Not easy for anyone to replicate the distribution channels and reach of GMCR. It would take decades. The brand is entrenched
across North America. International channels are all growth and with that Italian buying shares there are signs that GMCR will brought to market worldwide soon enough. Verisimo is a non factor. You either like Starbucks or not. Not everyone has a taste or wallet for Starbucks and getting locked in to their pricing. GMCR is all about mass distribution and blend choices. The SEC investigation should be nearing an end and it seems if there was an issue it would have been discovered within the first 12 months. It is now going on 3 years. I would be surprised if the investigation is even active.
IMO this stock will be upwards of $85 in the near future.