Competitor News

According to Nicole Miller Regan of Piper Sandler, teen dollars that formerly went to Starbucks in a major way are now landing in the registers of Chick-fill-A and Dunkin’. In an interview this week with Kelly Evans on CNBC, Miller Regan spoke to the shift in teen spending and how Chick-fill-A knocked Starbucks out of…

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Dunkin’ Doings

It was overall a good report card for Dunkin’ with release yesterday by See Level HX of its 20th annual QSR Drive-Thru study. The 2020 version of this study added a new and unique component in that it reported generally – without identifying brands – on specific COVID-19 related safety issues and noted that 91.3%…

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Dunkin’ Doings

This week Dunkin Brands CFO Kate Jaspon was present at the JP Morgan Consumer Conference and our DDIFO Restaurant Analyst John Gordon of Pacific Management Consulting Group reports she answered detailed questions and gave a good outline of current and future initiatives. While not detailing same-store sales numbers, she indicated consumers are out more and…

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Dunkin’ Doings

They missed the 2016 presidential election by a mile, but the polling experts nailed this one! A recent Harris Poll published this week in USA Today identified Dunkin’ coffee as first among eight brands of packaged coffee rated above average by the nation’s consumers. The other seven in order of preference included: Starbucks, Café Bustelo,…

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Dunkin’ Doings

We thought of focusing on the new donut infused beers that Harpoon Brewery will be producing in partnership with Dunkin – hitting store shelves sometime next month, but that urge was probably driven by the recent heatwave that hit New England. Instead however, we think it more prudent to instead send our congratulations out to…

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Digital Dunkin’ Doings

There’s much to report from Dunkin’ corporate other than its earnings, which filled this spot in last week’s issue. Dunkin’ recently welcomed Philip Auerbach to Canton in the newly created position of Chief Digital and Strategy Officer. CEO David Hoffmann described Phil as “a transformational leader who has led the evolution of consumer and hospitality…

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Dunkin’ Earnings Report

Dunkin Brands reported Q2 earnings yesterday, beating consensus earnings by $.01, consensus revenue estimates by $12 million and was profitable at 44 cents per share. The earnings call overall was positive, but as with many restaurant stocks and the broader market, the stock was down $3 or 4.2% at the close. The top news announced…

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Dunkin’ Doings

Dunkin’s announcement of several weeks ago that it was closing the 450 kiosk operations it had in Speedway gas stations generated a number of inquiries from friends outside the industry who were concerned that the news was an indication of a problem. Real fans of Dunkin’, they! I assured them such was not the case…

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Dunkin’ Doings

All would agree it has been a very long 3 months for small business owners across the country – certainly including Dunkin’ franchisees, but steadily, Dunkin US sales conditions are looking up. On June 3, Dunkin’ posted a SEC update that showed US Dunkin same store sales (SSS) improving from -25% for week ending April…

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Dunkin’ Doings

“Dunkin’ Runs Green!” could be the next catchphrase for the brand in light of its completing the difficult global transition it announced two years ago – switching its complete inventory from the iconic polystyrene foam cups to double-walled paper cups for all of its hot beverages. The new cups are certified to the Sustainable Forestry…

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