GMCR will have a Soda Machine and will have a Coffee/Soda machine coming to market. They will also offer flavors but all powered with Sodatream C02. The same thing will happen in Europe with Nespresso. If you look at the language from the call the GMCR CEO mentioned 'Partner" right after saying Carbonated beverage along with Partnering with Beverage Brands... Just my 2 cents...
For now SODA may be dead money.
That's the way it looks to me. GMCR refused to give any hint as to what their intentions are until, I think they said 9/10 show. Until then players looking long will avoid SODA, IMO.
It should be clear that either they have not decided on carbonated machine or they have decided against it. If it was a go, I believe they would have said it given how bad their quarterly numbers were. If SODA had released a statement that awful the share price would have dropped 50%, IMO. GMCR has run out of growth bullets and they had to know they would take a major hit yesterday. Anything they could say to suggest new areas of growth should have been said to reduce that hit.
Tejdem1, this is almost exactly how I see it. It will take them at least a year to get something out there, but I think it will happen. The CEO also made it clear that these partnerships will happen on a win/win basis.