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Opinions on SODA?

By Patrick following x   2013 Jan 18, 10:03am 54,078 views   165 comments   watch   sfw   quote     share    


My wife bought me a Sodastream water carbonator and I like it because I can make fizzy water for about 30 cents a liter instead of paying $1 a liter in the store. OTOH I was kind of annoyed at their proprietary bottles and connectors which really do nothing more than hold and dispense carbon dioxide, but cost $15 to refill.

I'm getting kind of a good deal, but they're getting a really good deal because I know it can't cost more than $1 for them to refill that thing.

So... instead of being annoyed, I looked up the stock (SODA) and they have no debt, a P/E of 25, and seem to be growing rapidly. I bought some of the stock today. Mistake? What am I missing?

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126   zzyzzx   ignore (1)   2015 Feb 23, 5:07pm   ↑ like (2)   ↓ dislike (0)   quote   flag        

Blurtman says

Lately my pee has been coming out carbonated. Is that a problem?

It might help keep your toilet clean.

127   zzyzzx   ignore (1)   2015 Feb 25, 7:55am   ↑ like (1)   ↓ dislike (0)   quote   flag        

Down again!
17.34 Down 1.55(8.21%) 10:53AM EST - Nasdaq Real Time Price

http://www.thestreet.com/story/13058131/1/sodastream-international-soda-drops-today-on-fourth-quarter-revenue-miss.html
SodaStream International (SODA) Stock Drops Today on Fourth-Quarter Revenue Miss

NEW YORK (TheStreet) -- Shares of SodaStream International (SODA - Get Report) fell 8.47% to $17.29 in morning trading Wednesday after the home carbonation product manufacturer reported its fourth-quarter earnings.

Adjusted earnings soared to $7.5 million, or 35 cents a share, from $700,000, or 3 cents a share, from the same period one year earlier. This beat the FactSet consensus estimate of earnings of 17 cents a share.

Revenue dropped to $126.5 million from $168.1 million, which missed the FactSet consensus estimate of $127.1 million. The company cited decreased demand for sparkling water makers and flavors in the U.S. during the holiday season.

128   HEY YOU   ignore (7)   2015 Feb 25, 9:26am   ↑ like (2)   ↓ dislike (0)   quote   flag        

Patrick,
We all gamble trying to make a easy fiat. I spend a $1 on the lottery & never miss by more than 6 numbers.

129   Patrick   ignore (0)   2015 Feb 26, 6:48am   ↑ like (1)   ↓ dislike (0)   quote   flag        

Ah well, it was a fun gamble. They had a few things going for them, like a product that's really useful, but what they did not have was a dividend.

Lesson learned (yet again): never buy any stock that does not pay a dividend.

130   SFace   ignore (0)   2015 Feb 26, 7:10am   ↑ like (0)   ↓ dislike (0)   quote   flag        

The product was not useful. Making your own soda taste nasty and people gave up on it. Hence revenue dropped like a mofo.

But companies with increasing dividends are winners. So dividends can go up or down. If you get the latter , you will lose $$ just as easy.

131   Patrick   ignore (0)   2015 Feb 26, 8:52am   ↑ like (1)   ↓ dislike (0)   quote   flag        

it works perfectly if all you want is fizzy water.

sure, dividends can go up or down, but a company that is consistently paying out a dividend has proved it has some real earning power, and the guts to return some of its cash to the rightful owners, the shareholders. without that, it's much less certain that the company should even exist (from the shareholder's point of view).

money talks.

132   zzyzzx   ignore (1)   2015 Feb 26, 10:45am   ↑ like (1)   ↓ dislike (0)   quote   flag        

I only buy stocks that pay dividends!!! I have no defined benefit pension plan, and never will. My plan is to just buy dividend paying stocks. When I have enough income from them, I can retire, or just not give a shit if I have a job or not.

133   CDon   ignore (0)   2015 Feb 26, 6:29pm   ↑ like (0)   ↓ dislike (0)   quote   flag        


Ah well, it was a fun gamble

I find it remarkable in that during a time when the market went up approx. 30%, you managed to find (and invest in) a stock that lost over 60% of its value. This (and your decision not to buy 15 years ago in Palo Alto) are your only two publicly announced financial moves. Are you always so snakebitten?

