NASDAQ$DNUT

Krispy Kreme Inc. · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Krispy Kreme's Q3 2024 financial results were reported, showing a mix of growth and challenges.

Krispy Kreme reported a net revenue of $379.9 million for Q3 2024. Organic revenue increased by 3.5%. GAAP net income was $37.6 million, which included a gain from the divestiture of a controlling interest in Insomnia Cookies. The company is focusing on its core strategy and U.S. expansion, while streamlining international efforts.

  • Net revenue was $379.9 million.
  • Organic revenue grew 3.5% to $376.4 million.
  • GAAP net income was $37.6 million, influenced by the sale of a majority stake in Insomnia Cookies.
  • Global Points of Access increased by 18.0% to 15,811.

Headline financials

Total Revenue

$380M

Previous: $407M-6.8%
EPS

$0.23

Previous: $0.03+666.7%
Global Points of Access

15.8K

Previous: 13.4K+18.0%
Capital Expenditures

-$86.9M

Previous: -$88.6M+2.0%
Free Cash Flow

-$47.3M

Previous: -$129M+63.3%
Net Income

$39.6M

Previous: -$40.5M+197.8%
Operating Income

-$16M

Previous: -$2.11M-657.4%
Gross Profit

-$1.65M

Previous: -$265K-521.1%
Cash & Equivalents

$25.4M

Previous: $25.7M-1.2%
Total Assets

$3.07B

Previous: $3.19B-3.8%
Stock-Based Comp

$9.97M

Previous: $7.45M+33.8%

Revenue & EPS history

Krispy Kreme · Revenue · Quarterly

$380M

Q3 2024-6.8%vs Q3 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Krispy Kreme · $407M total across 3 segments · Q3 2023

  • U.S.
    $260M+5.4%
  • International
    $106M+15.4%
  • Market Development
    $41.1M+5.9%

Forward guidance

Krispy Kreme updated its full-year 2024 financial guidance to reflect Q3 results, the McDonald's expansion, and the Insomnia Cookies transaction.

Tailwinds

  • Net Revenue of $1,650 to $1,685 million
  • Organic Revenue growth of +5% to +7%
  • Adjusted EBITDA of $205 to $210 million
  • Adjusted Diluted EPS of $0.18 to $0.22
  • Income Tax rate between 28% and 30%

Headwinds

  • Capital Expenditures of 7% to 8% of net revenue
  • Interest Expense, net of $55 million to $60 million

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

-0.8%

Avg return

Earnings day

+0.7%

Avg return

5 days after

-1.2%

Avg return

30 days after

50%

11 / 22 earnings

Positive

+27.4%

Q4 2025

Best reaction

-24.6%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.1%-9.1%-3.8%
Q4 2025+27.4%+18.1%+8.0%
Q3 2025+3.2%+15.6%+13.8%
Q1 2025-24.6%-25.9%-32.6%
Q4 2024-21.9%-32.0%-39.9%
Q3 2024-8.0%-8.9%-17.6%
Q2 2024+15.0%+11.2%+25.3%
Q1 2024+2.4%-6.3%-16.4%
Q4 2023-7.2%-6.2%-14.2%
Q3 2023-4.6%-0.4%-2.6%
Q2 2023-10.1%-7.8%-8.9%
Q1 2023+0.7%-0.3%+0.7%
Q4 2022+10.9%+7.1%+16.2%
Q3 2022+2.7%+7.5%-6.1%
Q2 2022-13.9%-18.1%-16.0%
Q1 2022+7.2%+18.3%+10.1%
Q4 2019-4.1%+3.6%-1.4%
Q4 2021+4.0%+8.7%+9.7%
Q3 2020+10.2%+10.6%+19.6%
Q3 2021-1.3%+6.6%+10.0%
Q2 2020+6.2%+19.2%+8.3%
Q2 2021-10.6%+3.1%+12.0%
Q1 2021
Q4 2020
Q1 2020
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012
Q2 2012
Q1 2012
Q4 2011
Q3 2011

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