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Keurig Green Mountain Inc (GMCR)

  • Oct. 30, 2014, 9:44 AM
    • Keurig Green Mountain (GMCR -0.3%) says it will partner with Supervalu (SVU +0.1%) to sell Java Delight K-cup packs at stores.
    • The new products are expected to hit shelves this month.
    | Comment!
  • Oct. 17, 2014, 8:22 AM
    • The SEC closes an inquiry into Keurig Green Mountain (NASDAQ:GMCR) without issuing any enforcement actions against the company.
    • The accounting probe dated back to 2010.
    • GMCR +0.8% premarket.
  • Oct. 7, 2014, 8:37 AM
    • Shares of Keurig Green Mountain (NASDAQ:GMCR) are higher in early action despite a soft read from SodaStream (NASDAQ:SODA) on demand for home beverage systems.
    • A strong initiation from Goldman Sachs on the stock is helping to offset any concerns on the category.
    • Coca-Cola (NYSE:KO) has its eyes on the developments with its 10-year Keurig Cold partnership kicking off in 2015.
    • If it's true that PepsiCo (NYSE:PEP) and Starbucks (NASDAQ:SBUX) have interest in SodaStream - there's some number-crunching going inside the C-suites there.
    • GMCR +2.1% premarket, SODA  -17.5%.
  • Oct. 7, 2014, 6:56 AM
    • Goldman Sachs initiates coverage on Keurig Green Mountain (NASDAQ:GMCR) with a Buy rating and $166 price target.
    • The investment firm sees earnings growth being for the beverage system seller driven by the expanded Keurig platforms and the deeper retail penetration of products.
    • GMCR +1.3% premarket
    | 1 Comment
  • Oct. 6, 2014, 8:20 AM
    • Keurig Green Mountain (NASDAQ:GMCR) enters an agreement to distribute W.B. Mason Shazam coffee in K-Cups for Keurig machines.
    • The agreement will see Shazam become the first brand from a Keurig authorized distributor.
    • W.B. Mason is a private office supply company which traces its roots back to 1898.
    | Comment!
  • Oct. 2, 2014, 1:10 PM
    • Arabica coffee futures reached a five-month high as a prolonged drought in Brazil now appears likely to impact next year's crop as well as this year's.
    • Coffee watcher ICO estimates a 10M production bag deficit could result due to the weak crop amid an environment of rising global demand.
    • Arabica coffee chart
    • Related stocks: GMCR, SBUX, JVA, SJM, KRFT, DNKN
    • Related ETFs: JO
    | Comment!
  • Sep. 24, 2014, 1:13 PM
    • NPD Group reports the U.S. small home appliance saw sales rise 4% to $19.6B for the year ending June 2014.
    • Perhaps a surprise, growth in the rice cooker and electric kettles categories were stronger than what was seen for single-serve brewing systems and countertop blenders.
    • Related stocks: GMCR, SBUX, WHR, CONN, HGG, HD, NC, SWK, SODA,
    | Comment!
  • Sep. 3, 2014, 9:21 AM
    • Keurig Green Mountain (NASDAQ:GMCR) and Coca-Cola (NYSE:KO) announce that they will include still drinks (non-carbonated) in their partnership.
    • Coca-Cola will introduce Honest Tea K-Cup packs for Keurig machines as the first brand to be included in the expanded distribution deal.
  • Aug. 26, 2014, 3:57 PM
    • Brazil coffee production could end up down 18% Y/Y when the harvest ends next month. A severe drought in the nation has destroyed a large swath of crops.
    • The shortfall in the nation is included in a forecast from Citigroup that calls for a global coffee deficit which could last until 2016 and pressure prices.
    • Related stocks: GMCR, SBUX, JVA, SJM, KRFT, DNKN
    • Related ETFs: JO
    | 1 Comment
  • Aug. 22, 2014, 12:45 PM
    | Comment!
  • Aug. 22, 2014, 9:41 AM
    • Keurig Green Mountain (GMCR +8.5%) and Kraft Foods Group (KRFT +0.3%) sign a new licensing deal which will see Kraft-branded packs sold for Keurig commercial and consumer coffee brewing systems in the U.S.
    • Distribution will begin this fall.
    • Financial terms of the arrangement weren't disclosed.
    • What to watch: The deal is a bit of a coup for Keurig with Kraft selling unlicensed K-cup packets previously.
  • Aug. 22, 2014, 9:15 AM
    | Comment!
  • Aug. 21, 2014, 12:22 PM
    • Williams Capital Group weighs in on Keurig Green Mountain (GMCR +0.4%) in front of the launch of Keurig 2.0 and Keurig Cold.
    • The investment firm sees operating margin expansion of 216 bps in FY14, down from a prior estimate. Revenue growth is forecast at 7.0% vs 7.5% prior.
    • Despite the adjusted estimates, Williams notes headwinds from lower coffee costs and holiday brewer sales.
    • Williams' takes its PT on GMCR to $131 from $125 on a blended 2014-2015 multiple of 32.
    | 1 Comment
  • Aug. 14, 2014, 8:50 AM
    • Though Keurig Green Mountain's (NASDAQ:GMCR) price hike for K-cup packs follows similar moves by J.M. Smucker and Kraft Foods, analysts think consumers might put up some resistance at the higher levels.
    • The impact on margins is already being hotly debated.
    • The company plans to launch the Keurig 2.0 hot system this fall which will test the market for multiple-serving coffee machines.
    • The initiative to launch a Keurig cold system in partnership with Coca-Cola is on track for a FY15 launch. Will it be in retail stores before the holiday shopping season?
    | Comment!
  • Aug. 14, 2014, 7:52 AM
    • Keurig Green Mountain (NASDAQ:GMCR) announces a price increase of up to 9% on portion packs for its brewing system.
    • The price hike will go into effect on November 3.
    | 1 Comment
  • Aug. 6, 2014, 4:13 PM
    • Keurig Green Mountain (NASDAQ:GMCR) reports portion pack sale rose 10% to $826M in FQ3 to help offset a 4% decline in brewer and accessory sales.
    • Product pack volume added 15 percentage points of sales growth, while product mix and pricing had a negative impact.
    • Gross margin rate +140 bps to 43.5% due to favorable green coffee costs and gains in logistics productivity.
    • Inventory -5.5% Y/Y to $639M.
    • The company sees FQ4 EPS of $0.68-$0.75 vs. $0.86 consensus.
    • GMCR -3.1% AH
    | 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.