Luis Alvarez/DigitalVision via Getty Images Listen below or on the go on Apple Podcasts and Spotify Investors rotate from AI to A1 as breadth increases. (0:16) Krispy Kreme and Shake Shack surge on earnings. (1:13) S&P 500 triggers sixth Hindenburg Omen signal. (3:26) This is an abridged transcript of the podcast: Our top story so far, investors are going from AI to A1. Looking at forward valuations, the premium investors were paying for the mega caps has faded — and they’re now willing to pay up for ...

Core Insights - Krispy Kreme and OREO are expanding their partnership with a new limited-time doughnut collection that combines OREO cookies and Krispy Kreme doughnuts [1] Product Launch - The new Krispy Kreme x OREO Cookie Collection will be available starting February 24 at participating Krispy Kreme locations across the U.S. [1] - The collection features two new doughnuts along with a fan-favorite, the NEW Golden ORE [1]

Group 1: Coffee Consumption Trends - Approximately two-thirds of U.S. adults drink coffee daily, making it one of the most habitual consumer purchases in the country [2] - Coffee-based cafes thrive because coffee is a daily habit for many consumers, unlike discretionary items such as cookies [1][2] Group 2: Challenges in the Dessert-Based Restaurant Sector - Specialized restaurant chains, particularly those focused on a single product like cookies, face significant challenges in a tough economic environment [3] - The cookie segment has seen notable failures, with Crumbl Cookies closing dozens of stores and Taylor Chip filing for Chapter 11 bankruptcy [4][5] Group 3: Financial Struggles of Cookie Brands - Crumbs Bake Shop and Liz Lovely are examples of dessert-based brands that have filed for bankruptcy, highlighting the vulnerabilities in the cookie business [6] - Krispy Kreme's sale of its remaining stake in Insomnia Cookies for $75 million reflects financial restructuring efforts within the cookie segment [6]

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Company Overview - Krispy Kreme, Inc. is headquartered in Charlotte, N.C., and is recognized globally for its iconic Original Glazed® doughnut, known for its hot-off-the-line, melt-in-your-mouth experience [3] - The company operates in over 40 countries through a unique network of fresh doughnut shops, partnerships with leading retailers, and a rapidly growing digital business [3] - Krispy Kreme's purpose is to enhance lives through the joy of its products, reflecting its commitment to people, communities, and the planet [3] Leadership Insights - Josh Charlesworth has been the President and CEO of Krispy Kreme since January 2024, having previously served as Chief Financial Officer and Chief Operating Officer [2] - His background includes leadership roles at Mars, where he was the Global Chief Financial Officer of Mars Chocolate from January 2015 to April 2017 [2] Growth Strategy - During a recent fireside chat at the ICR Conference 2026, the company's growth plan, menu innovation, and technology engagement strategies were discussed [1] - The company is focused on enhancing customer engagement through technological advancements and innovative menu offerings [1]

Core Viewpoint - Krispy Kreme is undergoing a significant turnaround plan focused on profitability, refranchising, and improving operational efficiency after exiting unprofitable partnerships, notably with McDonald's [2][7][23]. Group 1: Turnaround Strategy - The company has launched a turnaround plan aimed at boosting profitability, reducing leverage, and improving cash flow, with a focus on sustainable income streams [4][6][24]. - Krispy Kreme ended its partnership with McDonald's due to unprofitability and is now concentrating on profitable channels and refranchising efforts, particularly in international markets [2][7][23]. - The company is actively refranchising its operations in Japan and exploring similar opportunities in other markets like the U.K., Australia, and Mexico to enhance operational efficiency [9][16]. Group 2: Financial Performance - The third-quarter results showed positive trends, with higher adjusted EBITDA and a focus on generating positive cash flow to pay down debt [4][24]. - The company has stopped delivery operations in 1,400 locations that were not profitable while still adding new profitable ones, demonstrating a decisive approach to cost management [23]. - The goal for 2026 is to stabilize operations and show continuous improvement in EBITDA and cash flows, with a potential shift to long-term growth strategies in 2027 [25][26]. Group 3: Operational Efficiency - Krispy Kreme is outsourcing logistics to improve delivery efficiency and reduce costs, allowing the company to focus on its core competencies in doughnut production and retail [13][15]. - The company maintains strict quality control over its doughnut production process, ensuring consistency across international markets by using a concentrated mix from its North Carolina facilities [19][20][21]. - The brand is leveraging excess doughnut capacity in the U.S. to avoid the need for new shop openings domestically, focusing instead on expanding through established franchise partners internationally [10][11].

