Last week, the ICR XChange, one of the largest investment conferences of the year, was held in Orlando with Dunkin’ Brands very much in attendance. Chairman and CEO Nigel Travis along with CFO Paul Carbone presented in one session and held two breakout sessions. Among some of the more interesting notes from their participation are that franchisees thought that 2014 was a good year and that their concerns were on franchisor/franchisee relations as well as unit profitability; that DD had either introduced or LTO’d 40 new products in the year just ended and would continue that trend in 2015; they do not buy the “menu simplicity” theme that some QSRs have touted; and that K-cups are everywhere now in the supply chain and that K-cup grocery channel expansion discussions occur periodically with the franchisees. In addition, Carbone advised that the beverage sales mix in the west and emerging markets had improved from 30% in 2008 to 38% today and that the AUV increased from $700K to $965K today. Although there is no slide presentation, an audio of the Dunkin’ Brands presentation is available here.