The earnings call highlighted significant achievements such as sustained revenue growth and expansion in global markets, with notable partnerships like McDonald's. However, these were countered by challenges including a substantial impact from a Cyber Security Incident and declining performance in key markets such as the UK. The sentiment for the call is balanced, reflecting both positive long-term growth strategies and immediate operational challenges.

Company Guidance

In the Krispy Kreme Fourth Quarter 2024 earnings call, the company provided guidance reflecting its ongoing transformation initiatives. Krispy Kreme reported a 21% increase in revenue for 2024, with U.S. delivered fresh daily sales surpassing $250 million. The company operates in 40 countries and plans to expand its U.S. presence by partnering with national chains like McDonald's and Costco, aiming to reach 23,000 global points of access by the end of 2025. The guidance for 2025 includes a projected net revenue range of $1.55 billion to $1.65 billion, organic revenue growth of 5% to 7%, and adjusted EBITDA of $180 million to $200 million. Krispy Kreme plans to optimize operations by outsourcing over 50% of its U.S. logistics by year-end and evaluating the refranchising of certain international markets. The financial outlook also considers potential impacts from foreign exchange rates and cybersecurity incidents.

Continued Organic Sales Growth

Krispy Kreme delivered its 18th consecutive quarter of organic sales growth, despite a Cyber Security Incident that impacted the quarter.

21% Revenue Growth

The company achieved a 21% revenue growth for the year 2024, driven by its expanding US delivered fresh daily network, surpassing $250 million in sales through this channel.

Global Expansion

Krispy Kreme is now operating in 40 countries, with an increase in global points of access by 24%. The company plans to expand further into Brazil and Spain in 2025.

Largest U.S. Retail Sales Day

Valentine's Day collection led to the biggest U.S. retail sales day ever for Krispy Kreme.

McDonald's Partnership

Launched daily deliveries to approximately 500 McDonald's restaurants in the Greater New York City area, with plans to reach about 6,000 restaurants by year-end.

Franchise Model Success

The international franchise model grew points of access by 8% in 2024, with successful expansions in markets such as France and South Korea.

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Krispy Kreme (DNUT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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DNUT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 08, 2025	2025 (Q1)	-0.05 / -	0.07	―	―	―
Feb 25, 2025	2024 (Q4)	0.10 / 0.01	0.09	-88.89% (-0.08)
Nov 07, 2024	2024 (Q3)	0.01 / -0.01	0.03	-133.33% (-0.04)
Aug 08, 2024	2024 (Q2)	0.05 / 0.05	0.07	-28.57% (-0.02)
May 09, 2024	2024 (Q1)	0.06 / 0.07	0.09	-22.22% (-0.02)
Feb 13, 2024	2023 (Q4)	0.13 / 0.09	0.11	-18.18% (-0.02)
Nov 09, 2023	2023 (Q3)	0.06 / 0.03	0.03	0.00% (0.00)
Aug 10, 2023	2023 (Q2)	0.07 / 0.07	0.08	-12.50% (>-0.01)
May 11, 2023	2023 (Q1)	0.07 / 0.09	0.08	12.50% (<+0.01)
Feb 15, 2023	2022 (Q4)	0.10 / 0.11	0.08	37.50% (+0.03)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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DNUT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 25, 2025	$9.06	$7.07	-21.96%
Nov 07, 2024	$12.27	$11.71	-4.56%
Aug 08, 2024	$9.06	$10.28	+13.47%
May 09, 2024	$12.48	$12.70	+1.76%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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