Bob, this is why your ridiculous, generalized, opinion-based statements about SodaStream are not taken seriously. You don't even listen to the CC? Seriously? You state that you have no position, that you're on here for entertainment, and yet you continually make broad brushed statements about SODA's future prospects and act like an expert and you don't listen to the earnings call? Seriously, please please stop posting.
Jim, you're far too polite sometimes. :) I greatly appreciate your demeanor.
Still priced at less than 1x revs. Projected 100% YOY EPS increase. Easy comps, but still, looks like the boat is turned.
OK, I'm really trying to not get all giddy about a new category entrance, relatively untested, in just a couple markets, but IF, yes big IF when it comes to flavor execution, they can pull off the brew concentrate and receive reviews in line with Pat's Backcountry, this is an absolute game changer. IF they can execute with solid price point LESS than the typical craft brew (you hear me morons pricing the soda flavors?) this can be dominant. Blondie, IPA, Dark Ale, - have an expanded line and even pick up some branded partners along the way. Right now it seems to be priced VERY effectively at approximately $3.50 per eight 12oz beers (3 liters). Significantly less than what you'd pay for 8 craft beers in the local supermarket. Now, I'm certain SODA will screw it up somewhere along the line and start positioning a $10 price point and focus on the schlepping benefit, but we all can hope. If they can finally get something right, this is monstrous and I'm cautiously optimistic. Good luck Longs.
I've scoured the web for reviews and haven't found anything. I even tried to get on the Germany SodaStream website and buy Blondie, but no luck as you must live in Germany to have it shipped. Nothing doing on eBay either. I'm assuming the SodaStream FB page for Germany would be the place to check in.
Looks like everyone drinking it is smiling - must be a hit! ;-) http://www.focus.de/finanzen/videos/pils-aus-sirup-biertrinker-muessen-jetzt-ganz-stark-sein-pils-kommt-kuenftig-aus-dem-sodastream_id_5593337.html
OK, there's finally a review out on YouTube, but its obviously in German. Very well done demonstration and review, I just don't understand a word of it. Anyone on the board speak German? If you search for SodaStream Blondie it should be the first to come up. About 5 mins long.
That was my take. Wish he was a little more expressive with his face, but he definitely gave a few "passing grade" expressions when he drank and pondered it.