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SodaStream International Ltd. (SODA) Message Board

goldenseth 254 posts  |  Last Activity: 11 hours ago Member since: Oct 31, 2013
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  • Reply to

    bj12== liar troll

    by coldinny 13 hours ago
    goldenseth goldenseth 11 hours ago Flag

    Forgive me for saying, but Wal-Mart's inventory for machines and syrups is, in gross dollars, $57,000 lower than last year at this time. Remember, the floor set at Wal-Mart is designated for 12 weeks, which has not concluded yet. So whether it be chronology, shelf realignment at present coupled with normal and stated sku rationalization, Wal-Mart is factually under inventoried. The only way to logically find an inventory surplus would be on a store to store basis and not company wide which is what I believe bj is trying to represent. My personal store location reduced the 20 foot section down to 8 couple of weeks ago. That eight foot section is now down to 4 feet outside of the home location within the department. Bottles are the main item still in the section along with the Play which will remain until the "Innovations" end cap is set, as planned and stated previously. Normal course of business some stores do better than others, some regions do better than others and so on. Good luck and be well!

  • goldenseth goldenseth 14 hours ago Flag

    already in Western Europe, Germany.

  • goldenseth goldenseth 16 hours ago Flag

    In that case, it's quite evident you would not understand the answer if I were to give it to you bonanza. So maybe you are right, to you, it is worthless.

  • goldenseth goldenseth 18 hours ago Flag

    I understand the motivation to desire an answer, but not the understanding that I would actually divulge one.

  • Reply to

    You have to do the math

    by goldenseth 18 hours ago
    goldenseth goldenseth 18 hours ago Flag

    Sorry, the information is readily available through multiple sources including retail inventory data, sales data P.O and bill of lading information. "Or by specific, such as in Sodas distribution centers, wholesaler's warehouses, specific retailers distribution centers such as Walmart, Costco, Kohl's,Bed Bath and Beyond? Is the amount of "products in transport" included?" Not a viable question, doesn't fit with your "Having been in merchandising" notion either.

    Trip, do not disclose, do not disclose.

  • Reply to

    You have to do the math

    by goldenseth 18 hours ago
    goldenseth goldenseth 18 hours ago Flag

    Anything for you bonanza, anything for you!

  • I would recommend everyone performs the math on machine inventory in the U.S. to extrapolate where the inventory stands. It's a huge eyeopener!!

  • Reply to

    HEalth push

    by rlolsen_1999 20 hours ago
    goldenseth goldenseth 19 hours ago Flag

    Nothing finally about this effort which is why I wouldn't expect much from it. Have always focused on H&W, always just not in commercials to any great degree. Outlining in Quarterly Recap. Good day and good luck!

  • Reply to

    Barclays

    by goldenseth 21 hours ago
    goldenseth goldenseth 20 hours ago Flag

    Sure you do Aqua, sure you do!

  • Reply to

    A couple of "new" points from the CC...

    by danjkeller Jul 30, 2014 3:34 PM
    goldenseth goldenseth 21 hours ago Flag

    Nope, fine with how I articulate and form my sentences.

  • goldenseth by goldenseth 21 hours ago Flag

    Upgrades SODA to equal weight, maintains $35 PT.

  • Reply to

    Net Income

    by theburgh Jul 30, 2014 3:03 PM
    goldenseth goldenseth Jul 30, 2014 3:49 PM Flag

    New markets, new products that are not attached to the current system and require no attachment to current machine systems, new products in adjacent carbonation categories, greater self-reliance for capacity, amended supply/procurement agreements, completion of investment in Professional line and deployment in targeted markets with sales forecast to take root in Q4 14, increased usage habits in many markets, increased number of global partnerships and more. No, I'm not in the camp that believes there is a one-size fits all marketing message that will resonate in the U.S. unlike many other markets. One is not necessary either. US will become less of the total sales come next year as additional central and south American markets increase sales. The US will likely show a more normal run rate for soda makers next year and with competition coming new and existing eyes will be drawn into the category. A prudent forecast showing +/-5% comp increase for US market in 2015 with aforementioned variables will likely aid in net income turnaround. IMO!

  • Reply to

    A couple of "new" points from the CC...

    by danjkeller Jul 30, 2014 3:34 PM
    goldenseth goldenseth Jul 30, 2014 3:37 PM Flag

    They have always stated they would add capacity in the new facility in stages and as they move forward with construction. Section 1 came on-line, they added capacity, Section 2 came on-line they added more capacity and so on and so on. They will continue to monitor pricing and likely balance the pricing alongside demand creation activities.

