Ediets.com Inc. (DIET)

All Comments on DIET

  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:16 AM
    My Website
    General Discussion on DIET
    Is this a buy or a sell? Reply
  • commenter
    User 161288
    Mar 07 01:41 AM
    My Website
    Ediets.com Inc. Q4 2007 Earnings Call Transcripts [view article]
    An extraordinarily innacurate picture is being created by the ediets.com executive team in this earnings call, with regard to the "success" of their meal delivery program. Even a small amount of diligence by analysts will reveal the reality of the fundamental inability of ediets to even provide basic service (i.e. actually deliver meals that customers have already been billed for).

    I am capturing the appalling experience of myself and other ediets customers at my blog - edietssucks.com. If you are an investor, I think you will find it highly revealing.     Reply
  • commenter
    ang
    Mar 06 02:50 PM
    My Website
    Ediets.com Inc. Q4 2007 Earnings Call Transcripts [view article]
    One very important thing that Steve Rattner neglected to mention - the new platform has been poorly received, to put it mildly. Many of the meal delivery clients have not received promised shipments. They continue to be charged for undelivered food because eDiets apparently lacks sufficient staff to handle all the complaints and cancellation requests generated by the new platform. The participants in this call obviously have not perused the message boards at the new eDiets site to get a feel for customer satisfaction. Watch out investors and stakeholders! I have a feeling the mass customer exodus will be reflected in the Q2 numbers! Reply
  • commenter
    User 160739
    Mar 06 03:49 AM
    Ediets.com Inc. Q4 2007 Earnings Call Transcripts [view article]
    I like this one as a speculative play for a possible 3-bagger type return. This company was taken over by a hedge fund a year ago and they've restructured the business and introduced a meal delivery service like NTRI only better, they've partnered up with Glaxo to offer meals specifically designed for Alli users. They gave guidance of $50MM for 2008 w/o the Alli deal done at that point. Even with $50MM in revenue this will be an $8 or $9 stock, but I think it will be much better than that. It is currently trading at $4.50-$5.00 range from where I think this is very well supported. Reply
  • commenter
    janecl
    Aug 31 06:58 AM
    eDiets Chairman Sells Stock to New 10%-Owning Hedge Fund (DIET) [view article]
    eDiets and the other big online diet corporations could have a lot more competition on their hands. A new technology called V-Clinic has been released in the US that has already proved popular in the UK. Basically any dietitian or health website can use V-Clinic to open their own online and cell phone diet and fitness business. So every nutrition clinic in the country will now be able to compete with the bigger players and of course be able to provide face to face consultations too in conjuntion with their online service - something that eDiets can't do. Due to this new technology, the cost of entry into the online diet market has dropped to just a few thousand dollars. This market is about to get much more competitive so investors beware. Reply
  • commenter
    Greg
    Calderone
    Jan 30 07:24 PM
    My Website
    eDiets Chairman Sells Stock to New 10%-Owning Hedge Fund (DIET) [view article]
    As someone who is always anti-shorts, I am glad Cramer came out with a way to bust them on this stock. Reply
  • commenter
    mitch
    bernstein
    Jul 12 02:49 PM
    Pharma Giant Glaxo Launches Online Diet and Weight-Loss Site; Negative Trend for Google, Yahoo, ValueClick? [view article]
    perhaps i'm missing your point, but with a pharma firm launching its own site, this would be a net contributor to the revenues of GOOG/YHOO/VCLK/AQNT etc.

    they are not launching the site to capture ad revenues, but as a lead generation/information gathering endeavor that builds consumer data. also, this site certainly won't garner the kind of traffic needed to be useful without considerable marketing spend, which would likely put millions of dollars into google and yahoo, not to mention the add on effect of new competitors (GSK + Sanofi Aventis) into an already crowded space...

    in my mind, this is just another example of the secular trend that shows big companies shifting ad dollars into the more measurable digital channel.     Reply
  • commenter
    SeekingAlpha
    Editors
    May 17 02:40 PM
    My Website
    eDiets Loses More Weight (DIET) [view article]
    Doug, I think the key problem with eDiets is its high subscriber churn and customer acquisition costs. The combination of the two means that it costs the company a lot to get a customer, but it has to keep spending on advertising just to keep its customer base flat. Look at the conference call transcripts and the other posts on DIET from the last 24 months and you'll see this clearly. Reply
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