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

Dow Jones

Aug 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. (nicholas.miller@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 27, 2025 08:51 ET (12:51 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Krispy Kreme's Insistence on Freshness Is Holding It Back -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nKrispy Kreme's Insistence on Freshness Is Holding It Back -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-08-27 20:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  0851 ET - Fresh donuts are what bring customers to <a href=\"https://laohu8.com/S/DNUT\">Krispy Kreme</a>, 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) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 27, 2025 08:51 ET (12:51 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2562749028","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2562749028","pubTimestamp":1756299060,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"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. 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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) \n\n\n  (END) Dow Jones Newswires\n\n\n  August 27, 2025 08:51 ET (12:51 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}