DNKN The New York Times Reports Dunkin’ Could be Acquired by Inspire Brands

By Mark Kalinowski Published on October 25, 2020 at 12:00 AM

Multiple media reports suggest that Dunkin’ Brands Group (DNKN; Neutral, $88.79) could be acquired by privately-held Inspire Brands, with an announcement possible as soon as tomorrow (Monday) morning. Expect DNKN shares to open in Monday’s regular trading session at roughly +20% higher than Friday’s closing price of $88.79.

Read More

PZZA The Bull and Bear Case on Papa John’s

By Mark Kalinowski Published on July 9, 2020 at 12:00 AM

In this report we examine the bull and bear cases regarding Papa John’s (PZZA; Buy, $88.26). While we maintain our Buy rating on PZZA — it continues to be our top small/mid-cap restaurant-stock pick — it is good for investors interested in PZZA to be aware of the bull and bear cases surrounding the stock, no matter what our rating on the shares is.

Read More

YUM Some Potential Acquisition Candidates for Yum Brands

By Mark Kalinowski Published on June 10, 2019 at 12:00 AM

In April, Restaurant Business reported that “Yum [Brands], the parent company of Taco Bell, KFC and Pizza Hut, will ‘absolutely’ acquire another brand one day, [CEO Greg] Creed said. ‘In the future, other brands will want to become part of the Yum family,’ he said. ‘We’ll do it because these brands want to join us more than I want to pay some huge multiple.’”

Read More