I've watched and been away from this story at various times. While, I've never lost interest in the company there's always been a thought in the back of my mind that competition is fierce and somehow, the price never justified the revenue run rate? Can someone tell me: why revenues are down sequentially, what puts this product on top of the heap, and when is profitability to be expected?
I would tell your friend- there are many different aspects relative to pricing a product. I could not
justly say that earlier on or at this time, in z market x price was/is a reasonable price to charge for ones product. I suspect, there are many price points to considered with respect to pricing based on market dynamics and feedback.
Because, at one time that guy's analysis was warranted as being called objective. Suddenly, that same review took on a new form( like that of a disgruntled worker or a parachutist getting caught in the chute twine on the way down), and it became targeted and negativity biased. Sure, optimism, tapered within the bounds of reason is always a good thing. However, truth cannot be weighted equitably on a scale which is not calibrated for accurate information.
Word MarkDR. BETTER
Status630 - New Application - Record Initialized Not Assigned To Examiner
Mark Drawing4000 - Standard character mark Typeset
Attorney NameR. Joseph Trojan
Goods and ServicesNon-alcoholic beverages, namely, carbonated beverages; Soft drinks, namely, sodas
Pseudo MarkDOCTOR BETTER
International Class032 - Beers; mineral and aerated waters and other non-alcoholic drinks; fruit drinks and fruit juices; syrups and other preparations for making beverages. - Beers; mineral and aerated waters and other non-alcoholic drinks; fruit drinks and fruit juices; syrups and other preparations for making beverages.
US Class Codes045, 046, 048
Class Status Code6 - Active
Class Status Date2013-04-08
First Use Anywhere Date2011-07-11
First Use In Commerce Date2011-07-11
Current Trademark Owners
Party NameREED'S, INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressPlease log in with your Justia account to see this address.
NameR. JOSEPH TROJAN
The name DR BETTER (of-course we won't be without Ritz's comments) is a powerful image maker to own in my opinion. Yet, another example of REED's knowing how to be the wordmasters on labeling/packaging. Any lawyer on the board who can handle this subject in YAHOOz board (formum) court?
Anybody know what percentage of revenues is now bone scalpel? In addition, what has been pattern for this revenue in the past? I.e 2012 q1 1mil,,,, q2 1.5mil q3 1.4 and so on?
We- know Quick always has a dandy Swiss Army tool for the next thing in handsets. IS VEE done..............never hit the bank turn and are there any items in the R$D (close to market) soup that could cause a crowd around the stock?
over $5.17- and stock should turn tricks. I can't see folks not pre-event planning for next quarter's record revenues and profits. GO KOMB$. This Komb thing is really just started in the NT and LT Kombucha could even knock of a lot of the CSD category I.o KO PEP
If you had to write a positive posting about REED's and the subject focused on the company layering the natural food stores with Kombucha as done in the past with RGB, could you express optimism about the prospects for REED's brand Kombucha?
IF they double back on the RGB trail laid down in natural foods then it doesn't take a straw chewing cracker, to figure out the K possibility (sales potential-is obvious) Capacity has been the issue- but few folks want to give mgmt credit where its due. FOLKS- were starting a new business..............name recognition, buyer satisfaction and repeat purchases.
My astute investor friend say's the issue may have resided in condensation hitting the labels. Maybe, manufacture of the labels pinpointed error and even recourse against that same mfg for prior label outlay of cost and time?
Jim-in your opinion, what data-points would Reed's need to obtain operationally for a short to reverse his/her position?
And just how many years have we been hearing about FUNNEL and profitability? SHOW THE MONEY
My guess, were those bottles at KY were the old labeled ones. I just got a couple of cases and the labels were flawless (I think they got a machine/technique for getting rid of bubbles and label bunching). The labeling case is solved.
With the relationships built with tier banks and the increasing meaningfulness of mobile transactions to the consumer/private sector, a deal in the making would be a likely conservative suggestion to make.
Let be serious, the company has always touted a huge back order of business and every quarter that b/o doesn't translate into earnings. In addition, there's the constant talk of filling the sales funnel with some ratio push vs pull (move in new sales potential and exit sales into current qtr). All of this dialog has been going on now for a couple of years. At one time I was a believer that profits could be realized with such a large revenue pipeline? However, when they issued more shares that dreamed got swept away (more dilution). Its a GRAVE problem, and shareholders should only look at the stock performance over the past years and realize something is amiss with this capital equipment company.
Your asking basic questions: Can a company produce a superior tasting product without that translating immediately into buoyant sales? When looking at the K category in general, it involves a close fitted crowd wrapped around a (category) settler's product. Reed's is doing the right thing by drawing attention to their own brand thru: delivering a tastier beverage, pricing and promotion. They will gain market share and the coat rack can amply handle a few more sport coats in it (a few players making a lot of money). The K roll-out started out slow and capacity hit a rail-roadbed and collectively those too are all partial reasons for the slow upward climb in sales. As for the losses, go back and look at the loss history of the company and overtime the burn has come down. Remember, he's not throwing garbage ingredients into the beverages produced. Therefore cost of inputs is a factor influencing profitability. However, credit is due for creating a market niche for RGB/VIRGILS products and venturing into K to retrieve higher sales/profits over time. My suggestion, is to forget about looking in the rear view mirror all the time. Because, shorts will fall wayside to their constant crying as profits divide the road ahead for the company