Wed, May 20, 9:01 AM
- Argus downgrades Keurig Green Mountain (NASDAQ:GMCR) to Hold from Buy and resets earnings estimates.
- The investment firm sees Keurig pressured on pod pricing and coffee input costs.
- Keurig lowers its FY15 EPS estimate to $3.90 from $4.32 and FY16 EPS to $4.40 from $4.95.
- GMCR -0.54% premarket to $88.54 which marks a 52-week low.
Tue, May 19, 9:55 PM
- Whirlpool (NYSE:WHR) and Anheuser-Busch InBev (NYSE:BUD) starting selling their B.blend machine in Brazil today.
- The B.blend has the distinction of being the first all-purpose beverage maker with its capacity to make hot, cold, or carbonated single-serve drinks.
- A successful launch in the U.S. by the 50-50 partners could set up the product for an international roll-out.
- The development also has potential implications for Keurig Green Mountain (NASDAQ:GMCR), Coca-Cola (NYSE:KO), and SodaStream (NASDAQ:SODA)
Fri, May 15, 10:54 AM
- Keurig Green Mountain (GMCR -7.6%) trades weak with the company's scheduled full launch of Keurig Kold pushed back to the 2016 holiday season.
- The product will be sold online and in certain retail outlets as early as this fall.
- Pricing on Keurig Kold was set at $299 to $369 - a mark higher than most analysts expected and well over the $79.99-$199.99 range of SodaStream machines.
- During a webcast yesterday, CEO Brian Kelley said 2016 would be a "significant" investment year for the company.
- He also highlighted the 50 patents Keurig already has lined up on the beverage system and 100 more in the application process.
- Coca-Cola (KO +0.2%) is a key distribution partner and investor in the Keurig Kold system.
- GMCR presentation slides (.pdf)
- Previously: Keurig -4.6% after Keurig Kold presentation (May. 14 2015)
Fri, May 15, 9:13 AM
Thu, May 14, 5:09 PM
- Keurig Green Mountain (NASDAQ:GMCR) has sold off to $98.31 AH after hosting a presentation (webcast) discussing its Keurig Kold cold-beverage maker.
- Kold, which has partner Coca-Cola's backing, launches this fall (pre-orders start this summer). SA author Seth Golden provided thoughts on Kold's feature set and market opportunity in March.
Thu, May 14, 11:05 AM
- The National Weather Service forecasts a continuation of El Nino conditions in the Pacific Ocean late into the year.
- The outlook is consistent with a recent statement from across the ocean by the Japanese Meteorological Agency.
- In the past, El Nino conditions have contributed to drought conditions in Central and South America to impact coffee costs for sellers.
- Related stocks: GMCR, SBUX, JVA, SJM, KRFT, DNKN, OTCQB:JAMN.
- Related ETFs: JO
- El Nino Advisory (.pdf)
Thu, May 7, 9:20 AM| 2 Comments
Thu, May 7, 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.
Wed, May 6, 4:03 PM
Wed, May 6, 4:01 PM| 7 Comments
Tue, May 5, 5:35 PM
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Mon, May 4, 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
Mon, May 4, 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.
Mon, Apr. 13, 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
Fri, Apr. 10, 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.
Tue, Apr. 7, 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.
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