Group 1 - The 28th Annual ICR Conference 2026 hosted by Exec Edge, CorpGov, and IPO Edge featured 33 on-site fireside chats focusing on consumer trends and insights [1] - The event took place from January 12-14, 2026, and included participation from top CEOs and executives from both public and private companies [1] - A variety of companies were interviewed, including Shift4 Payments, Krispy Kreme, The Middleby Corp, and National Vision Holdings, among others [2] Group 2 - All interviews conducted during the conference will be available on the respective websites and syndicated through formal agreements with major financial platforms such as Yahoo Finance and Bloomberg [3]

Group 1 - Verizon (VZ) experienced a 1.2% decline in early trading on Thursday following the announcement that it has resolved a nationwide wireless network outage in the U.S. [1][2] - The company will provide account credits to affected users as compensation for the service disruption [1][2] - During the outage, Krispy Kreme (DNUT) offered free donuts to customers [1][2]

Core Insights - The landscape of meme stocks is evolving, with retail investors playing a significant role in defining this segment in 2025 [1][2] Group 1: Meme Stocks Evolution - Initially, meme stocks represented a struggle between Main Street and Wall Street, focusing on stocks with high short interest and heavy hedge fund ownership, such as GameStop and AMC [2] - By 2025, meme stocks have shifted towards more speculative areas, including nuclear, clean energy, and crypto-related stocks, while retail investors continue to influence the market [3] Group 2: Retail Investor Impact - Retail investors accounted for 8-10% of U.S. equity market volume before the pandemic, increasing to 20-25% in 2025, and even reaching 35% at times, indicating their growing influence [4] - The behavior of retail investors is becoming more informed and educated, with a broader range of trading options available [4] Group 3: Future of Meme Stocks - High valuations of hyper-growth stocks are justified by strong revenue and earnings growth, but caution is advised regarding these valuations [5] - Emerging areas such as nuclear energy and quantum computing are expected to fuel the next wave of meme stocks in 2026 [5] Group 4: Tesla as a Meme Stock - Tesla's valuation is based on its future potential, particularly in humanoid robotics and robotaxis, with a loyal investor base believing in its transformative potential [6] - Tesla has been labeled the "biggest meme stock" ever, with criticisms regarding its high price-to-earnings ratio and concerns over the board's compensation plan for Elon Musk [7]

Group 1 - CorpGov, IPO Edge, and Exec Edge are hosting fireside chats recorded from their own office locations, utilizing a mobile multi-camera high-definition television studio [1] - Over 500 in-person interviews have been conducted from various prestigious locations including the NYSE floor and Nasdaq MarketSite, featuring a diverse range of CEOs, attorneys, and advisors [1] - Content from these interviews is published on owned websites and syndicated instantly through agreements with major financial platforms such as Yahoo Finance and Bloomberg Terminals [2] Group 2 - The RSAC 2025 event featured a fireside chat with Sysdig CFO Karen Walker, highlighting the company's participation in significant industry conferences [3] - CorpGov will continue to host interviews at the Tulane Corporate Law Institute, recognized as a leading M&A and corporate law conference, for the third consecutive year in 2026 [4] - At the ICR Conference 2025, 29 on-site fireside chats were conducted, with plans for further interviews at the 2026 conference, which will showcase top executives from both private and public companies [5] Group 3 - Companies scheduled for interviews in 2026 include Krispy Kreme, The Middleby Corp., Shift4 Payments, J&J Snack Foods, and National Vision Holdings, indicating a focus on prominent industry players [6]