The Motley Fool·2d ago
Why Krispy Kreme Stock Crushed It TodayKrispy Kreme's turnaround strategy is working. A new asset-light business model could be the key to the company's success.
Krispy Kreme's fundamental outlook is challenged by accelerating revenue declines, with a -12.8% year-over-year drop in 2026Q2, and a persistent inability to generate consistent operating profitability, as evidenced by negative operating margins in eight of the last ten quarters.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | $0.06+393.4% vs $0.01 | $329M+5.6% vs $311M |
Q3 2026 Aug 6, 2026 | -$0.03+8.3% vs -$0.03 | $331M+9.1% vs $303M |
Q2 2026 May 7, 2026 | -$0.05-66.7% vs -$0.03 | $367M+2.1% vs $359M |
Q1 2026 Feb 26, 2026 | $0.09+200.0% vs $0.03 | $392M+1.5% vs $387M |
Krispy Kreme's turnaround strategy is working. A new asset-light business model could be the key to the company's success.
Krispy Kreme, Inc. ( DNUT ) Q3 2026 Earnings Call November 5, 2026 8:00 AM EST Company Participants Steve West - Vice President of Investor Relations Joshua Charlesworth - President, CEO & Director Raphael Duvivier - Chief Financial Officer Conference Call Participants Aisling Grueninger - BofA Securities, Research Division Brian Harbour - Morgan Stanley, Research Division Daniel Guglielmo - Capital One Securities, Inc., Research Division Presentation Operator Greetings. Welcome to the Krispy Kreme Q3 2026 Earnings Call.
Franchisees generated 42% of systemwide sales in the third quarter. Year-to-date capital expenditures declined 65% to $28.6 million.
Although the revenue and EPS for Krispy Kreme (DNUT) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Benchmark DNUT against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Krispy Kreme, Inc. (DNUT)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $4.17 | $718.91M | -8.07 | -8.57% | -6.32% | -14.07% | 1.67% | |
| $8.15 | $1.55B | 16.13 | -3.1% | 4.4% | 81.11% | 8.19% | |
| $14.09 | $268.75M | 8.13 | -6.75% | 2.84% | — | 6.16% | |
| $6.64 | $480.61M | 28.41 | 3.03% | 2.25% | 3.39% | — | |
| $33.77 | $4.29B | 45.73 | 27.88% | 5.08% | 10.73% | — | |
| $106.76 | $5.3B | 26.42 | 4.75% | 5.2% | 41.84% | 1.01% |
Krispy Kreme, Inc. (DNUT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Krispy Kreme, Inc. (DNUT) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
Jun 12, 2026·SEC
May 7, 2026·SEC
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Krispy Kreme, Inc. (DNUT) stock FAQ — growth, dividends, profitability & financials explained
Krispy Kreme, Inc. (DNUT) reported $1.42B in revenue over the trailing twelve months. Revenue was $1.52B in fiscal year 2025. That is 278% more than the $403.2M of fiscal year 2011.
Krispy Kreme, Inc. (DNUT) revenue fell by 7.5% over the trailing twelve months, compared with the twelve months before.
No. Krispy Kreme, Inc. (DNUT) reported a net loss of $89.6M over the trailing twelve months.
Yes. Krispy Kreme, Inc. (DNUT) pays a dividend that yields 1.67% at the current price, a moderate yield.
Krispy Kreme, Inc. (DNUT) had a return on equity (ROE) of -14.1% over the trailing twelve months. A negative ROE means the company lost money over the period.
Krispy Kreme, Inc. (DNUT) had negative free cash flow of $70.1M over the trailing twelve months.
