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SodaStream International Ltd. (SODA) Message Board

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  • tejdem1 tejdem1 Jul 22, 2012 6:14 PM Flag


    Well we have the Walmart number of 3.3 from Seth. I believe my number for Costco is close at 5 units per week. Target IMO is selling 1 unit per week per 1700 locations- They would sell more if they would end cap.

    JcPenney over the last two week is selling 1 machine per week based on my local research. Not much of a sample but that is what I've seen with my own eyes at one location.

    Kohls I've seen 3 machines sold over two weeks. Again not much of a sample.

    I think if the Walmart numbers hold up going forward from July Sodastream is growing at at least 150% to 250% in the USA depending on how the xmas season goes.

    Japan/asia and the USA counted for about 40% of topline last year. So overall this company is growing topline maybe 60% or higher going forward.

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