Soda has not done well in the USA and from it's own comments does not see much growth during Q2 in the USA. So investors observers of US retailers are not a real factor in the future of soda. So, if an investor here has insight and exposure to Europe, South Africa, Asia, Australia, and South America he would be able to see the long term benefits of buying/ holding. For investors in the American marketplace, there are lots of attractive choices elsewhere. Investing is risky enough without being able to fully observe how a product marketing effort is doing in person.
In a the story of Soros buying into Sodstream the New York Times comments that soda sales have been sliding at food stores, fast food chains, and restaurants. Why? Because drinking soda is unhealthy. Just look at the people around you. Over 30 percent of Americans are obese, and another 40 percent are overweight. The rate of type 2 diabetes growth has more than doubled. With so many comments on and in every media from NBC, CNN, USA today, People magazine, to Facebook and twitter the awareness of obesity has become more than a fad. It is now a rapid change in eating habits and looking at calorie levels. Every beverage company has put remarks in their annual reports of the decline in carbonated sales. The entire food industry is shifting to products that take up the trend of lowering calorie intake. To be sure, THIS IS A US TREND, so if you are a fan of Soda's business outside the US continue to believe in soda. Read the report from soda itself, the soda market in the US has changed.
Note the first sentence here. soda sales are sliding! This is a trend that is gathering momemtum. Industry sectors are almost in panic mode to address the issue with any possible avenue of innovation. The almost unspoken issue is: Obesity in the US. Outside the US, this is not a problem for soda.
But, Macy's has one of the most sophisticated technology to track all the details from individual salespersons, specific SKU and classification sales at specific locations and the by districts, regions and nationally. Unfortnately in order to drive sales Macy's has fallen into trap of running too many sales events and has thus trained customers to HOLD off until the next discount cycle. The placement of high end status brands which NEVER go on sale and have vendor return privileges have kept the bottom line close to goal.
There is no doubt that the US customer base ( while small) is definitely using the soda stream unit. But, the user base is heavily using natural ( homemade ) juices or concentrates from other suppliers. In the razor consumer model, the consumer must use the brand specific blade refills. In soda's usage, the soda product is not the only one that works. I am sure that someone has brought this up before, but that point alone is reason to doubt Soda's ability to do well in the US market. Long term, that is sure to be true in Europe as well.
And in addition. My thoughts are. So go,with Sarah Palin and eliminate health care and have NOTHING. Now where is the "death panel"? So much expensive on education. Starting with infants, a healthy diet, guidance toward attaining an excellent education and being aware of where opportunities are A look at the state/ county statistics of educational levels shows that these are are definitely connected to a longer healthier life.
You are correct. Lulu has a strong loyal customer base. However, it has reached a point where it NOT attracting large amounts of new customers. Loyal customers have bought most of their needs,,so additional visits are for purchases of basics that have worn and need replacement. Which IMHO explains the low sales growth.
I found this to be a non issue. In my own case, my Samsung phone has a charger so small, I carry it in my auto console, can charge it there...or when I am in an office or retail situation, an electrical outlet is easy to find.
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!
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.
So, when it is close to it's 52 week high, should your opinion have any particular value? Macy's has made a very nice run and now might be a good time for holders to sell a portion off. But again, you have had a negative position on M for a long time. We're you fired?
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.
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.
even old timers on these boards can see how juvenile your post is. I was like, OMG, like...oh...it was so ...so..unreal!
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
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.