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SodaStream (SODA) announces a deal with Ocean Spray Cranberries to license juice blend products...

SodaStream (SODA) announces a deal with Ocean Spray Cranberries to license juice blend products for its home beverage system. The products will hit the U.S. and Canada market in the second half of 2013.
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Comments (14)
  • skiguynyc72
    , contributor
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    This should really help SODA. Between energy drink, club soda and now brand name Cranberry, SODA is the perfect device for all of the Vodka drinkers out there!
    27 Feb 2013, 08:09 AM Reply Like
  • NEIGHBORS3279
    , contributor
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    The beverage war is on!! Coke & Pepsi are beating their heads in ,on how to figure out to stop ,create or join Soda Stream from catching fire on the grocery shelves!! Shelf space & shelf management is everything to the BIG SODA COMPANIES!! With the Green movement here and growing in the future ,the big boys are worried!!
    27 Feb 2013, 08:41 AM Reply Like
  • Michael Bryant
    , contributor
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    (SODA) is a buy. Instead of going to get coffee for $1.16, I make my own coffee at home for $0.50 using (GMCR)'s coffee maker. The same will eventually happen to soda.

     

    The only difference, you can't buy 2 liters of coffee at the supermarket for $2 or less.
    27 Feb 2013, 09:09 AM Reply Like
  • Blue Horshoe love Anacot Steel
    , contributor
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    You are missing the bigger points. While Sodastream is probably about 40 percent cheaper than Coke or Pepsi, no one I know has trouble lugging a week's worth (or two, or three) of coffee home from the supermarket, nor finding shelf space in their cabinet for their supply of coffee, nor is inconvenienced by having to return empty coffee cannisters to the supermarket. And not to mention always being able to mix and match lots of different great-tasting flavors that would be impossible in most homes to stock -- or just unavailable at the supermarket. My cabinet currently has cola, root beer, peach ice tea, orange, pink grapefruit, fruit punch, dr pete, energy, lemon-lime, fountain mist, cran-raspberry, and apple mango -- and I did not drink soda before my sodastream!
    27 Feb 2013, 04:08 PM Reply Like
  • Michael Bryant
    , contributor
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    I also think I read (SODA) is healthier that Coke.
    27 Feb 2013, 10:11 PM Reply Like
  • Blue Horshoe love Anacot Steel
    , contributor
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    absolutely... way lower in calories and sodium for regular soda and made with sucralose instead of aspartame for diet varieties. the only reason i will drink soda now. no idea why coke and pepsi don't use sucralose
    28 Feb 2013, 07:03 PM Reply Like
  • drew111
    , contributor
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    How long have people been able to brew their own coffee cheaply at home? Two hundred years or so, right. Yet, for some reason this upstart company called Starbucks manages to charge 5, 6, 7 dollars for what is essentially a large coffee and their customer count keeps growing! Doesn't seem rational does it? Your price point argument assumes consumer rationality on price alone. I can buy a steak at the grocery store, take it home, cook it with sides, and eat it for probably a third of what it would cost me at a restaurant. Yet I don't see restaurants that are known for their steaks going out of business en masse.

     

    My point is that it's not about the price or even necessarily the convenience. It's about habits, atmosphere, quality, taste, and other more ethereal concepts(like emotional attachment, sentiment etc.) The fatal flaw of the arguments in favor of SODA is the exclusion of what I just mentioned.

     

    Ocean Spray is distributed by Pepsi. Yes the beverage wars are on! Ehhh, maybe not...
    3 Mar 2013, 05:51 PM Reply Like
  • Blue Horshoe love Anacot Steel
    , contributor
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    If you are arguing that Coke and Pepsi have such a huge "cool" factor that centers around things like atmosphere and emotional attachment then maybe you should open up a cafe where people lounge around all day fiddling with their tablet and buying overpriced Cherry Coke. But to say that this idea is ridiculous is to acknowledge that your argument greatly overstates the case for Coke or Pepsi.

     

    A can of supermarket soda will never have the appeal of a high end steakhouse or trendy coffee shop. To suggest that it is comparable is laughable.

     

    And it is clear that Sodastream is developing its own cool factor in that many people like to make their own soda and Sodastream's marketing has been making it cool to do so. It also appeals to environmentally conscience consumers the same way a Prius is cool to some people. This is the reason that I believe the price savings are actually irrelevant. So the only argument you have is taste and that is a matter of opinion. Since I drink only diet I can tell you that Sodastream has no equal in this regard.
    3 Mar 2013, 08:44 PM Reply Like
  • drew111
    , contributor
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    Actually I'm arguing that Pepsi and Coke are not going anywhere. They've been around for 100+ years. As far as overstated arguments go, the case against PEP and KO is overstated. Please refer to the last 100 years for evidence of the above mentioned overstatement. Don't take my word for it.

