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Primo Water Corporation Message Board

  • datek_rep datek_rep Aug 29, 2011 7:51 PM Flag

    What about their Ice business?

    Anyone think they can move the needle with their new ice venture? Doesn't really seem to be baked into their forecast.

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    • They are only testing it in 100 locations right now. Pretty early to tell but it could be a decent idea. Ice is a different beast - requires freezers at the locations and another layer of resupply - who manufactures and distributes the ice? If the same contractors used for the water exchange operation can make and supply the ice so much the better. Who knows - seems like more competition as well and they would need to displace current ice suppliers. Most everywhere I go you can always get ice but the bottled water exchange/refill operation is pretty unique. They just add a more economical and efficient way to get pure water and avoid the recycling issues from buying plastic throw-away bottles.

 
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