Doc, just look at what we know. They have to do 30% revenue growth in both 3rd and 4th quarters. How is this possible. It basically means each major market has to increase sales by $5million YOY. Where does that come from?
Fidelity is no longer holding 1% position, so they don't have to audit quarterly That was part of the agreement they made in the past. Fidelity isn't stupid, they wanted all results audited and soda stream complied. Now that Fidelity is out I would think they will be fully unaudited. But Fidelity being out of SODA is a huge signal IMO!!
They are reporting with fewer days in-between the last report. So I think this is not a good sign. They probably want to get a few things out of the way. Positive things will be the quarter was in-line or slightly better than expected and probably Mexico and the bad things are they will lower guidance in some forms. I do think that limiting some retailers is a good thing too.
I'm assuming you think it will be higher and I'm not sure why you think that way. The company will have to lower guidance. I know they are expanding into different areas and regions, but it is nowhere near enough to meet the revenues. They will probably lower to 10% IMO! Even Seth, a bull, believes they can't meet guidance for the top line. And it seems that the 2nd quarter numbers will be good, but it won't really matter when they change guidance. I see the stock heading into the mid-20s not the mid-30s unfortunately.
Yea, you know you have a good product when you are courted by a company that doesn't usually carry your types of products.
I don't want to hear or see such stupidity here and all you did with this post is add to it. I'm sorry, seriously but think before you post and ask yourself if it worthy to post. Calling on a member of management to post on Yahoo is not worthy or thoughtful dude! So I apologize but I would expect more thoughtfulness from people. How many stupid and blatantly wrong posts have already been posted today.
Wow, didn't see that coming. Thanks a lot rlolsen you idiot!! Way to make yourself look like an azzbag and make the board more useless than it already is!
A smarter man would know that I was talking about answering anything posted on this message board which is what you asked him to do. So show us where he has posted here from time to time???? Not trying to pick a fight, but that is utterly ridiculous dude.
You guys are begging for someone to make up an ID and answer this nonsense. Rlolsen, seriously dude?? No offense man but that has never happened and never will.
bj12blue, incorrect. They are in at least 6 Whole Foods that I know of. In Uk last year I stopped in their Whole foods and was shocked to see the full SODA display. That is why Seth gave the more broad definition of why they aren't in them in a big way. but they are in Whole Foods with the natural line and colas in Uk and couple stores in US and Canada.
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!