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

DNKN Updating Our Same-Store Sales and EPS Estimates for 2020E & 2021E

By Mark Kalinowski Published on March 31, 2020 at 12:00 AM

We lower our U.S. same-store sales estimates for Dunkin’ (owned by Dunkin’ Brands Group [DNKN; Neutral]) as follows:
Q1E 2020: down by -5.5 percentage points to -3.5%
Q2E 2020: down by -32.0 percentage points to -30.0%
Q3E 2020: down by -17.0 percentage points to -15.0%
Q4E 2020: down by -11.5 percentage points to -10.0%
Full-year 2020E: down by -16.5 percentage points to -14.6%
Full-year 2021E: up by +6.5 percentage points to +8.0%

Read More

DNKN (Post-Call) 2020 EPS Guidance Weighs on the Stock Somewhat

By Mark Kalinowski Published on February 6, 2020 at 12:00 AM

Earlier today, Dunkin’ Brands Group (DNKN; Neutral) reported adjusted Q4 2019 EPS came to $0.73, ahead of our $0.71 forecast and sell-side consensus (according to Consensus Metrix) of $0.70.

Read More