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SodaStream Launches Pepsi Brand SodaCaps For Limited Test Run
- Small test program partnership indicates underlying research and development initiatives at play.
- Cost per unit analysis and dissection for Pepsi SodaCaps.
- Logistics will play a big role in any partnership.
Whitney Tilson's Kase Capital Boosts Stake In Struggling SodaStream: Opportunity?
- Tilson believes it is a mistake to view SodaStream as a fad.
- He cites strong and growing user base overseas, positive survey reviews, only 1-2% market penetration in the US and high short interest.
- The problems at SodaStream are fixable and Tilson believes the growth deceleration will be temporary.
- U.S. market impacted by decision to focus on gross margins and profitability.
- France distributor still working off excess machine inventory.
- Growth plans take form.
- SODA prices have been in a freefall YTD, profits have plummeted, and overall global sales have noticeably declined.
- SODA will also close its Maaleh Adumim plant in the Israeli-occupied West Bank by June 2015 due largely to a negative public image.
- Despite current woes, SODA has a strong foundation—having beat estimates for both revenues and earnings for nearly all sixteen reported quarters since 2011.
- While we are encouraged by SODA’s historical strength, we suggest investors steer clear of the stock until the future of the industry is more promising.
- Sodastream is a new invention of an old business.
- The company has been bought and sold many times - good brand managers have failed to make it work.
- Latest results are poor, and prices have tumbled.
- What is going on?
- Management has a plan – am I a believer?
Update: SodaStream's Earnings Report Looks Like A Dying Fad
- SODA reported fiscal third quarter results.
- The report increases my confidence that SODA’s product line is a dying fad.
- I anticipated and still anticipate further weakening results.
SodaStream's Decision To Close West Bank Factory A Real Game-Changer
- SODA will relocate its West Bank factory to the Negev, inside Israel itself.
- SODA has faced repeated boycott calls over a factory in occupied territory.
- Consolidating facilities will also reduce costs, important while SODA tries to get growth going again.
SodaStream Outlines Its Potential Return To Growth For Investors
- New plans for growth? Not really given their historical goals and activities.
- Low comps, currency tailwinds and greater manufacturing capabilities will likely serve the company well in 2015.
- Superficial rebranding initiatives don't fit the current problem regarding consumer engagement and purchase conviction.
SodaStream In Q3: Still Flat Or Finally Carbonated?
- SODA seems to be in free-fall financially.
- Company's quarterly expectations are disheartening.
- Lack of strategic partnership opportunities for the company paint a rather bleak outlook for SODA.
Is The Pepsico And SodaStream Partnership A Game Changer For SodaStream?
- Pepsico limited partnership with SodaStream can likely not produce unlimited results initially.
- CO2 remains the highly coveted commodity.
- SodaStream focuses on eliminating soda maker models by year-end in many markets.
- The poor performance of the U.S. segment has brought the stock price down to its all time lows.
- SodaStream has been unable to attract new consumers to its products, which has resulted in a declining U.S. segment.
- Health and Wellness benefits will certainly push the sales higher from the U.S. segment as we believe it can be a competitive advantage for SodaStream.
- Growth in other regions remains strong for the company.
- SodaStream is a likely take-out candidate, but thus far, no firm has been willing to take a stab at shares.
- The firm's fundamentals have started to wane, and its most recent quarter spoke of troubles.
- Let's examine what the firm's shares are worth in this article.
- SodaStream’s US sales are in a tailspin.
- SodaStream’s strategy to recover is health & wellness focus.
- There is no evidence that health & wellness lines is helping competitors in any big way yet, other than in niche products. It will not be SodaStream’s saving grace.
Update: SodaStream Issues Dismal Preliminary Q3 '14 Earnings
- SodaStream reports disappointing preliminary Q314 numbers.
- Stock remains a buy on the dip.
- The sizable warning wasn't anticipated, but the corresponding stock drop creates opportunity.
- SodaStream missed sales estimates by a mile.
- The company’s new strategy to shift to health & wellness is a dud idea.
- I believe the fad is over and SodaStream has a lot lower to go in terms of both revenue and stock price.
- At-home carbonated beverage maker SodaStream has struggled to find profit growth in FY2014, reporting a double-digit decline in adjusted operating profit.
- The company's poor financial performance has led to a downward trajectory for its stock price in 2014.
- With future profit growth likely to be more challenging, thanks to greater competition, SodaStream seems to have an uncertain growth trajectory, making it a poor bet at current prices.
- SodaStream's 2014 growth story is rather shaky.
- 2014 holiday season is crucial ahead of Keurig Cold launch.
- High short interest could lead to possible short squeeze.
- SodaStream valuation is low compared to industry peers.
- SodaStream offers a compelling valuation at $30.
- Stumbles in the past led to significantly higher growth in a few quarters.
- The buyout rumors, while possibly true at $40, don't come close to offering true value for the home soda maker concept.
SodaStream: Rumors Are Rumors, But Don't Overlook The USD/ILS Chart
- Rumors continue to proliferate of a buyout.
- No efficacy in rumors on stock price lately.
- USD/ILS proves relevant.
Tue, Nov. 11, 2:02 PM
- SodaStream (SODA -0.2%) says its marketing campaigns for the rest of this year and in 2015 will focus on water.
