More on Green Mountain Coffee Roaster's (GMCR) FQ2: While sales moved up 37%, inventory...

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00Billy Comments (113)
 
so what's his name was right ...lol
2 May 2012, 04:57 PM Reply Like

blackjava Comments (46)
 
Sorry, inventory did not skyrocket on lower k cup demand. Inventory skyrocketed on higher green coffee prices . This will work its way down as lower green coffee prices are working its' way thru the system.
2 May 2012, 06:05 PM Reply Like

bakkbakk Comments (285)
 
uh they said themselves in the conference call they dont know how to manage their inventory and are trying to wrap their arms around the whole way to manage the company. They said they cant even predict their own growth.
2 May 2012, 06:33 PM Reply Like

Tack Comments (9388)
 
Taking a look at the share-price action, I'm wondering how many investors will chug down a last cup before heading off the window ledge....

Aside:

You know, just in an attempt to stir up an interesting discussion, I wonder, too, if the K-Cup fad has hit the wall?

My wife wanted me to get a Keurig for a while, so I finally broke down, even though we had a very nice Capresso grinder/brewer, already. Then, we quickly discovered things:

a) Keurig's provide next to no control over the strength of one's cup of coffee or tea, other than a half-baked attempt to affect this by altering brew sizes. Compared to our Capresso, it's a joke, an expensive joke.

b) Unless one leaves the water tank filled with old water and constantly heated, which affects evaporation and taste over time, there's nothing "instant" about a Keurig, as it takes 3-4 minutes to heat water, initially.

c) The last straw for us was when my wife asked me to pick up some English Breakfast K-Cups while on a trip to Publix. I looked at the shelf with the old Bigelow tea bags we used, and they were 20 bags for $2.59. Immediately adjacent were the same K-Cups at 12 for $8.59. Honestly, I stooped down to read the shelf label again, thinking that there must be some error in the stock positions, but, of course, no.

So, that means a regular simple-as-can-be cup of tea, made in a split second with water heated in a microwave and a tea bag, cost 13 cents a cup. For the "convenience" of the same brew via a K-Cup, I was supposed to find value at 72 cents per cup, or 454% more cost per cup.

I could hardly stop laughing, but I did, long enough to go home, box up the Keurig, return it to the store for a full refund, and hurry home to give my Capresso a big slobbery kiss

No wonder all these vendors have all been falling all over each other to get in the K-Cup business. PT Barnum said there's one born every minute. He, apparently, was indisputably correct.

But, maybe, consumers are awakening from the stupor they've been in (from Keurig's too-weak K-Cup coffee?) and are seeing the light?
2 May 2012, 06:40 PM Reply Like

DeepValueLover Comments (5135)
 
Has Einhorn EVER been wrong?

Wow!
2 May 2012, 06:57 PM Reply Like