Inquiring minds would like to know where the cash for a potential plan by Green Mountain Coffee Roasters (GMCR +4%) to go global will get pulled from as current cash sits rather low. With capex spending already getting trimmed to make way for buybacks, does the company have something else in mind? Investors may have to wait for GMCR's FQ4 report, now pushed back to November 27, to get their answers. [View news story]
Stay Away From Green Mountain Because Of Competitive Threats And Unclear International Expansion Plan [View article]
someone will eventually bid for GMCR - Nestle or SBUX or Sara Lee all may not want the overseas competition - so option activity may be that but also may be someone like Einhorn or his ilk covering their silly shorts for the rally to come - 38 pct of the float short LMAO
Stay Away From Green Mountain Because Of Competitive Threats And Unclear International Expansion Plan [View article]
you're out in left field or a desperate short - GMCR will do great overseas and Verismo and Nestle are different market segments. Stock will be at 60 in a year
Kraft Foods Group (KRFT -1.2%) plans to launch Maxwell House cups for Green Mountain (GMCR -0.5%) brewers, according to Reuters. The company says the cups will be produced outside of any licensing agreement with Green Mountain. After spiking sharply lower after the story broke, GMCR has recovered a good portion of the ground lost as traders digest that the development wasn't wholly unexpected. [View news story]
LOL - yeah can't wait to rush out and buy this crap coffee - Maxwell House is undrinkable. Their Market is seniors over 65 who are losing their sense of taste and so Kraft gets away with adding more and more garbage robusta to their Maxwell House blend. This is a non- starter.
Green Mountain Coffee Roasters (GMCR -1.9%) trades higher with positive K-Cup data out from Nielsen. Though the company's market share slipped 80 bps during the tracking period, the market as a whole rose more than enough to compensate. [View news story]
ah yes - so all the nonsense the bears have been putting out about GMCR losing mkt share upon patent expiration neglects the fact that the entire K cup mkt is expanding and will expand even faster. Net result more K cup revenue for GMCR even as they lose a whopping 80 bps of mkt share - LOL
Shares of Green Mountain Coffee Roasters (GMCR -4.2%) slump with a new note out from OTR Global warning that the price differential between the company's K-Cup products and those from private labels could be as much as 20% to 50% - viewed by analysts as unsustainable. Another significant drag on GMCR's hopes to dominate the space is the growing emergence of heavyweight Kraft. [View news story]
totally agree - like these newcomers are going to be able to produce on the scale and as cheaply as GMCR - the newcomers will be out of business in months or they will use garbage coffee and be out of business sooner. these analysts are ludicrous - try telling my wife not to buy her GMCR Newman's own.
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]
Terrific - can't wait to drink my GMCR Snapple Iced Teas from it......OH wait - i can't. LOL
The raging debate on the impact that the new Starbucks (SBUX +0.3%) Verismo machine will have on Green Mountain Coffee Roasters (GMCR -1.6%) shows no signs of dying down. While one camp sees the looming presence of Verismo in the market as directly impacting Keurig and K-Cup sales, the other side rails that GMCR's imposing distribution channel more than covers any slight dip in machine sales. The bigger issue: Will both companies lose out with Kraft, Safeway, and Kroger fighting them on consumable pricing. [View news story]
Neither company will lose out to the inferior garbage that Kraft, Safeway and Kroger will put in their cups.
Green Mountain Coffee Roasters (GMCR -1.4%) slips lower with at least a few traders worried that the stock could get mentioned adversely by a hedge fund manager at the Value Investing Congress in NYC. Why is the confab of hedge fund biggies important? About a year ago, David Einhorn unveiled his GMCR thesis at the event with shares percolating in triple digits. [View news story]
One trick pony? Fragmented market? If you are referring to SBUX Verismo you are dead wrong. Verismo is the flash in the pan. Your daily coffee user does not need or want espresso capabilities in the same machine. Sbux might as well have added a food processor and juicer to the Verismo. Who cares? The Vue will win out in the medium term. SBUX success is the in store experience. Not many really like the coffee for in home use. It's burnt and SBUX is dumping inferior quality into it's product these days. As for one trick pony, you are missing the vast array of products Green Mountain is putting out. You are also missing the fact that most of the K cup substitutes that will be put out by "competition" is going to be inferior quality to GMCR products and will not invite repeat buyers. As for the putting my money where my mouth is, I am loading up right here. The bulls are being given a gift. Single digits ? LOL
Green Mountain Coffee Roasters (GMCR -1.4%) slips lower with at least a few traders worried that the stock could get mentioned adversely by a hedge fund manager at the Value Investing Congress in NYC. Why is the confab of hedge fund biggies important? About a year ago, David Einhorn unveiled his GMCR thesis at the event with shares percolating in triple digits. [View news story]
Point well taken, however, the point really is what is the company worth, not what a bunch of overpaid hedge fund managers can do to the stock price of a perfectly sound company. I've seen this time and time again. They can only supress the stock price for so long and not to hash out the amazing product lineup here but their main thesis for going short is the patent expiration on the K cup. They all jumped on the Einhorn bandwagon and I believe they will be blown out of the water in the coming quarters. That's what makes a mkt and am thoroughly convinced that GMCR is a gift at current levels.
