Professional
Added to YB: 2025-06-02
Pitch date: 2025-04-09
DNUT [neutral]
Krispy Kreme, Inc.
+4.57%
current return
Author Info
Maple Tree Capital is a fictitious fund run by @HenryInvests. Follow on Twitter/X.
Company Info
Krispy Kreme, Inc., together with its subsidiaries, produces doughnuts in the United States, the United Kingdom, Ireland, Australia, New Zealand, Mexico, Canada, Japan, and internationally.
Market Cap
$712.6M
Pitch Price
$4.27
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.58
P/E
-1.39
EV/Sales
1.40
Sector
Hotels, Restaurants and Leisure
Category
turnaround
Maple Tree Capital Portfolio Holding: Krispy Kreme, Inc.
DNUT (holding update): Krispy Kreme down sharply despite strong brand, McDonald's partnership and growing presence. Headwinds include recession fears, high debt, Ozempic concerns, short interest, and Q4 cyber-attack miss. Trades 20x 2026E earnings. May exit if McDonald's deal doesn't bear fruit by 2025.
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