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ICYMI - Dunkin' Donuts Canada: Tony Chapman Makes the Case Against the 200-Location Bet
Description
Dunkin' Donuts Canada is happening: a master franchise has been secured with plans to open one location per week up to 200. Tony Chapman has questions.
The operator already owns Second Cup and Milestones. Chapman's read: look at how Second Cup has performed against Starbucks and Tim Hortons and ask whether the same team is the right bet for a Dunkin' rollout. The franchise math is steep, the supply chain efficiencies that McDonald's and Tim Hortons have built over decades take years to replicate, and consumers have less to spend.
Chapman's bigger concern is relevance. The question he keeps returning to: is Dunkin' Donuts indispensable or replaceable? In a K-shaped economy with Ozempic reducing appetite for sugary drinks, and with Skip the Dishes and Uber Eats as the real competitor, he would not recommend this as a franchise investment.
Topics: Dunkin Donuts Canada, Tim Hortons competition, K-shaped economy Canada, fast food franchise, Skip the Dishes competition
GUEST: Tony Chapman | http://chatterthatmatters.ca
Originally aired on 2026-05-13