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Krispy Kreme and McDonald's USA Announce Joint Decision to End Partnership

1. Krispy Kreme and McDonald's end their partnership, effective July 2025. 2. The decision highlights strong collaboration but indicates a strategic shift.

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Why Bearish?

Ending a key partnership may reduce DNUT's sales exposure. Historical trends show similar situations led to price drops for companies reliant on partnerships.

How important is it?

The ending of this partnership is significant as it directly impacts DNUT's market presence and sales strategy. Companies often face challenges after losing major partnerships, which could lead to potential stock price volatility.

Why Long Term?

The full effect of the partnership ending will be gradual over time as the market adjusts. Companies often see ongoing impacts long after partnerships conclude, as customer habits and sales channels shift.

Related Companies

MCD
CHARLOTTE, N.C. & CHICAGO--(BUSINESS WIRE)--Today, Krispy Kreme, Inc. (NASDAQ: DNUT) and McDonald's USA announced that, after careful consideration, the companies have jointly decided to end their partnership, effective July 2, 2025. “We were excited and pleased to partner with Krispy Kreme,” said Alyssa Buetikofer, McDonald's USA's Chief Marketing and Customer Experience Officer. “We had strong collaboration with Krispy Kreme and they delivered a great, high-quality product for us, and while t.

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