Worried? Doubt it. See major opportunity? Most likely.
Dunkin could buy them and instantly have $475 Million Jump in 2013 Revenues - up from estimated $717 Million for Dunkin in 2013. Also, Dunkin could obviously supply coffee to KKD and with Dunkins infrastructure expand the KKD footprint in a BIG WAY in a very cost effective manner.
Dunkin has estimated $717 Million in 2013 Revenues with a $3.4 Billion Market Cap.
Krispy Kreme has estimated $475 Million in 2013 Revenues with a $750 Million Market Cap.
A combination would seemingly be very cost effective for Dunkin at anything below $1.4 Billion +/-.