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    Isiah Austin • Bank of America

    Isiah Austin's questions to First Watch Restaurant Group Inc (FWRG) leadership

    Isiah Austin's questions to First Watch Restaurant Group Inc (FWRG) leadership • Q2 2025

    Question

    Isiah Austin from Bank of America, on for Sarah Senatore, asked how COGS performed better than expected despite peak inflation. He also questioned whether top-line drivers in the second half would be more segment-specific (e.g., breakfast trends) or company-specific.

    Answer

    CFO Mel Hope explained that while inflation took a bite, the company benefited from a broad commodity basket where some favorability offset highs in other areas, along with mindful management. CEO Chris Tomasso attributed top-line strength to company-specific execution across operations, unit growth, and culinary innovation, noting that the brand is well-positioned to meet consumer demand for hospitality and quality, with positive trends across all dayparts.

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    Isiah Austin's questions to Krispy Kreme Inc (DNUT) leadership

    Isiah Austin's questions to Krispy Kreme Inc (DNUT) leadership • Q1 2025

    Question

    Isiah Austin, on for Sara Senatore, asked why the demand falloff in the broader McDonald's rollout was not observed in the initial test markets and questioned if the profitability issues are borne exclusively by Krispy Kreme.

    Answer

    CEO Joshua Charlesworth responded that the partnership's execution has been good, but the focus is now on making the model sustainable and profitable for the long term before expanding. He emphasized working with McDonald's to improve doughnut visibility and streamline operations for mutual profitability.

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