Seeking Alpha
  • David White
    Many think SBUX may guide down for Q4. This is likely the 1st full qtr where huge new K-cup competition shows up. Patent expires in Sept.
    7/26/12
    Reply (7)
    • Canary Cash: While I agree on the guidance, the K-Cup patents that expire aren't actually in use anymore apparently
      7/26/12
    • Canary Cash: GMCR
      7/26/12
    • Canary Cash: http://seekingalpha.com/a/fau1
      7/26/12
    • David White: Canary: I know there are a number of large companies that are planning K-cup release soon. I believe patents were holding them back.
      7/26/12
    • Canary Cash: They could maybe make something that would fit but they would have to come up with methods to increase the coffee strength apparently
      7/26/12
    • Canary Cash: Not the end of the world but they are constrained physically by the size perhaps?
      7/26/12
    • David White: Bloomberg article about K-cups patents: http://bloom.bg/w30uhM
      7/26/12