Green Mountain Coffee Roasters (GMCR -1.4%) slips lower with at least a few traders worried that the stock could get mentioned adversely by a hedge fund manager at the Value Investing Congress in NYC. Why is the confab of hedge fund biggies important? About a year ago, David Einhorn unveiled his GMCR thesis at the event with shares percolating in triple digits. [View news story]
For sure the facts speak for themselves 31.9 pct short float on a terrific company.
Green Mountain Coffee Roasters (GMCR -1.4%) slips lower with at least a few traders worried that the stock could get mentioned adversely by a hedge fund manager at the Value Investing Congress in NYC. Why is the confab of hedge fund biggies important? About a year ago, David Einhorn unveiled his GMCR thesis at the event with shares percolating in triple digits. [View news story]
so true Josef - unfortunately they have a lot of money to artificially supress stock prices - but in the end GMCR is a 60 dollar stock minimum. They can only hold it down until the next earnings reports or until Nestle or Kraft or some private equity group buys the company. Jokers indeed.
Starbucks (SBUX +1.8%) says it will offer a 2-for-1 deal on K-Cup packs this weekend in another indication that the company plans to see its Verismo machine and pods make K-cups obsolete in the future. The heat is now on Green Mountain Coffee Roasters (GMCR +5.4%) to make a strong play of its own to stop Verismo from building up too much momentum in front of the holiday season. [View news story]
Great make room for more K cups to be sold by GMCR
Inquiring minds would like to know where the cash for a potential plan by Green Mountain Coffee Roasters (GMCR +4%) to go global will get pulled from as current cash sits rather low. With capex spending already getting trimmed to make way for buybacks, does the company have something else in mind? Investors may have to wait for GMCR's FQ4 report, now pushed back to November 27, to get their answers. [View news story]
Stay Away From Green Mountain Because Of Competitive Threats And Unclear International Expansion Plan [View article]
Stay Away From Green Mountain Because Of Competitive Threats And Unclear International Expansion Plan [View article]
Stock will be at 60 in a year
Kraft Foods Group (KRFT -1.2%) plans to launch Maxwell House cups for Green Mountain (GMCR -0.5%) brewers, according to Reuters. The company says the cups will be produced outside of any licensing agreement with Green Mountain. After spiking sharply lower after the story broke, GMCR has recovered a good portion of the ground lost as traders digest that the development wasn't wholly unexpected. [View news story]
Green Mountain Coffee Roasters (GMCR -1.9%) trades higher with positive K-Cup data out from Nielsen. Though the company's market share slipped 80 bps during the tracking period, the market as a whole rose more than enough to compensate. [View news story]
Shares of Green Mountain Coffee Roasters (GMCR -4.2%) slump with a new note out from OTR Global warning that the price differential between the company's K-Cup products and those from private labels could be as much as 20% to 50% - viewed by analysts as unsustainable. Another significant drag on GMCR's hopes to dominate the space is the growing emergence of heavyweight Kraft. [View news story]
Long Starbucks On Verismo Brewers, Short Green Mountain Coffee On Competitive Threats [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]
The raging debate on the impact that the new Starbucks (SBUX +0.3%) Verismo machine will have on Green Mountain Coffee Roasters (GMCR -1.6%) shows no signs of dying down. While one camp sees the looming presence of Verismo in the market as directly impacting Keurig and K-Cup sales, the other side rails that GMCR's imposing distribution channel more than covers any slight dip in machine sales. The bigger issue: Will both companies lose out with Kraft, Safeway, and Kroger fighting them on consumable pricing. [View news story]
Green Mountain Coffee Roasters (GMCR -1.4%) slips lower with at least a few traders worried that the stock could get mentioned adversely by a hedge fund manager at the Value Investing Congress in NYC. Why is the confab of hedge fund biggies important? About a year ago, David Einhorn unveiled his GMCR thesis at the event with shares percolating in triple digits. [View news story]
Green Mountain Coffee Roasters (GMCR -1.4%) slips lower with at least a few traders worried that the stock could get mentioned adversely by a hedge fund manager at the Value Investing Congress in NYC. Why is the confab of hedge fund biggies important? About a year ago, David Einhorn unveiled his GMCR thesis at the event with shares percolating in triple digits. [View news story]
Green Mountain Coffee Roasters (GMCR -1.4%) slips lower with at least a few traders worried that the stock could get mentioned adversely by a hedge fund manager at the Value Investing Congress in NYC. Why is the confab of hedge fund biggies important? About a year ago, David Einhorn unveiled his GMCR thesis at the event with shares percolating in triple digits. [View news story]
Green Mountain Coffee Roasters (GMCR -1.4%) slips lower with at least a few traders worried that the stock could get mentioned adversely by a hedge fund manager at the Value Investing Congress in NYC. Why is the confab of hedge fund biggies important? About a year ago, David Einhorn unveiled his GMCR thesis at the event with shares percolating in triple digits. [View news story]
Starbucks (SBUX +1.8%) says it will offer a 2-for-1 deal on K-Cup packs this weekend in another indication that the company plans to see its Verismo machine and pods make K-cups obsolete in the future. The heat is now on Green Mountain Coffee Roasters (GMCR +5.4%) to make a strong play of its own to stop Verismo from building up too much momentum in front of the holiday season. [View news story]
Green Mountain Coffee Roasters' Growing Inventory Levels - Is It A Fumble Or A Fraud? [View article]