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Dunkin' Brands (DNKN)

- NASDAQ
  • Oct. 22, 2014, 12:01 PM
    | Comment!
  • Oct. 7, 2014, 2:35 PM
    • Dunkin' Brands (DNKN -2.6%) plan to roll out "click-and-collect" technology at its Dunkin' Donuts chain next year.
    • The service will allow customers to use the DD mobile app to pre-pay for menu items before picking up their order.
    • Execs think the initiative will boost comp sales.
    | 1 Comment
  • Oct. 7, 2014, 7:41 AM
    • Jefferies downgrades Dunkin' Brands (NASDAQ:DNKN) to a Hold rating from Buy on its view that "few" catalysts exist to drive the company's profit expansion.
    • Analysts with the investment firm took the price target on the stock down to $47.
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  • Oct. 2, 2014, 1:10 PM
    • Arabica coffee futures reached a five-month high as a prolonged drought in Brazil now appears likely to impact next year's crop as well as this year's.
    • Coffee watcher ICO estimates a 10M production bag deficit could result due to the weak crop amid an environment of rising global demand.
    • Arabica coffee chart
    • Related stocks: GMCR, SBUX, JVA, SJM, KRFT, DNKN
    • Related ETFs: JO
    | Comment!
  • Sep. 23, 2014, 1:41 PM
    • Traffic to quick-service restaurants was flat for the year ending on June 30, according to data compiled by the NPD Group.
    • Establishments with an average check price of $10-$20 saw more traffic growth than sub-$10 outlets.
    • Fine dining restaurants saw a 3% increase in visits over the period.
    • The research firm says "cultural and economic phenomenon" have created a shift in consumer dining habits that may be permanent.
    • Restaurants stocks: CAKE, CBRL, CMG, DNKN, DPZ, DRI, EAT, JACK, MCD, PNRA, RRGB, RT, SBUX, SONC, WEN, BWLD, THI, BDL, NATH, LUB, BKW, CHUY, BLMN, PZZA, TXRH, DENN, KKD, BBRG, DFRG, BOBE, RUTH, IRG, DIN.
    | 4 Comments
  • Sep. 10, 2014, 9:52 AM
    • Shares of Dunkin' Brands (DNKN -0.8%) are lower after Longbow Research warns the company will miss 2015 targets.
    • The restaurant chain's aggressive push deeper into California faces some headwinds with Starbucks and Peet's firmly established, warns Longbow.
    • The analysis is a reversal of Longbow's previous position that the Dunkin' Donuts chain has a huge opportunity west of the Mississippi.
    | 4 Comments
  • Sep. 1, 2014, 3:10 PM
    • Though Starbucks (NASDAQ:SBUX) grew its U.S. comparable-store sales by an impressive 7% in FQ3 to top peers, and has swatted away challengers before, the company could see some new competition in 2H and into 2015.
    • Peet's Coffee & Tea plans to open 16 locations in Chicago, several of which sit in close proximity to Starbucks (SBUX) outlets.
    • Peet's is owned by coffee brand giant Joh. A. Benckiser which directly challenges Starbucks in Europe, but has been more conservative to take on the Seattle giant in the U.S.
    • The development in the Windy City follows a trend in NYC of more indie coffee shops opening aside Starbucks stores. A coffee app called Cups has also launched over the summer to some positive early results.
    • What to watch: The westward march of Dunkin' Brands (NASDAQ:DNKN) and the potential expansion of Tim Hortons (NYSE:THI) could also be factors in the U.S. coffee market, although many analysts think the power of the SBUX brand and the continued strong demand for coffee will leave multi-channel Starbucks in solid shape.
    | 13 Comments
  • Aug. 28, 2014, 10:09 AM
    • The Tim Horton's (THI +0.9%) chain has a long and culturally-relevant history in Canada where its 3.6K locations still generate solid sales growth.
    • The story is different in the U.S. as the 860 TH units aren't spread out enough for the brand to be nationally-recognized and the company's hockey roots don't have the same significance to consumers.
    • Wendy's had difficulty gaining U.S. traction with the chain when it owned it, and since then Dunkin' Donuts (NASDAQ:DNKN) and Starbucks (NASDAQ:SBUX) have expanded rapidly, leaving analysts questioning what tricks Burger King Worldwide (BKW +3.5%) has up its sleeves.
    | 7 Comments
  • Aug. 26, 2014, 3:57 PM
    • Brazil coffee production could end up down 18% Y/Y when the harvest ends next month. A severe drought in the nation has destroyed a large swath of crops.
    • The shortfall in the nation is included in a forecast from Citigroup that calls for a global coffee deficit which could last until 2016 and pressure prices.
    • Related stocks: GMCR, SBUX, JVA, SJM, KRFT, DNKN
    • Related ETFs: JO
    | 1 Comment
  • Aug. 25, 2014, 1:54 PM
    • Larger restaurant chain operators might be looking to buy their way into growth to follow the lead of Burger King Worldwide, speculates MarketWatch.com
    • A filtered ranking of the top 10 North American restaurant chains with the best growth of sales per share ended up with Chipotle (CMG) and Buffalo Wild Wings (BWLD +2.1%) at the top of the list.
    • Sorting the list by lowest forward P-E ratio leaves Texas Roadhouse (TXRH +1.9%), Cheesecake Factory (CAKE +1.4%), and (perhaps a surprise) Yum Brands (YUM +0.9%) looking like potential M&A targets.
    • Other restaurant stocks: CBRL, DNKN, DPZ, DRI, EAT, JACK, MCD, PNRA, RRGB, RT, SBUX, SONC, WENBDL, NATHLUB, BKW, CHUY, BLMN, PZZADENN, KKD, BBRG, DFRG, BOBE, RUTH, IRG, DIN.
    | 9 Comments
  • Aug. 19, 2014, 10:08 AM
    • Cleveland Research initiates coverage on Dunkin' Brands (DNKN +0.8%) with a Buy rating.
    • The investment firm typically has a firm read on current-quarter comp trends.
    | Comment!
  • Aug. 4, 2014, 2:19 PM
    • Strong local demand from coffee-producing nations Brazil, Vietnam, and Colombia could help keep coffee prices elevated this year.
    • Overall coffee demand is expected to hit a record this year due in part to rising incomes.
    • Though the upsurge in demand is primarily for the lower-priced bean varities, there is also a slow global shift in mix toward the higher-priced Arabica beans under way.
    • Starbucks (SBUX +0.6%), Dunkin Brands (DNKN +0.3%), Kraft Foods Group (KRFT -0.3%), and J.M. Smucker (SJM +0.1%) have all increased prices on coffee this year.
    • Related ETF: JO
    | 4 Comments
  • Jul. 29, 2014, 8:16 AM
    | 1 Comment
  • Jul. 28, 2014, 8:17 AM
    • 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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  • Jul. 24, 2014, 9:18 AM
    | 2 Comments
  • Jul. 24, 2014, 8:24 AM
    • Dunkin' Brands (NASDAQ:DNKN) declares $0.23/share quarterly dividend, in line with previous.
    • Forward yield 2.09%
    • Payable Sept. 3; for shareholders of record Aug. 25; ex-div Aug. 21.
    | Comment!
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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