Stocks trading on the NASDAQ and NYSE grow primarily on growth of profits in THE USA. The international expansion has very little to do with it. NO growth in the USA = no growth in share value.
How many retail stores have you visited and observed soda's shelf placement and ratio of product exposure? Yet, you have put your money into something based on rumors and paid bloggers without spending the time to observe thoroughly. NO observations and research in person= a risk for loss.
You went from "soda will blast off" on June 18th...to a "fall to zero" here on July 8th! Your credibility was In question then and what certainly is a bit overstated now. Is SODA headed for trouble? IMHO, yes. But it has some liquidation value...but ZERO ? IMHO No.
Costco merchandises COKE sweetened with"real sugar" imported from Mexico in glass bottles. It is a big seller, certainly not stacked 6ft high, but never the less sells very well. They always see to be restocking the stack
The displays in Walmart were real in existance but far exaggerated as to the extent of of percent of actual soda products. In many locations the 20' aisle was comprised of Walmart plastic cups, picnic plates, table cloths. and other picnic supplies. Postings of sales results from sources other than Walmart and Soda itself were made to appear highly successful while skeptics noted that the supply chain was not seeing the demand.
Psedo experts with impressive mast head websites appeared as pop ups to give the impression of inside or authoritative information on soda. The proof of success is less than 3 weeks ago with the qtr report. There will be the valid disclaimer that the figure will not include the 4th of July week that will be part of the 3rd quarter.
You are right for once. Now is NOT a good time to bail. As other retailers struggle to correct inventory inbalances and shifting customer tastes, Macy's regional breakdown off stores by classification demands and finding BASIC MERCHANDISE that has a far longer selling season life has resulted in fewer markdowns and higher margins. The trends of fashion are set by it's Bloomingdales flagship and key regional locations and quickly communicated to Macy's for tweeting knockoffs and styling modifications to fit into the regional classification variances of customer taste. The autumn season which then leads into Holiday where Macy's excels in ,getting turnover per foot.
Necspresso has been a huge failure. Try to find in a most grocers. Starbucks markets K cups with GMCR, which are highly successful at Costco. The Starbucks customer is far less sensitive to price increases. Morning coffee is a regular ( addiction? ) that has existed for decades. Starbucks has just perfected it. No doubt,that SBUX has reached a real challenge to continued growth. And so the expansion of pastries and lunch oriented takeaway. Those other beverage segment players have LOTS of categories to market. SODA has ONE...home carbonation. Just WHAT % of the overall BEVERAGE consumer segment does SODA occupy???? That is the question,that SODA holders IMHO fail to understand and thus put too much hope into this ONE segment..where the beverage industry...has DOZENS!
It just a continuation of portfolios readjusting their opinion of SODA that began during July of 2011. Look up "historical price" on the information lines of this yahoo stock board. Also, go back over many months of observers posting comments of weak merchandising of soda. This is a result of very poor product relaunches in the last few years. Do remember that soda was started In approx 1909 and has never been a roaring success.
This in fact that many love the product, but a major hit in the beverage market? N O
I agree on you point. But lulu has just about covered the zip codes that can support a high SPF . The rest is all on line now. Just have a presence in the top retail venues. The store planners look at consumer demographics. The locations where Nordstrom, Whole Foods, Crate & Barrel, Trader Joes, Pottery Barn, and Macy's ( flagships over 200,000) , have just about built out. What is left is lower spending power,lower traffic, and less aspirational potential customers. Over locate and the average SPF will fall dramatically.
I agree. The location of the plant has little to do with the potential for a gain in share value for soda. As a US investor I seek perspective of the success of product expansion in the US. At the moment there seems to be very little if any strong indications of profit growth driven by the American consumer. From comments from other posters, I sought out over the past few weeks to compare which beverage companies have the huge stacks of products on the aisles of area retailers. So, I have expanded my portfolio which so may of us who follow: beverages. And thus added KO, PEP, SBUX, and GMCR. I have counted those stacked up by the 100,s and have weighted my portfolio by my "observation percentage". SODA now has 2% The coming weeks with the upcoming report I may just increase that!
GMCR has dozens of products and far over 20 ft in the average major supermarkets on a REGULAR basis and sometimes over 80 yes eighty feet stacked 6 feet high at a Costco. When soda does that on a REGULAR basis then the stock will roar. Meanwhile look at the product footage of K cups and of packaged coffee beans/ground under the various brands including house brands packed by GMCR There is no way for Soda to attain that level of business. dream on!
A real tender offer for a company that is growing in sales and profits IS ONE THING. The RUMOR of a tender offer for a company with low sales and profit growth is ANOTHER.
Just as walk in traffic into lulu has declined, so has interest. The era of shopping in person have turned to ahopping less and shopping smartly. Since the target audience seeks function first and style/product labeling down the list' brands such as LULU are on the DECLINE. See what see is wearing? The unsaid answer: WHO CARES!
The yoga customer certainly is aware of LULU, but so are Apparel retailers who are now merchandising the segment . Recently Macy's has set up shops in it's top markets. Look for GAP, and Banana Republic to do the same as the expand within these established nameplates and their own version. Nordstrom has added more of this category to the active wear section. LULU is a look that is very hot on the Twitter, and Facebook conversations but in a GENERIC context. The users seek the look, but NOT the pricing. Even Nordstrom is. very careful to keep the price points somewhat competitive.
even old timers on these boards can see how juvenile your post is. I was like, OMG, like...oh...it was so ...so..unreal!