The executive team gave a presentation during it's investor/analyst event this morning. There's an audio and PDF link on the DNKN website for anyone interested in the presentation.
My guess is the initial wave of selling on the open was the result of disclosing some near term comp store weakness for this Q ( 2 - 2.5%). Guidance provided for next year all looked good to me. There is, and will be for a while, a very large growth opportunity for DNKN (and BR) both here and around the world.
Go check it out and draw your own conclusions.
Depends on how the deal is structured (assuming one happens at all!). They could chose to take an equity position in InBev, and carry that value on the balance sheet much like they do now with their SAB stake.
They could do an equity + cash deal, or take all cash. I believe this is a very good mgmt team that could find ways to put a windfall like this to good use - and not in the form of a special divvy. A nice strategic acquisition seems more likely.
It'll be interesting to watch this unfold!
Altria controls almost a 30% interest in SABMiller which is rumored to be in the cross hairs of InBev. Takeout price tag rumored at $125 BILLION = ~$40 BILLION for Altria. As a MO investor, I'd love to see this value unlocked.
While this thread is useless, MO offers investors spectacular returns - especially those who seek dividends + capital appreciation. Tobacco politics aside, this "cash machine" qualifies as a core holding for prudent investors who enjoy growth, income, and a good nights sleep.
Went long four years ago @ $20 - $24 and still see no reason to sell a single share.
Thanks for the updates from the field! Not surprising, but still reassuring. This is the dawn of a new age California Goldrush a la DNKN!!!
I'm sure you've noticed both volume and price rising since the big boys all came back from vacation.
Five day chart says it all.
You got it!
Folks generally don't understand how the whole issuer/processor industry works. But, if Apple does it right (and I'm sure they will) all the big boys will benefit while Apple carves out this new niche and takes it mainstream.
The numbers get scary after a while...
And guess who'll be scalping a few pennies on each and every transaction that gets processed. Globally. By billions of consumers.
Huge new category for Apple. HUGE.
Imagine owning stock in a company that will EARN over $1,000,000,000.00 in PROFIT each and every week for the next 65.
Another first in the history of Planet Earth. Thanks Apple!!!
We've been sellers of AMZN for that very reason. Not sure how that correlates to AAPL.
I thought it was raising $$$ to purchase naked selfies. lol
Oh, pardon me. I've just been informed it's Pacific Crest that downgraded. Now, just who the H-E double hockey stix is that??? Never heard of 'em.
Something tells me they know their window of opportunity is closing fast. Next week will be HUGE for Apple bulls - not to mention, for Apple itself.
If we get two new phones, a wearable, and NFC payments (
Keep in mind, donuts represent less than 10% of sales (which is partly why I believe they should drop them from their name - just Dunkin's). No, this is a beverage company first and foremost, a baked goods purveyor (muffins/bagels,etc) and a specialty sandwich shop. All three categories outsell donuts.
I grew up eating these donuts, and still have a few every year. My go-to choice with their coffee (I enjoy both hot and iced) is a sausage/egg/and cheese on a toasted bagel. Tasty and filling!
I noticed the new DNKN in CA that opened yesterday is offering two flavors of coffee; traditional and a darker roast. Smart move to wean folks off of SBUX over-roasted and slightly bitter fare.
BTW, the iBand actually WILL tell time, like a watch, but that's about 1% of its function.
iBand. It fits around your iHand.
So Timmy calls me last week and like, he's all in a panic. Seems he and EC can't agree on what to call the new wearable coming next month, and I'm like, "Dude, remember that band we played in during middle school?"
And he's all like "Ya, so what? We weren't even that good".
And I'm like, "That's not the point. The point is we were The Band. Why not just stop overthinking it and call it the iBand?! That works on so many levels, it's a no-brainer!!!"
He thanked me, hung up, and sent me a check for $2.3 million dollars.
Then my damn dog woke me up before I could spend it......
Some good thoughts! I agree that there is good synergies between BK/TH - both just got stronger from the deal.
So, if the #2 burger joint marries the #3 North American coffee joint, does that prompt #1 (MCD) to call and raise by taking out DNKN?? I don't know how the MCD board views their shrinking US biz. I know they just replaced the head of the US division last week after a two-year stint, so they must be feeling the heat. Just don't know if the Board is blaming the guy or the model - and whether they're in denial about changing consumer behavior/demand, but the numbers don't lie and SS sales have been slipping steadily in the US for a while now. Anyway, that's the first place I look when thinking who may put a target on DNKN.
Again, I still think DNKN has a very bright future as a stand-alone company. The more I think about it, the more it seems like once somebody starts a industry consolidation the more likely other will be to react.
Any ideas on valuing DNKN?