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Krispy Kreme raised 2026 net revenue guidance to $1.35 to $1.4 billion, maintained adjusted EBITDA guidance of $140 to $150 million, and lowered and narrowed capex guidance to $40 to $45 million.
Krispy Kreme raised CEO Joshua Charlesworth’s cash target bonus opportunity to one hundred fifty percent (150%) of base salary effective November 1, 2026. His annual restricted stock unit grant will increase from $1,000,000 to $2,500,000 starting with the 2027 grant.
Krispy Kreme’s third-quarter organic revenue declined 0.1%, while reported net revenues fell 12.4% to 328,758 thousand dollars. Net loss narrowed to 13,315 thousand dollars, while Adjusted EBITDA declined 13.1% to 35,259 thousand dollars.
Krispy Kreme reported third-quarter results showing significant turnaround progress: net revenue was $328.8 million and GAAP net loss was $13.3 million. It raised 2026 revenue guidance to $1.35 billion to $1.40 billion and expects Adjusted EBITDA of $140 million to $150 million.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Krispy Kreme reported a 43% increase in adjusted EBITDA to $28.8M with margin expanding 340 bps to 8.7%, driven by U.S. segment gains and refranchising, while reducing net leverage to 5.4x and capex by 70%; the company maintained its full-year 2026 guidance despite a 12.8% decline in net revenue and a soft international segment.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $28.8M | Q2 2026 | — |
| Adjusted EBITDA margin non-GAAP | 8.7% | Q2 2026 | — |
| Adjusted EPS - Basic non-GAAP | -$0.03 | Q2 FY2026 | — |
| Adjusted EPS - Diluted non-GAAP | -$0.03 | Q2 FY2026 | — |
| Consolidated Adjusted EBITDA non-GAAP | $28.81M | Q2 FY2026 | — |
GAAP → non-GAAP reconciliationGAAP Consolidated Adjusted EBIT 7.96M
+20.85M Depreciation expense and amortization of right of use assets
= Consolidated Adjusted EBITDA 28.81M
|
|||
| Digital sales as a percent of retail sales | 19.8% | Q2 2026 | — |
| Free cash flow non-GAAP | -$6.1M | First half 2026 | — |
| Global points of access | 15,665 | Q2 2026 | — |
| International Doughnut Factories | 11 | Quarter Ended June 28, 2026 filing | — |
| International Hot Light Theater Shops | 41 | Quarter Ended June 28, 2026 filing | — |
| International Hubs with Spokes | 52 | Quarter Ended June 28, 2026 filing | — |
| Market Development Doughnut Factories | 31 | Quarter Ended June 28, 2026 filing | — |
| Market Development Hot Light Theater Shops | 174 | Quarter Ended June 28, 2026 filing | — |
| Net debt non-GAAP | $845.66M | As of June 28, 2026 | — |
| Net leverage ratio non-GAAP | 5.4 | As of June 28, 2026 | — |
| Organic revenue (decline)/growth % non-GAAP | -0.3% | Q2 FY2026 | — |
| Organic revenue decline non-GAAP | 0.3% | the quarter ended June 28, 2026 filing | — |
| Organic revenue growth non-GAAP | -0.3% | Q2 2026 | — |
| Sales per hub (International) trailing four quarters | $9.5M | Q2 2026 | — |
| Sales per hub (U.S.) trailing four quarters | $5.1M | Q2 2026 | — |
| Segment Adjusted EBITDA: International non-GAAP | $14.18M | Q2 FY2026 | — |
| Segment Adjusted EBITDA: Market Development non-GAAP | $19.39M | Q2 FY2026 | — |
| Segment Adjusted EBITDA: U.S. non-GAAP | $13.75M | Q2 FY2026 | — |
| Systemwide sales | $497.3M | Q2 2026 | — |
| Total Fresh Delivery Doors | 13,446 | Quarter Ended June 28, 2026 | — |
| Total Hubs | 417 | Quarter Ended June 28, 2026 | — |
| Total reportable segment Adjusted EBITDA non-GAAP | $47.32M | the quarter ended June 28, 2026 filing | — |
| Total Shops | 2,170 | Quarter Ended June 28, 2026 | — |
| U.S. Hot Light Theater Shops | 154 | Quarter Ended June 28, 2026 filing | — |
| U.S. Hubs with Spokes | 100 | Quarter Ended June 28, 2026 filing | — |
| U.S. Hubs without Spokes | 60 | Quarter Ended June 28, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
DNUT
this stock
Krispy Kreme, Inc.
|
$680.12M | -2.5% | -8.6% | — | 10.7% |
|
KR
Kroger Co
|
$41.81B | +13.3% | +0.4% | 38.3 | 4.9% |
|
SVNDF
Seven & I Holdings Co Ltd
|
$31.85B | -4.1% | — | — | 0.3% |
|
CRRFY
Carrefour SA
|
$11.21B | -5.1% | — | — | 0.0% |
|
DNOPF
Dino Polska S.A.
|
$9.39B | -16.7% | — | — | 0.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Krispy Kreme raised CEO Joshua Charlesworth’s cash target bonus opportunity to one hundred fifty percent (150%) of base salary effective November 1, 2026. His annual restricted stock unit grant will increase from $1,000,000 to $2,500,000 starting with the 2027 grant.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| DNUT | -6.0% | +29.8% | +16.3% | +19.7% | -2.5% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -8.6% | +31.0% | +15.8% | +19.9% | -13.1% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
