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$DNUT

5 theses
bullish 100%neutral 0%bearish 0%
Avg return (1w)
+7.6%
Win rate (1w)
100% (5 resolved)
1d3d1w1m3m6m1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 16, 4:30 PM ET
$DNUTr/ValueInvestingDiscussionbullish
u/killua_jajanken · 34d agono track record yet
Long DNUT

DNUT: edging closer to value with FCF and EBITDA multiples expected to decline materially. + hype potential through Pokémon

Dunkin' is trading closer to value as FCF and EBITDA multiples compress toward 3-4x P/FCF and sub-10x EV/FCF by FY2027. Strong management execution on debt reduction, margin improvement, and franchise sales growth, combined with Pokémon collaboration hype, offers upside.

At post $3.33Now $3.11-6.6% since postedas of Sep 16, 4:30 PM ET
1d—
3d-3.9%
1w+7.8%
1m-3.6%
3m—
6m—
1y—
original post →
$DNUTr/wallstreetbetsYOLObullish
u/chird_ · 36d agono track record yet
“50K in Krispy Kreme Donuts”

50K in Krispy Kreme Donuts $DNUT

Author is putting $50K into Krispy Kreme, signaling a bullish conviction on the stock.

At post $3.30Now $3.11-5.8% since postedas of Sep 16, 4:30 PM ET
1d+0.6%
3d+0.9%
1w+6.1%
1m-2.7%
3m—
6m—
1y—
original post →
$DNUTr/wallstreetbetsYOLObullish
u/Simon_Inaki · 36d agono track record yet
Long 12,000 shares of DNUT

Buy DNUT on weakness today after blowout quarter

Krispy Kreme is executing a successful turnaround via a hub-and-spoke model that improves unit economics and distribution, while CEO Bernardo Hees' recent insider buying and strong mini donut sales amid GLP headwinds signal confidence in the business transformation.

At post $3.30Now $3.11-5.8% since postedas of Sep 16, 4:30 PM ET
1d+0.6%
3d+0.9%
1w+6.1%
1m-2.7%
3m—
6m—
1y—
original post →
$DNUTr/wallstreetbetsDDbullish
u/SurpriseInTheShower · 45d ago1 prior · awaiting results
Long DNUT $3.5C exp Aug 7

Cheap Leverage: Krispy Kreme’s ($DNUT) Turnaround Story

August 7 call options at $3.50 strike provide leveraged upside exposure ahead of Q2 2026 earnings on August 6th, betting on continued execution of the turnaround strategy.

At post $3.06Now $3.11+1.6% since postedas of Sep 16, 4:30 PM ET
1d—
3d+1.3%
1w+9.2%
1m+9.8%
3m—
6m—
1y—
original post →
$DNUTr/wallstreetbetsDDbullish
u/SurpriseInTheShower · 45d ago1 prior · awaiting results
Long DNUT

Cheap Leverage: Krispy Kreme’s ($DNUT) Turnaround Story

Krispy Kreme is executing a turnaround with improving margins, positive free cash flow, and de-risked balance sheet. The company has substantial untapped operating leverage in its US hub network; if management delivers on its plan, EBITDA margins should double and FCF yields quadruple by 2029, supporting a $7.00 price target from the current $3.18.

At post $3.06Now $3.11+1.6% since postedas of Sep 16, 4:30 PM ET
1d—
3d+1.3%
1w+9.2%
1m+9.8%
3m—
6m—
1y—
original post →

End of results.