$DNUT Krispy Kreme is set to moon! Expanding into many markets and with $MCD McDonalds partnership sales will boost! 🚀

Truist analyst Bill Chappell said that after traveling with $DNUT management and its institutional clients, most investors don't understand the value of the McDonald's expansion. Truist Securities PT $12.

26% short float! Hedgies have been pushing this down for so long while they load!

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NEW PARTNERSHIPS:
\- US: Walmart, McDonalds, Kroger, Target, Costco, Publix.
\- UK: Tesco, Asda, Sainsburys, Morrisons and Eurogarages.

Expansion into Germany in 2024, 2025 expecting to go into Spain and Brazil. 23,000 global access points!

\- Operating income up 521.68% to 81.72mil in 2024 YoY.

\- Total current liabilities down 7.5%.

\- Total non-current liabilities down 2.05%.

\- Accrued expenses down 7.34%.

\- Net income positive for the first time since 2018.

\- Krispy Kreme's delivered fresh daily sales exceeded $250 million for the first time.

\- 18th consecutive quarter of year-over-year organic sales growth. Excluding the cyber incident.

MCDONALDS POTENTIAL IMPACT WITH JUST USA PARTNERSHIP:

\- Average McDonald's location serves approximately 1,100 customers daily
\- Total daily customers across 12,000 locations: 13.2 million

\- Krispy Kreme expects a presence in nearly 2,000 McDonald's restaurants by the end of this year and **a total of 12,000 by the end of 2026**.

\- Low estimate: 2% of McDonald's customers purchase a doughnut, Annual revenue: $177.3 million

\- Medium estimate: 5% of McDonald's customers purchase a doughnut, Annual revenue: $443.3 million

\- High estimate: 8% of McDonald's customers purchase a doughnut, Annual revenue: $709.2 million

\- McDonald's partnership could represent between 10.6% (low) to 42.5% (high) of Krispy Kreme's current annual revenue.

Estimation done by single donut purchase, we all know we're eating at least 3 :D

Good luck to all, may gains be on your side! 🚀🚀🚀

My position: I want to net at least $20k gains on this position and I believe seeing $17 isn't a big ask, holding long term! They IPOed at $17 and sold a bunch at that price to institutional investors which still hold majority of the shares.

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