Seth said it accurately when he and Tilson and Chanos all took positions. None of them really understand the company or the product. If you don't understand you make mistakes, obviously he made a mistake. It does make sense if you think about it.
Thanks for the heads up, looking forward to hearing about the new products. Must be why the stock has been rallying lately to some degree.
Well said and with a lot more insight than the floundering investors. I don't understand why anybody would believe that with Target having all the problems it has had that this is not a Target problem. Last month they had a buy one get one free K-cup sale and 10 gift card with purchase of a Keurig machine. I bought one because my old one is on the fritz! Great deal and it was already discounted by $10 before the gift card. I did by the V8 at Target, glad they added that flavor. Target has had major issues getting people bak in its stores since that massive data breach last year. They already lowered their full year guidance and that was after missing guidance int he first quarter. What a disaster for them.
Very nice piece of soda making machinery, but I'm not springing for it at $199.99 and the majority of people won't either. It still does a good job of catering to the higher end though and locks up a major partner in the SodaStrema camp.
Got it last week, so I already knew. But it is very informative for those who wondered about the inventories.
Thanks for the quarterly recap and that inventory breakdown was truly good work! Stock moving up nicely as people get the newsletter. I'm selling into this rally some shares.
Such stupidity here. First of all, machines did sell better with the promotion and so did the syrups. Second of all, you don't get a home location in walmart stores if the consumer has "voted it down". That just doesn't make sense to say. Third, the only items on clearance are the flavors they don't intend to keep year round which is nothing new. Strawberry, flavored energy and some of the Crystal lights are never year round and go on clearance all the time to make room for other flavors. Fourthly, with every single new user they are growing so not to understand that logic shows ignorance. Fifthly, you don't have an end cap to follow up the 20ft display if you aren't adding new products, so that is what I'm waiting to see. I bet they will bring in soda caps V8 and "Free", maybe they will launch Welchs or Skinny Girl, who knows.
Drjohn is right, Sodastreams are giftable mostly in the U.S. and my stores showed strong sales for "Parents Days" just past and 4th of July. But I saw a very steady improvement in syrups going out the door like I've never seen before and that is directly attributable to the 20ft display and larger selection. They are keeping the cooking light flavors which I really like and the value size colas which are great deals. My store still has the 20ft section up, checked last night. Every new user is growth, its very simple math.
Your right it was completely out of context given the conversation. What a joke! Because the Motley Fool author wasn't at all talking about the counter top version, not at all! Oh wait, he was. I will remember to be specific and dumb it down in the future.
Exactly what I have already done. Its the model size the size of the Freestyle, not the countertop, those don't seem to work well in high traffic high volume locations. The one in Orlando KFC is the size of the Freestyle or regular vending machine. You're welcome. So I'll say it again, those smaller units are not for Burger King, Wendy's, KFC, Taco Bell and more. It would already recognize how many times a small machine would require daily or weekly maintenance at a high volume fast food chain, makes no sense.
Their are several models of the Spire, are they the same as the one referred to by Motley Fool author?
All Spire is really is a CSD machine modeled on commercial espresso machine platforms with syrup tubing and added CO2. Can't do this at home in a commercial way. The Spire is for smaller restaurant and commercial locations, not for Burger King chains or Wendy's chains. Just like theres a market for the large freestyle machine and fountain machines and soda makers there is a market for Spire.
Motley Fool author believes Spire can be made for the home, but apparently PEP is so stupid they just decided to invest in a different machine, Bevyz, for the home. Oops, just the facts!
bobva1 with spends all his alias time here on SODA and decided not to post on the GMCR board as a shareholder. Interesting??
Saw it, did the same but at $36.60 Max. Saw the tweet today to cover it and I did. I also sold my TWTR today after buying in at $32ish for almost 7% in 2 days. Bought on the dip at $35.30, Seth tweeted his buy at $35.25. I sold my shares back at $35.95. Consecutive streak on trading SODA is up to 24 by the way Max. Still have some shares to sell though from a buy earlier at $36.55. I'll hold those comfortably if I have to though.
I'm not short, I'm quite long and have always been a long. I wouldn't matter if that analyst with a $45 PT valued the company at present levels or determined it was oversold. There's nothing he or she can do about it. They are obviously still going to have to wait for the stock to fundamentally improve. Analysts cover fundamentals and all reports are written from a fundamental point of view, not a technical point of view. Even when they look at valuation they outline it in fundamental terms, not technical terms. I think it is oversold, but I'm not the market, the market is the market and the analysts don't control the market they simply offer recommendations based on the fundamentals. No analyst is going to come out and raise anything until they see Q2 or better results in the sales. Most of the analysts have already weighed in and changed their estimates or rating already after Q1 so you won't hear much from them until Q2. That's the way it is in SODA most the time.
The analysts covering SODA aren't going to say it is oversold just because of a chart. If they were going to do this they would do it based upon fundamental performance. For them they would want to see consecutive quarterly improvement before ratcheting up their recommendations.
Nope, Seth just gives people the facts of the company. He didn't say anything was fine at all. That's just the Aqua spin as usual, blaming others for your failures.