Green Mountain: Starbucks Deal Hides Poor Report [View article]
So maybe it's a bit of undercommit and overdeliver? They missed a bit on revenue, guided a bit lower (saying it's primarily due to scaling back on lower margin bagged coffee), they benefited from lower coffee pricec, reduced Capex spending, etc. This is what they say. We can all read. Now the fun part. Who wants to put a multiple, or value, or call it what you will on "going global" with a 5 year deal with Starbucks? What does that mean? How does that look? How about Lavazza? GMCR is essentially doing their business in the US. Who wants to guess what might happen in the next several years? Is there more upside or downside? We'll all guess and invest accordingly, but I like the story, and the potential.
The Vatican / NeoStem Partnership Looks To Create Interest And Advance Cell Therapy [View article]
In case anybody cares at this point: From Parnassus website: "We carefully consider a company's environmental, social and governance (ESG) factors. The ESG factors we evaluate include:
Corporate governance and business ethics Employee benefits and corporate culture Stakeholder relations Product, customers and supply chain Environmental impact"
This is in addition to the exclusion of specific industries. So any company, no matter what they do, that fails to meet these ESG factors might not satisfy at least their definition of socially responsible investing. That fact that NBS is doing something with the church has nothing to do with it. How they treat their employees does.
The Vatican / NeoStem Partnership Looks To Create Interest And Advance Cell Therapy [View article]
So Webb, you're either an idiot, ignorant, or just can't read. I'll let you choose. I didn't way a single word about the Catholic church, what they do for the poor, etc. etc. etc. I wasn't comparing the Catholic Church in any way to socially responsible investing, comparing them to a gun or cigarette manufacturer, etc. What I did say, in English and in very simple words that even you should be able to understand, is that how a company treats its employees, which is exactly what Sharpie raised, is a reasonable standard to apply to socially responsible investing, in addition to many others - what they produce, environmental record etc. I accept your apology.
The Vatican / NeoStem Partnership Looks To Create Interest And Advance Cell Therapy [View article]
Huh? This is just socially responsible investing. Same reason I might choose not to invest in a gun manufacturer, or cigarette manufacturer, etc. I might also choose to invest in a firm that conducts itself and how it treats its employes as I would, or not if they don't. This concept is new to you?
The Vatican / NeoStem Partnership Looks To Create Interest And Advance Cell Therapy [View article]
Having no information outside anyone else who reads stuff, etc. you have a really good point. This could clearly be what they are "against" as opposed to what they are explicitly for. Anything that could render embryonic stem cells obsolete, less important etc. could be their angle
Don't Get Burned On Green Mountain Coffee [View article]
Narrow niche?. Small segment of the population? Really? When I think of coffee drinkers, these concepts don't really come to mind. I have no idea if GMCR will continue to go up, go sideways, etc. But with international almost completely untapped, and the 10's of millions of coffee drinkers in the US, etc. etc. and how many still don't have Keurigs (whether they want to buy one, who knows), it's hard to get beyond "narrow, and small' and take the rest of this seriously.
Don't look now but shares of Green Mountain Coffee Roasters (GMCR +2.6%) have shot right past $50 and continue to trek higher as many of the dire predictions from the bear camp seem to be falling away - in particular the death-by-Verismo argument. (Google Trends: Keurig/Vue vs. Verismo). Next phase: With Starbucks (SBUX +1.2%) not doing so bad itself, does this mean the market is plenty big enough for both companies to prosper in the coffee machine/consumables space? [View news story]
While I love to see the pundits get crushed who say that GMCR is going to get crushed by Starbucks, generic K-cups, other devices, etc. what I really want to see are GMCR's international plans - still seems completely untapped and ripe for expansion.
Green Mountain Coffee Roasters (GMCR) exec David Sachs says 2016 could see 35M single-serve brewers at home (the company has its Keurigs in 12M U.S. households today) as coffee hits another growth cycle. One potential way to triple sales is through the consumer trend of finding healthier foods and drinks. He thinks the company can promote the health benefits of coffee and create new K-cup blends infused with antioxidants. [View news story]
And I'm still waiting for some international expansion discussions. It's a big, coffee-drinking world out there.
Starbucks (SBUX +0.6%) drops the price of its Verismo brewer by up to $100 on its website in what could either be a limited holiday deal or a response to consumer reaction to the initial prices on the single-serve coffee maker. It's the kind of news which Green Mountain Coffee Roasters (GMCR +0.8%) investors can spin either way depending upon their long/short frame of mind. [View news story]
GMCR bears said the $50 credit for various Keurigs was a sign of desperation. Watch and see these same folks say that Starbucks more dramatic price reduction is completely normal for holiday time and means the exact opposite.
Red Flags Drape Green Mountain Coffee Roasters [View article]
Not only is everything old news, how about a minute to talk about Walmart's Esio. Do you know what kind of "coffee" it "brews?" It's essentially condensed, instant coffee that is packaged into some sort of "goo" that then mixes with hot water. It's not brewed. There's not a ground anywhere near this machine. And while you're at it, some, and I don't think many, but some of these private labal K-cups aren't real coffee either. They're instant coffee packaged in a K-cup. As I taught my kids long ago on a horrible vacation rental that seemed like a great deal on paper, "you get what you pay for."
A coffee trade-down in play? With Wal-Mart (WMT) and J.M Smucker (SJM) both reporting strong K-Cup sales during Q3, retail analysts see the opening of the single-serve market playing out as expected. Although it's a sticky wicket trying to convince a Green Mountain Coffee Roasters (GMCR) or Starbucks (SBUX) fan that consumers will flock to Folgers or Sam's Club coffee products, early results are promising. Keep an eye on pricing in the coffee market, with Caribou Coffee (CBOU) and Treehouse Foods (THS) trying to recover from recent K-Cup stumbles. [View news story]
People like the coffee they like. Trading down from GMCR Extra Bold to Treehouse of some other store brand isn't something I would ever do, and can't imagine others would either. Maybe this is expanding the market a bit, but not at the expense of existing brands.
