Frankly I welcome dissenting perspectives as long as they are engaging and thought provoking. Just curious if you were considering SODA through a particular lens. Thanks and good luck with the PEP position.
every 3 weeks? I will admit I do not use my machine as fervently as some (I have no wife and kids) but do people truly go through their co2 in 3 weeks?
I don't see GMCR buying it. They have said way to many things publicly about their own iteration to go back and buy SODA in my opinion. KO or PEP sure.
I think if Coke really wanted to get into the home beverage carbonation business they would buy Sodastream as it is almost one tenth of the size and a pureplay. In addition I have serious doubts that Coke wants to get involved with coffee. Their last foray did not go well (see Coca-Cola BlāK).
From opening post:
"Kent said single-serve dispensers are an "opportunity" not a threat to Coca-Cola's business."
This is from an analyst though so I have no direct quotes. However, I think either way the task is far from a layup for GMCR.
No he is making the point that creating such a product might not be cost effective. Yes they have a lot of capital but is that money best spent in that capacity. His point is essentially a corporate finance issue of NPV or IRR. Is this the best project to invest in for GMCR?
Haha so talking about these obstacles in the past tense means they have successfully addressed all of them eh? What a clown this guy is. I'll "come to grips" when GMCR brings this thing to market instead of waxing poetic about a system they have yet to develop nor have any experience in developing.
And this wouldn't apply to your aforementioned GMCR co2 pellets? Same idea just different packaging and sizing.
Also a SODA tank lasts a while and there are so many places to switch co2 tanks that consumers don't have to make an extra trip to switch it. It can coincide with normal shopping trips.
How does listing the obstacles GMCR needs to clear indicate Sodastream is done? Even if GMCR has a prototype (which they don't) that doesn't ensure its success.
I'm sure they can. I think the crux of the argument is how is that a compelling offering? A huge part of the value in a Sodamaker is that it is less wasteful. Utilizing numerous smaller co2 cartridges and subsequently throwing them out seems wasteful and inefficient.
"GMtn's stream will be better than the competitors."
Fast Money just mentioned it. Gist was "there is a unsubstantiated rumor that KO and GMCR are in advanced stages of a partnership arrangement".