8-K

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of

The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): January 16, 2013

DUNKIN’ BRANDS GROUP, INC.

(Exact name of registrant as specified in its charter)

Delaware

(State or Other Jurisdiction of Incorporation)

001-35258	20-4145825
(Commission File Number)	(IRS Employer Identification Number)

130 Royall Street

Canton, Massachusetts 02021

(Address of registrant’s principal executive office)

(781) 737-3000

(Registrant’s telephone number)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

¨ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

¨ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

¨ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

¨ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Item 2.02. Results of Operations and Financial Condition.

On January 16, 2013, Dunkin’ Brands Group, Inc. (the “Company”) issued a press release including certain domestic development results for the fiscal year ended December 29, 2012.

A copy of the press release is furnished as Exhibit 99.1 and is incorporated herein by reference.

Item 7.01 Regulation FD Disclosure.

The press release described in Item 2.02 also includes certain domestic development projections for fiscal 2013, and contains information on the Company’s entry into the California market with the Dunkin’ Donuts brand and is incorporated into this Item 7.01.

In addition, beginning on January 16, 2013, the Company intends to use the presentation furnished herewith, or portions thereof, in one or more meetings with investors and analysts. The presentation will also be available online at www.dunkinbrands.com as of January 16, 2013. A copy of the presentation is furnished as Exhibit 99.2 and is incorporated herein by reference.

The information contained in this report, including the exhibits attached hereto, are being furnished and shall not be deemed “filed” for any purpose, and shall not be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Securities Exchange Act of 1934, as amended, regardless of any general incorporation language in any such filing.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits

99.1	Press Release of Dunkin’ Brands Group, Inc. dated January 16, 2013.
99.2	Investor Presentation.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

DUNKIN’ BRANDS GROUP, INC.
By:	/s/ Nigel Travis
	Nigel Travis
	Chief Executive Officer

Date: January 16, 2013

EX-99.1

Exhibit 99.1

DUNKIN’ DONUTS ANNOUNCES PLANS TO ENTER SOUTHERN CALIFORNIA

Company also announces opening 291 net new Dunkin’ Donuts U.S. locations in 2012, making

Dunkin’ Donuts, once again, one of fastest growing QSR concepts

In 2013 Dunkin’ Donuts plans to open 330-360 net new U.S. restaurants

CANTON, MA (January 16, 2013) — Dunkin’ Donuts, America’s all-day, every day stop for coffee and baked goods and one of the fastest growing quick service restaurant (QSR) brands based on unit growth, announced today that it is expanding to Southern California. Dunkin’ Donuts’ has been strategically expanding in contiguous markets across the country with a long-term goal of having more than 15,000 Dunkin’ Donut restaurants in the United States alone. In addition, the company will continue to open new restaurants in existing markets.

Specifically, the Company is recruiting multi-unit franchisees for Los Angeles, Riverside, San Diego, San Bernardino, Ventura and Orange counties and expects restaurants in these markets will begin to open in 2015. The Company is also interested in identifying qualified food service operators for a wide range of non-traditional venues including colleges and universities, casinos, military bases, supermarkets, airports and travel centers.

Dunkin’ Donuts also announced the opening of 291 net new locations in the United States in 2012, a net new unit growth rate of 4 percent. In 2013, the company says it plans to open 330 to 360 net new restaurants in the U.S. with growth coming from both new and existing markets, representing an increase of 4.5 percent to 5 percent.

“This past year was an exciting one for Dunkin’ Donuts’ growth in the United States, and we are delighted to begin 2013 with the long-awaited announcement that Dunkin’ Donuts will be opening restaurants in California, where there is already incredible passion for our brand,” said Nigel Travis, Chief Executive Officer, Dunkin’ Brands and President, Dunkin’ Donuts. “Expansion to California has always been part of our plan to grow Dunkin’ Donuts’ presence in the U.S. We have maintained our disciplined approach to expand steadily while focusing on initiatives to improve restaurant economics and franchisee profitability. These initiatives include our recent agreement with our franchisee-owned and operated distribution and procurement facility, which ensures the same cost of goods to franchisees in both established and new markets by 2015.”

