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Keurig Green Mountain Inc (GMCR)

  • Thu, Oct. 1, 5:47 PM
    • Keurig Green Mountain (NASDAQ:GMCR) discloses U.S. sales/marketing chief John Whoriskey has resigned. He'll remain with the company as an advisor to the CEO.
    • The resignation comes ahead of the closely-watched Keurig Kold launch. GMCR fell hard in May after a presentation detailing Keurig Kold failed to impress.
    • Shares have dropped to $50.69 after hours. YTD, they're down 61%.
    | Thu, Oct. 1, 5:47 PM | 2 Comments
  • Mon, Sep. 28, 1:06 PM
    • Keurig Green Mountain (GMCR -3.8%) appears very close to launching Keurig Kold, observes Convenience Store and Fuel News.
    • Promotional materials from the company have increased over the last few weeks.
    • The Keurig Kold platform is expected to include six Keurig brands and ten brands from partnerships with Coca-Cola and Dr. Pepper Snapple. Pricing in a range of $299 to $369 is anticipated for the Kold machine.
    • Analysts have issued mixed forecasts on the impact of the Kold initiative. Meanwhile, Keurig execs have pointed out that the size of the cold beverage market is 5X the hot beverage market.
    | Mon, Sep. 28, 1:06 PM | 4 Comments
  • Thu, Sep. 17, 10:28 AM
    • Starbucks (SBUX) showed sizzling single-serve sales growth over the four weeks ending on September 5, according to a new Nielsen data read digested by UBS.
    • Single-serve sales were up 41% for Starbucks on 53% unit growth.
    • The company grew K-cup market share by 40 bps Y/Y to 16.7% over the period.
    • McDonald's (MCD -0.6%) and Dunkin Brands (DNKN) also took K-cup market share, while Keurig Green Mountain (GMCR -2.2%) gave some back.
    • Overall, K-cup sales in the U.S. have been growing at a double-digit rate even with some deceleration from last year's pace.
    | Thu, Sep. 17, 10:28 AM | 23 Comments
  • Wed, Sep. 9, 1:35 PM
    • Keurig Green Mountain (GMCR +1.4%) announces it is now selling Campbell Soup (CPB -0.4%) K-Cup pods for use in its machines.
    • The Campbell K-Cups are available on Keurig's website and at major retail chains.
    | Wed, Sep. 9, 1:35 PM | 3 Comments
  • Mon, Aug. 31, 1:25 PM
    • A trio of beat-up beverage stocks is making a bid for a comeback today.
    • DAVIDsTEA (DTEA +4.6%), SodaStream (SODA +3.8%), and Keurig Green Mountain (GMCR +4.8%) are all higher on a day when sector giants Starbucks, PepsiCo, and Coca-Cola are struggling to gain traction.
    • Shares of SodaStream and Keurig are still down over 50% from where they stood a year ago, while DAVIDsTEA is down 49% since going public in early June.
    | Mon, Aug. 31, 1:25 PM | 3 Comments
  • Mon, Aug. 24, 1:55 PM
    • Treehouse Foods (THS +1.3%) is higher after M&A talk picks up again.
    • The company is reported to be in the hunt for Conagra's Ralcorp business.
    • Also making a contrarian move today is Keurig Green Mountain (GMCR +1%).
    • SA contributor Brian Nichols notes the company's +2% dividend yield provides a backstop. GMCR is -62% YTD, but has leveled out over the last week.
    | Mon, Aug. 24, 1:55 PM | Comment!
  • Thu, Aug. 20, 2:35 AM
    • Yesterday was the 11th anniversary since Google's (GOOG, GOOGL) initial public offering, and there's no doubt the company has had a remarkable run (Class A shares +1,277%).
