Miscellaneous

It was announced this week that JAB Holdings, the owner of a number of QSR brands and coffee brands in particular, will be combining some of those coffee brands and taking them public. Specifically, it was reported earlier this week that JAB will merge Peets Coffee with Jacobs Douwe Egberts and issue an IPO for…

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Competitor News

A little over a week ago, North Carolina-based Duck Donuts announced it was expanding to Puerto Rico with the signing of a three-store development agreement with new Puerto Rican franchisees. The 65-unit brand specializes in made-to-order donuts. We also noted that Beijing-based coffee startup company Luckin Coffee, which opened 2,000 units last year and has…

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Miscellaneous

We noted yesterday a story on JAB Holdings, frequently viewed as a potential purchaser of Dunkin Brands, making another purchase, albeit a small one at less than $500M and possibly buying Insomnia Cookies. The late night brand, which JAB would buy through its Krispy Kreme brand as a way to move the chain more prominently…

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Competitor News

Thursday’s Wall Street Journal had a rare interview with the JAB executives. JAB is the centuries old London based family office and private equity firm that has gotten deep into the US consumer space, especially coffee, since 2012. The interview yields a number of helpful insights into the company and its philosophy with one especially…

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Miscellaneous

McDonalds reported healthy same store sales for its 4th quarter with US store SSS coming in at +4.5%, yielding a total increase in US SSS of 5.3% for all of calendar 2017. The Golden Arches credited their less expensive value menu (in particular, the McPick 2 platform) for much of the improvement. The irony, of…

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Why Big Investors are Bullish on Dunkin’ Stock

On October 31, 2017, as Dunkin’ Donuts franchise owners were gathered at Foxwoods for the DDIFO National Conference, rumors of a marriage between Dunkin’ and Krispy Kreme spread across the business press and social media. Experts offered their opinions on CNBC, Bloomberg and Nation’s Restaurant News. Among those discussing a possible purchase by the private…

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Miscellaneous

In the face of serious labor shortages affecting many industries, but especially fast food establishments, the economy added 261,000 jobs in October, a good number, but still less than the 310,000 projected for the month. There was much chatter last week about JAB Holdings again looking at buying Dunkin Brands, but that chatter died down…

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Miscellaneous

Just this week, Dunkin’ CFO Kate Jaspon, who has been with Dunkin’ for the past eleven years and was named CFO earlier this year, was appointed to the Board of Directors for Mod Pizza. We want to congratulate her on the appointment. We also note this week that Caribou Coffee (now owned by JAB Holdings)…

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Competitor News

We noted last week that Starbucks is developing its latest Reserve Roastery in the former flagship Crate & Barrel store on Northern Michigan Avenue in downtown Chicago. Scheduled to open in 2019, the Roastery will total 43,000 square feet on the Magnificent Mile.  It was also reported just yesterday, that Starbucks is planning to expand…

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Miscellaneous

Well, clearly the JAB Holdings acquisition of Panera Bread is some pretty big news, especially in light of the persistent rumors of the past several weeks that JAB was positioning to buy Dunkin’ Brands, but we’ll leave that story to the bigger news outlets. We thought it more prudent to relate the recently released state…

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