Industry Insights

Throughout the course of the coronavirus pandemic and its impact on the American economy, the restaurant sector has been hard hit. Same-store sales fell 11.6% at QSRs in March on a 16.3% traffic decrease according to MillerPulse. Drive-thrus and delivery cushioned the drop, but fast-food results also fell victim to steeper slides as the month…

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Dunkin’ Doings

In the Dunkin’ Q1 earnings call held yesterday, company executives described the positive Dunkin US and Baskin sales momentum the brand had experienced leading into mid-March, only to be knocked down by the Covid 19 impact. By early April, Dunkin US same store sales had fallen to minus 35% but has since improved to almost…

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From the Executive Director: Striking Out Cheaters

Before the coronavirus worsened and jeopardized the 2020 baseball season, there was much discussion about the Houston Astros and the sign-stealing scandal that may have fueled their 2017 World Series Championship. Since the scandal broke, a number of people have lost their jobs, including the Astros manager and general manager, as well as the manager…

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Dunkin’ Earnings

Dunkin’ Brands held its Q4 and year-end 2019 earnings call yesterday reporting that store level operating results were fine, but missing 2020 Wall Street projections by approximately ten cents per share. Consequently, the stock closed at $75.03, down $2.13 (2.84%). Dunkin’ pointed to its co-investment of $60 million (with franchisees) in coffee brewing equipment as…

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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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What Happens in Vegas . . .

A number of DDIFO leaders and members attended the 2019 Restaurant Finance and Development Conference and later the Coalition of Franchisee Associations (CFA) Legal Symposium this week in Las Vegas. At the Restaurant Finance Conference, there was much talk about franchisor and franchisee relationships, and the need to creatively cover rising labor and rent expense. Generally…

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Register Now for DDIFO National Conference

Early bird pricing is available for Dunkin’ franchise owners to attend the 2019 DDIFO National Conference at Foxwoods Resort & Casino in Connecticut on October 28 & 29, 2019. One of the exceptional panels we will present this year is Dunkin’, Its Competitors and Wall Street – A Look at Today and Tomorrow. The panel,…

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Register Now for DDIFO National Conference

Early bird pricing is still available for Dunkin’ franchise owners to attend the 2019 DDIFO National Conference at Foxwoods Resort & Casino in Connecticut on October 28 & 29, 2019. One of the exceptional panels we will present this year is Dunkin’, Its Competitors and Wall Street – A Look at Today and Tomorrow. The…

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Dunkin’ Earnings

Reporting yesterday, Dunkin’ earnings for Q2 were $.86/share, 4 cents better than Wall Street consensus, while revenues were slightly below the street’s expectations. However, Dunkin’ Same Store Sales on a two year basis (often, a better viewpoint) were its best since 2016. It was also noted that the average ticket for Dunkin’ US was up…

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Dunkin’ Doings

We expect that most have by now seen the reports this week of Dunkin’ terminating the franchise agreement for some 12 stores in Pennsylvania and Delaware. According to the filings, it is alleged that the franchise owners violated federal laws relating I-9 reporting requirements as well as not utilizing the federal E-Verify system as required…

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