- The company's shift in strategy away from soda was highlighted during its earnings day presentation last month.
- "At SodaStream, we make water exciting," promises one SodaStream exec.
- Shares of SodaStream are down 56.3% YTD as demand outside of Europe has disappointed for the most part.
Wed, Oct. 29, 11:48 AM
- SodaStream (SODA -2.5%) releases a fresh growth plan as part of its earnings day disclosures.
- The company says that after reaching an inflection point where operational complexity has eroded margins a shift in strategy will be implemented.
- SodaSteam (H2OStream?) plans to position itself as a health and wellness solution and focus on sparkling water products.
- The company also says it will relocate its Alon ATvor and Mishor Adumim facilities by late 2015.
- The consolidation of manufacturing is expected to drive gross margin improvement of 200 bps in 2016.
- SodaStream Growth plan (.pdf)
Wed, Oct. 29, 7:42 AM
- SodaStream (NASDAQ:SODA) cites a challenging selling condition in the U.S. and a mixed performance globally in its report on Q3 results.
- The company says sales of soda maker kits fell off 215 to $62.5M, while consumables sales rose 2.1% to $79.1M.
- Geographic revenue breakdown: The Americas -20.3% to $49.8M, Western Europe -0.9% to $75.5M, Asia-Pacific +4.7% to $8.6M, Central & Eastern Europe/Middle East/Africa -2.2% to $10.7M.
- Gross margin rate -290 bps to 51.2%.
- Operating margin -540 bps to 7.1%.
- Sales and marketing expense rate +20 bps to 33.1%.
- Guidance: SodaStream expects 2014 revenue of $562.7M.
- SODA -1.6% premarket.
Wed, Oct. 29, 7:40 AM
Tue, Oct. 28, 5:30 PM
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Fri, Oct. 24, 11:57 AM| 6 Comments
Fri, Oct. 24, 11:42 AM
Wed, Oct. 8, 12:16 PM
- SodaStream (SODA -3.5%) falls off again to follow up on yesterday's shellacking.
- Investors are fretting over the 1% penetration rate that SodaStream has in the U.S. which compares poorly to the +20% rates in some western European nations.
- There's also an unconfirmed report out that retail chain Crate & Barrel plans to discontinue selling the company's products.
Tue, Oct. 7, 12:45 PM
Tue, Oct. 7, 8:37 AM
- Shares of Keurig Green Mountain (NASDAQ:GMCR) are higher in early action despite a soft read from SodaStream (NASDAQ:SODA) on demand for home beverage systems.
- A strong initiation from Goldman Sachs on the stock is helping to offset any concerns on the category.
- Coca-Cola (NYSE:KO) has its eyes on the developments with its 10-year Keurig Cold partnership kicking off in 2015.
- If it's true that PepsiCo (NYSE:PEP) and Starbucks (NASDAQ:SBUX) have interest in SodaStream - there's some number-crunching going inside the C-suites there.
- GMCR +2.1% premarket, SODA -17.5%.
Tue, Oct. 7, 8:13 AM
- Shares of SodaStream (NASDAQ:SODA) come off their trading halt to show a double-digit loss following a stark warning from the company on Q3.
- Grounded beverage industry analysts have been noting for a while that SodaStream's soft sales in the U.S. is the bigger story than takeover chatter.
- SODA -15.9% premarket
Tue, Oct. 7, 7:36 AM
- SodaStream (NASDAQ:SODA) says it's "very disappointed" in its preliminary view of Q3 results.
- Revenue is expected to be $125M vs. $154M consensus.
- The company's estimate for $8.5M in operating income for the quarter is also below estimates.
- The key pullout for SodaStream's release: "We have not succeeded in attracting new consumers to our home carbonation system at the rate we believe should be achieved."
- Shares of SODA have been halted for trading by the Nasdaq.
Wed, Sep. 24, 1:13 PM
- NPD Group reports the U.S. small home appliance saw sales rise 4% to $19.6B for the year ending June 2014.
- Perhaps a surprise, growth in the rice cooker and electric kettles categories were stronger than what was seen for single-serve brewing systems and countertop blenders.
- Related stocks: GMCR, SBUX, WHR, CONN, HGG, HD, NC, SWK, SODA,
Thu, Sep. 18, 8:16 AM
- It's rumor time again for SodaStream (NASDAQ:SODA).
- The Independent reports that SABMiller (OTCPK:SBMRY) and KKR could be interested in making a bid for the home carbonation system maker.
- Earlier this week, the buzz had SodaStream getting bought out by a British P-E firm at $40. This time around, a deal price of $46 is getting bandied around.
- SODA +3.4% premarket.
Tue, Sep. 16, 7:33 AM
Mon, Aug. 25, 9:33 AM
- Monness Crespi is out with a warning to clients on SodaStream (SODA +0.9%).
- Channel checks from the boutique investment firm indicate Macy's has reduced orders, while prices are being discounted at Target and Wal-Mart.
- SodaStream's disappointing pace of growth in the U.S. has prompted it to pivot its marketing message toward health and wellness.
SODA vs. ETF Alternatives
SodaStream International Ltd along with its subsidiaries is engaged in developing, manufacturing & marketing beverage carbonation systems & related products. It enables consumers to transform tap water into carbonated soft drinks & sparkling water.
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