Appears K Kups are the Silver bullet for DNKN & SBUX
As a GMCR investor it's great to see DNKN & SBUX are doing extremely well in K Kups sales. But it's great that GMCR holds all the license agreements! Also great that GMCR is gaining more traction than SBUX on sales of K Kups.
Yeah, nothing huge today, but no caution flags is a win for gmcr, and has been for the past how ever many months. I still say more efficient opertions, rationalizing the product portfoio, and targeted marketing are the incremental gains we will see in the next 6 to 12 months. I do beleive this q will put up a solid number and outlook, but how the market will react is a mystery for me at the moment.