A coffee trade-down in play? With Wal-Mart (WMT) and J.M Smucker (SJM) both reporting strong...

|About: Wal-Mart Stores, Inc. (WMT)|By:, SA News Editor

A coffee trade-down in play? With Wal-Mart (WMT) and J.M Smucker (SJM) both reporting strong K-Cup sales during Q3, retail analysts see the opening of the single-serve market playing out as expected. Although it's a sticky wicket trying to convince a Green Mountain Coffee Roasters (GMCR) or Starbucks (SBUX) fan that consumers will flock to Folgers or Sam's Club coffee products, early results are promising. Keep an eye on pricing in the coffee market, with Caribou Coffee (CBOU) and Treehouse Foods (THS) trying to recover from recent K-Cup stumbles.