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AI brief of an SEC Form 8-K · Krispy Kreme, Inc. (DNUT)

Krispy Kreme raises 2026 revenue guidance as Q3 revenue falls 12.4%

Mixed Impact 4 of 5 guidance Written later

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.

Key points

  • 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.

The filing

CompanyKrispy Kreme, Inc. (DNUT)
Form8-K, current report
Filed with the SECNov 5, 2026, 6:53 AM ET
Accession number0001857154-26-000049

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 11:44 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 05, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.