     

    As far as opening up a lounge and serving overpriced Cherry Coke, that idea has already been taken and repeated thousands of times. Maybe you've heard of them. They go by many names, but overall they are called restaurants. Often times you can buy food to go along with your overpriced Cherry Coke. If you are not familiar with these lounges, google the term "restaurant." I promise I'm not making this up. I've actually worked at several of these lounges, earlier, in my formative years. My father, both managed and owned several of these as well. In fact, one of the more famous "restaurants" is called McDonald's. Perhaps you've seen one. They have a pair of golden arches as part of their sign and you can find them in most towns throughout North America. They also offer free wireless, in most locations, so customers can hang around and fiddle with their tablets. I don't think the idea of "restaurants" to be ridiculous. I know that history, McDonald's shareholders and franchise owners, and probably even God would agree with me.

     

    There is a gem of knowledge buried within my sarcastic retort. In fact, that gem is another 800 lbs gorilla in the room. That lounge concept I mentioned earlier, yeah, well it's locked up tight by the big two. It's truly a duopoly. Barrier to entry is what you could call HUGE. I could write a 20 page essay on why it will stay a duopoly. Don't even try to argue against it. You will lose that fight.

     

    In conclusion, I will leave you with several questions. I would do it in purple crayon, but I had a hard time cleaning my monitor the last time I did that. If taste is a matter of opinion, why does Sodastream's diet have no equal? Is it because you are so superior in intelligence and "taste" that you can state this as fact? Or is it because you just failed to see the blatantly circular logic in the last two sentences of you response?
    3 Mar 2013, 11:56 PM Reply Like
  • Blue Horshoe love Anacot Steel
    , contributor
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    Drew, steak is to steakhouse; as coffee is to a coffeehouse; as Pepsi is to McDonalds. Which analogy does not fit?

     

    Go back and reread your first post and try to follow your original path if this doesn't make sense at first.

     

    The taste part was an opinion, and only my humble opinion.

     

    And I never said KO or Pepsi was going anywhere, just that there is more to Sodastream than just price savings.
    4 Mar 2013, 09:21 AM Reply Like
  • drew111
    , contributor
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    First of all, Blue, I commented on a sub thread under Michael Bryant's original post. It was a comment in reference to THAT post, not to your post. Yet, you felt the need to respond in a post that was hemorrhaging condescension. I, in turn, post an equally condescending response to your condescending response. But, hold on, here comes the best part. Your response to my response to your response to my response to Michael Bryant's original post (Flow charts available upon request, just pay shipping and handling.
    Special edition also available, drawn in purple crayon.) simply restates my original logical progression and confirms my conclusion. Great gobs of googly moogly, all I am saying is (give peace a chance?...sorry, back to the point) Pepsi and Coke have durable competitive advantages that are not easily assailable. You, by your own admission, agree with this....'And I never said KO or Pepsi was going anywhere.' This, of course, raises another question. Why in the hell did you comment to begin with? My conclusion, and this is just my humble opinion, is you realized that your analysis had some blind spots and now you are just trying to save face.
    4 Mar 2013, 11:29 AM Reply Like
  • Blue Horshoe love Anacot Steel
    , contributor
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    Drew, I am having trouble understanding your logic. no matter though. i commented on your post the same way you commented to Michael Bryant's post because I disagreed with your analysis -- and still do. i am as much out of line as you were in your original comment.

     

    I like a sober, intelligent debate but this is clearly going off course. good luck with your investment thesis. if you believe in your thesis, short soda, and long ko and pepsi. once again, good luck.
    4 Mar 2013, 01:24 PM Reply Like
  • skiguynyc72
    , contributor
    Comments (82) | Send Message
     
    With a PEG ratio of 1, this is a $90 plus stock.... 34% growth rate... SODA probably earns $3 plus this year...
    28 Feb 2013, 08:00 AM Reply Like
  • lo574
    , contributor
    Comments (38) | Send Message
     
    Drew The other 800 pound gorilla in the room (and yes this one's female) would be the Mr. Coffee effect. Once the new innovation everyone "had to have", within a brief period of time how many alternative coffee makers had been created? Certainly SODA gets props for the invention however by no means will the wheel not continue to be replicated if not (possibly) improved by competitors *if* truly embraced by the consumer. I currently have no position in SODA and would trade it if a setup arose however for me it would be just that; a trade. Not an investment.
    4 Mar 2013, 08:46 AM Reply Like
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