134   zzyzzx   ignore (1)   2015 May 6, 9:03am   ↑ like (0)   ↓ dislike (0)   quote   flag        

17.77 Down 1.34(7.01%) 12:01PM EDT - Nasdaq Real Time Price

SodaStream Revenue Falls on Currency Headwinds, Low Demand

135   zzyzzx   ignore (1)   2015 Aug 5, 6:42am   ↑ like (0)   ↓ dislike (0)   quote   flag        

16.46 Down 0.81(4.69%) 9:41AM EDT

Dropping faster than Apple right now!

http://www.marketwatch.com/story/sodastream-profit-sales-fall-below-expectations-2015-08-05
SodaStream profit, sales fall below expectations

SodaStream International Ltd. SODA, -5.64% reported on Wednesday a second-quarter net profit that fell to $960,000, or 5 cents a share, from $9.2 million, or 43 cents a share, in the same period a year ago. Excluding non-recurring items, such as restructuring-related charges, adjusted earnings per share came to 17 cents, below the FactSet consensus of 31 cents. Revenue fell to $99.8 million from $141.2 million, below the FactSet consensus of $106.3 million, with sales in all geographic regions and in all product categories declining. Changes in currency rates reduced revenue by $16.9 million. Gross margin declined to 50.3% from 50.5%. "As we previously discussed, the first half of 2015 would be a challenging period due to implementation of our global restructuring and growth plan combined with changes in foreign currency exchange rates," said Chief Executive Daniel Birnbaum. The stock, which lost 3.3% in light premarket trade, has dropped 14% year to date through Tuesday, while the S&P 500 has gained 1.7%.

136   Patrick   ignore (0)   2015 Aug 5, 8:18am   ↑ like (2)   ↓ dislike (0)   quote   flag        

Meh. I also bought Southwest Airlines just before its huge runup.

137   curious2   ignore (0)   2015 Aug 5, 10:26am   ↑ like (1)   ↓ dislike (0)   quote   flag        

Regarding this company, the syrup might have more potential than the fizz. In America, supermarkets stock whole shelves of fruit juice "from concentrate" (mostly H2O), but they don't sell the concentrate (except FCOJ in the freezer section). In other countries, supermarkets sell the concentrate, which customers can store at room temperature. Better brands specify the brix or the fruit % (e.g., "97% fruit"). That's a much more efficient system compared to packaging and selling mostly H2O on American shelves, but the American system allows for more hidden markups: I've noticed American calorie counts dropping slowly, and labels saying "Lite", meaning they're reducing the % of fruit and increasing the % of H2O. The SODA people have a distribution chain that they could use to sell the concentrate that retails in other countries but not here.

Otherwise, making the H2O fizzy doesn't really add value IMO. Kids within a narrow age range might enjoy the increased flatulence (and apparently in Reseda even some of the adults can't think of anything better to do), but the acidity and increased carbon footprint tend usually to become less popular with adults. In beer and hard cider, CO2 is a byproduct of the fermentation process, but not the point; wine usually sells for more.

139   KgK one   ignore (0)   2015 Aug 6, 6:53am   ↑ like (1)   ↓ dislike (0)   quote   flag        

you can buy 12 pack of coke or pepsi for 2 $. 16 cent/ can with exact flavor. they also use purified water.

Making your soda sounds fun but not cost effective yet.

I am trying to find any upcoming technologies that have growth of ^ 20 % /yr, for next 3 yrs. 3D printing was dud. lost some money on it.

140   Patrick   ignore (0)   2015 Aug 6, 6:57am   ↑ like (1)   ↓ dislike (0)   quote   flag        

curious2 says

making the H2O fizzy doesn't really add value IMO

it does add value for us though. we like plain fizzy water, and don't want to buy it or carry it home. sodastream also makes it more cheaply than buying it, about 25c / liter.

141   zzyzzx   ignore (1)   2015 Aug 12, 6:49am   ↑ like (0)   ↓ dislike (0)   quote   flag        

15.77 Down 0.06(0.38%) 9:48AM EDT - Nasdaq Real Time Price

142   zzyzzx   ignore (1)   2015 Aug 12, 8:26am   ↑ like (0)   ↓ dislike (0)   quote   flag        

What's BDS??

143   zzyzzx   ignore (1)   2015 Aug 24, 6:54am   ↑ like (0)   ↓ dislike (0)   quote   flag        

SodaStream International Ltd. (SODA) -NasdaqGS
13.43 Down 1.60(10.62%) 9:53AM EDT - Nasdaq Real Time Price

144   zzyzzx   ignore (1)   2015 Nov 5, 7:24am   ↑ like (1)   ↓ dislike (0)   quote   flag        

Nobody wants that wildly overpriced appliance!

SodaStream International Ltd. (SODA) -NasdaqGS
15.25 Down 1.37(8.22%) 10:20AM EST - Nasdaq Real Time Price

http://finance.yahoo.com/news/sodastream-earnings-line-fx-hits-142002790.html
SodaStream International Ltd. SODA reported adjusted earnings (excluding restructuring costs) of 22 cents per share in the third quarter of 2015 which were in-line with the Zacks Consensus Estimate. Earnings, however, plunged 51% year over year due to lower sales and margins.

