountain (NASDAQ:GMCR), Dunkin' Brands (NASDAQ:DNKN), Kraft Foods (NASDAQ:KRFT), J.M. Smucker (NYSE:SJM), TreeHouse Foods (NYSE:THS).
    | 1 Comment
  • Sat, Jan. 17, 12:45 PM
    • Milk prices are in a downward trend with an excess of supply on the international market.
    • The supply is so far beyond expectations that some U.S. cooperatives have directed farms to pour out part of their inventory.
    • A reduced level of milk imports from China and Russia has been a factor in the market.
    • Food companies are seeing a quicker benefit from the milk price decline than consumers, although analysts anticipate lower prices at grocery and C-stores stores in 2015.
    • Milk price data (consumers) vs. milk futures chart
    • Related stocks: DF, WWAV, SJM, DF, OTCPK:NSRGY, LWAY, DNKN, MCD, SBUX, GIS, HSY, MJN,  QSR, KO, GIS,
    • Related ETFs: MOO.
    | 115 Comments
  • Mon, Jan. 12, 10:53 AM
    • Dunkin' Brands (DNKN +0.8%) says it opened 405 Dunkin' Donuts stores and 17 Baskin-Robbins outlets in 2014.
    • The company expects to add between 410-440 Dunkin' Donuts locations in the U.S. in 2015 and 5-10 Baskin-Robbins stores.
    • All the store counts are on a net basis.
    | 2 Comments
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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