The feature article in January's Beverage World features and ranks "50 Beverage Disruptors: individuals whose innovative impact has changed the status quo in the beverage world".
Daniel Birnbaum was ranked #36.
DrJ...GMCR said in early 2014 when they announced Cold that it would be launched in 2015.
Here is what their CEO said during their last ER:
“Now, let me speak briefly to the status of our Keurig Cold innovation. We're well on target to launch in the fall of 2015, well in time for the holiday season. We're on track with our product development efforts, including brewer technology, the manufacturing of pods and appliances, and all of the brand development required, including our own brands and partner brands.”
“We are well beyond the development stage in all of the core technical processes, well beyond it. We are now in scale stage. So we are scaling the pods, we are scaling the brewer itself. We are scaling the equipment that makes the pods. And so if you would ask are we still in the development phase, the answer is clearly no. We -- if you think about a launch in the fall. And you look at the timing of what has to happen between now and less than a year from now, we are well into that process.
You asked specifically about the carbonation process and specs, we are extremely pleased with where we are in carbonation process. It's one of the core elements of this machine and it is -- we're very, very pleased. We are right where we want to be -- in fact, we're -- we've been very pleased.”
Companies and people do deals and sign partnerships with other companies and people they are comfortable with.
DPS has prior partnerships with GMCR with their Snapple brand. In addition, GMCR's CEO is a former KO Executive and KO is the largest distributor of brand Dr Pepper and a large distributor of other DPS products in the US. So DPS's management had a previous relationship with GMCR's CEO.
John is correct. DPS only operates in North America and the Caribbean. They don't own the rights to many of their brands outside of this territory. For example, DPS owns 7UP in North America but PEP owns it in the rest of the world.
I have read and I understand the analysis that you post endlessly. Unfortunately your analysis bears no resemblance to SODA's current financial situation.
You can make any case you want about what SODA's financials could or should or might look like if they simply followed your advice but until they start to produce actual positive Revenue and Net Income growth results their stock price will continue to flounder. Unless of course if PEP happens to throw them a life-line.
It's kind of like your screen name...AMD in triple digits is not reality...unless you count the 2 digits to the right of the decimal point in AMD's current stock price of $2.59.
AMD....if "Co2 refills at 80% gross profits (or more) means they are the KEY and MAIN profit center for SODA." as you stated then how do you explain the fact that SODA's Profit will be down 42% in 2014 even though CO2 sales for 2014 will be up double-digits?
Management’s job is to deliver positive financial results and create shareholder wealth. They have failed miserably at both. They just completed a year of negative Revenue growth and their second straight year of negative Net Income growth and as a result the stock price is below $20.00
Management should also display competence and inspire confidence. They have also failed miserably on both these counts. Management delivered 2013 Q3 results last November and assured investors that they would achieve their Full-Year Guidance. Approximately 2 months later, they pre-announced that they would miss their 2013 Full-Year guidance badly. They then give mediocre 2014 guidance during Q4 ER. During Q1 ER they deliver underwhelming results and reaffirm Guidance for the year…even though it was clear to many that they would not achieve their Guidance after such a bad Q1. They deliver disappointing results again in Q2 and lower Full-Year Guidance. They then pre-announced that they will deliver disappointing Q3 results. During Q3 ER they deliver the expected poor results and then lower Full-Year Guidance for both Revenue and Net Income.
So in calendar year 2014, SODA’s management has pre-announced disappointing earnings twice, delivered disappointing Guidance, lowered Guidance twice, delivered poor results each quarter, and saw their stock price sink to record lows.
If SODA was a NFL team they would have gone 0-16 in 2014 and the coaching staff would have been fired the day after the season ended. Sorry but I’m a results-oriented manager and investor and SODA’s management has failed by any measure.
I have zero respect for SODA's management but the one thing they have been pretty good at is dealing with other companies. Look at their partnerships with Kraft, Campbells, Ocean Spray, Welchs, etc.
GMCR sold a 16% stake to KO at GMCR's 50-trading-day volume weighted average price (“VWAP”).
What makes you think that PEP would need to pay any premium to make a similar equity investment in SODA?
The good news is that as a result of KO's investment in GMCR their stock price rose significantly because it was a positive development in the eyes of investors. The same would likely happen if PEP made an investment in SODA...however it's unlikely that PEP would pay a premium for an equity stake in SODA based on the structure of the KO/GMCR deal.
Keurig Green Mountain Inc. on Tuesday recalled more than 7 million of its single-serve brewing machines after finding that water can overheat and spray out at users.
The company said it has received 90 burn-related injury reports and about 200 reports of hot liquid escaping from the brewer overall.
The Mini Plus Brewing Systems, made in China and Malaysia, have been sold at retailers including Target Corp and Wal-Mart Stores Inc. starting in 2009 for about $100.
Seth's last name is Golden...so it doesn't really take a lot of "audacity" to call himself that.
I am not a Seth defender or apologist but you really need to stop the personal attacks on him. Seth and I have disagreed often on this board far more than we have agreed but he does does not deserve to be called a criminal and worse by you.
You really should knock-off the personal attacks. Your name calling doesn't make Seth look bad...it makes you look bad.
"The FACT is that SODA has 10 million active users." That statement is one of many examples of how you misrepresent a fact.
SODA's Growth Plan presentation on 10/29 says that they have 8.5 million active users.
Why don't you read the presentation and learn the facts...or would you prefer to continue to make up your own "facts"?
Posters on this board come and go, SODA bulls turn into critics, nonsense and venom are spewed, dogs and cats are living together (according to Papa)...but the one thing you can always count on is DrJ being the voice of reason and optimism.
I hope SODA is a ten-bagger for you. Happy Holidays DrJ!!
Thanks for your support Papa!! :) Your post made me laugh.
That guy makes my head spin! He never met a fact he couldn't ignore, distort, or make up.
SODA has a healthy and impressive Gross Margin. I think everyone on this board knows that and has known that for a long time.
Forget the Gross Margins...they're fine. It's the Net Income line that's a disaster.
Net Income for the past 3 years was: 2012 =$43.86 million, 2013 = $42 million, 2014 = $24.36 million (per guidance).
Net Margins for the past 3 years were: 2012 = 10.1%, 2013 = 7.6%, 2014 = 4.8%
SODA's Net Income will decrease 43% and Net Margins will decrease by more than 50% between 2014 and 2012. Revenue for the same time period will increase $75.7 million but they will drop almost almost $20 million less to the Bottom Line on that additional Revenue.
It's the Bottom Line that matters most..and SODA's Net Income performance has earned them their current stock price.
Seth is correct!
At what point does your theory of "as sales becoming increasing weighted towards Co2 refills, profits margins will INCREASE!" start working?
YTD CO2 sales are up 17%. YTD soda makers sales are down 24%.
Meanwhile, YTD Profit is down 51% and Net Profit Margins are down nearly 50%.
In the Growth Plan that SODA presented on October 29th they referred to their current Flavor packaging as “Detergent” bottles and they showed pictures of the sleek modern-looking "Beverage" and "Fountain Style" bottles they intend to introduce as part of their rebranding initiative.
The BBBY website shows the new SodaStream Free Flavors in the old packaging that the CEO disparaged in his presentation.
I understand the need to flush out old packaging on all of the existing Flavors before rolling out the new packaging but why is SodaStream introducing 7 new Flavors in the old "Detergent" style bottle?
Kzarley05...I copied the following statement from the Pepsi Homemade website:
PEPSI, the Pepsi Globe, SIERRA MIST and CREATED BY US. MADE BY YOU. are trademarks of PepsiCo, Inc.