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Keurig Green Mountain, Inc. Message Board

  • sas912 Dec 9, 2010 5:00 PM Flag

    Where did all these Napoleans come from?

    My carpel tunnel syndrome is killing me this afternoon! Who are all these people????

    Frankly the news was not as bad as I was personally expecting and I was pleasantly surprised to see: 1)higher revenue/sh and 2)higher profit margins on the K-cups attributed to the acquisitions in 2010 of Timothys and DDRX which the company roasting facilities.

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    • sas912 Dec 9, 2010 7:33 PM Flag

      If you look at the announcement in Nov right before the big increase in price, you'll see it's in there.

      Sadly anything that seems to support the claims of the ambulance chasers will end up being evidence in the lawsuits, which is a shame but that's the way it is.

    • GMCR started out in the N.E. with coffee shops similar to Van Houtte's and then decided to get out of that business. They struck deals with gas stations and developed brand recognition that way before going into grocery stores and doing the Keurig accquisition. I expect that they will follow that proven method in Canada. They may have competition there from Horton's. Or they may try to develop GMCR brand recognition by bringing it into the Van Houtte caffes.

    • sas912 Dec 9, 2010 5:39 PM Flag

      I have expressed concern about the debt load that they are taking on to do the Van Houtte deal, but if you look at Van Houtte as a company, they are huge in Canada across the entire country which would give a distribution network already in place for a country with a whole lot of coffee drinkers. Plus as a part of the Van Houtte deal GMCR said it was going to look to sell a part of the business which would recoup part of the purchase price.

    • seangorham Dec 9, 2010 5:24 PM Flag

      Thanks Sas! I thought I had read where they were going to take them all at once....I will have to go back and try and find it.

      However, the statement today does reflect restatement of the past 11 quarters. I wonder how this will impact any additional or current lawsuits.

    • Why not run a proc sql and figure out who 'they' are.

    • sas- the drop is very strange to me given the numbers.
      WE have seen shorts orchestrate a move down before.
      Lets see where we close tomorrow

90.05+0.19(+0.21%)Feb 12 4:00 PMEST