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Dunkin' Brands Group, Inc. Message Board

  • chuckpalot chuckpalot Jul 27, 2012 10:21 AM Flag

    Something New Brewing @ SBUX???

    CEO Schultz mentioned last night SBUX will continue their International expansion with a new twist - via licensing (franchising) to help control costs and gain efficiencies.

    Haven't we seen this model before?

    As they say, mimicry is the highest form of flattery.

    DNKN has set the new gold standard for higher margin growth and it's called "asset light"; their franchise model is mature and proven, exiting the ice cream manf. biz and outsourcing to Dean Foods is another example of lowering overhead to drop more to the bottom-line.

    Unless something drastic comes out of the woodwork, DNKN will continue its domestic Manifest Destiny (Go West Young Man!) + global expansion unabated. They have enormous growth potential and will reward patient shareholders quite handsomely.

    Disclosure: I'm dollar cost averaging into DNKN and now have 3/4 of the position I want to hold for at least three years. I predict by 2016 DNKN will be a $90+ stock (a $10 Billion market cap).

    And the best part is, you can sleep well owning it (unless you OD on caffeine!). Management is solid, the model is proven (and worth copying apparently) the product mix is appealing, the price points are value driven, the coffee highly drinkable (unlike that over-priced & over-roasted alternative), and their growth opportunity is envious.

    All this needs is time...and that's how real $$$ is made in the markets.

    GL!

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DNKN
43.57-0.02(-0.05%)Aug 28 4:00 PMEDT

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