Jackson America

Diedrich Coffee: A Web of Misrepresentations

I was very right about the desire of PEETs to move into K-Cups (that was the entire rational for the acquisition). I was very wrong on how they'd get there. I was short, which I disclosed, and I lost a lot of money yesterday, sadly, as there was no way I though PEET would give away 1/3 of their enterprise to buy their way into the K-Cup market. I was wrong.

Diedrich Coffee: A Web of Misrepresentations

To the best of my knowledge the Starbucks relationship is not exclusive with kraft. While clearly viewing Keurig as a threat (and Senseo), there is nothing I know of that would keep them from joining Keurig if a license was granted


On Oct 29 01:17 PM fasttriguy wrote:

> Your comment about Starbucks is absolutely inaccurate and not well-researched;
> Starbucks packaged coffee is distributed by Kraft, which owns the
> Tassimo pod system and contracts the hardware manufacturing with
> Bosch. It

Diedrich Coffee: A Web of Misrepresentations

i know - tough at the discount brokers. best way is to have an account with a bulge bracket or another broker that has access to better short inventory. DDRX is somewhat tight, but you can definitely borrow it.