+ Watch SODA
on My Watchlist
Sodastream forecasts strong growth in the USA and if this is achieved the current price looks reasonable.
The stock price has fallen ~15% over the past 2 months, due to a slight miss in quarterly revenues. This is at odds with the solid and improving underlying business. 20+% earnings growth yoy. Forward PE of 16.5 (PEG of 0.8). Increased retail outlet penetration. Real moat to keep the 15%+ ROE going. Very little debt. All-in-all a good risk / reward opportunity.
An interesting product. Reminds me of Green Mountain Coffee. It took me some time to believe in GMCR, it was difficult for me to buy into the concept; I was skeptical of how they'd maintain relevance and continue taking/developing market share. I see a bit of GMCR in SODA. Valuations are strikingly similar to GMCR (P/E, ROE, Profit Margin), and there is solid revenue growth. They will have another Super Bowl in 2014, I'm looking to hold until Q2 2014 and review the data.
US market is virtually untapped
Just does not taste good.
Great growth so far, great brand awareness, great product, continues to grow in Western Europe where it has been for 20+ years. Only 1% of US market share of carbonated drinks.
longer term trend towards healthier eating, buying gadgets, good management
Sodastream has immense intrinsic value. The market value of the stock is very low for the company. This is a value investors dream. I see Sodastream becoming a more and more popular product as people get progressively lazier.
SodaStream has been unfairly oversold after what many could consider a decent quarter. SodaStream beat analyst EPS estimates again despite the continuing presence of naysayers. With a tiny portion of the domestic market penetrated (roughly 1 percent of households), this company has room to run. In addition, this stock doubles as a play on sustainability through its multiple-use nature as opposed to the traditional soft drink. Between the company's growth potential and environmentally-thoughtful business idea, I see plenty of reason for SodaStream to keep on bubbling along.
Even as soda consumption in the US is decreasing, the opportunity is massive for SodaStream to grow for the next decade.
Drop in stock price is a buying opportunity. I think the sell-off yesterday was unwarranted. However, the upcoming holiday season will be a crucial time for SODA to prove it's living up to it's potential.
current RB best buy. High growth with lots of penetration and adoption yet to come. recently a bit 'out of flavor' and a resulting pull back in price per share to invest in this business has resulted. In my book, this adds a bit of a value proposition to investing now and holding long. sum total = outperform
A sodastream machine is the next best thing to a machine that turns water into wine - and I still can't find it, and the syrups, in grocery stores yet.
Only 1% penetration into US markets. Strong financials poise it to see strong, consistent growth. I expect it to climb to 80 or so by 2Q 2014.
m i-c Down
SodaStream will greatly benefit from its continuing market penetration in the U.S. and improvements to its distribution network.
See lots of their products in stores.
A novel idea that looks to have staying power, if not disruptive power. They still have yet to partner with CVS or Walgreens or really any major grocery chain. A lot of opportunities for growth.
SodaStream is expanding in various markets, including the US. The company just came out with a new model, the SodaStream Play, which can be customized to match the color scheme of your kitchen and was introduced at the London Design Festival Sep. 19-22. I expect the novelty factor to boost sales and SodaStream to keep picking up market share.
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