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REEDS, Inc. Message Board

  • fleabaggy fleabaggy Apr 10, 2014 1:24 PM Flag

    REED worth less than twice PLSB

    Yet REED has more than 10 times PLSB's revenue.

    Something ain't right, here. This is way oversold.

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    • Or Pulse is way overvalued!!

      Reeds is getting attractive ... however, they have to prove they can achieve EBITDA when approaching $40 million in gross sales. Smells of bad operations, bad management and lack of efficiency. Example -- producing Kombucha in west coast plant and shipping to the east coast?? Not smart. Moving core ginger to east coast co-packers and shipping to the west coast? Not good.

      How about a velocity story with the 'bucha? Probably not citing a story because there is none. The 'bucha is probably moving slow and not showing non-promoted velocity increases. Can't sell investors "sell-in" and no EBITDA much longer. Clock is ticking with these guys.

      I love the products but these guys need to start proving same stores sales are increasing for their skus, and if not, what marketing message are they going to use to make consumers try and repeat their products. Common guys.

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