Dunkin’ Q4 Earnings

Dunkin’ Brands reported its 2015 year-end results yesterday, posting a loss of $8.9M for Q4, driven by a $54M non-cash impairment of its Japan joint venture.  The market’s reaction was minimal and two analysts, watched carefully, held their ratings.  The stock finished flat on the day at $43.30.   Although Dunkin’ Brands itself is fine, generating…

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Competitor News

McDonald’s reported their Q4 2015 and full year earnings earlier this week and both US and worldwide same store sales were much stronger than anyone expected, setting off an endless wave of speculation that “McDonald’s was back”.  However, our restaurant analyst, John Gordon of Pacific Management Consulting Group, explained that all day breakfast offerings were…

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Competitor News

The big coffee news this week included the fact that Keurig Green Mountain was being acquired for just under $14 billion by JAB Holding Co.  Just in the past few years, the company has acquired Peet’s Coffee & Tea, Caribou Coffee, Einstein Bagles, Stumptown Coffee Roasters and Intelligensia Coffee.  Bloomberg reports that the company has…

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Dunkin’ Q3 Earnings Call

Dunkin’ Brands held its Q3 earnings call yesterday and our restaurant analyst, John Gordon, Pacific Management Consulting Group, provided some highlights . . . DD US net shop opens was lighter than prior year. Dunkin Corporate net income dollars were down year to year due to increased interest expense on its higher debt load. The…

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Dunkin’ Investor Day Notes

Dunkin’ had a difficult 2015 Investor day yesterday. Despite generally upbeat DDIFO operator panels last month, Dunkin’ disappointed Wall Street greatly, with the stock down 11% or $6 dollars per share on Thursday. This is another reminder that franchisees live and work on Main Street but Dunkin’ lives on Wall Street, and is a different…

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2015 National Conference

Although the DDIFO room block has officially closed, you can still register and attend the 2015 DDIFO National Conference.  The conference is just a little over 3 short weeks away and you will want to be sure to attend.  The conference will open with the fall meeting of the DDIFO Board of Directors on Monday,…

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Varano To Give Closing Keynote at National Conference

Highly successful restauranteur Nick Varano, founder of The Varano Group and owner of some of the finest fine dining establishments in the Boston area, will close the 2015 National Conference with the keynote closing address on at Caesars Palace in Las Vegas.  Varano, highly regarded in restaurant circles across the country, will cap off a…

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Great Line-up Grows for 2015 National Conference

With the 2015 DDIFO National Conference just a bit over one month away, we’re excited about the amazing line-up of informative presentations in store for attendees.  A quick look at some of the presentations scheduled: “Conversation with Dunkin’ Franchisees” Rob Branca, Alex Smigelski, Parag Patel, Nicole Hansen and Mike Cavallo “Winning Habits That Make You…

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Dunkin’  Q2 Earnings

John Gordon, DDIFO restaurant analyst, reported on yesterday’s Dunkin’ Q2 earnings call and advised that Dunkin’ US was in at least fair shape, with reported comps of +2.9%, and transactions were said to be +.6%, with which they were “satisfied”. The SSS KCup cannibalization was said to be .6%, due to the CPG rollout. There…

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Miscellaneous

The bad news just keeps on coming for McDonald’s as their quarterly franchisee survey was released last week and it pegged franchise owner confidence at the lowest level since the survey began 12 years ago.  Surveyed owners reported same store sales in June were down 2.3 percent and projected a decline in July of an…

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