Dec. 10, 2015, 5:08 PM
Dec. 7, 2015, 9:50 AM
- The buyout of Keurig Green Mountain (NASDAQ:GMCR) is creating a buzz in the beverage sector.
- Shares of GMCR are up 74% to $89.91 vs. the deal price of $92. The moonshot in share price is a positive for Coca-Cola (KO +0.2%) which owns a 17% block and not so great for Greenlight Capital which went short (for the second time) when shares were in the triple-digits.
- SodaStream (SODA +9.8%) and Coffee Holding (JVA +11.9%) are both up sharply with the M&A in the sector raising their profile.
- Coffee names Farmer Brothers (FARM +0.9%) and TreeHouse Foods (THS +0.8%) are also ahead of broad market averages. National Beverage Corp. (FIZZ +1.4%) is catching some bids as it Coca-Cola distributor Embotalledora (AKO.A, AKO.B) with a +1.2% gain.
- An interesting side note on the deal is if it could impact ongoing speculation over a Mondelez International (MDLZ -0.6%) and PepsiCo (PEP +0.1%) food combination. Mondelez is a coffee JV partner of JAB Holdings which is now a bit closer to Coca-Cola through the GMCR deal.
Sep. 10, 2015, 2:21 PM
- National Beverage (NASDAQ:FIZZ): FQ1 EPS of $0.37 vs. $0.33 in 1Q14
- Revenue of $185.4M (+6.2% Y/Y)
- Shares +2%
Jul. 17, 2015, 9:39 AM
- National Beverage (NASDAQ:FIZZ): FY15 EPS of $1.05
- Revenue of $645.83M
Jun. 9, 2015, 10:43 PM
- San Francisco is one step closer to becoming the first U.S. city to require warning labels on sugary drinks after government officials approved a new measure.
- The San Francisco Board of Supervisors and Mayor still have to sign off on the anti-soda ordinances.
- Some juice products, flavored milk products, and sports drinks will be included in the targeted beverage category if they contain a certain threshold of added sugar.
- Health advocates say they will make a second run at passing a sugar tax in San Francisco. They are also aiming for a broader push beyond California on consumer sugar warnings.
- The beverage industry has reacted to uneven demand in the U.S. for soda drinks in part with product innovation (craft, cane sugar, energy, protein) aimed at millennials.
- Related stocks: KO, PEP, DPS, COT, MNST, OTCQB:JSDA, REED, FIZZ, HSY, DF,
Mar. 12, 2015, 11:10 AM
- National Beverage (NASDAQ:FIZZ): FY'15 EPS of $1.05 vs. $0.93 in FY'14
- Revenue of $645.6M (+0.1% Y/Y).
- Shares +3%
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 beer watch: BUD, OTCPK:SBMRY, TAP, OTCQX:HEINY, SAM, BREW, STZ, OTC:BIBLF, OTCPK:BRBMF.
- Craft coffee watch: GMCR, SBUX, JVA, SJM, KRFT, DNKN, QSR, MCD.
- Craft soda watch: PEP, KO, MNST, COT, DPS, OTCQB:JSDA, REED, SODA, FIZZ.
Sep. 10, 2014, 4:52 PM
- National Beverage (NASDAQ:FIZZ): FQ1 EPS of $0.33.
- Revenue of $174.63M.
Sep. 6, 2013, 8:17 AM
- National Beverage (FIZZ) reported FQ1 results Thursday and everyone owes it to themselves to read the PR which carries the headline "National Beverage Reports Less Than Typical Results."
- FIZZ says revenues and net income fell 6% and 16% respectively for the period, while EPS came in at $0.26, but it's CEO Nick Caporella's commentary that steals the show.
- "The consumer revolted in anger to yo-yo pricing," Caporella proclaims, explaining what he says was a rough summer for cola makers, before making it clear that he nevertheless isn't making any excuses: "Should we have the most credible reason for these results (and we could have), would it make a difference? There can be no allowable regrets in business or fumbles on the field."
- Ultimately, the future looks bright from management's perspective, given that "good soft drinks are to the human race what sunshine is to a picnic!"
Dec. 20, 2012, 4:32 PMNational Beverage (FIZZ) declares Dec. 27 as special dividend payment date of $2.55/share. (PR) | Dec. 20, 2012, 4:32 PM
Dec. 6, 2012, 5:08 PMNational Beverage (FIZZ): FQ2 EPS of $0.26 beats by $0.01. Revenue of $166.5M (+5% Y/Y) beats by $8M. (PR) | Dec. 6, 2012, 5:08 PM
Dec. 5, 2012, 12:45 PM
Nov. 23, 2012, 12:45 PM
Nov. 23, 2012, 10:16 AM
National Beverage (FIZZ +7.3%) announces it will pay a special cash dividend of between $1.50 to $3.00 per share. The company says it will finalize the per share amount no later than November 30 and will make sure the dividend hits in 2012 before a potential rise in tax rates.| Nov. 23, 2012, 10:16 AM
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
Jul. 17, 2008, 2:48 AM