I need Birnbaum to do some Slippin' Jimmy scams and get a new revenue stream. Can he stage a dramatic rescue of a Pepsi worker off a co-branded SodaStream/Pepsi billboard?
LOL! Just the fact that they are going to build another 14,000 WMT locations just so they can yank SODA from them made me drop my coffee.
Although it's easy for me to play Monday morning quarterback after the call. I can't imagine it's easy. Just disappointed in that performance, that's all.
Agree with all that as well John. It was the 7 words he chose that turned him into someone that didn't want to play that game into someone who was simply clueless. I'm certain you're right, but he could have expanded his response a bit more, put the analyst in their place and say something to the effect of "you'll have to ask them, I can't speculate on competitor's retail positioning." And then possibly, a follow-up about how he welcomes the competition, we're ready to take them head on. You know what I mean? Something of strength instead of the Chevy Chase doing Gerald Ford impression.
Yeah, it was really bad. Agreed on all these points. His answer to questions about Keurig made me red faced angry. Grow a pair and give the investment community something of substance for once.
And I'm not pumping, don't lump me in. I'm just happy about this. :) And he did mention Pepsi's in go-forward. Does that count or do I owe you a buck without further color? :)
Get this new machine out, side by side with Keurig. Let KO/GMCR fund the marketing/advertising for the category, let the consumer make the choice. Love it.
Given your panic mode and rapid fire posting, clearly you're short and going to be losing quite a bit of coin, very, very soon. Keep yelling on a message board. That'll help!