Krispy Kreme (NasdaqGS:DNUT) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Company ParticipantsChristine S. McDevitt - VPJosh Charlesworth - President and CEORaphael Duvivier - CFOConference Call ParticipantsDaniel Guglielmi - Consumer Equity Research AnalystOperatorHello, everyone, thank you for standing by. My name is Ellie, I will be your conference operator today. At this time, I would like to welcome everyone to the Krispy Kreme Fourth Quarter and Full Year 2025 Earnings Call. All lines have been ...

Krispy Kreme (NasdaqGS:DNUT) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Speaker3Hello, everyone, thank you for standing by. My name is Ellie, I will be your conference operator today. At this time, I would like to welcome everyone to the Krispy Kreme Fourth Quarter and Full Year 2025 Earnings Call. All lines have been placed on mute to prevent any background noise. After the prepared remarks, there will be a question and answer session. If you'd like to ask a question during that time, please press ...

Krispy Kreme, Inc. FOURTH QUARTER AND FULL YEAR 2025 EARNINGS PRESENTATION FEBRUARY 26, 2026 KRISPY KREME | 4Q25 EARNINGS 1 Cautionary Note Regarding Forward-Looking Statements Certain statements made in this presentation and on the conference call that this presentation accompanies are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements can be identified by use of forward-looking terminology, including terms such as "plan," "beli ...

EVP and CFO Eric Christel said fourth-quarter total revenue was $975 million, up slightly from $972 million a year ago. Restaurant sales increased due to the net impact of openings and closures, while franchise revenue declined because the royalty rate on Brazil was lower than the intercompany royalty received in 2024.Spanos singled out Outback’s Aussie 3-Course offering as a traffic driver, supported by loyalty member frequency and recruitment of new users. The company said the value platform has three tie ...

Welcome back. Craft Hinds making big news recently. Food giant trying to reverse its yearslong stock slump and sales slump.The company just last week announcing a pause on its planned separation into two companies and just yesterday naming a new president for its North American business. Joining us now in a CNBC exclusive interview is Craftine CEO Steve Cahelain. Just laid out the company's turnaround plan at the Kagney Consumer Conference in Orlando.Steve, thank you for taking the time. So tell us I I mean ...

Core Viewpoint - Wendy's is implementing a turnaround plan called "Project Fresh" to address declining sales and stock performance, with earnings results expected on February 13 [1][2]. Group 1: Financial Performance - Wendy's stock has decreased nearly 46% over the past 12 months, with a forward P/E ratio around 9 and a price-to-sales ratio below 1, indicating it may be undervalued [2]. - Last quarter, global sales fell by 2.6%, and adjusted earnings per share decreased by 4% [1]. Group 2: Turnaround Strategy - The turnaround plan consists of four main pillars: brand revitalization, system optimization, operational excellence, and capital allocation [4]. - Wendy's is introducing new energy drinks, revamping coffee offerings, and focusing on chicken tenders to attract customers [4]. - The company is facing challenges with lower-income consumers, which is impacting sales, and may close up to 300 franchises in the U.S. [4]. Group 3: Market Context - The fast food and fast casual restaurant sectors have been struggling since the onset of the COVID-19 pandemic, with reduced foot traffic and a shift towards remote work [3].

