Dunkin’ Goes Private
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 26 October 2020
⏱️ 20 minutes
🧾️ Download transcript
Summary
Dunkin’ Brands is on the verge of being taken private (at a 20% premium!) by Inspire Brands. SAP warns on revenue and shares drop more than 20%. Hasbro’s 3rd-quarter profits and revenue beat expectations, but the stock falls anyway. Jim Gillies analyzes those stories and shares why the toy industry is analogous to the fashion industry.
Transcript
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| 0:00.0 | It's Monday, October 26th. |
| 0:04.0 | Welcome to Market Flory. |
| 0:05.0 | I'm Chris Hill with me today. |
| 0:07.0 | Mr. Jim Gillies. |
| 0:09.0 | Good to see you. |
| 0:10.0 | Good to be seen. |
| 0:11.0 | We've got a big coffee deal in the works. We've got some earnings, but we're going to start with news out of Germany. |
| 0:18.0 | SAP, the Enterprise Software Group based in Germany, is having its worst day in more than a decade. |
| 0:25.0 | Shares of SAP are down more than 20% after the company cut revenue and profit guidance for the year. |
| 0:32.0 | Jim, they're saying that coronavirus lockdowns would affect demand well into 2021. |
| 0:40.0 | What do you make of this? |
| 0:43.0 | Because I'm sort of struggling with two competing ideas, |
| 0:49.0 | and one is that SAP isodes ill for a number of |
| 0:55.4 | in terms of overall demand and if they're right |
| 0:58.6 | then that probably bodes ill |
| 1:02.1 | for a number of cloud-based stocks out there. The other idea is that this is an |
| 1:07.9 | SAP thing. This is just confined to them. |
| 1:12.1 | Yeah and I think you're right to have that kind of of two minds response. |
| 1:18.0 | Unfortunately, I don't have a definitive answer. |
| 1:22.0 | Of course, if I did have a definitive answer. |
| 1:22.6 | Of course, if I did have a definitive answer, |
| 1:24.2 | I probably wouldn't be here with you today. |
... |
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