Sat, Feb. 14, 10:13 AM
- Craft soda is starting to become a trend to watch closely, according to industry insiders.
- Though still accounting for only ~1% of the total U.S. soda market, major retail chains have increasingly been willing to bet on local craft brands in store aisles.
- The craft craze is old news for the beer industry where coming-of-age millennials buy craft/local beers at a 50% higher rate than brand-loyal older generations. Fading stars such as Budweiser and Bud Light are testament to the impact of the millennial paradigm.
- The craft influence in coffee hasn't been lost on Starbucks which has strategically deployed trucks on college campuses in an effort to win over students.
- Despite the progressive reputation of Starbucks, analysts think new upstarts such as Craft (subscription) and Cups (app) have a shot of gaining influence with the Indie-minded millennial crowd on "customization" and pricing.
- What to watch: An increase in M&A activity in the beverage sector is expected as major companies strategically pick off more local craft brands to incubate.
- Craft beer watch: BUD, OTCPK:SBMRY, TAP, OTCQX:HEINY, SAM, BREW, STZ, OTC:BIBLF, OTCPK:BRBMF.
- Craft coffee watch: GMCR, SBUX, JVA, SJM, KRFT, DNKN, QSR, MCD.
- Craft soda watch: PEP, KO, MNST, COT, DPS, OTCQB:JSDA, REED, SODA, FIZZ.
Thu, Feb. 5, 9:12 AM
Thu, Feb. 5, 8:40 AM
- Keurig Green Mountain (NASDAQ:GMCR) appears to be set for a weak open after the company's brewer sales disappointed in FQ1.
- A couple of snippets from the firm's conference call tell part of the story.
- "Quite simply our 2.0 launch got off to a slower start than we planned."
- "Single serve household penetration in the U.S. is still well below the 40 plus percent levels seen in other developed countries."
- Keurig earnings call transcript
- GMCR -7.1% premarket.
Wed, Feb. 4, 5:35 PM
Wed, Feb. 4, 4:20 PM
- Keurig Green Mountain (NASDAQ:GMCR) reports sales in the U.S. segment rose 2% in FQ1.
- Portion pack sales rose 9% to $1.02B, while brewers and accessories sakes fell off 18% to $308M after a weak holiday period.
- Gross profit rate flat Y/Y at 33.5%.
- The margin rate was aided by a favorable sales mix and supply chain productivity, while brewing pricing was a drag.
- Inventories +67% to $781M at quarter end.
- Guidance: FY15 EPS forecast lowered to a mid single-digit rate due in part to to F/X concerns. Capex spending of $425M-$475M expected.
- GMCR -6.7% after hours.
Wed, Feb. 4, 4:02 PM| Comment!
Tue, Feb. 3, 5:35 PM
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Mon, Feb. 2, 10:19 AM
- A new plastic clip has been created by Roger Family Corporation to circumvent protection on Keurig Green Mountain (GMCR -0.5%) coffee machines that limits use to approved K-cups through a special ink recognition.
- Keurig Green Mountain lost its K-cup patent in 2012, but hasn't opened up its K-cup machines to all coffee distributors.
Fri, Jan. 23, 12:41 PM
- Companies selling coffee perked up their ears after Starbucks said it saw strong single-serve and packaged coffee sales during its most recent quarter and took market share.
- Grocery store analysts have noted the aggressive positioning of Starbucks products in many chains over the last six months.
- SBUX FQ1 report, SBUX earnings call.
- On watch: Keurig Green Mountain (NASDAQ:GMCR), Dunkin' Brands (NASDAQ:DNKN), Kraft Foods (NASDAQ:KRFT), J.M. Smucker (NYSE:SJM), TreeHouse Foods (NYSE:THS).
Thu, Jan. 22, 10:18 AM
Wed, Jan. 21, 8:35 AM| 1 Comment
Wed, Jan. 7, 11:36 AM
- Shares of Keurig Green Mountain (GMCR +4.7%) are higher after the company adds Dr Pepper to the lineup for Keurig Cold.
- The development is viewed by beverage industry analysts as a negative for SodaStream (SODA -0.1%), although Whitney Tilson might not agree.
- Tilson famously called Keurig Cold "vaporware" in his bull thesis on SODA.
- The Israeli company for its part seems to be looking beyond soda based on an investor presentation last November.
- Previously: Marketing at SodaStream to be all about water.
Wed, Jan. 7, 2:06 AM
- Keurig Green Mountain (NASDAQ:GMCR) has signed a deal with Dr Pepper Snapple (NYSE:DPS) to sell capsules that make its sodas in its planned cold-drink machine.
- The agreement gives Keurig Cold a serious edge over SodaStream (NASDAQ:SODA), as it now has two of the top three soda companies (the other one is Coca-Cola (NYSE:KO)) as partners for its new platform.
- Keurig expects to bring the new device to market in September.
- Previously: Green Mountain +38.3% AH in response to Coca-Cola deal (Feb. 05 2014)
Thu, Jan. 1, 2:19 AM
- Dow: INTC +41%; UNH +35%; HD +28%; CSCO +25%; MSFT +25%.
- S&P 500: LUV +125%; EA +106%; EW +95%; AGN +92%; AVGO +91%.
- Nasdaq: AAL +112%; EA +106%; AVGO +91%; GMCR +78%; ILMN +68%.
Dec. 23, 2014, 8:06 AM
- Shares of Keurig Green Mountain (NASDAQ:GMCR) slide in early action following the recall of 6.6M coffee makers by the company.
- Previously: Keurig MINI Plus Brewing System recalled by company
- GMCR -3.1% to $135.50.
Dec. 23, 2014, 7:10 AM| 1 Comment
GMCR vs. ETF Alternatives
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