  • Reply to

    Meeting MGMT Monday

    by goldenseth Jul 30, 2014 10:12 AM
    goldenseth goldenseth Jul 30, 2014 1:38 PM Flag

    wang: With respect to your offering I would be inclined to suggest most of which you've offered will not happen, should not happen and needs a more developed understanding of the category and how to develop sales within the category while simultaneously advancing distribution proportionately and profitably to better appreciate why the will not and should not will likely take form.

    Grocery stores will not sell a product with insufficient run rate, same is true of drug stores. You don't simply show up to a buyer presentation, say I have this to sell you and they accept. They want to see run rates first and foremost and SODA is on the cusp of the desired run rate achievement to enter such retail segments. Additionally, your assessment of Staples is highly inaccurate. Staples sells syrups better than Macy's, not to mention CO2. Be more accurate with sales channel recognition kindly. This is why SODA is eliminating machine and syrup sales at 150 Macy's locations. The fact is that Mall-based retailers are witnessing sales erosions as SODA develops the neighborhood retailers not attached to malls like Wal-Mart, Target etc. Sears USA has also been eliminated, 350 stores.

    SODA lowered syrup prices during Q2 and have since reverted back to historical pricing. You are welcome to forget about 50% gross margins if it should please you wang, but SodaStream I'm sure is aimed at pleasing greater population over the long haul. Good luck and be well.

  • Reply to

    Jim Duffy (Stifel)

    by goldenseth Jul 30, 2014 11:47 AM
    goldenseth goldenseth Jul 30, 2014 12:17 PM Flag

    No, I'm sure he's delivering the mail with Newman!

  • Reply to

    Seth ?

    by johnlastnameq Jul 30, 2014 12:11 PM
    goldenseth goldenseth Jul 30, 2014 12:15 PM Flag

    Worst behind the company? Sorry, but I'm not going to answer that question as I don't find myself predicting the future along those lines. Thank you for the kind words though and it was a very tough quarter for SODA, but like I said in the full report, "there were present an equal amount of headwinds and tailwinds taking place during the quarter". It does appear that the tailwinds we focused on supported lower costs as we expected to offset some of the currency issues and US market issues.

    So far as the other analysts, all I can really say is I'm sure they do their best and use the information they have at hand. It is what it is.

  • Reply to

    Jim Duffy (Stifel)

    by goldenseth Jul 30, 2014 11:47 AM
    goldenseth goldenseth Jul 30, 2014 12:07 PM Flag

    Incorrect as proven by his accomplishments with price targets. However, from the standpoint of recognizing the product and/or company as a fad I would have to agree with you agzand. Duffy was an outlier in the stock for the first 3 years with the lowest PT and estimates. He waited long enough and fortunately found success in his bearish thesis. But being wrong for three years I'm sure was no treat for him. The ebbs and flows of being an analyst come with risks and rewards. One thing an analyst always has in his favor though is time.

  • Reply to

    Jim Duffy (Stifel)

    by goldenseth Jul 30, 2014 11:47 AM
    goldenseth goldenseth Jul 30, 2014 12:03 PM Flag

    Yes, I agree estimates are more than achievable. I think they even have an ( you want us to lower estimates, fine we will lower estimates you bastages) aspect to them now. I don't think that's a smart way to handle analysts but I'm not in the business of caring either.

    I agree that a more successful marketing strategy in the US would be beneficial, I just don't agree with the assumption that one is available given a variety of factors. The assumption is there is one of course.

  • Reply to

    Jim Duffy (Stifel)

    by goldenseth Jul 30, 2014 11:47 AM
    goldenseth goldenseth Jul 30, 2014 11:57 AM Flag

    No, he was 100% negative since 2011. He truly believes the business is a fad. Not an exaggeration but exact verbiage.

  • Reply to

    Jim Duffy (Stifel)

    by goldenseth Jul 30, 2014 11:47 AM
    goldenseth goldenseth Jul 30, 2014 11:54 AM Flag

    Yes, I would have to disagree with his estimates. Would be nice to see greater achievement in US, but another arm of the Americas will serve to offset any weakness in US going forward, so it makes the US-centric focus that much less appealing as a bearish thesis to peg oneself to.

SODA
33.00+0.24(+0.73%)Jul 31 3:59 PMEDT

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