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Seth Golden

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  • SodaStream's Yonah Lloyd Participates In Q&A Session With Investors [View article]
    No, your statement is inaccurate, many people do use to carbonate white wines and it works fine. It is not recommended as it would void the warranty and sugars, overtime, will eventually clog the nozzle.
    Apr 17 04:50 AM | Likes Like |Link to Comment
  • Coca-Cola's Decade-Long Struggle To Fix Its Declining CSD Business [View article]
    John,

    You said KO can do. So based on the article, where do you see the "can do" given that pretty much everything they have tried in the past hasn't amounted to much? Secondly, they failed back in the 1980s with their version of a single serve machine for the office and at home called the BreakMate. There are certainly opportunities, just don't understand the "can do".
    Apr 11 03:24 PM | Likes Like |Link to Comment
  • SodaStream's Yonah Lloyd Participates In Q&A Session With Investors [View article]
    Question and answer issued by investor; Please see below:

    3. Is SODA getting involved in wine drinks and is it eyeing for partnership with such brand companies?

    Yonah Lloyd: The alcohol industry offers a great natural fit for our system, as fizzy drinks are such a big part of that world. We already proved with the Campari bundled pack that alcohol brands and consumers both love the combination of SodaStream and their favorite cocktail, so you can bet that we are pursuing this untapped opportunity across multiple sectors of alcoholic beverages.
    Apr 10 10:07 AM | Likes Like |Link to Comment
  • SodaStream's Yonah Lloyd Participates In Q&A Session With Investors [View article]
    Gary Tennis,

    I would agree, where you can have first mover advantage, you should seek to attain that advantage. It is also important to understand that having a presence in a market that is known for counterfeiting, is also beneficial. Yes, SodaStream's are counterfeited in this market currently.
    Apr 10 09:49 AM | 1 Like Like |Link to Comment
  • SodaStream's Yonah Lloyd Participates In Q&A Session With Investors [View article]
    Question and answer issued by investor; Please see below:

    Question 2: What measures is SodaStream currently taking in order to reduce the costs of production and increase operating and profit margins?

    Yonah Lloyd: During the past few years our production needs grew quickly and we had to outsource a significant portion of our manufacturing in order to keep up with demand, which has an impact on costs and margins. In order to address this we started building a new primary facility where we can self-produce all aspects of our portfolio, which will help improve gross margins by at least 200 basis points. The factory will ramp up production by product component over the coming quarters and should be fully operational in 2015.
    Apr 10 06:29 AM | Likes Like |Link to Comment
  • SodaStream's Yonah Lloyd Participates In Q&A Session With Investors [View article]
    Question and answer issued from an investor; Please see below:

    Question 1: What would you consider to be SodaStream's greatest competitive weakness, and what steps are currently being taken to address these underlying weaknesses?

    As a carbonated beverage company our biggest competitors have been the big-brand cola companies, and for several years we continued to update our cola flavor portfolio in an effort to improve the taste. Yet the conventional CSD business continues to lose market share to healthier, fruitier, more innovative beverage choices, and SodaStream's offering aligns perfectly with where the industry is going. In terms of competitive soda makers, SodaStream has over 90% market share in 90% of our markets, and we intend on maintaining our leadership role.
    Apr 10 06:27 AM | 2 Likes Like |Link to Comment
  • SodaStream's Yonah Lloyd Participates In Q&A Session With Investors [View article]
    The information you are inquiring about is contained in the full report here http://bit.ly/1jvWyXg.

    I'm not sure where you understand "the hot beverage" coming into play or 1-3 years.
    Apr 10 05:56 AM | Likes Like |Link to Comment
  • SodaStream's Yonah Lloyd Participates In Q&A Session With Investors [View article]
    Pac1,

    I appreciate your retort and the thought process behind your assumptions, but accept that what you are basing this upon is the notion of occasional beverage consumption and not general beverage consumption. I was not offering an opinion on the matter but factual representation of consumer behavior. No matter where in the world beverages are sold, cold beverages outsell hot beverages on every single level, without exception and in recognition of occasion. These are the facts my friend. Did you know, that no matter the comparison, hot or cold weather climates, this is also evidenced in SodaStream's regional household penetration rates. For example: Canada is colder than the U.S. and both countries began selling SODA at roughly the same time. Canada has a higher household penetration rate than the U.S., this holds true across all equally considered regions. There are reasons Coke and Pepsi are spending billions in China and the Asia Pacific as a whole and it is a direct understanding of the growing middle class and the affinity to the growing per capita consumption of sparkling beverages.
    Apr 10 05:52 AM | 1 Like Like |Link to Comment
  • SodaStream's Yonah Lloyd Participates In Q&A Session With Investors [View article]
    Pac1,

    "We have watched as the at-home per-capita carbonated beverage business has grown in China over the past few years. There is no dominating soda brand there, so the timing to enter that market is excellent."

