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Krispy Kreme Doughnuts, Inc. Message Board

  • abwgrules abwgrules Apr 15, 2000 9:48 PM Flag

    eastern, southern, s/w markets...

    Do any of you have some insight into the
    competition KREM faces in Southern CA, on the East Coast, in
    the South USA, and SouthWest?

    That would be
    really helpful for someone from SF, CA.

    As for
    the SF market, for those that are interested, I
    believe that KREM doughnuts would be well-accepted,
    especially if they mention (but don't focus on) the fact
    that they're fairly (haha) low cal. and/or low fat.
    I'm only half joking about fat/cal
    content.

    Probably the largest local seller of doughnuts here is
    Safeway (and other major grocery chains). Medium to
    low-quality across the board. The only places with decent
    doughnuts really aren't worth the drive. "Small and
    undifferentiated", as re-stated below. In fact, I grade these local
    shops by their lack of unpleasantness, rather than the
    presence of some overwhelming goodness.

    As KREM's
    prospectus says, "THE INGREDIENTS FOR MARKET LEADERSHIP. The
    doughnut industry, an approximately
    $4.7 billion market
    in 1998, is large, fragmented and characterized
    by
    low-volume outlets with undifferentiated product
    quality."

    I think I'm going to short a small chunk on mon.
    hopefully will be @ $39 or $40 for a few
    tiks!

    pre-thank you for the info.
    ab

 
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