Krispy Kreme Reports Q2 Results

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Shares of Krispy Kreme Inc. (DNUT) were indicated down nearly 2% in premarket trading on Thursday, heading towards a 7-week low. Despite meeting second-quarter profit expectations, the donut seller fell short on revenue.

Solid Profit Numbers

The company reported net income of $223,000, which equates to breakeven on a per-share basis. This is a significant improvement from the net loss of $3.8 million, or 2 cents per share, experienced during the same period last year. Adjusted earnings per share slipped slightly from 8 cents to 7 cents, but ultimately matched the FactSet EPS consensus of 7 cents.

Revenue Misses Expectations

Although total revenue increased by 9.0% to $408.9 million, it fell below the FactSet consensus of $411.5 million. Despite this, there were positive signs with U.S. revenue growing by 9.3% and international revenue increasing by 4.8%. Additionally, ecommerce revenue experienced robust growth at 18.0%.

Factors Driving U.S. Growth

Krispy Kreme attributed the growth in the U.S. to several factors including higher prices, impactful marketing activations, and the expansion of their Delivered Fresh Daily (DFD) strategy.

Long-Term Outlook

Looking ahead to 2023, Krispy Kreme remains confident and has affirmed its guidance ranges. They expect adjusted earnings per share to be between 31 cents and 34 cents, with revenue projected to reach $1.65 billion to $1.68 billion.

Share Performance

Over the past three months, Krispy Kreme stock has experienced a decline of 3.9%, while the S&P 500 has seen an 8% gain.


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