Click on the link, go to the Second Quarter financial results. Click the View Presentation and see the presentation slides (this is in PDF format so you need Adobe Acrobat to read it).
Great detail on both the soda machines. The Flavor Station 100 looks to be a direct competitive product to the SodaStream unit. I hadn't seen this before - the Flavor Station 500 is the one they have in the video. Check out slides 12-15 for some great pics and comments.
If SODA has been as successful as they have been with their product no reason at all this won't be a home run product for Primo. Combined with the base water business how huge is this going to be?
Check out the entire presentation - it's quite informative and well done.
Thanks - looks good! I was just thinking about restaurant applications for the Flavor Station 500. How easy would it be to sell customers a custom-made range of beverages of their choice. Buy the S cups at probably 25 cents and charge a couple of bucks for the drink. Most commercial syrup/CO2 setups have HUGE canisters, hoses etc. that require a suubstantial investment in equipment and floor space. The Omnifrio gives you the same capability to serve beverages with just a stash of S cups in a box somewhere and a coffee-maker sized appliance that can go in the restaurant anywhere for a fraction of the investment. Could be a HUGE commercial application for that.
Man, this baby just keeps looking better and better!
You're one of the most optimistic people I've ever seen on anything, ever.
Don't get me wrong, I think this stock is golden, but you might want to dial back your expectations a little bit. Outside of dotted single-restaurant uses, this machine won't be utilized that way. Most businesses with huge canisters, dispensers, etc. have the space for it, and it's a better ROI.
It's a personal-use device. Sure, there's room for expansion on the product line, but coffee shops aren't lining up to buy Keurig machines for a reason. When you're moving in the quantities restaurants do, buying in bulk from a brand name is a better option than either this or SodaStream.
Now, if Primo forms partnerships with companies like Coke, Pepsi, Nestle, or Kraft, and can offer exclusive single-serve drinks from those companies, then you'll be talking.