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More on the SodaStream (SODA) - Whirlpool (WHR) deal: The quick analyst take on the...

More on the SodaStream (SODA) - Whirlpool (WHR) deal: The quick analyst take on the collaboration between the companies is that clear benefits exist for both with SodaStream gaining a major partner and Whirlpool jumping into a new product line. Though it's still very early in the game, the broadening out of the home carbonation business isn't great news for soda sellers (KO, PEP, DPS).
Comments (7)
  • You say it "isn't great news for soda sellers" but you don't state why. Why?
    17 Jun 2013, 11:31 AM Reply Like
  • I'm curious myself. I don't even see SODA in their current form as a genuine competitor to KO and PEP. It's like calling a grocery store a competitor to McDonald's, just because they sell the supplies to make a burger. It's very indirect. The convenience is worth more than whatever I can save by assembling it myself.
    17 Jun 2013, 03:14 PM Reply Like
  • I own both KO and PEP, so I am always observant of new competitors, but after purchasing the last water filter ($$$)for my in door water dispenser, I do not think I would be interested in the purchase of a refrigerator with a built in device operated by an explosive device. I'm not actually sure I would care for it on my kitchen counter.
    17 Jun 2013, 10:52 PM Reply Like
  • Maybe you should try it before you give a empty opinion. An ice cold glass of carbonated water is quite nice and you'll get hooked. Everyone I know that has a Soda Stream loves them...I suggest giving it a try so that you understand the potential.

     

    We typically go through 2 cartridges a week.
    17 Jun 2013, 11:07 PM Reply Like
  • I now have feedback from two Soda Stream owners. You (User 78...) and Kramer. The score is one to one. I'm not picking soda here, I'm deciding if I should own stock in a new company or stick with the one I've owned since 1975.
    18 Jun 2013, 02:46 AM Reply Like
  • Get a clue.....you live in the US or some other developed country.
    The ability for SODA to penetrate a small amount of the 99% of the market they don't have is huge! This is a green machine compared to the utter pollution from the others (coke and pepsi). The market loves
    green and the machine doesn't even require electricity....so the whole world is their oyster. SODA is a big winner.
    18 Jun 2013, 12:26 PM Reply Like
  • If you will go back and read my post, you will see I have a clue. I admitted up front that I own both KO and PEP. I do see SODA as a challenger to their market share. This is a financial publication after all. If you read my post, you should see I am debating the buy / sell decisions of KO, PEP, and SODA, not the products themselves.
    18 Jun 2013, 09:31 PM Reply Like
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