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Dunkin' Brands (DNKN)

  • Nov. 29, 2014, 10:29 AM
    • Analysts with 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
  • Nov. 25, 2014, 1:12 PM
    • Dunkin' Donuts (DNKN -0.2%) announces it signed five new franchise agreements which will adds 63 more units to California.
    • The company now has 250 outlets in the state to reach a quarter of its long-term goal for 1K.
    | Nov. 25, 2014, 1:12 PM | Comment!
  • Nov. 18, 2014, 3:24 PM
    | Nov. 18, 2014, 3:24 PM | Comment!
  • Oct. 31, 2014, 1:21 PM
    • The odds aren't good for a national roll-out of smartphone payments solution CurrentC, according to USA Today's Jeff Graham.
    • The retail consortium admitted to a hacking incident earlier this week and has lost momentum with Apple Pay dominating headlines.
    • Inside the network, Meijer broke ranks with fellow MCX members by moving to accept Apple Pay with its hardware.
    • CurrentC was created to help the retail industry bypass credit card fees.
    • Partial list of MCX members: LUV, GPS, DNKN, KR, TGT, WMT, BBBY, KSS, SHLD, WEN, BBY.
    | Oct. 31, 2014, 1:21 PM | 9 Comments
  • Oct. 23, 2014, 7:00 AM
    • Dunkin' Brands (NASDAQ:DNKN) reports a 2.0% comparable-store sales gain for its Dunkin' Donuts brand and a 5.8% lift in the Baskin-Robbins lift during Q3.
    • International sales at comparable stores fell for both chains during the period.
    • Net store openings: Dunkin' Donuts U.S. +120, Dunkin' Donuts International +10, Baskin-Robbins U.S. +6, Baskin-Robbins International +61.
    • Guidance: The company sets long-term targets of 6%-8% revenue growth and 10%-12% adjusted operating income growth.
    | Oct. 23, 2014, 7:00 AM | Comment!
  • Oct. 23, 2014, 6:07 AM
    • Dunkin' Brands (NASDAQ:DNKN) declares $0.23/share quarterly dividend, in line with previous.
    • Forward yield 1.97%
    • Payable Dec. 3; for shareholders of record Nov. 24; ex-div Nov. 20.
    | Oct. 23, 2014, 6:07 AM | Comment!
  • Oct. 23, 2014, 6:02 AM
    • Dunkin' Brands (NASDAQ:DNKN): Q3 EPS of $0.49 beats by $0.02.
    • Revenue of $192.6M (+3.4% Y/Y) misses by $4.32M.
    • Press Release
    | Oct. 23, 2014, 6:02 AM | Comment!
  • Oct. 22, 2014, 5:30 PM
  • Oct. 22, 2014, 12:01 PM
    | 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.
    | Oct. 7, 2014, 2:35 PM | 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.
    | Oct. 7, 2014, 7:41 AM | Comment!
  • 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
    | Oct. 2, 2014, 1:10 PM | 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.
    | Sep. 23, 2014, 1:41 PM | 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.
    | Sep. 10, 2014, 9:52 AM | 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.
    | Sep. 1, 2014, 3:10 PM | 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.
    | Aug. 28, 2014, 10:09 AM | 8 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