    • Although the online advertising giant has given a massive return to investors, there are still 13 stocks that outperformed Google since 8/19/2004:
    • Alexion Pharmaceuticals (NASDAQ:ALXN); Amazon (NASDAQ:AMZN); Apple (NASDAQ:AAPL); Celgene (NASDAQ:CELG); Gilead Sciences (NASDAQ:GILD); Intuitive Surgical (NASDAQ:ISRG); Keurig Green Mountain (NASDAQ:GMCR); Monster Beverage (NASDAQ:MNST); Netflix (NASDAQ:NFLX); Priceline (NASDAQ:PCLN); Regeneron Pharmaceuticals (NASDAQ:REGN); (NYSE:CRM); Vertex Pharmaceuticals (NASDAQ:VRTX).
    | Thu, Aug. 20, 2:35 AM | 57 Comments
  • Thu, Aug. 6, 12:43 PM
    | Thu, Aug. 6, 12:43 PM | 129 Comments
  • Thu, Aug. 6, 9:29 AM
    • The freefall of Keurig Green Mountain's (NASDAQ:GMCR) share price has investment firms scrambling to catch up.
    • Many price targets are being cut in half as bullish scenarios are wadded up.
    • On the other side of the coin, GMCR has now fallen below where Greenlight Capital closed out its well-publicized short position.
    • Keurig has fallen to a level where activist investors could pressure management for major changes or a takeover bid (Coca-Cola or external) is offered up on a value play off the brand.
    • GMCR -28.65% premarket to $53.50.
    | Thu, Aug. 6, 9:29 AM | 14 Comments
  • Thu, Aug. 6, 9:15 AM
    | Thu, Aug. 6, 9:15 AM | 9 Comments
  • Thu, Aug. 6, 8:00 AM
    | Thu, Aug. 6, 8:00 AM | 12 Comments
  • Wed, Aug. 5, 5:38 PM
    • Top gainers, as of 5.25 p.m.: HDP +14.5%. WTW +13.0%. TAL +11.7%. RAIL +11.0%.
    • Top losers, as of 5.25p.m.: GMCR -27.0%. SQNM -19.0%. FIT -13.0%. CTL -7.0%. MELI -5.5%.
    | Wed, Aug. 5, 5:38 PM | Comment!
  • Wed, Aug. 5, 4:11 PM
    • Keurig Green Mountain (NASDAQ:GMCR) issues a roughly in-line report for FQ3.
    • Portion pack revenue increased fell 1% to $815M.
    • Sales of brewers and accessories declined 26% to $952M during the period. A shift in product mix impacted results.
    • The company's gross margin rate fell 750 bps to 36.0%. Unfavorable green coffee costs and brewer mix both chipped away at margins by at least 200 bps.
    • Non-GAAP operating income rate -560 bps to 18.2%.
    • A new $1B buyback program is authorized.
    • Guidance: A sales decline at at low-single to mid-single digit rate is expected for FY15. FQ4 EPS of $0.70-$0.75 seen.
    • Previously: Keurig Green Mountain beats by $0.01, misses on revenue
    • GMCR-1.07% AH to $74.18.
    | Wed, Aug. 5, 4:11 PM | 4 Comments
  • Wed, Aug. 5, 4:01 PM
    • Keurig Green Mountain (NASDAQ:GMCR): FQ3 EPS of $0.80 beats by $0.01.
    • Revenue of $969.53M (-4.9% Y/Y) misses by $70.47M.
    • Press Release
    | Wed, Aug. 5, 4:01 PM | 12 Comments
  • Mon, Jul. 20, 10:08 AM
    • Keurig Green Mountain (GMCR +2.4%) is higher after KeyBanc defends the stock in a new note.
    • The investment firm thinks the market has more than factored in Keurig's execution issues and sees upside for both the Hot and Kold platforms.
    • Channel checks from KeyBanc on brewer sales are "incrementally positive" and tip that a corner may have been turned.
    • GMCR -46.1% YTD.
    | Mon, Jul. 20, 10:08 AM | 2 Comments
  • Mon, Jul. 13, 2:51 PM
    • Shares of Keurig Green Mountain (GMCR -0.2%) haven't  fallen far enough to entice Wedbush Securities as the company whacks its price target on the brewer and accessories seller and reiterates a Neutral rating.
    • "We believe the company is unlikely to experience a meaningful earnings growth reacceleration and therefore deserves its current discount to historical averages," reads the analyst note.
    • Other investment firms have also lowered earnings estimates on GMCR due to some concerns over Keurig Kold.
    • GMCR -42.9% YTD.
    | Mon, Jul. 13, 2:51 PM | 1 Comment
GMCR vs. ETF Alternatives
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.