Sorry for the scrunching Yahoo puts on a table when you post. I match analyst estimates on eps so long as no Steam revenue is included. Since the cost of the Steam group is grouped with Corp, I'm adding 100% of revs to net and getting .09 addt'l eps. You'll have to 'guess' your own acceptable margin on Steam to get to a true eps addition. For my part, I'm 'guessing' 20-25% and that gives us .02 on eps. Could be the difference between .01 miss and .01 exceed on the next earnings release.
you're half right Tom...why bother, since freight is paid by the buyer. If it's SunOpta product, then the wholesale price has the increase calc'ed into it. If it's third party product being distributed, then shipping is paid by buyer (or seller). Guess we'll find out in about 6 weeks who's right, eh?
One more point, I used the low end of all estimates in my calc (note that my total revenues are a good $5mm below analysts expectations - but JK's getting some better margins so far this year and that's goosing the numbers). I'm gonna be HIGHLY surprised if they don't make numbers the rest of the year.
I really liked pg 25, btw, where they break-out organic rev growth opposed to acquisition rev growth. Granted, that doesn't mean eps will increase those % - just have to trust JK to keep moving toward those target margins!