Geez, you can't toss a munchkin (r) without hitting a major growth opportunity for DNKN.
The global expansion potential is staggering here, and with their solid mgmt team and proven franchise model, this is really a blue sky story.
Funny thing is, I had basically written of Baskin and Robins, but clearly this is going to be a great engine of growth for DNKN, on top of building out the Dunkin brand, the k-cup biz, social media and loyalty programs. Not to mention the synergistic potential between the two house brands.
Is it any wonder the smart hedge funds + Fidelity swallowed up so much of the float? They see what I see, a very bright long term growth story that should pay off handsomely to anyone with more than a 12 month horizon. This is a multi bagger in five years.