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SodaStream International Ltd. (SODA) Message Board

  • drjohnlong drjohnlong Aug 23, 2013 8:23 AM Flag

    Burgh, Tej

    I agree with Burgh that Soda's size is not material to the majors at this point. The whole point of investing in Soda is exactly that. Sodastream's past and future growth from a small base is the entire logic of owning the stock. Cola consumption for the majors was dropping in established markets long before Soda came along. But, the market is so huge and Soda offers such an attractive option with healthier flavors that going from 0.25% of the market to 0.5% offers investors astounding returns. Increasing growth allows increasing marketing spend and brand development. Soda is still in it's infancy, exactly why buy and hold is a good way to go.

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