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Side-by-side financial comparison of Krispy Kreme, Inc. (DNUT) and Frontdoor, Inc. (FTDR). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($451.0M vs $392.4M, roughly 1.1× Krispy Kreme, Inc.). Frontdoor, Inc. runs the higher net margin — 9.1% vs -7.1%, a 16.2% gap on every dollar of revenue. On growth, Frontdoor, Inc. posted the faster year-over-year revenue change (5.9% vs -2.9%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $27.9M). Over the past eight quarters, Krispy Kreme, Inc.'s revenue compounded faster (-5.9% CAGR vs -8.8%).
Krispy Kreme, Inc. is an American multinational doughnut company and coffeehouse chain. Krispy Kreme was founded by Vernon Rudolph (1915–1973), who bought a yeast-raised recipe from a New Orleans chef, rented a building in 1937 in what is now historic Old Salem in Winston-Salem, North Carolina, and began selling to local grocery stores. Steady growth preceded an ambitious expansion as a public company in the period 2000 to 2016, which ultimately proved unprofitable. In 2016, the company retur...
Frontdoor, Inc. operates a leading U.S.-focused home services and protection platform. It offers customizable home warranty plans covering repairs and replacements for household appliances, HVAC, plumbing, and electrical systems, plus on-demand access to a network of pre-vetted local service professionals for residential maintenance and repairs.
DNUT vs FTDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $392.4M | $451.0M |
| Net Profit | $-27.8M | $41.0M |
| Gross Margin | — | 55.0% |
| Operating Margin | -1.9% | — |
| Net Margin | -7.1% | 9.1% |
| Revenue YoY | -2.9% | 5.9% |
| Net Profit YoY | -23.8% | 10.8% |
| EPS (diluted) | $-0.18 | $0.57 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $451.0M | ||
| Q4 25 | $392.4M | $432.0M | ||
| Q3 25 | $375.3M | $618.0M | ||
| Q2 25 | $379.8M | $617.0M | ||
| Q1 25 | $375.2M | $426.0M | ||
| Q4 24 | $404.0M | $383.0M | ||
| Q3 24 | $379.9M | $540.0M | ||
| Q2 24 | $438.8M | $542.0M |
| Q1 26 | — | $41.0M | ||
| Q4 25 | $-27.8M | $1.0M | ||
| Q3 25 | $-19.4M | $106.0M | ||
| Q2 25 | $-435.3M | $111.0M | ||
| Q1 25 | $-33.3M | $37.0M | ||
| Q4 24 | $-22.4M | $9.0M | ||
| Q3 24 | $39.6M | $100.0M | ||
| Q2 24 | $-5.5M | $92.0M |
| Q1 26 | — | 55.0% | ||
| Q4 25 | — | 49.3% | ||
| Q3 25 | — | 57.1% | ||
| Q2 25 | — | 57.7% | ||
| Q1 25 | — | 55.2% | ||
| Q4 24 | — | 48.0% | ||
| Q3 24 | — | 56.7% | ||
| Q2 24 | — | 56.5% |
| Q1 26 | — | — | ||
| Q4 25 | -1.9% | 0.5% | ||
| Q3 25 | -1.9% | 23.0% | ||
| Q2 25 | -114.4% | 23.7% | ||
| Q1 25 | -5.4% | 11.3% | ||
| Q4 24 | -2.8% | 1.6% | ||
| Q3 24 | -4.2% | 24.8% | ||
| Q2 24 | 1.6% | 22.9% |
| Q1 26 | — | 9.1% | ||
| Q4 25 | -7.1% | 0.2% | ||
| Q3 25 | -5.2% | 17.2% | ||
| Q2 25 | -114.6% | 18.0% | ||
| Q1 25 | -8.9% | 8.7% | ||
| Q4 24 | -5.6% | 2.3% | ||
| Q3 24 | 10.4% | 18.5% | ||
| Q2 24 | -1.3% | 17.0% |
| Q1 26 | — | $0.57 | ||
| Q4 25 | $-0.18 | $0.03 | ||
| Q3 25 | $-0.11 | $1.42 | ||
| Q2 25 | $-2.55 | $1.48 | ||
| Q1 25 | $-0.20 | $0.49 | ||
