you dont get it, coffee futures have crashed, with so many k kup players lookin to increase mkt share, cheaper raw coffee opens the door. IF DD chops price of K KUPs GMCR must follow with there Kups, as well Sbux Kups,
As well, new single serve brewers come along regularly. I was to Canadian High Line Car Dealer, neither of its single servers were K KUPS, but two other brands.
you pay 5 times more for the K KUP than the coffee inside of it. That leaves of lot of potential for lower prices. Everything good about GMCR is baked into the price already.
guess we agree to disagree. People who currently pay ~$0.50/cup using GMCR aren't going back to ground coffee since its cheaper because it'll always be cheaper than DD/SBUX/convenient stores. The value & convenience is there for regular drinkers.
I see GMCR bouncing back >$110 soon because it's been resistant to short pressure before (now they're using coffee futures to justify). To your point about DD lowering prices, I think you're wrong because they are selling out now (in recession) at much higher per box than Bed, Bath Beyond Kcup prices. There's room to move lower and maintain margins.
Good luck and there's 100% chance one of us is right :)