What I would like best about the SBUX partnership is that Starbucks is a very successful marketing company that has a very loyal customer base. This would be a great match and still leave open the door for either DPS or PEP!
For those wondering why it's not already trading at $60+... well, it's on it's way... the real gap up won't happen until the announcement .
Yes. Think about the profile of the typical Starbucks customer and compare that to Walmart's.
There are almost 18,000 Starbucks with over 10,000 in US. Almost everyone in the USA has a Starbucks as close to them as any other type of retail. If selling SODA products and using SODA products only added 2% to their gross that would increase SODA gross revenues by over 50%. It would likely triple or quadruple SODA bottom line once placement in all stores was complete. They will not be discounting this product at Starbucks to adjust inventory.