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Krispy Kreme Doughnuts, Inc. Message Board

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  • fisk007 fisk007 Jan 16, 2013 11:16 AM Flag


    Stage is set for accelerated domestic
    growth and increased profitability

    The true story of Krispy
    Kreme is not what has been
    accomplished and “where we
    are” …. it is the multiple
    opportunities to grow that
    have yet to be exploited and,
    through them, “where we are
    going.” It is “quite simply” a
    story of long term growth

    - - - - - -

    Don't know what other people think...

    But that summary above sounds exactly like something a Big Player / Private Equity Group would desire to grab. BRAND. BRAND. BRAND.

    Still think the "poison pill" Tax Asset Protection Plan is there just to protect them from low ball offers.

    You can bet if the RIGHT offer came along with the RIGHT premium - they would accept it.

    Would guess $16 to $17 is the absolute LOWEST possible acquisition price with maybe $20'ish being a high guesstime for the near term (next 6 months).

    • It would take a couple more years, but KKD (barring market meltdown) could hit high $30s or even $40s by 2015-16.

    • Brand doesn't mean anything if people aren't buying the product, they need to become a daily morning destination like Dunkin for coffee that's where the easy money is, they can only do that with a great footprint. There's KKD shops in southern California but they are 10 miles any which way you live. If there was one locally I would frequent it more often. Hopefully they can make economic sense for the franchisees, there doesn't have to be a palace, See's candies are only 6 or 700 square feet and they make gobs of money. Put some food on the menu like Hortons, top quality like the donuts , twice the business. Put sandwich case in and see what happens, run a couple of test shops in some high traffic business districts.

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