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Caribou Coffee Company, Inc. (CBOU) Message Board

  • bufoludi bufoludi Nov 2, 2009 8:24 PM Flag

    Peet - They have lost their marbles

    What in the world are they thinking? I thought this had to be a joke. They are buying to get into a market, not buying to enhance their franchise. What an awful transaction. And look, they get a crappy business, DDRX, nil franchise value/creation. That was a perfectly orchestrated business and stock pump manipulation over there at Diedrich too.

    I would not be surprised to see CBOU eat their lunch now. Tattersfield is developing the franchise - there are good things to come.

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    • CBOU aint't going to do crap until the ditch their retail locations.

      What PEET has done is a master stroke of genius and i credit their mgmt for getting into the K-Cup market in the third inning rather than waiting until the bottom of the 8th.

      CBOU might have to spin off it's K-Cups business in order to recognize it's full value, otherwise it will just get discounted within the breakeven nature of it's current retail business.