Shares of Krispy Kreme Inc DNUT have surged following the company’s announcement of an expanded national partnership with McDonald's Corp MCD.
McDonald’s customers will now have the opportunity to purchase Krispy Kreme doughnuts at select McDonald's locations. These doughnuts will be available at all participating McDonald's outlets across the country by the end of 2026.
Krispy Kreme stock was up over 33% at the time of publication Tuesday.
Related: Why Doughnut Maker Krispy Kreme’s Shares Are Shooting Higher Today
Investors Turn To Insulin, As Burger-Doughnut Collab
The alliance between McDonald’s and Krispy Kreme has sparked more than just excitement among fast-food enthusiasts. The collaboration has prompted savvy investors to explore healthcare stocks, particularly those in the insulin market.
Redditor DeltaPodcast took to r/wallstreetbets to post thoughts on the deal. The Redditor identified market catalysts and top stock picks, pursuant to the news, adding that “we’re about to cash in on the aftermath.”
Market Catalysts
- Sugar Surge: With the proliferation of sugary treats from McDonald’s and Krispy Kreme, concerns over diabetes and obesity are on the rise. This could translate to heightened demand for insulin products.
- Global Epidemic: The global epidemic of obesity and diabetes extends beyond the United States alone; it affects populations worldwide. Therefore, insulin manufacturers with a global footprint are positioned to capitalize on this growing concern.
Redditor’s Top Healthcare Picks
- Eli Lilly And Co LLY: A stalwart in the diabetes sector, Eli Lilly boasts a robust portfolio of insulin products. The news of the collaboration should ensure a steady revenue stream amid increasing demand.
- Novo Nordisk A/S NVO: Renowned as the pioneer in insulin therapy, Novo Nordisk has a long-standing reputation for innovation and reliability, making it a solid investment choice in the face of heightened sugar consumption.
- Sanofi SA SNY: With a strong presence in the diabetes market, Sanofi is well-equipped to navigate the surge in insulin demand, leveraging its extensive product offerings and global distribution network.
Read Next: McDonald’s, Analog Devices And 2 Other Stocks Insiders Are Selling
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