Miscellaneous

Starbucks (SBUX) was finally able to post an improved showing in Q4 results announced Thursday, with US same store sales up plus 4%, ticket up plus 5% and traffic only minus 1%. However, analysts were wary of them attaining their long term 3-5% comps guidance. Starbucks began its Christmas season in store retail and digital…

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Why DD Perks is a Top Loyalty Program

A recent article in the restaurant news site Eater referred to data as “the new gold,” pointing out that “consumers should know that in 2018, basically every restaurant and business is trying to collect personal data — some are just more up front about it than others.” Speaking at the Multi-Unit Foodservice Operators Conference in Dallas…

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Dunkin’ Doings

Dunkin Brands reported earnings on Thursday, and the stock market liked the new product, new brand themes and strategy themes, even though the actual numbers were lackluster. Dave Hoffmann spoke to US Dunkin’ and Baskin trends, while Nigel Travis had just a few words on International. DD comps were plus 1.3%, just a touch under…

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Competitor News

Starbucks announced earlier this week that it had opened its first deaf-friendly store in the US in Washington DC. The store, located near Gallaudet University at 6th and H Streets, employs between 20 and 25 deaf or hard of hearing workers, each of whom is proficient in American Sign Language (ASL). McDonalds also reported earnings…

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Dunkin’ Doings

Dunkin’ Brands released its Q2 results this week and held its first earnings call with new CEO Dave Hoffmann reporting that Dunkin’ acquired a multi-year license with CardFree, a technology “mobile wallet” platform for $100 million.  This may enable mobile and app flexibility and data capture, especially for “catering initiatives”. Brand sales and profits were largely as…

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Dunkin’ Earnings

Dunkin Brands reported Q1 2018 earnings on Thursday, reporting a $0.09 EPS earnings beat versus consensus, revenue was $1.8 M light, while the stock was down $ .31 for the day, having changed little. Dunkin US reported negative .4% for same store sales, with ticket up and traffic down by unspecified amounts. The impact of…

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Competitor News

Tim Horton parent, Restaurant Brands International, noted problems at Tims on its recent earning call. Public perception of the Canadian coffee and donut chain has declined in Canada in large measure, due to Tim’s corporate ongoing conflict with its franchisees. The chain has a new president and is mandating remodels, new espresso drink lines and…

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Dunkin’ Doings

Dunkin Brands had both its Q4 earnings and 2018 Investor day events this week and what emerged is a company in deep repositioning mode. Dunkin opened eyes to reveal pretty meek 2018 DD same store sales estimates (plus 1 percent for the year, Q1 was said to be “choppy”) and decreased the DD 2018 open…

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Miscellaneous

McDonalds reported strong sales worldwide but missed earnings by one cent this week. In their earning report call earlier this week, the Golden Arches reported US Same Store Sales were up 4.1%, a full half point above projections. They also announced they are rolling out a national $1/2/3 platform soon, a platform they hope will…

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Dunkin’ Doings

Dunkin Brands reported on their Q2 earnings yesterday, beating estimates by $.02 EPS but missing on revenue. The stock moved up slightly $XX. DD US same store sales were up .8%, ticket higher/traffic lower. It was also noted that US new store open projections were decreased about 10% for 2017, but also that 2016 new…

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