Krispy Kreme (DNUT) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Krispy Kreme (DNUT) reported $392.37 million in revenue for the quarter ended December 2025, representing a year-over-year decline of 2.9%. EPS of $0.09 for the same period compares to $0.01 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $387.49 million, representing a surprise of +1.26%. The company delivered an EPS surprise of +170.27%, with the consensus EPS estimate being $0.03.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Krispy Kreme performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Total Global Points of Access: 15,194 versus the two-analyst average estimate of 15,192.
  • Hubs, by segment and type - U.S. - Doughnut Factories: 6 versus 6 estimated by two analysts on average.
  • Global Points of Access, by segment and type - U.S. - Fresh Shops: 68 compared to the 71 average estimate based on two analysts.
  • Global Points of Access, by segment and type - U.S. - DFD Doors: 7,160 versus 7,060 estimated by two analysts on average.
  • Global Points of Access, by segment and type - U.S. - Total: 7,463 compared to the 7,362 average estimate based on two analysts.
  • Global Points of Access, by segment and type - International - Hot Light Theater Shops: 52 compared to the 53 average estimate based on two analysts.
  • Global Points of Access, by segment and type - International - Fresh Shops: 527 versus 527 estimated by two analysts on average.
  • Global Points of Access, by segment and type - International - Carts, Food Trucks, and Other: 18 versus 18 estimated by two analysts on average.
  • Global Points of Access, by segment and type - International - DFD Doors: 4,225 versus 4,505 estimated by two analysts on average.
  • Geographic Revenue- U.S.: $230.22 million compared to the $214.1 million average estimate based on two analysts. The reported number represents a change of -6.1% year over year.
  • Geographic Revenue- International: $142.46 million versus $143.86 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +2.9% change.
  • Geographic Revenue- Market Development: $19.69 million versus the two-analyst average estimate of $19.28 million. The reported number represents a year-over-year change of -4.1%.

View all Key Company Metrics for Krispy Kreme here>>>

Shares of Krispy Kreme have returned -5.4% over the past month versus the Zacks S&P 500 composite's +0.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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