Sep. 23, 2013, 2:32 PM
- Rumors of a negative analyst report on Green Mountain Coffee Roasters (GMCR -4.9%) are taking a toll on shares on heavy volume. As far as the actual report itself, that's still MIA.
- SA contributor StreetAuthority thinks there could be more fireworks down the road with short sellers anxious to press their case.
Sep. 23, 2013, 10:05 AM
- Campbell Soup (CPB -0.1%) might be getting the better end of its deal to partner with Green Mountain Coffee Roasters (GMCR -3.3%), according to food analysts.
- Though single-serve soup packs for Keurig machines aren't seen as a difference-maker for Green Mountain, Campbell Soup could see a jolt of buzz for a category that is struggling.
Sep. 19, 2013, 11:19 AM| 1 Comment
Sep. 10, 2013, 3:34 PM
- Green Mountain Coffee Roasters (GMCR -3%) trades lower with its first Investor Day meeting in full swing.
- While it's possible investors were expecting a bit more out of the company in terms of product announcements, a probing article from ProPublica over Green Mountain's inventory management could also be tipping sentiment.
- The highlight of the presentation so far is the announcement of Keurig Cold - launching in FY15 - which will include energy drinks, teas, and juices.
- Investor Day webcast
Sep. 9, 2013, 10:36 AM
- Robusta coffee prices fell to their lowest level in more than two years with estimates on crop yields from Vietnam ranging higher.
- A weak Brazilian real and a bumper crop in Columbia are factors in keeping Arabica prices lower as well.
- Related stocks: SBUX, GMCR, SJM, KRFT, CBOU, JVA, KKD.
- Related ETFs: JO
Sep. 5, 2013, 5:34 PM
- Green Mountain Coffee (GMCR) says it will cease production and shutter the company's Toronto facility early next year.
- The closure will result in 120 job cuts and a one-time charge being recorded in the current quarter, but the company says it should be immaterial to FY results.
- Production will be shifted to its Montreal facility, where it's expanded its presence by more than 40% this year.
Sep. 5, 2013, 7:55 AM
- Lazard Capital thinks Green Mountain Coffee Roaster's (GMCR) new partnership with Campbell Soup will help drive up customer attachment rates and promote growth.
- SA contributor Chris Katje is of the same frame of mind, noting future food product announcement give shares more upside potential.
- GMCR +0.8% premarket.
Sep. 4, 2013, 1:47 PM| Comment!
Sep. 4, 2013, 1:43 PM| Comment!
Aug. 22, 2013, 10:24 AM
- The increasing presence of premium coffee brands in grocery stores hasn't had the devastating impact on long-time favorites.
- J.M. Smucker's (SJM -0.8%) coffee brands showed a 4% volume gain last quarter with both Folgers and packaged coffee from Dunkin' Donuts (DNKN -0.1%) contributing steadily.
- Bagged coffee market share: Folgers 15.6%, Maxwell House (KRFT) 10%, Green Mountain Coffee Roasters (GMCR) 4.3%, Starbucks (SBUX) 3.3%.
Aug. 16, 2013, 7:20 AM| Comment!
Aug. 15, 2013, 9:49 AM
- Green Mountain Coffee Roasters (GMCR -1.9%) trades lower as Goldman Sachs is out with a negative call on the company's K-cup market share.
- In the company's defense, the overall K-Cup market has been growing fast enough that slips in GMCR's market share have been offset, but Goldman sees rivals becoming even more aggressive on pricing.
Aug. 14, 2013, 2:37 PM
- Green Mountain Coffee Roasters (GMCR -1.3%) CEO Brian Kelley spoke at the Canaccord Genuity annual Growth Conference.
- The company reiterates it sees Q3 sales growth of 11% and EPS growth of 58%.
- On penetration, Kelley points to the 74M U.S. households with a coffee maker, compared to the 16M Keurig brewers in use.
- Potential new categories include energy drinks, enhanced waters, dairy drinks, and fruit-based drinks.
- Heads up SodaStream (SODA). Carbonated drinks is also considered an enticing new category with growth potential. (webcast)
Aug. 12, 2013, 9:18 AM| Comment!
Aug. 8, 2013, 8:23 AM
- Green Mountain Coffee Roasters (GMCR) CEO Brian Kelley said the company will provide an update on its plans for carbonated beverages at an investor meeting next month.
- The exec says Green Mountain has done plenty of research on what the consumer wants and has a narrowed strategy.
- The entry of the company into carbonated beverage has been bandied around plenty, which could be part of the reason shares of SodaStream (SODA), +0.7% premarket, appear to be unfazed by the latest development.
- Earnings call transcript
- GMCR -5.1% premarket.
Aug. 7, 2013, 8:03 PM
- Green Mountain Coffee Roasters (GMCR) is off 6% AH following FQ3 results which beat on the bottom line. While a narrow revenue miss is likely behind some of the stock's weakness, there are other, more subtle factors at work.
- GMCR has changed the language it uses in its long term guidance. From today's report (emphasis added): "Over the long term, the company expects double digit annual revenue growth." Last quarter, GMCR said this: "The company continues to be comfortable with its longer-term outlook of annual net sales growth of 15% to 20%. Is that a guide down?
- Also note that Q4 revenue guidance (Y/Y growth of 11-15%) is measured against Q4 2012 net sales minus $90M to account for a (sort of) anomalous extra week on last year's calendar.
- See Herb Greenberg's take for more.
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