“In addition to California, we believe we have incredible domestic growth opportunities for Dunkin’ Donuts, both east and west of the Mississippi. On a global basis, we remain committed to our long-term development goal, which calls for us to accelerate to approximately a 5 percent net new annual development rate for Dunkin’ Donuts and Baskin-Robbins combined.”

In 2012, Dunkin’ Donuts signed multi-store agreements in 32 U.S. markets, including Green Bay and Milwaukee, Wisconsin; Birmingham, Alabama; Denver, Colorado; Austin; Houston; and Dallas / Fort Worth, Texas. Additionally, in 2012 more than 600 Dunkin’ Donuts restaurants in the U.S. were remodeled.

According to Grant Benson, CFE, Vice President of Development, Dunkin’ Brands, “For our expansion into California, we are looking for qualified, multi-unit franchise candidates with foodservice, operations and real estate experience to become part of a nationally established restaurant concept with more than 60 years of franchising experience and 95% brand recognition. Additionally, they will receive the benefits of a multi-million dollar national advertising plan, world-class training and ongoing support, among many other benefits.”

In an effort to keep the brand fresh and competitive, Dunkin’ Donuts offers franchisees flexible design concepts including free-standing stores, end caps, in-line sites, kiosks and gas stations, as well as other retail environments. Dunkin’ Donuts has aligned its development strategy to support the growth opportunities and consumer needs of each individual market. In addition, for a limited time, we intend to make special development incentives available, including reduced royalty fees in the early years and a $10,000 per store local store marketing contribution by the company for qualifying franchisees.

According to The NPD Group / CREST^®, Dunkin’ Donuts restaurants serve the most hot traditional and iced coffee in America, selling 1.7 billion cups of hot and iced coffee every year. Dunkin’ Donuts was ranked number one in customer loyalty in the coffee category for the sixth consecutive year by the 2012 Brand Keys Customer Loyalty Engagement Index. In addition to coffee and Fair Trade Certified™ espresso beverages, Dunkin’ Donuts offers guests high-quality food and beverages served all day, including oven-toasted Bakery Sandwiches, breakfast sandwiches and Wake-up Wraps, bagels, donuts and Munchkin^® donut hole treats, muffins, Coolatta^® frozen drinks, and a DDSMART^® menu featuring better-for-you items. Dunkin’ Donuts restaurants also offer K-Cup^® packs for use with Keurig^® single cup brewers.

For more information about Dunkin’ Donuts franchising, visit www.dunkinfranchising.com.

To learn more about Dunkin’ Donuts, visit www.DunkinDonuts.com or follow us on Facebook (www.facebook.com/DunkinDonuts) and Twitter (www.twitter.com/DunkinDonuts).

###

Forward-Looking Statements

Certain statements contained herein are not based on historical fact and are “forward-looking statements” within the meaning of the applicable securities laws and regulations. Generally, these statements can be identified by the use of words such as “anticipate,” “believe,” “could,” “estimate,” “expect,” “feel,” “forecast,” “intend,” “may,” “plan,” “potential,” “project,” “should,” “would,” and similar expressions intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. By their nature, forward-looking statements involve risks and uncertainties because they relate to events and depend on circumstances that may or may not occur in the future. These risk and uncertainties include, but are not limited to: the ongoing level of profitability of franchisees and licensees; our franchisees’ and licensees’ ability to sustain same store sales growth; changes in working relationships with our franchisees and licensees and the actions of our franchisees and licensees; our master franchisees’ relationships with sub-franchisees; the strength of our brand in the markets in which we compete; changes in competition within the quick-service restaurant segment of the food industry; changes in consumer behavior resulting from changes in technologies or alternative methods of delivery; economic and political conditions in the countries where we operate; our substantial indebtedness; our ability to protect our intellectual property rights; consumer preferences, spending patterns and demographic trends; the success of our growth strategy and international development; changes in commodity and food prices, particularly coffee, dairy products and sugar, and other operating costs; shortages of coffee; failure of our network and information technology systems; interruptions or shortages in the supply of products to our franchisees and licensees; the impact of food borne-illness or food safety issues or adverse public or media opinions regarding the health effects of consuming our products; our ability to collect royalty payments from our franchisees and licensees; the ability of our franchisees and licensees to open new restaurants and keep existing restaurants in operation; our ability to retain key personnel; any inability to protect consumer credit card data and catastrophic events.

