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SodaStream International Ltd. (SODA) Message Board

drjohnlong 3063 posts  |  Last Activity: Jul 21, 2014 7:38 AM Member since: Jun 29, 2004
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  • Reply to

    Best Buy

    by robhenryk17 Jul 20, 2014 6:14 PM
    drjohnlong drjohnlong Jul 21, 2014 7:38 AM Flag

    Sodastream has been responsible for a lot of traffic into BBBY. 20% discount on CO2 refill and pick up some k cups while you are there..... You can offset your k cup plastic consumption by using Sodastream. Everybody wins.

  • drjohnlong drjohnlong Jul 18, 2014 9:10 AM Flag

    #$%$ argument. CO2 sales at a record high. Sodastream is purchased as a gift item in the US. It is purchased for individual use in Europe. Europe always has better sales in the summer and the US over the holidays. The focus on Walmart while the rest of the world is progressing is selective thinking.

    Sodastream is growing its user base in the US just as they did in Europe. In Europe they are more and more mainstream in grocery stores. This was a progression that took years. They are making the same progress in the US. It takes time and Sodastream is in it for the long haul. They do need to adjust their marketing to mainstream consumers and that means discounts in the U.S.

    There is so much negativity over a company that has grown from $10 million in sales to $600 million within a decade. Sodastream has had astonishing growth. It is no longer in that phase. Each incremental user is harder to acquire. This is a normal phase of business.

    Years ago I said that Sodastream could become one of the most profitable businesses in the world if they could pass on the savings of not bottling and transporting water to their users. Birnbaum needs to get real and market to mainstream Americans. It will happen, with either him or someone else getting the job done.

  • I own many sodastream machines. I have one at each of my work offices and one at home. I have upgraded them more than once. I have tried the Fizz, the Genesis and the Source. All of them were good to really good machines. But THIS ONE really, truly shows what Sodastream SHOULD be.
    Let's just get this out of the way: it comes in Kitchenaid colors. Could you die? Yeah, I know. Tangerine is what I got. Matches my stand mixer PERFECTLY. But it is really how the machine works that makes it worth the $$.
    It's solid steel construction (except for the back CO2 canister cover) means it does NOT BUDGE from your counter. No tilting, tipping, shaking. Rock solid.
    The click-lock mechanism SEALS PERFECTLY. no more leaking CO2 (like the Source). Next, the "freezing" problem has been SOLVED. Sometimes if your water is a tad too cold, you'll get freezing CO2 at the tip and that's annoying. That doesn't happen w/the Kitchenaid machine.
    If you happen to overfill your bottles by a little, no worries on the Kitchenaid Sodastream. You won't be blowing sputtering water out of the machine because you overfilled a bit.
    The gauge to show your carbonation level is AWESOME. It's not "three clicks" or "buzzes". It's not confusing like the lights on the Source is. It's an analog gauge...and you just watch as the carbonation increases.
    The handle is fantastic, too. It is just like an old soda-jerk handle. The Kitchenaid Sodastream is really pure joy to use!
    I love everything about it. It was a GREAT investment for a soda-holic like me. I wish I could justify buying these to replace the ones in my office. But it is a spendy for more than one. But then again....that turquoise color sure is beautiful so we'll see!
    Buy this. You'lllove it.(hide)

  • drjohnlong by drjohnlong Jul 18, 2014 8:04 AM Flag

    I see a buyout of Sodastream soon. Starbucks is a likely suitor. At this PPS the company is a steal.

  • drjohnlong drjohnlong Jul 18, 2014 7:17 AM Flag

    Are you being serious Cold? Sodastream has 10 million users with an average of $25 profit per user. I never expected for everyone to buy a machine at once. It takes time. This year has been a waste, at least in the U.S. But Soda has time to work on their marketing. I'm not happy about their poor American performance. They don't have the American consumer dialed in. Discounts sell. Soda needs to sell their machines at a loss.

  • drjohnlong drjohnlong Jul 17, 2014 11:00 PM Flag

    My WMT had the 20 feet, 4 machines left and half of the syrups sold. Just a little info to ponder.

  • drjohnlong drjohnlong Jul 17, 2014 12:38 PM Flag

    We aren't seeing any signs of desperation from Sodastream. No flash sales on Amazon or home shopping channels. Remember JohnQ that Sodastream grew sales last year in Europe by 40% and there is no sign of them decreasing their European growth. How much will the massive Wal Mart expansion help them? We have a new executive in the Americas who seems to be aggressively getting into more doors. Australia, Japan, Canada all contributing. I don't think 15% is impossible. This is a rough patch. They will get through it.

