Sorry, none of them serve the home carbonation category only SODA does. They can continue to lose market share in the pre packaged carbonated category all they want though and as there sales show.
No logic to his statement at all. Impossible to be losing market share while growing the consumables and increasing shelf space with no competition. There's just no logic being used there coldinny, just stupidity.
They don't have to file one darn thing. You guys don't get that he isn't talking about PEP or DPS or those guys, but that is what's in your heads. The media has people warped into thinking these are the only possible partners when they aren't.
SODA doesn't trade up on good NPD because the comps are very high. Not hard to understand that or even to extrapolate that. Investors who are short are willing to wait for the comps to be unachievable which they have been for machine sales. The consumer really sucks and every small appliance company is feeling it. Cuisniart, GMCR, I-robot, Kitchenaid, Breville, Nespresso you name it. I was at bed Bath and Beyond yesterday and right at the front door was a huge display of the Nutribullet with price slashed. Theres nothing you can do about that. I saw the Walmart CEO talking on CNBC yesterday about how bad the consumer is right now. Then the Container Store CEO said the same thing. Bed Bath and Beyond earnings got hammered, Target missed and lowered last quarter, Wal-Mart missed last quarter. They will all probably miss again.
But also, even those machine NPD was negative, every week since the 20ft displays have been put into place they have been less negative week after week and even positive one week. They started in early May down 34% and finished down only 14% in the quarter. So the display definitely worked at Walmart. But I also saw the numbers from Bed Bath, Staples and Best Buy which are not part of NPD either. NPD is #$%$, but people with more money than you use it and they have bigger positions and they only care about what they see in NPD. That's why the stock does what it does. SODA will have a good Q2, but the stock price will still fall because of guidance being what it is.
Only machine sales were down, CO2 was up and I think flavors were flat to up based on the quarter. But NPD is only about 1/4 of total retail outlets that sell Sodastream products. in US. Also it don't include any bed bath and beyond sales. That's why the company says its not a good measure of total sales.
Since when does soda stream ever respond to shareholders interest. I've met Daniel before. Trust me, Daniel doesn't give a rats behind about shareholder interest and neither does the board. These Israeli business men are very different than Americans so you're wrong there. The option to run scared, you really think Daniel is joing to option that you are crazy!
By the way, where does it say they will manufacture the machines there. I only see that they will manufacture the pods there??
100%. People need to get their americanized thoughts surrounding the company out of their you know what. Even in the U.S. they are growing the user base. If they sell one unit in the U.S. this week and that user buys another SODA product they are growing the user base. The facts are the company beat expectations, they guided to improving quarters also. They have a number of new deals coming and the in store demos are working.
You can't educate the uneducated DrJohn. Waste of time.
I would agree with that if we were in 2012 looking forward to where we are today bcartertrade, but that isn't the case. SodaStream did the right thing to offset the margin pressure by exacting this agreement with Rimoni.
Major stock price fluctuations breed discontent. From one John to another, I believe Atty is still here and probably having a good laugh at Martins expense. IMHO!