- The debate on SodaStream (NASDAQ:SODA) is even livelier after Coca-Cola takes a 16.7% equity stake in Monster Beverage.
- Bulls see the development as increasing the odds of beverage giant such as PepsiCo or Starbucks aligning with SodaStream, while skeptics see the Coca-Cola factor as a market share destroyer for SodaStream.
- Sluggish demand in the U.S. is being addressed by SodaStream with a new marketing message in which health will be highlighted over conservation.
- The company's cash position is also in focus. Free cash flow has weakened considerably over the last year due to investments, notes SA contributor Amal Singh.
- The wildcard in the mix: It's been quiet at Dr. Pepper Snapple (NYSE:DPS-OLD) on the M&A front. Some consumer analysts are tipping DPS to be the sleeper pick to acquire SodaStream.
- SODA +3.7% premarket