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May 7, 2015, 8:42 AM
- Keurig Green Mountain (NASDAQ:GMCR) is down sharply after Q1 results miss estimates.
- A cut in 2015 guidance from the company due to weak brewer sales caught analysts and investors off-guard.
- Shares of GMCR are below $100 for the first time in almost a year.
- Previously: Keurig Green Mountain misses by $0.02, misses on revenue (May. 06 2015)
- GMCR -11.64% premarket to $95.50.
May 6, 2015, 4:03 PM
- Keurig Green Mountain (NASDAQ:GMCR) names Peter Leemputte to be its new CFO.
- The exec will replace current CFO Fran Rathke on August 15 at which time Rathke will become a senior adviser to the company.
- Leemputte is a former CFO at Mead Johnson Nutrition.
May 6, 2015, 4:01 PM
- Keurig Green Mountain (NASDAQ:GMCR): FQ2 EPS of $1.03 misses by $0.02.
- Revenue of $1.13B (+2.7% Y/Y) misses by $20M.
- Shares -2.85%.
May 5, 2015, 5:35 PM
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May 4, 2015, 2:33 PM
- Keurig Green Mountain (GMCR -4%) issues a clarification after reports broke indicating a shakeup with its R&D team was underway.
- The company says former Chief Technology Officer Kevin Sullivan will shift to working on critical technology initiatives.
- New CTO Mark Choe has been working with Sullivan on his transition.
- Previously: Keurig Green Mountain fades after BAML warning
May 4, 2015, 12:28 PM
- Keurig Green Mountain (GMCR -4.1%) trades lower after Bank of America warns on sales for the company's hot system.
- Perhaps the most alarming point made in the analyst note is that retailers plan to devote more prime shelf space to rival brewer offerings.
- BAML also says it's been tipped on a R&D management shakeup at Keurig.
Apr. 13, 2015, 1:06 PM
- Wal-Mart's (WMT) strategy to increasing pricing pressure on suppliers is likely to be felt by some consumer products giants.
- Though larger suppliers have more leverage with Wal-Mart than smaller companies, an impact on margins could still be felt.
- Listed below are the estimated annual revenue and percentage of total revenue derived from the Bentonville retail giant for some CPG firms.
- Procter & Gamble (NYSE:PG): $12B to mark 14% of total revenue.
- PepsiCo (NYSE:PEP): $8B, 12% of total revenue.
- Kraft Foods (NASDAQ:KRFT): $4.7B, 26% of total revenue.
- Kellogg (NYSE:K): $3.1B, 21% of total revenue.
- Campbell Soup (NYSE:CPB): $1.6B, 19% of total revenue.
- J.M. Smucker (NYSE:SJM): $2.35B, 30% of total revenue.
- Clorox (NYSE:CLX): $1.5B, 26% of total revenue.
- Hillshire Brands (NYSE:TSN): $1.1B, 27% of total revenue.
- Keurig Green Mountain (NASDAQ:GMCR): $799M, 17% of total revenue.
- Energizer (NYSE:ENR): $748M, 17.2% of total revenue.
- Tootsie Roll (NYSE:TR): $129M. 23.7% of total revenue.
- Data compiled by the Cincinnati Enquirer
Apr. 10, 2015, 1:20 PM
- Keurig Green Mountain (GMCR -1%) is an underappreciated growth story, according to a bullish note from Goldman Sachs.
- Though the investment firm sees some "choppy trading" on the name, it's optimistic the Hot platform and Keurig Kold can be disruptive.
- Keurig has 12 new markets where it can strike significant market share gains and can add established Western Europe markets such as France, Italy, and Germany down the road where even a 5% market share brings in hundreds of millions in sales.
- Goldman Sachs has a one-year price target of $160 on Buy-rated GMCR (30X near term P/E) vs. the 52-week trading range of $90.08 to $158.87.
Apr. 7, 2015, 3:59 PM
- Goldman Sachs identifies Keurig Green Mountain (NASDAQ:GMCR) as the "cheapest" consumer goods stock in relation to the investment firm's price target.
- The call isn't a surprise with GS having one of the most optimistic PTs on the Street at $166. Argus is a shade more conservative at $164.
- The bear thesis on GMCR pivots on weak brewer sales. The company's brewer and accessory sales fell 18% in FQ1.
Mar. 30, 2015, 8:18 AM
- Keurig Green Mountain (NASDAQ:GMCR) announces a new partnership with privately-owned Reily Foods.
- The deal will see the New England, New Orleans Famous French Market Since 1890, and Luzianne brands into the Keurig K-Cup family.
- The new pods will be available this fall.
Mar. 24, 2015, 1:51 PM
- A slowdown in the single serve coffee market is giving some opportunities in the recovering drip coffee market, according to a blog post from NPD Group.
- 42% of respondents to a NPD survey own a single serve coffee system already with less than half saying they plan on replacing their machine in the next three years.
- Drip coffee makers and coffee grinder sales have both improved recently amid the maturity of single-serve as households veer toward having both a quick and a more complex coffee option.
- Related coffee machine stocks: Keurig Green Mountain (NASDAQ:GMCR), Hamilton Beach (NYSE:NC), KitchenAid (NYSE:WHR), Cuisinart (private), Breville (OTC:BVILF, OTCPK:BVILY), Mr. Coffee (NYSE:JAH).
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.
Mar. 23, 2015, 3:27 PM
- Keurig Green Mountain (GMCR +0.3%) unveils travel mug pods for the Keurig 2.0 system.
- The latest addition to the machine gives 2.0 users nine different brew size options.
- Last quarter, the company saw brewer sales fall 18%, while sales of portion packs were up 9% to top $1B.
Mar. 19, 2015, 11:22 AM
- Keurig Green Mountain (GMCR -1.8%) trades lower after Dougherty & Company issues a cautionary note on the company.
- Channel checks from Dougherty indicate soft demand for the new 2.0 brewing system.
- A report from Longbow yesterday indicated Keurig brewer sales were up at a low single digit rate in March.
- Shares of GMCR are -8.2% YTD.
Mar. 11, 2015, 10:20 AM
Mar. 2, 2015, 2:34 PM
- Coffee prices are in retreat as extended rain in Brazil and increased production capacity has helped to soothe the market and push up forecasts on output.
- Data from the U.S. Commodity Futures Trading Commission indicates a sharp drop in bullish bets on coffee as experts now ease off some previous concerns on supply vs. demand.
- Arabica prices are still higher than where they were a year ago.
- There could be a lag factor for many companies to see a benefit from lower coffee commodity costs. Starbucks tipped off during its FQ1 earnings call (transcript) it has 94% of its 2015 coffee needs already priced.
- Arabica coffee price chart
- Related stocks: GMCR, SBUX, JVA, SJM, KRFT, DNKN
- Related ETFs: JO
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