as some retail sectors will show a drop in profit margins over the end of the winter quarter. This will be a view into just what names are the Best of Breed, and thus who to put investment dollars with. The time frame of mid March to Mid May have usually seen close examination of holdings in consumer equities and the weeks ahead will be no different.
a good opportunity to buy more M stock. M is one retailer that has an excellent ear to the tastes of it's customers. However, no matter how sophisticated the computer analysis is, it is just about impossible to measure the mood of the public at a specific point in time. IMHO when the warmth of Spring hits the northeast in 4 weeks and the Midwest later, the desire for some new Spring threads will beacon shoppers back into the aisles. Meanwhile the ice lingers on the streets and on the wallets.
and looking at the outlook for the growth of Soda Stream. How many low income households will buy and then regularly use and buy refill flavorings & CO2 cartridges? How many high income / highly educated households will WANT to buy the machine and regularly use the flavorings and cartridges. Given the awareness toward healthy, low calorie, low sugar just what effect does that have on the appeal of soda stream compared to "flat water". In. both bottles and in packaged mixes, flavorings and brewing cups?
...between the Rich and the poor. I see it as a divide between the educated and the uneducated. The educated make far higher incomes and have regular and high levels of exposure to media from I phones, cel phones, note pads, and regular reading of media sites at their workplace. Low income workers do not use their electronic devices for information . They can't afford and do not have low interest in gathering knowledge. Work situations of most low income workers does not offer them Internet viewing or time. Surely those who occupy seats at coffee shops on their I phones accross the USA are not occupied by low income consumers. Beverages I their hands are not the cheapest on menu board. The beverage offerings at a Starbucks or a Pannera Bread are far different then a 7-11 or a Sheetz. But, again, there is the question, Just where will the growth in the beverage sector be..with lower educated or higher educated consumer?
Wal mart is the # 1. food retailer in the US. And for sure Sunny delight sells very well there. But not every zip code is the US is focused on low prices, low quality. There is a reason that Whole Foods and Trader Joe's have so successfully expanded. Wegman's has become a major food retailer in the northeast. The higher education and thus higher income zip codes are seeking out healthy food choices. The school districts is those areas have been restricting high sugar beverages in vending machines in schools and sales of those categories have been dealing rapidly. Meanwhile as food and beverage prices increase low income shoppers continue to buy high sugar ( corn fructose) beverages. So, it's a market decision. Where is the beverage growth, better health...or appealing taste at a low price. There is evidence that both segments can still exist and make large profits for their segment. My question is : " Which offers the most growth potential?"
and for the most part among households without a higher level of education. Therefore no interest in beverages that are healthy, low sugar, low calories. Thay buy because their kids like it and because it is far lower in price than orange juice. Lower income households have very little interest in eating healthy. Their concern I just getting food on the table. Perceived Saving $ on food is their prime concern.
It was not very long after Yahoo set up this site for this financial thread/blog site that spammers set to the task of flooding the topics list with spam more often than not of cheer leading to pump up stock for which they were paid to post. The methods are far more sophisticated now with the paid to write web service of "Seeking Alpha" writing what appears to be an investing news service, but in reality is focused to boost interest and encourage investment in a specific stock and to post on listings in that stocks sector. The funding and backing is from Benchmark Capital. It sure does look like a real and valid site. Great effort is made by it's webmaster to do just that. But the real validation is the end of the day stock ticker. Market trading has a far wider Spector of information gathering in place for decades before the Internet. But this is the 21st century and new forms of MIS information have come into play. Muliple sources have historically been the method of investors to gather information, and it remains. Spam has evolved into a much more sophisticated outlet
but looking baclk over news stories pertaining to soda and it's stock price climb into the summer' the price gains were based on the growing rumors that Pepsi would be buying Soda. Those rumors have been active for over 9 months now. Wall Street is now closely watching which stocks are adding to profits. As with any consumer product that fits into the " Razor and Blade " marketing model, it depends on Soda dramatically finding a way to increase sales of it's flavorings and Co2 cartridges with a such a loyal consumer following that products can be increased in price. The street is mores focused than ever on increasing profit margin. So that is the news to look for. A Pepsi buyout is less a part of the potential story than a year ago and until that is offset by Soda increasing it's profits ON IT's OWN, then the stock will languish.
and yet, the street seems to not share that opinion?
a hums the tune of : to dream the impossible dream
so a reputable recommendation for investing ?
and even today the foolish posts continue of "hope", wish speculation and downright laughable statements of " we're heading toward $". Note that there are only some 20 or so posters on here who may own or not own soda, but what affects the outcome of the real owners of soda is the perception and action of the marketplace. And over the last few weeks, yesterday, and again today...it's just plain MEH. Soda is a minor player in the US beverage industry. Most posters on here have no full understanding of the beverage/food industry in the US and they want to bet on a company that has limited and dubious success in the US market and what success soda has had is OVERSEAS! The MEH will continue and the comments will continue while the wishes move toward the next quarterly report and more .....MEH
a poster commented. TRUE..but the MAIN reason tha retailers give the SODA lineup minimum space is because the $ sales results are so LOW per square ft. Checking with retailer managers, shelf stockers, and clerks. They see FUZE, Welsh's, and Tropicana products with the most frequently incoming shipments and restocking on shelves by FAR. Soda shipments are " vey few a month..with sometimes just moving the bottles forward a space or two, not case after case, and never on a end cap stacked by the 100's ". so, again..just MEH
A big shrug. To the US beverage industry. soda is a minor player. Look at shelf and aisle space compared to the water, juice, soda, and beverage product placement in supermarkets, convenience stores, and big box retailers such as WalMart, Target, Sam's Club and Costco soda has LESS than 1 percent of the aisle space. With my eyes as a consumer and walking the aisles, soda has been pushed to the very back of the category aisle. So fellow posters fight amongst yourselves, soda is going to be a MEH stock flor a long time time to come. A spike up. 20 to 40 percent ...sure! but over all for the next few years ....MEH
Such as Macy's missed targets, and Home Depot weakness and with comments about home sales and consumer confidence. Macy's intact did quite well last quarter with tight budget controls over staffing and inventory control they raised profit margins. This I spite of the fact that 1/3 of the Macy store base lost numerous days of store traffic from weather events. Home Depot is optimistic over the volume in sees in home improvement categories. The current economy is reflecting the change in the workforce between the Educated and the uneducated. The counties In the USA that have fostered a strong connection to the new technologies in communication, production and health services are doing quite well. ie The Dakotas, Austin, Atlanta, Nashville, Charlotte, metro Washington DC, and northern NJ. The demand for unskilled jobs is Declining because of the new technologies eve to the point the military is cutting back on ground personnel because new technology allows the overall mission to be done with far fewer. As investors, you should welcome this as to se how this lowers operating costs for corporations.
I did not see the article. This could be a huge boom for soda. Did the article mention how much the soda machine would be a plus to have in a typical home? How easy it is to use? How much of a savings to a family's beverage expenditures there would be? We're there references to what are the best uses, and include sources are available for product use? ....or specific recipes and or suggestions of products? If so, WOW, what and endorsement!
Roads in Charlotte, Raleigh, Winston-Salem clogged as of 2pm EST that thousands will BE STRANDED for upwards of. 5, 8' or up to 15 hours. Lessons from 2 weeks ago in Atlanta not learned. Hundreds of thousands of homes and offices will loose power for 3 to 7 days ahead. Retail economy of the east coast to loose millions of dollars in lost revenue and huge merchandise overages markdown losses in valentine merchandise such as candies, baked goods, and cut flowers. Comp sales for the 13th and 14th to drop 25 to 80 percent.