Mon, Apr. 13, 4:12 PM
- Wedbush Securities warns the high concentration of Dunkin' Donuts stores in the Northeast could work against Dunkin' Brands (NASDAQ:DNKN) in Q1.
- The investment firm sees same-store sales falling 100 bps to 160 bps due to the harsh weather in the region during the quarter.
- Most analysts covering the stock haven't revised lower their estimate for Dunkin' Brands Q1 revenue.
- The company reports on April 23 with consensus for revenue of $181.7M and EPS of $0.36.
Fri, Apr. 10, 11:26 AM
- Credit Suisse adds four companies to its U.S. Focus List, led by Devon Energy (NYSE:DVN), which it sees as a pure-play energy stock that investors can feel comfortable holding for the long-term and is not pegged to the oil markets.
- The firm also likes DVN's defensive valuation, top quartile oil growth profile and further accretion possibilities from the EnLink Midstream assets; its $80 stock price target is among the Street's best outlook.
- Credit Suisse cites another energy choice, Marathon Oil (NYSE:MRO), for its higher multiple businesses, and believes upstream cash margins have room to move up as shale production increases and oil prices recover.
- Also added to the U.S. Focus List: JPMorgan Chase (NYSE:JPM), Dunkin' Brands (NASDAQ:DNKN).
- Earlier: Dunkin' Brands tapped by Credit Suisse for new highs
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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
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.
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.
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
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.
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%).
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.
Thu, Feb. 5, 6:11 AM
Thu, Feb. 5, 6:06 AM
Wed, Feb. 4, 5:30 PM
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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%.
DNKN vs. ETF Alternatives
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.
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