Timberwolf Equity Research
Tue, Jun. 7, 12:00 PM
Tue, Jun. 7, 9:13 AM
Wed, Mar. 2, 10:27 AM
- Cott (COT -6.4%) trades lower after pricing a secondary offering of 11.1M shares at $11.80 per share. The underwriting syndicate on the deal includes CIBC Capital Markets and Barclays.
- The company plans to use the proceeds from the offering to pay down balances at its lending facility.
- Cott's secondary term sheet
Mar. 26, 2015, 10:49 AM
- Stifel Nicolaus sees a bright future for the North American soft drink industry.
- The investment firm calls a comprehensive beverage agreement between Coca-Cola (KO -0.3%) and refranchisees a positive development that can lift price/mix realization across the sector.
- Market caps on beverage names don't reflect the implied pricing benefit, reasons Stifel.
- Cott (COT +2.6%) and Dr. Pepper Snapple (DPS +2.5%) are the two beverage companies most closely tied to Coke's pricing action.
- Previously: Dr. Pepper Snapple catches Stifel upgrade
Mar. 24, 2015, 11:02 AM
- Beverage stocks break higher as some industry sales tracking is reported to be positive.
- The C-store channel has been vibrant for the sector recently.
- Strong gainers include Keurig Green Mountain (NASDAQ:GMCR) up 2.5% and Monster Beverage (NASDAQ:MNST) with a 2.3% increase.
- Small player Jones Soda (OTCQB:JSDA) is up 7% and Cott (NYSE:COT) continues its stellar 2015 run with a 2.2% rally.
- Even large soda sellers Pepsico (PEP +1.2%), Coca-Cola (KO +0.7%), and Dr. Pepper Snapple (DPS +0.7%) are ahead of broad market averages.
Feb. 24, 2015, 1:29 PM
Feb. 24, 2015, 9:22 AM
- Acquisitions helped boost global sales at Cott (NYSE:COT) by 13% to $544M in Q4.
- Revenue in North America was up 1.9% to $347.2M.
- The company improved its gross profit rate by 70 bps to 13.2% during the quarter.
- COT +3.8% premarket.
Nov. 6, 2014, 9:14 AM
- Gainers: PLNR +74%. PESI +24%. SWIR +20%. MEET +13%. RVLT +11%. COT +11%. DATA +11%. ACAS +10%. NDLS +9%. KATE +8%. KATE +8%. WFM +9%. HZNP +6%. CECO +6%. DRYS +5%. TRUE +5%.
- Losers: AEZS -51%. SZYM -47%. SNMX -26%. GNW -24%. WWWW -22%. CSOD -19%. PHMD -17%. GERN -14%. MCP -12%. GNRC -11%. WAC -9%. QCOM -7%. Z -7%. PBR -5%.
Aug. 15, 2014, 10:28 AM
Mar. 28, 2014, 11:36 AM
May 1, 2013, 11:20 AM
More on Cott Corporation's (COT -10.4%) Q1: A generalized market decline in carbonated soft drinks exacerbated by soft volumes led to "unfavorable fixed cost absorption and adversely impacted gross margins," the company says. A slight increase in the average price per case in North America only partially offset a global volume slump as revenue slid in virtually all markets. The company also declared a dividend. (PR)| May 1, 2013, 11:20 AM
Jan. 28, 2013, 1:29 PM
SodaStream (SODA -3.5%) sees a little extra trading volatility after its initial Super Bowl is sent back to the company by CBS for being "too provocative" toward the bottle soda industry (KO, PEP, DPS, COT). Despite being forced to go with a back-up ad, the publicity from the rejection may end up helping the company and promote its David vs. Goliath image.| Jan. 28, 2013, 1:29 PM | 5 Comments
Aug. 10, 2012, 8:00 AM
Shares of Monster Beverage (MNST) slip a bit more, now down 5.9% premarket, after the company discloses that an unnamed state AG is investigating its marketing practices. UBS is out with a warning that other energy drink manufacturers were named a related subpoena. On watch: COT, PEP, FIZZ.| Aug. 10, 2012, 8:00 AM | 4 Comments