Dunkin Donuts has 5,300 stores in the US. It wants to turn them into coffee houses. Sounds like they are joining McDonald’s (MCD) in going after Starbucks (SBUX) customers. But, as the head guy said to The Wall Street Journal "When people say, "Geez, you’re taking on Starbucks?’ We like to say ‘We were here first,’ " Dunkin’ Chief Executive Jon Luther says.

Starbucks may find that 6% same store growth is going to get very difficult.

Douglas A. McIntyre