$DNUT (-2,17 %)

🔹 Revenue: $375.3M vs est. $378.68M 🟡

🔹 EPS: $0.01 vs est. -$0.06 🟢

🔹 Organic revenue: +0.6% y/y

🔹 Adj EBITDA: $40.6M; margin 10.8% (+170 bps y/y)

🔹 Cash from ops: $42.3M

🔹 Free cash flow: $15.5M

🔹 Global points of access: 14,851 down 6.1% y/y from strategic closures

🔹 Digital mix at shops: 17.4% up 190 bps

🔹 U.S. average revenue per door per week: $617 up 18% q/q

Segments

🔹 U.S.: Revenue $216.2M about -5% y/y from Insomnia sale and closures

🔹 International: Revenue $138.8M organic +6.2%

🔹 Market Development: Revenue $18.9M

I’m actually so pissed right now, I’ve been saying for months how undervalued I think $DNUT (-2,17 %) is, but I never invested in it

Missed opportunity 😭

For a second time I hit $4,000 in my portfolio. I’m 15 years old and I’ve been trading for over a year now. I was down $1,100 all-time back in April, but all the companies in my portfolio have skyrocketed over the last 2 months so I am now a little more than $100 away from breaking even all-time.

The plan I have for the near-future is to sell a large portion of $RIVN (-4,57 %) and invest that money into other companies. $RIVN (-4,57 %) makes up a huge percentage of my portfolio and was the main cause of my $1,100 loss back in April so I don’t want to risk such a large amount of money with one company. Also, Rivian doubled in value over the last 3 months so I don’t see that being sustainable long term.

I’m currently looking at investing into $DNUT (-2,17 %) and $UAL (-5,09 %) in the near future

I’m thinking about investing into $DNUT (-2,17 %)

To me the company just seems so undervalued. A few months ago they announced that starting in the 2nd half of this year they’ll start putting Krispy Kreme donuts in McDonald’s and plan to be in thousands of McDonald’s by the end of 2026.

Some articles I’ve read from big analysts stated that they believe McDonald’s is just the start of Krispy Kreme partnerships and that the McDonald’s partnership could generate more than $300 million yearly which is huge for a $1.8 billion dollar company.

Currently Krispy Kreme is less than a dollar away from their all-time low with the average analyst prediction being $20, nearly a 100 percent upside.

Tell me what you think