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Keurig Green Mountain Inc (GMCR)

  • Nov. 15, 2013, 10:04 AM
    • KeyBanc is out with a new defense of Green Mountain Coffee Roasters (GMCR +1.9%) as it keeps a Buy rating and $100 price target on the company locked in place.
    • The investment firm doesn't think GMCR will lose market share or suffer through a pricing war as some skeptics have forecast based on what its recent channel checks have shown.
    | Comment!
  • Nov. 13, 2013, 9:13 AM
    • Green Mountain Coffee Roasters (GMCR) slips in early trading after OTR Global notes the company lost K-Cup share.It's not the first time market share has slipped for GMCR and it won't be the last time supporters point out the overall K-Cup market is still growing briskly.
    • The company is also reported to have delayed the release of Campbell Soup (CPB) K-Cups under a partnership which has been met with as much derision as optimism from industry watchers.
    • GMCR -3.5% premarket.
    | 1 Comment
  • Nov. 8, 2013, 1:39 PM
    • Green Mountain Coffee Roasters (GMCR +2.2%) says it opened the doors to its first Keurig store in Burlington, Massachusetts.
    • The company says it will use the direct-to-consumer outlet as a "learning" opportunity.
  • Nov. 7, 2013, 7:20 AM
    • Arabica coffee prices fell to a five-year low as the harvests in Brazil and Colombia continue to come in bountiful.
    • The price on a December Arabica contract fell to $1.031 to mark the lowest level for a most-traded contract since 2008.
    • Related stocks: SBUX, GMCR, SJM, KRFT, CBOU, JVA, KKD.
    • Related ETFS: JO
  • Oct. 18, 2013, 12:52 PM
    • Green Mountain Coffee Roasters (GMCR +5.1%) won the Target private label K-Cup business, according to multiple sources.
    • Target contracted with privately-held Mother Parkers Tea & Coffee previously.
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  • Oct. 17, 2013, 9:57 AM
    • Shares of Green Mountain Coffee Roasters (GMCR -4.8%) retreat after Doughtery downgrades the company to Neutral.
    • Over the last month GMCR is down over 25%, influenced in part by some K-Cup growth trends.
    | Comment!
  • Oct. 15, 2013, 7:19 PM
    • As previously reported, David Einhorn discloses in his Q3 letter Greenlight Capital has added to its short position in Green Mountain (GMCR).
    • Einhorn highlights a September ProPublica column noting the discrepancies between GMCR's K-Cup sales data and that from tracking firm IRI, and new CEO Brian Kelley's unwillingness to clear up the matter during last month's investor day. "Apparently basic sales data is not GMCR’s cup of tea and does not meet the criteria for an investor day Q&A..."
    • He also suspects the single-cup brewer market is more saturated than GMCR is letting on - the company says its has sold 30M brewers to the the at-home market thus far - is critical of GMCR's heavy capex given its 2012 capacity utilization rate was only 29%, and is skeptical consumers will be interested in an upcoming brewer (due in late 2014) said to be only capable of handling GMCR-manufactured K-Cups.
    • GMCR -0.5% AH after falling 4.5% in regular trading.
  • Oct. 15, 2013, 3:28 PM
    • Green Mountain Coffee Roasters (GMCR -4%) shares tumble as word surfaces that David Einhorn wrote in a letter to Greenlight Capital investors that he has ratcheted up his short position in the stock.
  • Oct. 10, 2013, 12:35 PM
    • Whole Foods Market (WFM +3.1%) says it plans to start selling private label coffee pods that will fit Keurig machines.
    • A 12-pack of the grocery store chain's Everday Value K-Cups brand will sell for $8.99, according to a Whole Foods spokesperson.
    • The development could be a negative for Green Mountain Coffee Roasters (GMCR -3.9%) which depends on the consumables side of its business model.
  • Oct. 9, 2013, 10:37 AM
    • Shares of Green Mountain Coffee Roasters (GMCR -5.7%) shoot lower after data indicates the K-cup category showed decelerating growth.
    • Nielson reportedly shows 35% Y/Y growth for K-cup compared to 40.7% in August.
    | Comment!
  • Oct. 2, 2013, 12:39 PM
    • Green Mountain Coffee Roasters (GMCR -2.5%) moves lower after David Einhorn tells Bloomberg TV that his fund is still short the stock.
    • Though the investor admits that the holding has been a tough short to hang on to amid GMCR's strong year, he still thinks the company will miss earnings estimates sometime shortly as its fuzzy math catches up to it.
    | Comment!
  • Sep. 26, 2013, 10:34 AM
    • Consumer stocks that are considered the favorites of momentum traders are putting in some gains today.
    • The group of gainers include some of the usual suspects like Lululemon (LULU +1.7%), Green Mountain Coffee Roasters (GMCR +2.6%), Zagg (ZAGG +1.9%), and Chipotle (CMG +1.1%).
    • Traders say economic news and end of the quarter portfolio shuffling are influencing sentiment on the group.
    | Comment!
  • Sep. 25, 2013, 10:32 AM
    • Starbucks (SBUX) files a trademark for a soda drink called Fizzio.
    • Though it's early in the development process, the entry of Starbucks into the market for machine-based soda drinks could potentially be negative for SodaStream (SODA -1.2%) and Green Mountain Coffee Roasters (GMCR -3.1%).
  • 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.
    | Comment!
  • Sep. 19, 2013, 11:19 AM
    • Shares of Green Mountain Coffee Roasters (GMCR -2.1%) head lower after IRI data shows a slower pace of K-Cup sales growth for a 4-week period ending September 8.
    • The consumer tracker group estimates growth slowed over 400 bps to 20.2%.
    | 1 Comment
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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.