| Q4 24 | $-0.13 | $0.10 | ||
| Q3 24 | $0.23 | $1.30 | ||
| Q2 24 | $-0.03 | $1.18 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $42.4M | $603.0M |
| Total DebtLower is stronger | $911.9M | $1.2B |
| Stockholders' EquityBook value | $650.1M | $230.0M |
| Total Assets | $2.6B | $2.2B |
| Debt / EquityLower = less leverage | 1.40× | 5.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $603.0M | ||
| Q4 25 | $42.4M | $566.0M | ||
| Q3 25 | $30.7M | $563.0M | ||
| Q2 25 | $21.3M | $562.0M | ||
| Q1 25 | $18.7M | $506.0M | ||
| Q4 24 | $29.0M | $436.0M | ||
| Q3 24 | $25.4M | $375.0M | ||
| Q2 24 | $28.6M | $419.0M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $911.9M | $1.1B | ||
| Q3 25 | $906.2M | $1.2B | ||
| Q2 25 | $889.4M | $1.2B | ||
| Q1 25 | $935.0M | $1.2B | ||
| Q4 24 | $844.5M | $1.2B | ||
| Q3 24 | $804.6M | $565.0M | ||
| Q2 24 | $895.0M | $569.0M |
| Q1 26 | — | $230.0M | ||
| Q4 25 | $650.1M | $242.0M | ||
| Q3 25 | $670.3M | $316.0M | ||
| Q2 25 | $693.6M | $254.0M | ||
| Q1 25 | $1.1B | $198.0M | ||
| Q4 24 | $1.1B | $239.0M | ||
| Q3 24 | $1.2B | $261.0M | ||
| Q2 24 | $1.1B | $214.0M |
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.6B | $2.1B | ||
| Q3 25 | $2.6B | $2.2B | ||
| Q2 25 | $2.6B | $2.2B | ||
| Q1 25 | $3.1B | $2.1B | ||
| Q4 24 | $3.1B | $2.1B | ||
| Q3 24 | $3.1B | $1.2B | ||
| Q2 24 | $3.2B | $1.2B |
| Q1 26 | — | 5.07× | ||
| Q4 25 | 1.40× | 4.73× | ||
| Q3 25 | 1.35× | 3.64× | ||
| Q2 25 | 1.28× | 4.56× | ||
| Q1 25 | 0.85× | 5.88× | ||
| Q4 24 | 0.74× | 4.90× | ||
| Q3 24 | 0.68× | 2.16× | ||
| Q2 24 | 0.79× | 2.66× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $45.0M | — |
| Free Cash FlowOCF − Capex | $27.9M | $114.0M |
| FCF MarginFCF / Revenue | 7.1% | 25.3% |
| Capex IntensityCapex / Revenue | 4.4% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-64.0M | $387.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $45.0M | $101.0M | ||
| Q3 25 | $42.3M | $64.0M | ||
| Q2 25 | $-32.5M | $127.0M | ||
| Q1 25 | $-20.8M | $124.0M | ||
| Q4 24 | $27.0M | $58.0M | ||
| Q3 24 | $3.3M | $25.0M | ||
| Q2 24 | $33.2M | $103.0M |
| Q1 26 | — | $114.0M | ||
| Q4 25 | $27.9M | $95.0M | ||
| Q3 25 | $15.5M | $58.0M | ||
| Q2 25 | $-60.8M | $120.0M | ||
| Q1 25 | $-46.7M | $117.0M | ||
| Q4 24 | $-6.9M | $50.0M | ||
| Q3 24 | $-22.9M | $16.0M | ||
| Q2 24 | $1.6M | $91.0M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | 7.1% | 22.0% | ||
| Q3 25 | 4.1% | 9.4% | ||
| Q2 25 | -16.0% | 19.4% | ||
| Q1 25 | -12.5% | 27.5% | ||
| Q4 24 | -1.7% | 13.1% | ||
| Q3 24 | -6.0% | 3.0% | ||
| Q2 24 | 0.4% | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | 1.4% | ||
| Q3 25 | 7.1% | 1.0% | ||
| Q2 25 | 7.4% | 1.1% | ||
| Q1 25 | 6.9% | 1.6% | ||
| Q4 24 | 8.4% | 2.1% | ||
| Q3 24 | 6.9% | 1.7% | ||
| Q2 24 | 7.2% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 101.00× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 3.35× | ||
| Q4 24 | — | 6.44× | ||
| Q3 24 | 0.08× | 0.25× | ||
| Q2 24 | — | 1.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
