Dr Pepper Snapple Group, Inc. (DPS) - NYSE
  • Feb. 14, 2015, 10:13 AM
    • Craft soda is starting to become a trend to watch closely, according to industry insiders.
    • Though still accounting for only ~1% of the total U.S. soda market, major retail chains have increasingly been willing to bet on local craft brands in store aisles.
    • The craft craze is old news for the beer industry where coming-of-age millennials buy craft/local beers at a 50% higher rate than brand-loyal older generations. Fading stars such as Budweiser and Bud Light are testament to the impact of the millennial paradigm.
    • The craft influence in coffee hasn't been lost on Starbucks which has strategically deployed trucks on college campuses in an effort to win over students.
    • Despite the progressive reputation of Starbucks, analysts think new upstarts such as Craft (subscription) and Cups (app) have a shot of gaining influence with the Indie-minded millennial crowd on "customization" and pricing.
    • What to watch: An increase in M&A activity in the beverage sector is expected as major companies strategically pick off more local craft brands to incubate.
    • Craft coffee watch: GMCR, SBUX, JVA, SJM, KRFT, DNKN, QSR, MCD.
    • Craft soda watch: PEP, KO, MNST, COT, DPS, OTCQB:JSDA, REED, SODA,  FIZZ.
    | Feb. 14, 2015, 10:13 AM | 24 Comments
  • Aug. 15, 2014, 8:50 AM
    • 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) on the M&A front. Some consumer analysts are tipping DPS to be the sleeper pick to acquire SodaStream.
    • SODA +3.7% premarket
    | Aug. 15, 2014, 8:50 AM | 1 Comment
Company Description
Dr. Pepper Snapple Group, Inc. operates as a soft drink manufacturing company. It engages in the manufacturing, marketing and distribution of non-alcoholic beverages with a portfolio of flavored carbonated soft drinks and non-carbonated beverages, including ready to-drink teas, juices, juice... More
Industry: Beverages - Soft Drinks
Country: United States