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Keurig Green Mountain Inc (GMCR)

  • Dec. 4, 2014, 4:14 PM
    • Keurig Green Mountain (NASDAQ:GMCR) is buying the 85% of Bevyz it doesn't already own for €178M ($220M). The deal will be funded with cash on hand, and is expected to close in the next month.
    • Bevyz, which has operations in The Netherlands and Malta, sells a single-portion drink machine (The Fresh) that can be used to make teas, coffees, juices, and sparkling beverages, along with related capsules. Keurig declares Bevyz provides it with "unique and complementary technology and research and development capabilities."
    • Nonetheless, Keurig still plans to launch its Keurig Cold system (being developed with Coca-Cola) in the fall of 2015. The company is reiterating its FQ1 and FY15 (ends Sep. '15) guidance.
    | Dec. 4, 2014, 4:14 PM | 8 Comments
  • Nov. 20, 2014, 2:26 PM
    • Keurig Green Mountain (GMCR -8.2%) declines after the company sets its guidance lower and announces the resignation of CFO Frances Rathke.
    • During the firm's conference call, execs noted that Increased competition in the single-serve market continues to impact margins in the coffee sector.
    • What to watch: Analysts say the wildcard with Keurig is if share price slides further would Coca-Cola (KO +0.1%) be tempted to buy out the whole company. Opinion is divided.
    • GMCR earnings call transcript
    | Nov. 20, 2014, 2:26 PM | 2 Comments
  • Nov. 19, 2014, 4:58 PM
    • Keurig Green Mountain (NASDAQ:GMCR) reports revenue from portion packs grew 22% to $949M in Q3.
    • Sales of brewers and accessories fell 5% to $182M during the period.
    • The company's gross margin rate increased 160 bps to 37.6%, aided by a shift in mix and lower green coffee costs.
    • Guidance: Sales growth at a high-single to low-double digit rate is expected for 2015.
    • GMCR -1.6% AH.
    | Nov. 19, 2014, 4:58 PM | 2 Comments
  • Nov. 19, 2014, 4:02 PM
    • Keurig Green Mountain (NASDAQ:GMCR): FQ4 EPS of $0.90 beats by $0.13.
    • Revenue of $1.19B (+13.3% Y/Y) beats by $30M.
    • Shares -2.45% AH.
    • Press Release
    | Nov. 19, 2014, 4:02 PM | 2 Comments
  • Nov. 18, 2014, 5:35 PM
  • Nov. 17, 2014, 3:28 PM
    • A cold beverage system product from Keurig Green Mountain (GMCR +0.1%) could be available as early as next spring, according to Reuters.
    • The Keurig Cold platform is being developed with Coca-Cola (KO +0.5%).
    • A retail price on the system hasn't been worked out yet by the company.
    | Nov. 17, 2014, 3:28 PM | 2 Comments
  • Nov. 5, 2014, 1:24 PM
    • Greenlight Capital has abandoned its short position in Keurig Green Mountain (GMCR -0.7%), according to the hedge fund's Q3 letter.
    • David Einhorn cites the "clever strategy" of GMCR management in re-closing the firm's ecosystem with the launch of the new non-backwards compatible brewing system.
    • By using its leverage over retailers, Keurig has won back private label accounts and scored key licensing deals.
    • "We congratulate the bulls," writes Einhorn.
    | Nov. 5, 2014, 1:24 PM | 2 Comments
  • 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.
    | Oct. 30, 2014, 9:44 AM | 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. 17, 2014, 8:22 AM | 3 Comments
  • 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, 8:37 AM | 9 Comments
  • 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
    | Oct. 7, 2014, 6:56 AM | 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.
    | Oct. 6, 2014, 8:20 AM | 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
    | Oct. 2, 2014, 1:10 PM | 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,
    | Sep. 24, 2014, 1:13 PM | 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.
    | Sep. 3, 2014, 9:21 AM | 2 Comments
  • 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
    | Aug. 26, 2014, 3:57 PM | 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.