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Keurig Green Mountain, Inc. Message Board

  • Saltman512 Saltman512 Apr 28, 2010 5:46 PM Flag

    CC note on Q3

    They are saying on call that Q3 is down on earnings b/c heavy investment quarter. They are expecting a "tsunami" of demand for holidays and will be gearing up for that. They sound pretty confident on the demand wave coming at year end holiday season. GLTA

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    • >>They are saying on call that Q3 is down on earnings b/c heavy investment quarter. They are expecting a "tsunami" of demand for holidays and will be gearing up for that. They sound pretty confident on the demand wave coming at year end holiday season.<<



      "And then as we look at Q3 as we were talking about we're making some very significant investments and one of those is certainly in manufacturing capacity. We're leading our timeline of last year to make certain that we have sufficient capacity in place for what we expect to be the tsunami of demands that will hit us next holiday season in the quarter that follows because we were a little light this year as we were just talking about. So we're starting our investment to get ready for that next year. In the second quarter we were -- we had everything running full out and there's nothing sweeter for margins to a manufacturing facility when they are running all their equipment at the maximum rates." Larry Blanford, President and CEO

    • IMO, if they expect strong holiday sales buy in sept, as summer months will only bring a lower share price. This would be a great buy in the 50's to 60's. The shorts will be all over this.

    • ...they actually said they're still struggling to recover from the "tsunami" in demand from the last Xmas season and running to catch up in production and staffing to meet their very strong anticpated 2010 holday season

    • GMCR up from mat- real quick- CC is going great- analysts are on board so far.-

      This CC is straightening out alot of wrong thinking.

    • sas912@prodigy.net sas912 Apr 28, 2010 5:48 PM Flag

      I can see that based upon the strategic alliances with MR. Coffee and Cuisinart.

 
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