Forward-looking statements reflect management’s analysis as of the date of this press release. Important factors that could cause actual results to differ materially from our expectations are more fully described in our other filings with the Securities and Exchange Commission, including under the section headed “Risk Factors” in our most recent annual report on Form 10-K and in our quarterly report on Form 10-Q for the quarter ended June 30, 2012. Except as required by applicable law, we do not undertake to publicly update or revise any of these forward-looking statements, whether as a result of new information, future events or otherwise.

About Dunkin’ Donuts

Founded in 1950, Dunkin’ Donuts is America’s favorite all-day, everyday stop for coffee and baked goods. Dunkin’ Donuts is a market leader in the regular/decaf coffee, iced coffee, hot flavored coffee, donut, bagel and muffin categories. Dunkin’ Donuts has earned the No. 1 ranking for customer loyalty in the coffee category by Brand Keys for six years running. The company has more than 10,000 restaurants in 32 countries worldwide. For the full-year 2011, Dunkin’ Donuts’ restaurants had global franchisee-reported sales of approximately $6.4 billion. Based in Canton, Mass., Dunkin’ Donuts is part of the Dunkin’ Brands Group, Inc. (Nasdaq: DNKN) family of companies. For more information, visit www.DunkinDonuts.com.

Contact:	Michelle King
	Dunkin’ Brands
	781-737-5200
	Michelle.King@dunkinbrands.com

EX-99.2

Dunkin’

Brands Group, Inc.

Investor Presentation

January 2013

Exhibit 99.2

2

YEARS OF BRAND

HERITAGE

SIGNIFICANT U.S.

& GLOBAL GROWTH

OPPORTUNITY

ASSET-LIGHT, NEARLY

60

+

100

%

FRANCHISED BUSINESS

1

As of 9/29/2012

3

74

%

19

%

7

%

OF LTM

REVENUE

1

OF LTM

REVENUE

1

OF LTM

REVENUE

1

Focused growth strategies across each segment

4

INCREASE COMPARABLE

STORE SALES

AND PROFITABILITY

IN DD U.S.

INCREASE COMPARABLE

STORE SALES GROWTH

OF BR U.S.

CONTINUE DD U.S.

CONTIGUOUS STORE

EXPANSION

DRIVE ACCELERATED

INTERNATIONAL GROWTH

ACROSS BOTH BRANDS

Capitalizing on near-term growth;

laying groundwork for future

5

GROW

comp

store

sales

growth

of

BR

U.S.

DRIVE

accelerated

international

growth

across

both

brands

ACCELERATE

DD

U.S.

contiguous

store

expansion

GROW

comp

store

sales

and

profitability

in

DD

U.S.

SHORT-TERM

GROWTH DRIVER

MEDIUM-TERM

GROWTH DRIVER

LONG-TERM

GROWTH DRIVER

Strong performance YTD through Q3

6

8

%

15

%

4.5

%

DUNKIN’

DONUTS U.S.      

COMP STORE SALES GROWTH

7.3

%

GLOBAL SYSTEM-WIDE  

SALES GROWTH

REVENUE GROWTH

ADJUSTED OPERATING

INCOME GROWTH

Opportunity to double DD US footprint

7

1

As of end of fiscal year 2012

REGION

POPULATION

(MM)

STORES

(1)

PENETRATION

Core

36.0

3,845

1:9,400

Established

53.8

2,348

1:23,000

Emerging

88.7

959

1:92,000

West

130.0

154

1:840,000

Significant long-term expansion opportunity

for Dunkin’

Donuts U.S.

