Krispy Kreme's Insistence on Freshness Is Holding It Back -- Market Talk

Dow Jones

08/27

0851 ET - Fresh donuts are what bring customers to Krispy Kreme, but the logistics of daily store delivery could be weighing on the company's performance, say J.P. Morgan analysts, who downgrade the stock to underweight. The company has tried to shift to third-party delivery to reduce costs, but even then, fresh donuts "comes with a significant daily last-mile delivery cost," which makes profitability difficult to scale. Transitioning to shelf-stable products that could last for 24 to 72 hours would "enable the company to fully transition to a capital-light licensing strategy," although the product would not be as attractive, the analysts say. (nicholas.miller@wsj.com)

(END) Dow Jones Newswires

August 27, 2025 08:51 ET (12:51 GMT)

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Morgan analysts, who downgrade the stock to underweight. The company has tried to shift to third-party delivery to reduce costs, but even then, fresh donuts \"comes with a significant daily last-mile delivery cost,\" which makes profitability difficult to scale. Transitioning to shelf-stable products that could last for 24 to 72 hours would \"enable the company to fully transition to a capital-light licensing strategy,\" although the product would not be as attractive, the analysts say. 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Morgan analysts, who downgrade the stock to underweight. The company has tried to shift to third-party delivery to reduce costs, but even then, fresh donuts \"comes with a significant daily last-mile delivery cost,\" which makes profitability difficult to scale. Transitioning to shelf-stable products that could last for 24 to 72 hours would \"enable the company to fully transition to a capital-light licensing strategy,\" although the product would not be as attractive, the analysts say. 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Morgan analysts, who downgrade the stock to underweight. The company has tried to shift to third-party delivery to reduce costs, but even then, fresh donuts \"comes with a significant daily last-mile delivery cost,\" which makes profitability difficult to scale. Transitioning to shelf-stable products that could last for 24 to 72 hours would \"enable the company to fully transition to a capital-light licensing strategy,\" although the product would not be as attractive, the analysts say. 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