Calls
1
u/SurpriseInTheShower
Reddit r/wallstreetbets
Win Rate
100.0%
return
+1.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 03
$3.06
+1.0%
US hub utilization is ~25%, per-hub revenue has grown 9% and 12% in the last two quarters, and US adjusted EBITDA margin reached 11.5% in Q1 2026. Operating leverage means incremental US revenue from existing hubs flows heavily to EBITDA and FCF, creating a repricing catalyst. At $3.18, the risk/reward skews positive; the author’s $7 target implies ~2.2x upside if the turnaround continues. Turnaround stalls, margins reverse, donut demand weakens, or high leverage (~5.5x) limits financial flexibility.
US hub utilization is ~25%, per-hub revenue has grown 9% and 12% in the last two quarters, and US adjusted EBITDA margin reached 11.5% in Q1 2026. Operating leverage means incremental US revenue from existing hubs flows heavily to EBITDA and FCF, creating a repricing catalyst. At $3.18, the risk/reward skews positive; the author’s $7 target implies ~2.2x upside if the turnaround continues. Turnaround stalls, margins reverse, donut demand weakens, or high leverage (~5.5x) limits financial flexibility.
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u/SurpriseInTheShower has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: DNUT.
