SodaStream (NASDAQ:SODA)

CAPS Rating: 3 out of 5

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Member Avatar AnsgarJohn (99.09) Submitted: 4/11/2014 11:54:37 AM : Outperform Start Price: $39.46 SODA Score: -0.02

If there are no competitors, there's probably no market.

odaStream (NASDAQ: SODA ) essentially has a monopoly in the home soda machine market currently. Yes, there are some knockoffs and some minor players, but SodaStream essentially created the category and rode it to $562 million in sales in 2013 -- an increase from $436 million in 2012.

The market for making soda at home is about to get a lot more crowded. Coca-Cola (NYSE: KO ) is partnering with Keurig Green Mountain (NASDAQ: GMCR ) to launch Keurig Cold later this year and Pepsico (NYSE: PEP ) has partnered with Bevyz, which debuted a hybrid hot/cold beverage machine at the 2014 International Home + Housewares Show.

"Home soda makers as a category is still in its infancy with relatively low household penetration. The potential of these machines is contingent upon broadening the category's appeal with a wider variety of uses and offerings, ease of obtaining the consumables, and price," said NPD Group Executive Director Debra Mednick.

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Member Avatar Scalius2000 (33.86) Submitted: 4/5/2014 10:39:24 PM : Outperform Start Price: $41.97 SODA Score: -4.31

High machine sales from last season will keep the refills up. KO and GMCR not there until 2015

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Member Avatar leaderoftheback (82.92) Submitted: 3/31/2014 8:57:02 AM : Outperform Start Price: $37.50 SODA Score: +4.89

I think the criticisms of the company have been overplayed, there has been "piling- on" that has pushed shares lower. We are seltzer drinkers in our house. I would not buy a machine, but my wife got one for free and I have to say, we like it quite a lot (though we will not be very profitable customers for SODA as we won't use the powders). Turns out we have a lot of friends who think it's pretty cool and never heard of it. So...we'll see.

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Member Avatar Questionable2 (< 20) Submitted: 3/14/2014 2:08:51 PM : Underperform Start Price: $39.87 SODA Score: -0.35

Slim profit margins makes this too risky for me .I think there are much better buys for my money

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Member Avatar 2gud2btrue (84.99) Submitted: 3/11/2014 11:26:15 AM : Underperform Start Price: $41.50 SODA Score: +1.97

I remember hearing about this 2-3 years back, didn't bother than.
Upthumbed after recent downturn last month and the new ad featuring d sexy lady :)
Then I thought today why not buy a few as it looks like an undervalued company. But before doing that thought why not buy 1 for my own house.
Check all and figured out it will cost 1.50 for 2 ltr of cola with sodastream??
Then I thought I will buy the cola off the shelves...
Moral: They need to bring down cost to half to interest me and average joes in their project till then there is nothing on table for me.

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Member Avatar crav1 (< 20) Submitted: 3/6/2014 8:05:27 AM : Outperform Start Price: $40.80 SODA Score: -0.30

BIG SHORT INTERST

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Member Avatar TMFDeej (99.45) Submitted: 3/5/2014 7:38:22 PM : Outperform Start Price: $40.88 SODA Score: -0.51

Whitney Tilson recently put together a very compelling investment case for SODA, likening it to a successful investment that he made in DECK last year. He believes that the company's business has staying power and is not a fad like many of the short sellers think. If that is indeed the case today one can but a market leader at a reasonable valuation.

Deej

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Member Avatar TSIF (99.96) Submitted: 2/20/2014 6:47:42 PM : Outperform Start Price: $38.76 SODA Score: -0.31

If it's good for Coke and Green Mountain, it's just as good or better for an established player. Even if the silly rumors of Pepsi buying them doesn't pan out. Even better when Soda had a 30% correction last month, putting it near realistic current earnings metrics. The $65 last fall was excessive, with hopes on Christmas sales that fizzled. The $40 at this point should be ready for some sizzle. Long term hold. (Rare for me).

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Member Avatar Digi (43.36) Submitted: 2/18/2014 8:13:32 PM : Outperform Start Price: $40.50 SODA Score: -1.99

Too much growth potential to just stay here. Lagging US sales, but most of their business is elsewhere. Rumors of a buyout by a larger company (Pepsi, someone else...) only provide a higher limit. Not a short, but a good long.

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Member Avatar MGill (< 20) Submitted: 2/13/2014 3:06:56 PM : Outperform Start Price: $41.76 SODA Score: -5.38

Low P/E and increasing earnings reports makes the stock desirable. The deal with Welch's is huge. The deal with SkinnyGirl and the inevitable move into the adult beverage industry is massive. SODA has a huge jumpstart on Keurig and even once Keurig brings what is sure to be an overpriced set of hardware to market due to the name brand, SODA should be able to increase hardware price while still remaining reasonably below Keurig's asking price. These things will be in refrigerators. Exciting stuff.

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Member Avatar chubbybubbs51 (57.37) Submitted: 2/11/2014 2:45:50 PM : Outperform Start Price: $44.43 SODA Score: -11.74

The eventual move by PepsiCo into SodaStream will be the catalyst for a consistent growth of their revenue as well as their market demand.

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Member Avatar WildTing (77.91) Submitted: 2/11/2014 11:26:08 AM : Outperform Start Price: $69.78 SODA Score: -51.26

SODA had some momentum from the GMCR deal, giving it a bump. But I think the 50% short interest might trigger a reverse crash. That short interest, plus the low valuation, made me do something I still feel dirty saying: I kinda am doing a little market timing by buying in here.

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Member Avatar PenchyOne (63.50) Submitted: 2/8/2014 7:25:18 PM : Outperform Start Price: $38.49 SODA Score: +0.92

Beaten down unfairly and without merit.

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Member Avatar karlsmq (< 20) Submitted: 2/7/2014 6:29:28 PM : Outperform Start Price: $38.49 SODA Score: +0.92

MORE PEOPLE WILL USE ITS PRODUCTS , IT IS CHEAPER THAN BUYING SODA AT THE STORE.

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Member Avatar Longo92 (< 20) Submitted: 2/7/2014 12:40:39 PM : Outperform Start Price: $37.46 SODA Score: +3.69

Currently undervalued due to concerns of profit margins. There is still more room for momentum and growth in US markets.

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Member Avatar FundamentalsMan (52.40) Submitted: 1/31/2014 8:02:57 PM : Outperform Start Price: $37.47 SODA Score: +2.75

No debt, lots of cash, established business in Europe starting to focus on US growth. Huge industry potential

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Member Avatar ymierez (29.68) Submitted: 1/27/2014 7:34:51 PM : Outperform Start Price: $37.28 SODA Score: +3.38

environment ,super bowl, scarlet.

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Member Avatar paul6050 (< 20) Submitted: 1/26/2014 10:55:33 PM : Underperform Start Price: $36.57 SODA Score: -6.05

There have been carbonating devices around for years. I first saw one, just like the Soda Stream machine, in South Africa 20 years ago. It's a fad that will die....

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Member Avatar Market33 (< 20) Submitted: 1/24/2014 9:23:28 AM : Underperform Start Price: $37.93 SODA Score: -3.55

It is unpractical technology. I think it is a gadget that may get people excited but after a while, people in it's day to day life is unpractical compared to just buying a soda when you go to the supermarket.

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Member Avatar Fool4ZTribe (< 20) Submitted: 1/23/2014 10:23:24 AM : Outperform Start Price: $38.23 SODA Score: +3.33

Concerns about sales are overblown.

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