Dunkin's potential acquisition by Arby's Inspire Brands explained - Business Insider

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Why Arby's parent company is considering spending nearly $9 billion to buy Dunkin' and Baskin-Robbins

including nitro cold brew, matcha, and — most recently — oat milk. The focus on beverage even convinced Dunkin' to drop the "Donuts" from its name in late 2018. Dunkin' Brands CEO David Hoffmann said in September 2018.

The chain's tech investments have paid off during the pandemic, with UBS highlighting "notable digital gains" tied to its app and loyalty program.

"We want to put together a company unlike any other in this space, which is a portfolio of brands that are in different stages in their development, different experiences that they tap into, different customers that they tap into, or at least different customer occasions that they tap into," Brown said in 2019. Andrew Burton/Getty

UBS analyst Dennis Geiger wrote in a note on Sunday that Dunkin' would bring consistent sales to Inspire Brands, while still showing the potential for even more growth due to the deal.

 

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