NEW YORK (
reported earnings this morning. Jim, what's your take on the quarter?
OK. I'm speaking to the company tonight. Here's what I'm interested in: One is, is that they're expanding rapidly west of the Mississippi. They have very few stores. Is this going to be the next
? It is a franchise model. Second, is international. They want to go international but apparently the actual growth there so far is not that great. I have got to find out why that is. Third, I need to know whether the coffee bull market is on. I mean, it sure seems like it from
, and we've had takeovers in the area. But
had a dollar coffee and it didn't seem to hurt Dunkin'. So I've got to drill down and find out about that.
Which stock do you like better, Dunkin' or Starbucks?
This is a very hard call because we own Starbucks for Action Alerts Plus. Dunkin' is much cheaper. Dunkin' has got an American growth path and Starbucks doesn't. So I don't know the answers, but I'm going to find out tonight.
Do you think Dunkin' could compete with Starbucks in the international arena?
Yes, I do. I think there's room for both.
This is going to be one to watch. Check in with
. Jim's going to have them on tonight.