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REEDS, Inc. Message Board

  • invs999st invs999st Nov 16, 2012 1:43 PM Flag


    why is it that he can find this drinks in its home base?

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    • It is refrigerated, not on shelves next to other Reed's or Virgil's. Ask the store management where's it kept or to stock it. REED's can't make enoughKOMBUCHA to keep up with all demand and therefore you may not see it in alot of places yet.

      • 1 Reply to blueskyerector
      • there is ,more to the situation then not being able to make enough to keep up with demand.

        All anyone has to do is look at the recent distribution announcements for New York and San Francisco.Reeds has had distributors in both areas for years, so why did they need to get new distributors for those areas?

        The answer is not only does the new product line need to be stored in the chilled area of the supermarket, but the distributors need to be able to store and ship the product chilled through the whole distribution process.Did anyone on the quarterly conference call bother to ask what percentage of the country the company can currently ship the product to in this manner.It will be much harder to build the distribution network out for the product than it will be to ramp up production.

        While that is happening the the core branded products growth fell below 20% for the first time in a few years and the stock is already up a few hundred percent this year.In the short run the company seems fully valued, but if you believe the new product will become the number 2 brand in the market in the next few years, then the stock is along term buy.From one of the posts it seems that they are hoping for sales of 5 million next year for the new product (hopefully it pans out better than the nausea product) that would not put them in the number 2 position and other regional brands are growing also.I look forward o the product being available in this area so that I can give it a taste test.

        Sentiment: Hold

    • It was Colorado where they legalized dope right? Ask the company (via an email) for a list of stores which have Kombucha in your planet or region!!!

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