Fri, Jul 25, 2014, 3:19 PM EDT - U.S. Markets close in 41 mins.


% | $
Click the to save as a favorite.

SodaStream International Ltd. (SODA) Message Board

  • martinitony martinitony Oct 31, 2013 5:42 PM Flag

    So it looks like the sell in was was what reacted to

    The sellout is all that matters. Period. And it was good. So, the pull back is a miracle for those of you thinking to get in. It will never be available again. Time to buy.
    So as not to confuse, SODA reports what it sold to distributors. What people actually bought is the sell out. Distributors are trying to balance inventories. Sometimes there is a major difference between the sell in, the sales to distributors, and the sell out, the sales to consumers.
    In the long run, we want to know what consumers are doing, not distributors because the consumer is the final stop for the product. In this quarter there is a f@@@up because distributors were out of balance. the truth is flavors are growing just fine.
    Nothing said here will change tomorrows stock price, but in a few months revenues as reported by SODA will actually represent consumption by consumers. Revenues this quarter didn't. Accounting 101.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
31.19-0.44(-1.39%)3:18 PMEDT

Trending Tickers

Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.