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Seth Golden  

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  • Keurig Unveils Details Of Keurig Kold
    Sun, Mar. 1 GMCR 69 Comments

    Summary

    • Keurig Green Mountain participates at CAGNY.
    • Pricing structure will be crucial to the success or failure of the product line.
    • Analysts continue to weigh in with respect to the potential of Keurig Kold.
  • Keurig Brewer Sales Decline Warrants A Deeper, More Focused Look
    Wed, Feb. 11 GMCR 1 Comment

    Summary

    • Brewer sales have been under pressure for at least 2 consecutive quarters, benefiting only from pricing mix.
    • Razor/razor blade business model does not prove its efficacy under the guise of declining razor sales.
    • Management attempts to mask severity of brewer declines with raw numbers and inconsequential YOY product life cycles.
    • The total addressable market may be in question as sell-through slows dramatically for brewers.
    • Keurig 2.0 highlights the company's overall issues with product innovation.
  • Keurig Green Mountain Q1 2015 Performance Review
    Mon, Feb. 9 GMCR 2 Comments

    Summary

    • Keurig missed estimates outlined by analysts for both earnings and revenues.
    • Brewer sales and volumes witness declines.
    • K-cup growth is not enough to grow total net sales.
  • Keurig Green Mountain Q1 2015 Preview
    Tue, Feb. 3 GMCR 5 Comments

    Summary

    • Keurig will report Q1 2015 earning after the closing bell tomorrow.
    • Gross margins may see some contraction YOY.
    • Keurig 2.0 may also impact sales and gross margins.
    • Keurig will come into 2015 with greater licensed partners and strong free cash flow.
  • Shares Of Keurig Green Mountain Break Through Key Levels
    Fri, Jan. 30 GMCR 3 Comments

    Summary

    • Key concerns pointed toward breakdown of share price.
    • Numerous analysts have talked down the expectations and ratings of the stock recently.
    • Keurig Choice is a new initiative that needs clarification for investors.
  • Current Concerns Surrounding Keurig Green Mountain
    Tue, Jan. 27 GMCR 6 Comments

    Summary

    • Net Price realization for brewers contracting.
    • General Sales deceleration proves outsized from Nielsen.
    • Luigi Lavazza liquidating sizable shareholder interest.
    • Technical analysis showing support around $127.
  • Keurig Green Mountain And Dr. Pepper Snapple Group Extend Their Partnership As K-Cup Sales Decelerate
    Wed, Jan. 7 GMCR 9 Comments

    Summary

    • Keurig/Dr. Pepper partnership comes as no surprise.
    • McCafe licensed K-cups go on-sale at Walgreens locations.
    • K-cup sales growth decelerates significantly as reported by Nielsen.
  • A Glimpse Into Keurig Green Mountain's Fiscal 2015 Operations
    Dec. 30, 2014 GMCR 7 Comments

    Summary

    • Newly licensed K-cup partners offer Keurig tailwinds in 2015.
    • International expansion as well as the dedication to the away-from-home business are slow growth areas of the Keurig business.
    • Keurig will launch the Keurig Cold platform in late 2015. GMCR valuation assumes earnings contributions in the 12-month period post product launch.
  • Keurig Green Mountain's 2014 Year In Review
    Dec. 24, 2014 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
    Dec. 22, 2014 GMCR 28 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?
    Dec. 5, 2014 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
    Nov. 25, 2014 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
    Nov. 17, 2014 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
    Oct. 29, 2014 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
    Aug. 28, 2014 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
    Aug. 22, 2014 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
    Aug. 18, 2014 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
    Aug. 5, 2014 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
    May. 6, 2014 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
    Mar. 25, 2014 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
    Mar. 12, 2014 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
    Feb. 20, 2014 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
More on GMCR by Seth Golden