Every material Form 8-K Krispy Kreme, Inc. has filed with the SEC since August 06, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Krispy Kreme's board approved an amendment to CEO Joshua Charlesworth's employment agreement on October 30, 2026. The change raises his annual cash target bonus from 100% to 150% of base salary, effective November 1, 2026, and increases his annual restricted stock unit grant from $1,000,000 to $2,500,000, starting with the 2027 grant. The filing does not state a financial reason for the change, but it raises the potential pay of the company's top executive.
Target annual cash bonus rises from 100% to 150% of base salary, effective November 1, 2026.
Annual restricted stock unit grant increases from $1,000,000 to $2,500,000, beginning with the 2027 annual grant.
Changes were approved by the Board of Directors on October 30, 2026 and disclosed in a filing dated November 5, 2026.
Krispy Kreme reported third-quarter 2026 net revenue of $328.8 million, down 12.4% from a year earlier, mainly because of refranchising deals, while its GAAP net loss narrowed to $13.3 million from $20.1 million. The company raised and narrowed its 2026 net revenue guidance to $1.35 billion to $1.40 billion from $1.25 billion to $1.35 billion, but reported Adjusted EBITDA fell 13.1% to $35.3 million because it lapped a $9.3 million cybersecurity insurance recovery in the prior year.
Q3 2026 net revenue was $328.8 million, down 12.4% from $375.3 million in Q3 2025, mainly due to refranchising.
GAAP net loss was $13.3 million, or $0.08 per diluted share, compared with a net loss of $20.1 million, or $0.11 per share, a year earlier.
Adjusted EBITDA was $35.3 million; excluding the prior-year $9.3 million cyber insurance recovery, it rose 12.7%.
2026 net revenue guidance was raised to $1.35 billion to $1.40 billion, and capital expenditure guidance was cut to $40 million to $45 million.
Krispy Kreme reported second-quarter 2026 net revenue of $331.0 million, down 12.8%, mainly due to refranchising and door closures. GAAP net loss narrowed sharply to $19.8 million from $441.1 million a year earlier, and Adjusted EBITDA rose 43.2% to $28.8 million, while the company kept its 2026 guidance unchanged.
Net revenue of $331.0 million, down 12.8% from $379.8 million in the second quarter of 2025.
GAAP net loss of $19.8 million, compared with $441.1 million a year earlier; diluted loss per share of $0.12 versus $2.55.
Adjusted EBITDA of $28.8 million, up 43.2%; Adjusted EBITDA margin of 8.7% versus 5.3%.
2026 guidance maintained, including net revenue of $1.25 billion to $1.35 billion and Adjusted EBITDA of $140 million to $150 million.
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Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Krispy Kreme, Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →