Good try Ivan; I mean it. But management has that said less than 1% of the CO2 exchange business is done by mail pick-up. This exchange issue was not the reason for today's downward movement, and will have no impact on the future of the business or the stock. I understand where you're coming from; if I were short I'd say the same thing (especially that part where you say your not short). But just because you say it doesn't make it so.
Let's see- no cartridges by mail- but another 5,000 locations last year and another 5,000 locations this year to swap the little cartridge- once every few months. Hopefully you'll be able to find a supplier that can cheaply mail you cases of root beer and diet Coke.
I purchase replacement Co2 tanks at Bed, Bath and Beyond. I get a 20% discount and wind paying $10.00 for a replacement. there are many locations to get replacments. that is not an issue to be concerned about
you maybe right, I love the product but I don't think this is priced into the stock, shorted 100 at 48.25 and just got 600 more off at 48.12, this plus the super bowl and down 5% on volume, wouldn't want to be long, I may be aggressive on my short but don't think so.