Do you think SODA management will respond well at the CC to inquiries regarding GMCR?If they don't, and I believe they can, SODA will take another major drop no matter what the numbers show, IMO. Two years ago at this time managements poor response to questions caused a major long lasting drop. Hopefully, they will be prepared for the obvious questiuons to come.
You got a writer on Motley Fool who states things like this without looking any deeper:
"Investors that believe in the hype (and potential profitability) of single serving soda products should dump shares of SodaStream and invest in Green Mountain Coffee, which has already asserted its clear dominance in the single serving coffee products. I think it’s game over for SodaStream as it was just a matter of time before a much larger competitor enters the market."
No understanding of the business or distribution system. KO with a market cap of $181B (compared to GMCR's $11B) would build machines if they thought it was a good idea.