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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Miscellaneous

A few weeks back, the Japanese owner of 7-Eleven talked of increasing 7-Eleven units in the US, although without any specific timetable, from the current 8,500 stores to as many as 20,000 through the introduction of Japanese-style product development and services. He also spoke of improving the quality of goods sold at stores and hoping…

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Competitor News

The big news of this week was clearly the pending acquisition of Krispy Kreme by the privately owned JAB Holdings.  The acquisition, at $21/share calculates at 19 times enterprise value according to DDIFO Restaurant Analyst John Gordon.  As JAB is private and will take the chain private, we will not know what is going on…

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