DNUT
Grocery Stores · Consumer Defensive
Analyst
Capital One Securities
Equibles does not estimate personal net worth.
Daniel Guglielmo is recorded as Analyst at Capital One Securities. Daniel Guglielmo has spoken on 35 earnings calls across 10 companies, most recently for Krispy Kreme, Inc. on August 6, 2026. Those appearances were for Krispy Kreme, Inc. (DNUT), Churchill Downs Inc (CHDN), FrontView REIT, Inc. (FVR), Lineage, Inc. (LINE), Vici Properties Inc. (VICI) and 5 other companies. The companies whose calls Daniel Guglielmo spoke on are classified in the Consumer Defensive, Consumer Cyclical and Real Estate sectors.
“Guidance stayed the same this quarter, but the midpoint of adjusted EBITDA represents 3% growth this year on a much stronger capital structure. Can you just highlight why it was so important to bring leverage down before moving on to this next phase of growth for Krispy Kreme?”
“On Aurora, I know the outlet mall is a big draw for people to that area. Is there a seasonal cadence with people traveling there to shop that is maybe different from the traditional trends of regional gaming in Illinois?”
“Thank you for taking my question. questions this is shaping up to be an interesting year across gaming with mergers asset sales and development but so much happening can you just remind us what you all look for in deals to make sure that they align with the long-term sustainable growth focus yeah i think look i think…”
“As a follow-up to John's question about public versus private gaming operators, I think there's an impression out there that maybe private gaming operators have kind of more like a black box for property owners around information, which I don't think is the case.”
“As a follow-up to Dan's question on the clear kind of horse racing focus, do international horse racing fans become more of a priority now?”
Capital One Securities
Analyst
Source not stated
DNUT
Grocery Stores · Consumer Defensive
CHDN
Gambling · Consumer Cyclical
LINE
REIT - Industrial · Real Estate
VICI
REIT - Diversified · Real Estate
NTST
REIT - Retail · Real Estate
Resorts & Casinos · Consumer Cyclical
Resorts & Casinos · Consumer Cyclical