BBBY has several strong orders in for platinum brewer and Lipton K-cups. Will be doing demos beginning October through month end on Rivo at participating locations. Good luck all!
Yanks, I see that I made an observation, but I don't see any ridicule in my post. Maybe having a more historical background of this particular, motivated poster would serve to better define what is a legitimate negative comment and what is a motivated negative comment would serve your particular comment more justly. I understand you said some posters take things personally, but seeing the vitriol which is sometimes aimed in my direction and which is only responded to with little more than a shrug and effortless retort seems to invalidate this suggestive commentary as well. I think we see things differently, but respect your perspective and will keep it in mind. Enjoy the weekend!
Truly sad to be up 100% yoy and be afforded the opportunity to purchase share at relatively inexpensive valuations. See how broadening one's perspective opens the door for opportunity my friend? PPS will follow EPS over time, one only needs to follow the fundamental execution of the company to understand this. Share price has tripled since its IPO and doubled YOY. If you are looking for a share price trend there is your trend which seems to negate or invalidate your money flow notion. Again, maybe a suggestion about broadening ones perspective, hm? No response is necessary although I have the feeling your "disciplines "won't suffice and as such... be well my friend and good luck as there is no crying in SODA!
Yes, tomorrow a version will go out via newsletter. Have a good and take a visit to some of the retailers coldinny mentioned over the weekend. You will notice some changes to SodaStream products. Be well guys.
I heard Coca-Cola, with its one trick horsey was getting into the Pez dispensor business, big money in Pez dispensors Jerry, oh there's big money in Pez. There's just no crying in SODA!
Won't be until after we return from trip to Israel/sodastream in late October. Likely to be more extensive report than the previous.
With whose money, not mine, not preferable imo. Stock split! Dividend means little and fails to be a long term catalyst, doesn't do anything to the float imo. Also understand that the connotation of the float being a problem is for those who chase and wind up in the stock in the $70s and have to tolerate the stock muddling around throughout the year until the usual Q4 rally to where the forward looking multiple is more greatly appreciated and/or targeted by investors. Someone called these individuals Johnny come lately s. Not a bad description imo and no offense to anyone concerned. Long term though, with consideration of strong fundamentals and strong business execution, small float is your friend as when the stock gets going, it gets going in a hurry and with little to slow it down until it achieves the forward looking fair valuation. Then, you do as you wish. Sell and wait to buy back, hold and buy more on dips, or cash out and say job well done.
You mean and bid against themselves and have the stock go up in price on their cost basis (look at the volume)? That's not advantageous to them. I think this is one of the fundamental aspects of a small float you are not recognizing as problematic for big investors. Those guys know what they are doing, they know how and when to buy imo. I would argue that the time is upon us, but what can you do. Price is holding the multiple it should if yo go by last year's multiple. So if all holds according to last years chronology of share price appreciation, November through January should be promissing.
They will not likely carry them until October or November for 4th quarter. Warehouse clubs work on pallet space contracts that are quarter to quarter 6 month periods, varies by region as well.
SodaStream sold 950,000+ soda makers in Q2 2013, without a bulk order from Sam's Club and only 150+ Costco doors. Now forecast what you think they will do for Q3 2013 with those two retailers likely maximizing order for holiday inventory build, another 3,000+ doors that are understood to have been added thus far during the year and add to that what you believe they added during Q3 2013. Just something to consider.
Should be on shelves now, I have the orders that indicate they have syrups, CO2 etc. A pic would be appreciated. Send in e-mail if possible.
actually it does if you think about it that particular segment of the economic demographic and the product offerings they choose to consume.
Very true Paula, very true. They do have a version of the cold water platform to be displayed in March for retail buyers and hope to have other cold beverage platforms developed following.
Thank you Mark, no it wasn't. The problem is that when our firm cites and identifies facts regarding channel stuffing, the market takes it seriously, investors take it seriously. I'm glad you found it informative. I don't think GMCR is a bad company, but we have an obligation to report the facts be them positive or negative. Maybe tomorrow this will be behind us.