Possible Reverse Split Should Be The Catalyst Needed To Take NeoStem Shares Higher [View article]
Obviously a little different, but Priceliine split years ago, 1:6 when it was selling for between 3-4/share. They turned out ok. I had some, but in my wildest dreams never thought they'd be where they are now. Who knew?
Starbucks (SBUX -2.1%) plans to ignite one its largest marketing campaigns ever to back the launch of the Verismo coffee/espresso machine. Though Green Mountain Coffee Roasters (GMCR +1.1%) backers cling to hopes the market is big enough for Keurig and Verismo brewers to both carve out profits, early reports from retailers suggest the tremendous demand for the new SBUX machine could create a "disruptive force." In addition to more intense marketing, Starbucks will also add demonstrations and sampling efforts at many U.S. stores leading up to Christmas, as well as 10K Verismo events at specialty retail stores selling the product. [View news story]
I don't know. Single machine to make drinks from their own coffee as opposed to a machine than can also make drinks from the same supplier, plus scores of others, including other non-coffee beverages. We'll see if the SBUX groupies who also want expresso turn the industry on its head and kill GMCR, but just don't see it.
A price war could be developing in the K-Cup market, according to retail analyst Howard Penney. The buzz is that Kroger (KR) is selling its store brand product at $6, an entry point that could pressure Green Mountain Coffee Roasters (GMCR), Supervalu (SVU), and Safeway (SWY) to trim prices on their single serve offerings. [View news story]
I don't own the stock, just the machine. As for "off-brand" coffee, no longer go there. For the extra cost, I end up getting coffee that has taste and just doesn't look and taste like brown water. There is a big difference.
Green Mountain: Starbucks Deal Hides Poor Report [View article]
The Vatican / NeoStem Partnership Looks To Create Interest And Advance Cell Therapy [View article]
Corporate governance and business ethics
Employee benefits and corporate culture
Stakeholder relations
Product, customers and supply chain
Environmental impact"
This is in addition to the exclusion of specific industries. So any company, no matter what they do, that fails to meet these ESG factors might not satisfy at least their definition of socially responsible investing. That fact that NBS is doing something with the church has nothing to do with it. How they treat their employees does.
The Vatican / NeoStem Partnership Looks To Create Interest And Advance Cell Therapy [View article]
The Vatican / NeoStem Partnership Looks To Create Interest And Advance Cell Therapy [View article]
The Vatican / NeoStem Partnership Looks To Create Interest And Advance Cell Therapy [View article]
Don't Get Burned On Green Mountain Coffee [View article]
Don't look now but shares of Green Mountain Coffee Roasters (GMCR +2.6%) have shot right past $50 and continue to trek higher as many of the dire predictions from the bear camp seem to be falling away - in particular the death-by-Verismo argument. (Google Trends: Keurig/Vue vs. Verismo). Next phase: With Starbucks (SBUX +1.2%) not doing so bad itself, does this mean the market is plenty big enough for both companies to prosper in the coffee machine/consumables space? [View news story]
Green Mountain Coffee Roasters (GMCR) exec David Sachs says 2016 could see 35M single-serve brewers at home (the company has its Keurigs in 12M U.S. households today) as coffee hits another growth cycle. One potential way to triple sales is through the consumer trend of finding healthier foods and drinks. He thinks the company can promote the health benefits of coffee and create new K-cup blends infused with antioxidants. [View news story]
Green Mountain Earnings: Patent Expiries And Competition Could Spoil The Party [View article]
Starbucks (SBUX +0.6%) drops the price of its Verismo brewer by up to $100 on its website in what could either be a limited holiday deal or a response to consumer reaction to the initial prices on the single-serve coffee maker. It's the kind of news which Green Mountain Coffee Roasters (GMCR +0.8%) investors can spin either way depending upon their long/short frame of mind. [View news story]
Red Flags Drape Green Mountain Coffee Roasters [View article]
A coffee trade-down in play? With Wal-Mart (WMT) and J.M Smucker (SJM) both reporting strong K-Cup sales during Q3, retail analysts see the opening of the single-serve market playing out as expected. Although it's a sticky wicket trying to convince a Green Mountain Coffee Roasters (GMCR) or Starbucks (SBUX) fan that consumers will flock to Folgers or Sam's Club coffee products, early results are promising. Keep an eye on pricing in the coffee market, with Caribou Coffee (CBOU) and Treehouse Foods (THS) trying to recover from recent K-Cup stumbles. [View news story]
Possible Reverse Split Should Be The Catalyst Needed To Take NeoStem Shares Higher [View article]
Starbucks (SBUX -2.1%) plans to ignite one its largest marketing campaigns ever to back the launch of the Verismo coffee/espresso machine. Though Green Mountain Coffee Roasters (GMCR +1.1%) backers cling to hopes the market is big enough for Keurig and Verismo brewers to both carve out profits, early reports from retailers suggest the tremendous demand for the new SBUX machine could create a "disruptive force." In addition to more intense marketing, Starbucks will also add demonstrations and sampling efforts at many U.S. stores leading up to Christmas, as well as 10K Verismo events at specialty retail stores selling the product. [View news story]
A price war could be developing in the K-Cup market, according to retail analyst Howard Penney. The buzz is that Kroger (KR) is selling its store brand product at $6, an entry point that could pressure Green Mountain Coffee Roasters (GMCR), Supervalu (SVU), and Safeway (SWY) to trim prices on their single serve offerings. [View news story]