R) – If anyone would brew his morning joe using K-Cups, you'd think it would be the inventor of the K-Cup himself. But John Sylvan, whose single-serve pods revolutionized the coffee landscape, sticks with making coffee the old-fashioned way. "I don't have [pods]. They're kind of expensive to use," John Sylvan tells James Hamblin, writing for the Atlantic. "Plus it's not like drip coffee is tough to make." But besides being steeper in cost, the plastic-and-foil pods that made up most of Keurig Green Mountain's $4.7 billion in revenue last year have been called out for being environmentally unfriendly. According to a 2014 article in Mother Jones, Green Mountain made 8.3 billion of the non-biodegradeable, mostly non-recyclable K-Cups in 2013—"enough to wrap around the equator 10.5 times." "I feel bad sometimes that I ever did it," Sylvan admits to Hamblin about his invention.
We all love you Burgh.
The whole chicken game has changed because Tyson and PPC don't seem to have any interest in increasing production. They would rather buy chicken on the open market and add value through their packaging and branding. The major producers want SAFM to increase production and take on the risks of capacity expansion. This is a win win for the entire industry.
Despite missteps and corporate clumsiness Sodastream has become the world's number one maker of sparkling water. Decades of building the brand and multiple millions of its user base. Where is the value now?
The only thing you can do is play momentum and take profits when possible. Hold a core and trade. What Atty has been doing since the IPO. Smart man.
I took the loss on a majority but still have a position. Im really disappointed that Soda has done so poorly. I lay the blame entirely on management. There is no way this segment works without advertising. Birnbaum abandoned marketing. They sank all their $ into a factory when they could have outsourced production and pumped cash into getting the message out to consumers.
But this game isn't over yet. Pepsi is still a potential partner who can help market and position the segment.
I sank most of my $ into Apple over the past few years. It's time to start trimming as I've been through enough ups and downs to know that you have to take profits at some point. Good luck Atty.
I don't think Pepsi cares about investor's concerns regarding Sodastream. I would say Pepsi is more concerned with how they manage the competitive threat of Coke and GMCR. "There is not huge consumer demand for a home sparkling water maker".........yet. Sodastream's biggest flaw in the U.S. is poor, absent marketing. Home carbonation hasn't been marketed. The demand needs to be created. Having more competition in the segment will draw much needed attention to Soda.
Sodastream is a dog with fleas. But you can clean up a dog.
“The challenges are, first, making sure the technology delivers, then scaling that technology, and third, commercializing it,” Chief Executive Brian Kelley said in an interview."
So, they are very pleased but still aren't sure the technology delivers. And they need to spend $250,000,000 on a company that uses a CO2 canister?
GMCR has been working on the technology for 5 years and it still hasn't been perfected, hasnt been scaled, and hasn't been seen in public. Me thinks there is a problem. Coke and DPS have seen only prototypes. To date the only functioning home carbonation system with any level of success is Sodastream. Where is the competitor?