Krispy Kreme Doughnuts, Inc. (KKD) Message Board

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Non-Tech : Krispy Kreme Doughnuts, Inc. (KKD)

KKD 21.00

0.0%

Aug 4 5:00 PM EST

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To: TimF who wrote (558)	10/5/2000 12:21:25 AM
From: Kevin Podsiadlik	of 1001

One thing people keep forgetting is that Krispy Kreme is NOT as ubiquitous as one who lives close to one might think. It's a long, long way from "one in every town" like McDonald's or even 7-11 (whose market cap KK rivals and may have exceeded at one point). Just as a local sample, there are two KK stores in all of DFW and neither is easy to find. Boston, Philadelphia, and Seattle have none. There isn't as much "there" there as some people think. I think KREM itself put out revenue forecasts not even coming close to projecting 100% y/y growth. We're looking at a PE to growth ratio of something like 4 here. There is nothing saying KREM can't eventually achieve the greatness everyone seems to think is its destiny. What I am saying is that it is dollars to doughnuts (pardon the expression) that there will be an opportunity to buy KREM much cheaper than the current $89/share level within the next twelve months. (No wisecracks about splits. Right now the KREM insiders don't even dare do that lest it upset the supply-demand curve for the stock before they can sell.) Even AMZN eventually fell to earth. Someday KREM will too.

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