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SodaStream International Ltd. Message Board

  • tejdem1 tejdem1 Dec 20, 2013 8:20 AM Flag

    CCE conference call yesterday

    First time they mentioned " Complex Competitive environment. " Also they discussed how they are "Frustrated" with the blow back on Aspertame...... CCE operates in an area that is growing CSD volume 5% a year but at the same time only growing CCE volume 1%. On France Amazon Sodastream has been in a very high position for the most part of a year and it has to be having an effect on CCE IMO. Especially if Sodastream ads 1M new customers in France during 2014 which is the stated goal by Sodastream France mgmt. They have 25,000,000 households in France. So they are looking to add another 4% of households in 2014. Imagine if the USA follows the same trajectory which I think they will over time.

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