Employees: 17,000
Size Krispy Kreme (DNUT) is a United States Consumer Staples company (Food Distributors) with a market value of $723M, the 2459th largest of 3,117 United States companies the cockpit tracks. Shares closed at $4.17 on 6 Nov 2026.
Performance Over six months the shares gained 15.8%, against -13.4% for the median peer and -1.1% for the United States market (cap-weighted) — 2nd highest of 20 in its peer set.
Growth Revenue fell 4.8% over the last twelve months (peer median +2.5%); the operating margin is -0.1% (peer median 2.3%).
Valuation It trades at 50.0× forward earnings against a peer median of 12.4× (most expensive of 13).
Price implies For today's price to make sense, revenue must grow about 23% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is +17 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 7.6 points below its cost of capital (7.6% WACC).
Backlog Backlog (remaining performance obligations) was $24.7M at 27 Sep 2026 — 0.0 years of trailing revenue. Backlog detail →
Short interest Short interest is 10.8% of the free float (15 Oct 2026).
Next results Next results expected around 17 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.47B | $1.52B | $1.67B | $1.69B | $1.53B |
| Revenue growth | — | -9% | -1% | +10% | — |
| Gross profit | $239M | $214M | $313M | $340M | $309M |
| EBITDA | $125M | $102M | $142M | $164M | $153M |
| Net income | -$95.7M | -$520M | $3.10M | -$37.9M | -$16.0M |
| Free cash flow | $37.3M | -$64.0M | -$75.0M | -$75.9M | $28.1M |
| Capital expenditure | $59.9M | $97.9M | $121M | $121M | $112M |
| Total debt | $1.26B | $1.42B | $1.35B | $1.40B | $1.24B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | DNUT | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +38.5% | +1.1% | highest of 20 |
| 6-month return | +15.8% | -13.4% | 2nd highest of 20 |
| Distance from 52-week high | -17.1% | -20.6% | 8th highest of 20 |
| Revenue growth (TTM) | -4.8% | +2.5% | 6th lowest of 20 |
| Operating margin | -0.1% | 2.3% | 7th lowest of 20 |
| Forward P/E | 50.0× | 12.4× | most expensive of 13 |
| Growth the price implies (Req g, 7 yrs) | 23.2% | 6.5% | 3rd most demanding of 12 |
| Growth delivered (Del g) | +6.3% | +2.9% | 4th highest of 12 |
| Hurdle (Req g minus delivered) | +16.9 pp | -3.0 pp | 4th most demanding of 12 |
| ROIC minus cost of capital | -7.6 pp | -1.3 pp | 4th lowest of 19 |
| EV / EBITDA | 15.7× | 8.6× | most expensive of 6 |
| Net debt / EBITDA | 9.9× | 2.6× | most indebted of 15 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Krispy Kreme DNUT | United States | $723M | +16% | -5% | 0% | 50.0× | 23.2% | +6.3% |
| Shanghai Bright Meat 600073.SS | China | $702M | -15% | +3% | -3% | 8.5× | 37.0% | -1.5% |
| COFCO Joycome Foods 1610.HK | Hong Kong | $669M | -18% | -8% | -10% | n/a | n/a | n/a |
| Agencia Comercial Spirits AGCC | United States | $804M | -24% | +145% | 13% | n/a | n/a | n/a |
| Young & Co.'s Brewery, P.L.C YNGA.L | United Kingdom | $822M | +52% | +5% | 14% | 15.4× | 9.0% | +42.0% |
| Jiangxi Huangshanghuang Group Food 002695.SZ | China | $880M | -14% | +17% | 7% | 39.9× | 14.7% | -7.1% |
| S Foods 2292.T | Japan | $537M | -6% | +8% | 2% | 11.2× | n/a | n/a |
| Atria ATRAV.HE | Finland | $509M | +12% | +6% | 4% | 9.1× | -5.2% | +3.8% |
| Guangdong Guanghong 000529.SZ | China | $404M | -19% | -12% | -12% | n/a | n/a | n/a |
| Dole DOLE | United States | $1.31B | -7% | +8% | 2% | 10.6× | 4.1% | +16.1% |
| MARR MARR.MI | Italy | $389M | -38% | +3% | 2% | 12.6× | n/a | n/a |
| Kato Sangyo 9869.T | Japan | $1.35B | +10% | +2% | 1% | n/a | -9.5% | +1.9% |
| ShandongLongda Meishi 002726.SZ | China | $382M | -34% | -25% | -9% | 9.4× | 23.5% | -16.1% |
| Shandong Delisi Food 002330.SZ | China | $362M | -20% | -10% | -2% | n/a | n/a | n/a |
| Tarczynski TAR.WA | Poland | $331M | -4% | +6% | 7% | n/a | n/a | n/a |
| Pinlive Foods 300892.SZ | China | $316M | -26% | -3% | -1% | n/a | n/a | n/a |
| Maple Leaf Foods MFI.TO | Canada | $2.39B | -13% | -17% | 8% | 16.1× | 2.4% | -1.9% |
| Metcash MTS.AX | Australia | $2.55B | +12% | 0% | 3% | 14.1× | 0.9% | +3.9% |
| United Natural Foods UNFI | United States | $2.73B | -13% | -2% | 1% | 13.6× | 6.5% | +2.9% |
| Premium Brands PBH.TO | Canada | $2.86B | -13% | +20% | 5% | 12.2× | 7.4% | +12.9% |
Krispy Kreme reported $24.7M of remaining performance obligations at 27 Sep 2026 and up 0% from the previous quarter. That is 0.0 years of trailing revenue already under contract. Book-to-bill last quarter: 1.00.