JC TGT sold 48 machines as of last night and 7 machines on the shelf. Last year during the Thanksgiving till xmas day time frame they sold est 32 machines. So for this Target I think they will close with 58 or do which would be a 81% improvement over last year. Let's hope lots of similar TGT numbers are floating in.... I think folks should stick with 50-60% improvement over last year for both TGT and WMT just to be conservative.
Not too shabby for a slow store. Most of the 17 except 3 were the Mega Pack. 3 mega pack left 34 Jet and 1 source. 3 -4 machines sold at Secaucus WMT during the week and maybe 5-6 machines at North Bergen from Monday-Friday.
My estimate based on what I see they will have sell through increase between 60-85%. This is between Thanksgiving night and xmas. Thanks to MEGA pack. Small sample I follow but we shall see.
First time they mentioned " Complex Competitive environment. " Also they discussed how they are "Frustrated" with the blow back on Aspertame...... CCE operates in an area that is growing CSD volume 5% a year but at the same time only growing CCE volume 1%. On France Amazon Sodastream has been in a very high position for the most part of a year and it has to be having an effect on CCE IMO. Especially if Sodastream ads 1M new customers in France during 2014 which is the stated goal by Sodastream France mgmt. They have 25,000,000 households in France. So they are looking to add another 4% of households in 2014. Imagine if the USA follows the same trajectory which I think they will over time.
915,000 -935,000 machines is my estimate. Subject to change over the weekend.. Depending on what I see at the retailers I follow.
My TGT JC 46 sold. since thanksgiving night... 7 Machines in the last 44 hours.... 7 machines on the shelf
"Detractors in USA Europe " poo poo aspertame.... Its challenging folks dont want to use good science.... LOL Who are the Detractors????SODASTREAM
Bayonne wmt Sold 11 machines from Sat at 11AM till Wed night at 9PM. The week before they sold 12 machines....Last year I would estimate they were doing 6 machines during these 2 weeks.
Secaucus sold 18 last week. My est last year same week would be around 7.
Just my 2 cents... MEGA PACK!!!!
Sorry guys screw up. They sold 39 since Thanksgiving night. My GF missed the end cap. 12 on the shelf now...