  • drjohnlong drjohnlong Jul 17, 2014 11:41 AM Flag

    I don't see them lowering guidance again. I'm expecting Europe to continue to offset an American slump.

    What I see in Soda's future:

    1. Syrups packaged by Pepsi and others for Sodastream.
    2. Increased marketing coinciding with decreased capital spending heading into Q4.
    3. GMCR entry spurring interest in the segment. Look for the head to head comparisons. Will GMCR need an electrical cord?
    4. Improved operational efficiency allowing more promotional pricing while preserving margins.
    5. Continued improvement of higher margin consumables.

    The low hanging fruit of early adopters is over in the U.S. It is now going to be a street fight for each new user. Continually improved marketing will help. Birnbaum has #$%$ away tens of millions on poor marketing. The Super Bowl, the "Magalog" with Bar Rafeali swimming under water.....

  • Reply to

    Seriously oversold

    by bdrn99 Jul 17, 2014 11:11 AM
    drjohnlong drjohnlong Jul 17, 2014 11:17 AM Flag

    Two more weeks and the stock price won't even be close to where it is today.

  • drjohnlong drjohnlong Jul 16, 2014 11:37 PM Flag

    Retailers love Sodastream because CO2 refills and syrups get customers to come in the door. The foot traffic generated by Sodastream customers drives add on purchases.

    I worked at an appliance store during college and they calculated that it cost $50 in advertising just to get the customer in the door. Getting the customer in the door is priceless.

  • drjohnlong drjohnlong Jul 16, 2014 7:42 PM Flag

    Morrisons? 4th biggest uk grocer? Awesome.

  • drjohnlong drjohnlong Jul 16, 2014 7:35 PM Flag

    Only GILD. Must be another Dr J out there......

  • drjohnlong drjohnlong Jul 16, 2014 7:00 PM Flag

    So, what. It is no longer a specialty item. They are being sold in grocery store around the country now.

  • drjohnlong drjohnlong Jul 16, 2014 5:31 PM Flag

    My third time buying Soda under $30 over the years. And each time I was rewarded. First after the iPo, then after it first tanked from $80 and now again after it tanked from $80. A year can do a lot to a stock.

  • drjohnlong by drjohnlong Jul 16, 2014 11:49 AM Flag

    Earnings will clean up a lot of uncertainty.

  • Reply to

    Stock Price Falling: TIMBER!

    by lsd1066 Jul 14, 2014 11:32 AM
    drjohnlong drjohnlong Jul 15, 2014 6:38 PM Flag

    Gentlemanjim, I concur. From nation to nation....the nihilists contribute nothing but death and despair. There is no light on a hill, no shining city offering them hope. I pray the Arab people will rise up and demand freedom, civility and peace. I pray they will join the children and cousins of Abraham in seeking a better life. Peace to all of God's children.

  • I bought a Play machine to replace our Jet for the snap and lock mechanism and cleaner design language several months ago. There was something wrong with our Play. The mechanism had to be pressed very hard to carbonate. I called Sodastream a few weeks ago. After describing the problem they had a replacement unit out to me in a few days. The new unit is amazing. I can operate the mechanism with one finger. Amazing machine. When I was on the phone with the Soda rep there was a lot going on in the background and their call center was very busy. Grateful for awesome support and no questions asked shipment of a new machine.

  • drjohnlong drjohnlong Jul 14, 2014 3:20 PM Flag

    Volume up today. Earnings in 3-4 weeks. War doesn't last forever.

  • drjohnlong drjohnlong Jul 14, 2014 10:53 AM Flag

    Oh please. You, your, you're. More comments from the cheap seats.

  • Reply to

    One year chart tells a sad story

    by slobber_face Jul 11, 2014 11:12 AM
    drjohnlong drjohnlong Jul 11, 2014 11:39 AM Flag

    Slobber face, I saw your posts over on the SZYM board. It is fun to antagonize a bit isn't it? I appreciate your sense of humor. We will see if Soda continues its decline. I wish I had sold higher. But, I'm stubborn and will keep adding here. I've been a Sodastream investor for years and have been lucky to buy at lows and take some profits though I am not a trader.

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