    I think this is as important a decision to look at expanding into China as the burgeoning middle class economy is growing in the region. Additionally, climate is not really a factor in considering regional expansion as the company's highest penetrated market is very much a cold weather region. I can appreciate the perspective on climate, but climate is a non-factor in cold beverages otherwise there would not be the Coke and Pepsico that there are today all over the world. Cold beverages are the beverage of choice regardless of climate, ethnicity or culture. Sure, hot beverages are more prolific in certain regions, but they still do not see near the consumption rate as cold beverages.

    SodaStream already has distribution in Philippines, Thailand and South Africa. I would expect them to further expand into regions such as Hong Kong, Malaysia etc over the coming years.

    I will forward your questions onto Yonah Lloyd and post the response within 24 hours in the comment questions. He will likely have additional thoughts and commentary.
    Apr 9 06:42 PM | 1 Like Like |Link to Comment
  • SodaStream's Yonah Lloyd Participates In Q&A Session With Investors [View article]
    Kindly, Dr. Dave,

    There is a long road ahead still yet to pave in FY14 and with Q1 being somewhat of an expected non-event (extrapolating the proposed Q1 comments from the latest Q4 2013 conference call), the company has another 3 quarters to execute on their stated opinions and objectives.

    I would propose that there is a lot more information connected to Q2, Q3 and Q4 objectives and that the stock price will possibly meander in the current channel until then and barring any major announcements.

    I'm glad you found this format value added. We have already a number of questions issued so if you have anything pressing, feel free to email it to me so as to engage management directly. Good luck and be well!
    Apr 9 05:47 PM | Likes Like |Link to Comment
  • Coca-Cola's Decade-Long Struggle To Fix Its Declining CSD Business [View article]
    Respectfully, your accusations are highly disadvantagous to the conversation and limit the scope of engagement. My comment about pricing was a generalization that holds true a majority of the time and I use the term majority because it is accurate. The example you give also lends validity to my structured statement as it covers much more than our Starbucks understanding. Ground coffee by leaps and bounds outsells Starbucks day in and day out. That is a more broad perspective of an actual recognition in the pricing matrix. Why does it sell more than Starbucks, because it is more cost effective for the consumer with Great Value brand being one of the largest selling coffee brands in the country. So while Starbucks does sell a sizeable amount of ready made coffee and coffee flavored drinks, it does not sell more than ground coffee when we look at the entire coffee category.

    I'm sorry, but assigning tone to words is not going to be an effective strategy when dialoguing sir. I'm simply emphasizing points of articulation. Respectfully, nothing you have suggested negates my statements, but rather they validate them. Grounds outsell k-cups and Starbucks. The value proposition holds true across the spectrum. This can be more broadly visualized in your local supermarket by way of shelf space allocation as well.
    Apr 8 03:01 AM | 2 Likes Like |Link to Comment
  • Coca-Cola's Decade-Long Struggle To Fix Its Declining CSD Business [View article]
    It's an interesting batch of predictions good sir and I would suspect some of those predictions to come true, but I would expect an equal amount of those predictions to be of little benefit to the KO business as a whole and therefore prove irrelevant as an investment for the company longer term. I share a similar view as to Coke's limited ability to sell like products in the Keurig Cold system as this would be a highlighting of price differential to traditional packaged Coke products and therefore the company, for some of its products, will have to be differentiated in the Keurig system.

    So far as getting new soda drinkers, it is hard to see the reasonability in that hypothesis as it ignores the trend in place, which carries a discounted price to the upcoming pricing system of a Keurig Cold and generally pricing is a decisive factor for the consumer. Better price outweighs other benefits a majority of the time and to argue otherwise is simply to argue for the sake of arguing.

    Stevia is extremely difficult to manipulate in highly concentrated beverages such as colas, the taste will be noticeably different and while I do believe the cola product will need to be different in the Keurig system, I'm not sure it is the best option. A new system with any negative sentiment can seal the fate of the system very quickly; seems awfully risky, but who knows. Thank you for your comment and I'm hopeful, by highly skeptical.
    Apr 8 02:22 AM | 1 Like Like |Link to Comment
  • Coca-Cola's Decade-Long Struggle To Fix Its Declining CSD Business [View article]
    A very much overlooked point which is stated clearly in the article. Thank you sir.
    Apr 7 05:09 PM | 1 Like Like |Link to Comment
  • Coca-Cola's Decade-Long Struggle To Fix Its Declining CSD Business [View article]
    Analyst Theo Brito said, "We believe investors are too negative on Coke & focus disproportionately on N. Am CSDs. Although we agree industry is challenged, one need not assume any improvement to see upside to Coke’s currently depressed valuation. We see opportunity for estimates to rise over time as Asia-Pacific recovers & international margins continue to ramp, and see limited downside. We initiate with a Buy rating & $48 target (25% upside)."
    Apr 7 04:38 PM | Likes Like |Link to Comment
  • Coca-Cola's Decade-Long Struggle To Fix Its Declining CSD Business [View article]
    Keurig K-cups are roughly $.50-$.75 per K-cup and we expect similar pricing for a K-Cold cup which basically doubles the cost per liter. Of course, this does not include the cost of the machine, basic maintenance and electrical output on a daily basis. Sounds like the refrigerator might be the tried and true method. Thank you for the read and good luck sir.
    Apr 7 04:28 PM | Likes Like |Link to Comment
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