Seeking Alpha

Seth Golden

 
View as an RSS Feed
View Seth Golden's Articles BY TICKER:
  • Keurig Green Mountain's 2014 Year In Review
    Yesterday, 2:47 AM GMCR 2 Comments

    Summary

    • Strong successive quarterly performances throughout FY14.
    • Keurig adds a multitude of K-cup licensed partners during FY14.
    • Introduction of Keurig 2.0 comes with risks.
  • Keurig Green Mountain's Litigation Situation Is Heating Up In The Consumer Space
    Mon, Dec. 22 GMCR 29 Comments

    Summary

    • Keurig is embattled in litigation once again.
    • Rogers Family Co. is taking the battle to Keurig with reviews and posts on their website and Amazon.
    • Lawsuits pending against GMCR will likely be long and drawn out.
  • What Was Keurig Green Mountain Thinking When It Acquired Bevyz Global?
    Fri, Dec. 5 GMCR 11 Comments

    Summary

    • Bevyz Global failed in all aspects of selling a product.
    • Company officials had better luck selling their technology than finished product.
    • Keurig Green Mountain's Keurig Cold investment will likely top $1bn.
  • Keurig's Brewer Shipments Stagnate In Q4 2014
    Tue, Nov. 25 GMCR 1 Comment

    Summary

    • Keurig beats once again.
    • Brewer shipments are stagnating, even with the new Keurig 2.0, international expansion and away from home channels growing.
    • Gross margin headwinds may persist post Q1 2015.
  • Keurig Green Mountain Q4 2014 Quarterly Preview
    Mon, Nov. 17 GMCR 3 Comments

    Summary

    • Strong end to a prosperous year for Keurig is expected.
    • Guidance for FY15 will be crucial to near-term stock performance.
    • Keurig 2.0 gets off to a rocky start with poor reviews.
  • Keurig 2.0 Sell-In Results Will Likely Benefit Keurig Green Mountain
    Wed, Oct. 29 GMCR 13 Comments

    Summary

    • Keurig 2.0 consumer sentiment worsening.
    • Keurig 2.0 and licensing deals combined should benefit the company over the next few quarters.
    • Sell-in results for Keurig 2.0 product line are far better than current sell-through results.
  • Keurig 2.0 Launches To Mixed Consumer Sentiment
    Thu, Aug. 28 GMCR 8 Comments

    Summary

    • Keurig 2.0 launches in North America with retailers and e-commerce.
    • Consumer sentiment is mixed, but with broad concerns on closed system.
    • Rivo now discounted to drive sales.
    • Coming months will provide larger data set for investors.
  • The Keurig 2.0 Comes With A Bevy Of Risks For Keurig Green Mountain
    Fri, Aug. 22 GMCR 20 Comments

    Summary

    • Keurig 2.0 carries with it several risks to the company.
    • Cost increase to consumer and gross margin impact malign the product launch.
    • Has the company learned anything significant from the Vue product cycle.
  • Keurig Green Mountain Showed A Strong Q3 2014 And Emphasized A Strong Full Year Outlook
    Mon, Aug. 18 GMCR 2 Comments

    Summary

    • Keurig topped EPS estimates again.
    • Brewer pricing deteriorated by roughly 20 points in Q3 2014.
    • Cost for green coffee rises.
    • Keurig raises portion pack prices in November 2014.
    • Keurig 2.0 will launch shortly at Bed Bath & Beyond.
  • Keurig Green Mountain Q3 2014 Quarterly Preview
    Tue, Aug. 5 GMCR 5 Comments

    Summary

    • Keurig valuation is holding, despite normal valuation prior to Coca-Cola partnership.
    • Keurig 2.0 faces skepticism and challenges.
    • Competition thwarted somewhat through expanding partnerships for K-cups.
  • Keurig Green Mountain Q2 2014 Earnings Preview
    Tue, May. 6 GMCR 2 Comments

    Summary

    • GMCR Q2 2014 earnings to be released Wednesday.
    • Continuing competition growth could see negative price impact.
    • GMCR expects net sales growth of low to mid-single digits over the second quarter of fiscal year 2013.
  • Keurig Green Mountain's Keurig 2.0 Has Opportunities And Downside Risk
    Tue, Mar. 25 GMCR 20 Comments

    Summary

    • Keurig Green Mountain 2.0 Has some puts and takes to consider.
    • Keurig Cold is still in development with competing products launching.
    • Shares of GMCR may come under pressure due to a number of factors.
  • Keurig Green Mountain Revenue Growth Drivers And Product Innovation Headwinds
    Wed, Mar. 12 GMCR 1 Comment

    Summary

    • Keurig Revenue Growth Drivers.
    • Competition for both hot and cold beverage platforms.
    • Whitney Tilson's thoughts on home carbonation as it pertains to SodaStream and Keurig Green Mountain.
  • Coca-Cola's Partnership With Green Mountain Will Face Many Challenges
    Thu, Feb. 20 KO, GMCR 53 Comments
  • Will Green Mountain's Cold Beverage Platform Remind Investors Of The Esio Or Provide Future Growth?
    Dec. 26, 2013 GMCR 23 Comments
  • Green Mountain Coffee Roasters Q4 2013 Results Provide Even Weaker Guidance
    Nov. 27, 2013 GMCR 21 Comments
  • Green Mountain Coffee Roasters Q4 2013 Earnings Preview
    Nov. 18, 2013 GMCR 25 Comments
  • Green Mountain Coffee Roasters: Downtrend In Focus
    Oct. 14, 2013 GMCR 39 Comments
  • Green Mountain Roasters Investor Day Recap
    Sep. 24, 2013 GMCR 13 Comments
  • SodaStream And Green Mountain Coffee: Now And Later
    Sep. 17, 2013 SODA, GMCR 31 Comments
  • Green Mountain's Investor Day In Sight
    Aug. 15, 2013 GMCR 4 Comments
  • Green Mountain Coffee Roasters Q3 2013 Earnings Recap
    Aug. 8, 2013 GMCR 4 Comments
  • Green Mountain Coffee Roasters Q3 2013 Earnings Preview
    Aug. 6, 2013 GMCR 3 Comments
  • Green Mountain's Trademark Doesn't Hurt SodaStream One Bit
    Jul. 17, 2013 GMCR, SODA 44 Comments
  • Green Mountain Coffee Roasters Board Changes As Quarter Ends
    Jul. 1, 2013 GMCR 12 Comments
  • Green Mountain Coffee Roasters' Sales Outlook
    May. 21, 2013 GMCR 9 Comments
  • Green Mountain Coffee Roasters Q2 2013 Earnings Preview
    May. 6, 2013 GMCR Comment!
  • Gross Margins For Green Mountain Coffee Roasters And SodaStream
    May. 1, 2013 GMCR, SODA 50 Comments
  • Green Mountain Coffee Roasters: An Early Look Before Earnings
    Apr. 15, 2013 GMCR 11 Comments
  • Green Mountain Coffee And SodaStream In Lockstep
    Mar. 22, 2013 SODA, GMCR 18 Comments
  • Green Mountain Coffee, SodaStream Enjoy Their P/E
    Feb. 27, 2013 SODA, GMCR 18 Comments
  • Green Mountain Coffee Roasters Q1 2013 Earnings Recap
    Feb. 7, 2013 GMCR 19 Comments
More on GMCR by Seth Golden