Keurig Green Mountain Inc

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  • Fri, Jan. 29, 1:41 PM
    • Susquehanna notes that a strong U.S. dollar is likely to force 2016 EPS estimates lower on major global food and beverage names.
    • The blended drop vs. the U.S. dollar of the Euro, Canadian Dollar, UK Pound, Mexican Peso, and Brazilian Real is -10%, analyst Pablo Zuniac. Other firms are likely to have factored in a less disruptive F/X market with their 2016 estimates.
    • Companies in harm's way include KO, MDLZ, BUD, TAP, GMCR, WWAV, CCE, KHC, and K.
    • Related ETF: PBJ.
    | Fri, Jan. 29, 1:41 PM
  • Fri, Jan. 22, 8:31 AM
    • Starbucks (NASDAQ:SBUX) fired a warnings shot at JAB Holding yesterday during its post-earnings conference call.
    • CEO Howard Schultz said the company is committed to staying in the K-Cup business, although it's "unresolved" if that will be with JAB acquisition Keurig Green Mountain (NASDAQ:GMCR) or on its own.
    • JAB is a major coffee rival with stakes in Caribou Coffee, Peet's Coffee & Tea, and Jacons Douwer Egberts.
    • Starbucks earnings call transcript
    • Previously: Starbucks pulls strong comp in FQ1, guidance doesn't dazzle (Jan. 21 2016)
    | Fri, Jan. 22, 8:31 AM | 12 Comments
  • Dec. 29, 2015, 5:28 PM
    • Coffee prices continue to fall as strong El Nino rains in Brazil help to boost crop yields. The next harvest in the nation is forecast to be up 20% Y/Y at 58M bags.
    • Even with Arabica prices down 28% this year, analysts see another swing lower for coffee in 2016 due to the oversupply situation.
    • Weak currencies in South America are also providing a strong incentive to local producers to sell as much as they can.
    • The trend toward low coffee prices is helping to lift margins for many coffee sellers with U.S. retail prices only down 4% to 5% this year. Companies light on hedging positions are seeing the biggest benefit.
    • Most execs play coy over the bottom line benefit of lower coffee commodity prices, but even Starbucks CFO Scott Maw had to concede that pricing looked a "little bit favorable" during the firm's last earnings call (transcript).
    • Coffee futures chart
    | Dec. 29, 2015, 5:28 PM | 16 Comments
  • Dec. 14, 2015, 7:40 AM
    • Added to the Nasdaq 100 (NASDAQ:QQQ), effective Dec. 21 will be: Ctrip (NASDAQ:CTRP), Endo International (NASDAQ:ENDP), Expedia (NASDAQ:EXPE), Maxim Integrated (NASDAQ:MXIM), Norwegian Cruise Lines (NASDAQ:NCLH), T-Mobile (NASDAQ:TMUS), and Ulta Salon (NASDAQ:ULTA).
    • To be removed: C.H. Robinson (NASDAQ:CHRW), Expeditors International (NASDAQ:EXPD), Keurig Green Mountain (NASDAQ:GMCR), Garmin (NASDAQ:GRMN), Staples (NASDAQ:SPLS), VimpelCom (NASDAQ:VIP), and Wynn Resorts (NASDAQ:WYNN). Also to be removed: LiLAC Class A Shares (NASDAQ:LILA), and LiLAC Class C Shares (NASDAQ:LILAK).
    • Source: Press Release
    | Dec. 14, 2015, 7:40 AM | 10 Comments
  • Dec. 7, 2015, 12:48 PM
    | Dec. 7, 2015, 12:48 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.
    | Dec. 7, 2015, 9:50 AM | 13 Comments
  • Dec. 7, 2015, 9:19 AM
    | Dec. 7, 2015, 9:19 AM | 75 Comments
  • Dec. 7, 2015, 8:11 AM
    • Keurig Green Mountain (NASDAQ:GMCR) announces it will be acquired by privately-owned JAB Holding Company for $92 per share in a deal valued at $13.9B. JAB Holding is an experienced collector of large consumer product brands.
    • GMCR stakeholder Coca-Cola (NYSE:KO) says it backs the buyout and indicates it will work with JAB to stay on as a major Keurig single-serve partner.
    • The deal is expected to close in the first quarter of 2016.
    • GMCR closed at $51.70 on Friday. Shares are currently on a trading halt, but will soon skyrocket.
    | Dec. 7, 2015, 8:11 AM | 28 Comments
  • Dec. 7, 2015, 7:59 AM
    • Trading in shares of Keurig Green Mountain (NASDAQ:GMCR) has been halted with news pending.
    • GMCR was down 4.79% on Friday and is off 39% over the last six months.
    | Dec. 7, 2015, 7:59 AM | 5 Comments
  • Nov. 25, 2015, 10:50 AM
    | Nov. 25, 2015, 10:50 AM | 6 Comments
  • Nov. 24, 2015, 11:12 AM
    • Keurig Canada (NASDAQ:GMCR) announces the launch of Keurig Kold across Canada
    • The beverage system will include Coca-Cola and Canada Dry Mott's brands as well as a few Keurig offerings.
    • The Kold product has a suggested retail price of $399.99.
    | Nov. 24, 2015, 11:12 AM | 7 Comments
  • Nov. 19, 2015, 12:44 PM
    | Nov. 19, 2015, 12:44 PM
  • Nov. 19, 2015, 9:14 AM
    | Nov. 19, 2015, 9:14 AM | 5 Comments
  • Nov. 18, 2015, 5:44 PM
    | Nov. 18, 2015, 5:44 PM | 5 Comments
  • Nov. 18, 2015, 4:15 PM
    • Keurig Green Mountain (NASDAQ:GMCR) reports product mix and higher green coffee costs cut into profitability in FQ4, although tight expense control helped the company top profit expectations.
    • Portion pack revenue increased fell 9% to $861M.
    • Sales of brewers and accessories plunged 32% to $124M during the period. 1.9M Keurig hot system brewers were sold.
    • The company's gross margin rate fell 530 bps to 32.3%.
    • Non-GAAP operating income rate -170 bps to 19.7%.
    • The company says it still has $914M remaining on its buyback allowance.
    • Guidance: FY16 EPS of $3.25 to $3.43 is seen vs. $3.42 consensus. Keurig expects free cash flow of $420M to $500M.
    • GMCR+19.0% AH to $48.19. Shares were off over 23% over the last week.
    • Previously: Keurig Green Mountain beats by $0.14, beats on revenue (Nov. 18 2015)
    | Nov. 18, 2015, 4:15 PM | 11 Comments
  • Nov. 18, 2015, 4:07 PM
    • Keurig Green Mountain (NASDAQ:GMCR): FQ4 EPS of $0.85 beats by $0.14.
    • Revenue of $1.04B (-13.3% Y/Y) beats by $10M.
    • Shares +15%.
    | Nov. 18, 2015, 4:07 PM | 6 Comments
Company Description
Keurig Green Mountain Inc is engaged in the coffee and coffeemaker businesses in the United States and Canada. It sells Keurig Single Cup brewers and roast high-quality Arabica bean coffees.