8

~15,000+

7,306

1:9,200

1:20,000                         

1:23,000                               1:25,000            

1:20,000

DD pro forma long-term penetration

154

~5,000

959

~3,900

2,349

~2,700

3,844

~3,900

~100

~350

~3,000

~ 5,000

2012

Core

Established

Emerging

West

Long-term

West

Emerging

Established

Core

Portfolio of contemporary, convenient

Dunkin’

Donuts U.S. restaurants

9

OF RESTAURANTS INCLUDE DRIVE-THRU

OF TRADITIONAL NEW RESTAURANTS INCLUDE DRIVE THRU

REMODELS LAST THREE YEARS

OF RESTAURANTS IN NEWEST IMAGE

AVERAGE AGE OF RESTAURANT IMAGE IS LESS THAN

50%

70%

1,700+

70%

5

YEARS

24-HR RESTAURANTS

TRADITIONAL

STORES

~2,000

85%

ALTERNATIVE POINTS

OF DISTRIBUTION

15%

10

Compelling unit economics

driving accelerated growth

2011 COHORT STORE-LEVEL ECONOMICS –

TRADITIONAL STORES

1

AVERAGE UNIT VOLUMES

$858,000

CASH-ON-CASH RETURNS

25-30%

AVERAGE INITIAL CAPEX

$461,000

1

Data

for

Standalone

Traditional

Dunkin’

Donuts

restaurants

only

Strong growth in restaurant profitability since 2008

11

2011

$10K

$15K

2008

10%

15%

5%

2011

2008

5%

30%          

Growth in W&E

15%

25%

35%

2011

2008

17%      

Growth in C&E

9pt             

increase in W&E

6pt             

increase in C&E

22pt             

increase in W&E

20pt             

increase in C&E

West & Emerging

Core & Established

Unlocking tremendous westward

expansion opportunity

RIGOROUS REAL-ESTATE  & FRANCHISEE SELECTION

OPERATIONS-FOCUSED CULTURE

NATIONAL MEDIA FOCUSED ON BEVERAGES

1

2

3

4

5

PORTFOLIO OF HIGH-MARGIN PRODUCTS

FLAT NATIONAL COST OF GOODS BY 2015

12

291 net new restaurants in 2012

for 4% net unit growth rate

2012 Net Openings

by Market Type

2012 SDA Sales

by Market Type

13

Emerging

23%

Established

42%

West

9%

Core

26%

Emerging

43%

Established

2%

West

55%

Compelling unit economics driving

high-quality franchise demand

Background of

Dunkin’

Donuts U.S. 2012 SDA Purchasers

14

Existing

65%

New

35%

G&C/Retail

5%

Restaurant

-

80%

Other

15%

QSR

Targeting 330 –

360 net new restaurants in 2013 for

4.5% to 5% net unit growth rate

Forecasted 2013 Net Openings

by Market Type

Forecasted 2013 SDA Sales

by Market Type

15

Emerging

38%

Established

33%

West

19%

Core

10%

Emerging

34%

Established

2%

West

64%

Contiguous, Strategic Growth Westward

Selling in-fill

locations & SDAs to

existing franchisees

Selling SDAs to new

and existing

franchisees

Future markets

16

SOLD MULTI-STORE

AGREEMENTS IN

2012

Bringing Dunkin’

to Southern California

SELLING LA, RIVERSIDE, SAN DIEGO, SAN

BERNADINO, VENTURA & ORANGE COUNTIES

FIRST RESTAURANT

OPENING IN

17

18

Driving the growth of Dunkin’

Brands

OPPORTUNITY TO DOUBLE

FOOTPRINT OF DD U.S.

COMPELLING UNIT

ECONOMICS

HIGH-QUALITY

FRANCHISEE DEMAND

CONTIGUOUS,

STRATEGIC APPROACH