Number 1, I do get much of my information from Seth and I've said many times I'm a purchaser of his reports. Number 2, I didn't insult anybody, I just pointed out the facts. If you don't like the facts that doesn't mean i insulted you. Number 3, these products are losers because the consumer says so. Who is bigger, Coke or ZEVIA? Who is bigger Pepsi or Sparkling Ice. Number 4, you can't force support on your distributors. If they don't want it then they don't want it and there is only so much space to go around. How many products do you think soda stream can get on a shelf and when do they start confusing people? It doesn't matter how much you want to support it as a company. I think the distributors know their clientele. Seth has already shown me the results for the Cooking Light and they suck big time. People who want soda most of the time want a full flavor and Cooking Light doesn't give you that. None of the "free" line does. Walmart took it off the selves remember. You don't get more support than what walmart gave them this year so those are just the facts. And if you don't like them...
You're wrong, all of these flavors are in Western European countries, Germany, Austria, Sweden, Finland, Norway etc. They all have them. Either way, you still overlook the main point of what I said. Where they do have the all-natural or organic flavors, these are the WORST selling flavors. People like their sugars, they like taste and the organic and all-natural just don't have that. It's like the CEO of ZEVIA said, "when people want a cola or a soft drink they want full flavor, nothing in the middle and the organic or all natural just doesn't cut it". There is a market for all natural or organic and it is a very small market. That's why companies like ZEVIA exist to server that small market.
So SodaStream has both all natural and organic flavors. They also have stevia flavors. Those three product segments are the worst selling flavors for them. Awesome thoughts. Increase the number of flavors which don't sell because for some reason you think your specific taste suits the masses. I think you need to rethink your view.
Not even close man. You really need a reality check. Not trying to be mean but you don't know how to establish sales from rankings.
Boy are you #$%$ in the wind buddy. There are no shoulders here for you to cry on Doofus. You're going to have a tough time finding anything anywhere that Seth said to buy SodaStream. Not his style. He just discuss SODA and what's going on with the company. Made me money, even in SODA because I shorted against my long position and made a ton on the short. All I have is a minimal paper loss on my long. I can stomach that. You have to admire Seth, he has you absolutely all in a frenzy. He's living pretty much rent free in every thought you have. And he hasn't said a single inflammatory remark the way you do. So you keep flapping away at the keyboard there sonny. We are all very sorry you thought the fair value of SODA was where you bought it back in the $30-$40 range. So you didn't know the fair value then, but now you do. You really have to give yourself a good half hour before you start typing to realize what, if any sense, you can make given your position.
Oh, just to let you in on another little secret. You got played so badly with that Brita comment. You don't even know how you got played and I'm not going to be the one to tell you how foolish you look to some of us who know now, and you're going to look when you see the company's annual filing. Seth is pretty methodical, so when he responded to you finally, you should have know he was setting you up. You're not the first and you won't be the last. LOL!! Oh, sorry for interrupting you windy #$%$!
Dumber and dumber and dumber... well it would be easy to run a sparkling beverage maker company because there are some many examples of well run sparkling beverage maker companies. That's why PE firms are beating down the door to scoop up SodaStream. It's so easy to run and sell these products isn't it? And from Israel to boot. Go ahead, name one PE firm that has bought a sparkling beverage maker company or even a beverage company from Israel. Come on dumby you can do it? And a company with no cash flow. PE firms love companies with no cash flow don't they. It's the first thing they go fishing for LOL. You seriously don't think before you type do ya? But that's why there's pressure on management from shareholders right, because shareholders can leverage the company's free cash flow to create a dividend? Where the hell do you come up with this stuff? Shareholders are pressuring management, with what, with what you doofus? My teenager has more common sense then you do.
He has a strangle hold on stupid and isn't letting go
Or it means that there is less interest. Yeah, I think I'll go with less interest rather than your wishful thinking.
As Seth said, "hypothesis". Maybe it will work for Soda and maybe it won't. I think that it will but it isn't relevant right now because Soda has the market all to itself and can't grow sales right now. Hoping some other company will be able to grow there sales for them because they put a product on the market?
I don't get your disagreement profiteer. They've reduced costs. They also reduced spending. They will do so next year also because they don't have to spend another $50million or so on the factory. But where it counts and where Tilson was saying they should cut spending is with A & P. They did that. They are still doing that and sales have gotten worse. Here is the root of your argument. You take a blue pen that writes in blue ink and you're trying to say its red ink. The proof is in the pudding, the ink is red man.
I don't think Seth is saying that they won't see any benefits from reducing spending or that they can't spend better. He very said he was talking about A & P and if SodaStream wants to sell its products it has to spend this budget more effectively than they have in the past. What Tilson is saying is that if they cut it altogether they can sell the same amount of units at a higher profit margin. The proof is in the pudding and the pudding is bad man. They haven't sold the same amount of units and sales have fallen. The pen is blue!
Amen Seth, very well-said. And Seth is bullish on Sodastream by the way.
You're actually saying this with a straight face. If they cut spending they won't gain enough users to offset attrition. They just built a million square foot facility, even the operational output can't be paid for by existing users. If the current user base is worth $1.35 a year and the current ratio of new customers versus existing customers stays true, the company will keep seeing falling earnings.
They are not big enough and the user base isn't big enough yet to stop advertising and hope to profit just from the refills. And, this posters has no verifiable way to suggest the user base is rising. Not a single resource validate his claim. That's why he doesn't respond.
I guess the part you miss, with your characteristically ignorant posts is that SodaStream sells a soda maker first. If it doesn't do that, it doesn't grow no matter how fast or slow the sparkling water market grows. Ohhhhhhh, duhhhh!
Great so they convinced you to buy SodaStream in the $30s and Starbucks to create a fizzio drink that never gets drunk. How dumb do you feel?
Nobody is buying this #$%$ from Starbucks you DOOFUS!!
"Unfortunately, bubbles couldn’t save the Fizzio™ Spiced Root Beer from being a mostly bland and underwhelming beverage experience. According to the Starbucks website, the Spiced Root Beer flavor presents “the nostalgic taste of classic root beer with a deliciously unexpected twist – cinnamon, nutmeg, clove and star anise add a flavorful kick to this soda.”
Besides the fact that Star Anise sounds like the latest discovery in the Andromeda Galaxy, the use of these interesting spices is your proof that it’s the hoity-toity version of a regular old root beer. In reality, instead of a flavorful kick, it tastes more like a feeble nudge with an outstretched toe. The Fizzio™ Spiced Root Beer tastes like a watered-down version of regular old root beer, but that could be because it’s not full of high fructose corn syrup.
It was certainly spicy, but the flavor was more reminiscent of cinnamon gum — Kind of a delicate spiciness with just a hint of sweetness to balance it. It was an okay drink, but nothing I’d run back to Starbucks to get. I suppose that this is part of the transformation process.