Talking up GMCR and making statements of expansion into Soda's business. Just re-emphasizing what the call last night stated. I can't believe people are so gullable not putting all this into a timeline perspective. If and when this might happen Soda will have a stronghold in the US to complement their WW influence. As we already stated on this board it will be the end of 2014 if at all. Go Soda
I've said it before and will say it again
1. GMCR is not the first big/well established co. to think they can knock out a newcomer with a hot product once THEY enter the market with their big power and presence . Some may not remember MSFT was going to destroy AAPL's IPOD with their "Zune" --- SBUX was going to destroy GMCR with their Verisimo -- neither happened.
2. First, let me say, I DO NOT want SODA bought out - but all this buyout talk w/KO/PEP - it seems to me that the best co, to buy/merge with SODA would be GMCR. AND SODA brings MUCH more to GMCR than the other way around. SODA already has a big well established market in Europe and internationally -- something GMCR does not which would probably help GMCR there -- SODA can grow in the US without GMCR.
3. Why would GMCR want to spend all that capital to enter into a new area with a new machine which may or may not sell well for them (see 1). SODA already has a large syrup base and partnerships that they would bring to the table. These two companies together would rule the hot/cold beverage brewing market.
Exactly. I think the other thing that people fail to appreciate is that GMCR has no experience with syrups. Everything GMCR does is ground/powdered. Fine for coffee and teas, but terrible for most other beverages. Syrups make a far superior product and SODA has the experience, infrastructure, and development in place already for syrups.