Core Insights - Bombardier Inc. reported strong financial results for the fourth quarter and full-year 2025, marking the fifth consecutive year of growth and exceeding targets [2][4][7] - The company provided guidance for 2026, indicating expectations for continued growth and profitability [12][14] Financial Performance - Revenues for 2025 reached $9.55 billion, a 10% increase year-over-year, driven by higher aircraft deliveries and record-high Services revenues of $2.3 billion, up 13% [4][7][20] - Adjusted EBITDA rose 15% year-over-year to $1,559 million, with an adjusted EBITDA margin of 16.3%, an increase of 60 basis points [7][20] - Reported EBIT increased by 26% to $1,108 million, resulting in an EBIT margin of 11.6%, up 150 basis points [7][20] - Adjusted net income grew to $805 million, a 47% increase year-over-year, while reported net income surged to $975 million, up 164% [9][20] Cash Flow and Debt Management - Free cash flow for 2025 was $1,072 million, an increase of $840 million compared to 2024, reflecting higher customer advances and improved operating cash flows [10][20] - The company repaid over $400 million in debt during 2025, improving the adjusted net debt to adjusted EBITDA ratio from 2.9x in 2024 to 1.9x at year-end [11][20] Order Backlog and Market Demand - The order backlog increased by $3.1 billion to $17.5 billion as of December 31, 2025, representing a 22% year-over-year growth [5][20] - The unit book-to-bill ratio for the year was 1.4, indicating strong demand across Bombardier's aircraft portfolio [5][20] 2026 Guidance - For 2026, Bombardier expects revenues to exceed $10 billion, driven by higher aircraft deliveries and continued growth in Services [14] - Adjusted EBITDA is projected to be greater than $1,625 million, with free cash flow anticipated to range between $600 million and $1,000 million [14][12]

Core Viewpoint - BMO Capital has raised the price target for Starbucks (SBUX) to $120 from $115 while maintaining an Outperform rating, indicating strong confidence in the company's turnaround plan and significant earnings per share (EPS) growth potential in the coming years [1] Group 1 - The company's Investor Day reaffirmed confidence in its turnaround strategy and growth potential [1] - Starbucks's fiscal year 2028 targets are deemed achievable with upside potential, suggesting a path towards EPS exceeding $5 by fiscal year 2030 [1] - The anticipated EPS growth is supported by a well-rounded slate of sales drivers [1]

Core Insights - Starbucks has reported its first U.S. quarterly comparable sales increase in two years, attributed to CEO Brian Niccol's focus on operational efficiency, service consistency, appealing store designs, and a streamlined yet innovative menu [1] - Niccol's turnaround strategy, termed "Back to Starbucks," emphasizes returning to the core elements that made the brand popular, including enhancing the in-store experience and improving store layouts [4] Group 1: Turnaround Strategy - Niccol has implemented a clear mission and simplicity in operations, which has been crucial for the turnaround, contrasting with previous failed attempts by other CEOs [2] - The company plans to add 25,000 seats to its U.S. stores, moving away from locations designed solely for mobile order pickups [4] - New store designs are being tested in real operating conditions to improve employee workflow and customer experience [4] Group 2: International Expansion - Starbucks aims to add approximately 20,000 new stores internationally, focusing on existing markets where the brand is already successful rather than entering new ones [3] Group 3: Performance Metrics - Each store is now evaluated based on five key criteria: customer experience, peak hour performance, employee scheduling, product availability, and health and safety, simplifying the previous metrics used [4]

Core Insights - Starbucks shares experienced a rise following the release of its latest financial results, indicating positive momentum in its turnaround strategy [1][1] - The company reported a 4% year-over-year increase in global and North American comparable-store sales for the fiscal first quarter, along with a 3% rise in transactions, signaling effective customer engagement [1][1] - An upcoming Investor Day event is expected to unveil Starbucks' long-term growth strategy, which may further influence investor sentiment [1][1] Financial Performance - Starbucks reported a 4% increase in comparable-store sales year-over-year for the fiscal first quarter ending December 28 [1][1] - Transactions also rose by 3%, indicating a successful implementation of the "Back to Starbucks" initiative aimed at increasing foot traffic in cafes [1][1] - The stock has outperformed the S&P 500 this year and is currently trading above $100, a significant recovery from its 12-month lows in the $70s [1][1] Strategic Vision - CEO Brian Niccol emphasized the company's commitment to becoming the world's greatest customer service company and enhancing its brand visibility and relevance [1][1] - The company aims to provide the best job in retail and position itself as a community coffee house while focusing on global growth and shareholder value [1][1] - The upcoming Investor Day is anticipated to provide further insights into the company's long-term growth strategy [1][1]