Adjusted earnings of the Israel-based manufacturer of household soda machines exclude restructuring costs related to the growth plan. Including the costs, earnings came in at 11 cents, much less than 45 cents a year ago.

Total revenue was $110.0 million which missed the Zacks Consensus Estimate of $114 million by 3.5% and declined 13% year over year.

145   zzyzzx   ignore (1)   2016 May 2, 11:14am   ↑ like (1)   ↓ dislike (0)   quote   flag        

Now they are shrinking their syrup bottles:

146   Patrick   ignore (0)   2016 May 2, 7:18pm   ↑ like (1)   ↓ dislike (0)   quote   flag        

zzyzzx says

Now they are shrinking their syrup bottles:

geez, as if that stuff costs anything at all to make. prolly 2 cents per bottle.

147   komputodo   ignore (0)   2016 May 2, 10:07pm   ↑ like (1)   ↓ dislike (0)   quote   flag        

anonymous says

Want to make your own fresh Coca-Cola at home?

yep, nothing quite so refreshing as a fresh coca cola. Sounds healthy too.Win-win!

148   zzyzzx   ignore (1)   2016 May 13, 10:08am   ↑ like (2)   ↓ dislike (0)   quote   flag        

Obligatory:

149   curious2   ignore (0)   2016 May 13, 11:53am   ↑ like (1)   ↓ dislike (0)   quote   flag        

zzyzzx says

What's BDS??

Boycott, Divestment, and Sanctions: an anti-Israel campaign to punish Israeli companies, e.g. SODA. It has the vehement support of Muslim and some Christian groups.

150   Patrick   ignore (0)   2016 May 15, 12:32pm   ↑ like (1)   ↓ dislike (0)   quote   flag        

the appropriate response might be a counter-bds campaign.

i guess everyone would lose, but the richest people/organizations/countries would lose the least.

bds is really about imposing political correctness via economics.

151   FortWayne   ignore (2)   2016 May 15, 1:13pm   ↑ like (0)   ↓ dislike (0)   quote   flag        

We actually own some stock, couple of thousand not much. However, we also bought their machine, I think it's awesome. Their flavors are terrible though, have to make your own right now. But if they figure that part out, they'll make a killing.

152   TwoScoopsOfSpaceForce   ignore (4)   2017 Jan 20, 10:02am   ↑ like (0)   ↓ dislike (0)   quote   flag        

Attention Soda Stream:

A new bill in the Illinois Senate is taking aim at soda drinkers.

Senate Bill 9, proposed as the Sugar-Sweetened Beverage Tax Act, would place a penny-per-ounce tax on bottled sugar-sweetened beverages, syrups or powders sold or offered for sale to a retailer for sale to a consumer.

https://www.illinoispolicy.org/illinois-senate-proposes-statewide-tax-on-soda/

#SODA

153   Patrick   ignore (0)   2017 Feb 3, 3:53pm   ↑ like (0)   ↓ dislike (0)   quote   flag        

Finally back in the black with SODA!

I read that they are going back to their fizzy water roots and giving up on sweetened drinks, and that's what's driving the uptick.

154   Tenpoundbass   ignore (11)   2017 Feb 3, 4:57pm   ↑ like (0)   ↓ dislike (0)   quote   flag        

I don't see them ever doing better than what they have done. They will be like the millions of Ronco As Seen On TV deals. Seem to good to be true, and some can justify the purchase. But in the end the lack of universal standards will ultimately doom it to fail. Not to say they wont find a new batch of people to buy it. It's more a curiosity that one must buy and buy the stuff to make the sodas about thrice, then put it in the closet to never be seen again until its sold in a garage sale.

My oldest daughter bought our youngest one for Christmas it has already lost its fizz. Neither of them were impressed upon opeing and discovering the process and what is involved.
They did try a different syrup but in the end both gave it the tumbs down and plan on selling it the next garbage sale they host to raise money for some cause.
Personally I don't drink Soda, I'll drink soda water, but not sweetented carbonated beverages.

155   Tenpoundbass   ignore (11)   2017 Feb 3, 5:00pm   ↑ like (0)   ↓ dislike (0)   quote   flag        

T L Lipsovich says

Attention Soda Stream:

A new bill in the Illinois Senate is taking aim at soda drinkers.

Senate Bill 9, proposed as the Sugar-Sweetened Beverage Tax Act, would place a penny-per-ounce tax on bottled sugar-sweetened beverages, syrups or powders sold or offered for sale to a retailer for sale to a consumer.

Sounds like I need to buy me a shit load of strawberries and sugar and make me some Strawberry Soda Syrup. Figger I can run it boot leg up through Illinois in my Fastback.

156   Patrick   ignore (0)   2017 Feb 15, 10:25am   ↑ like (0)   ↓ dislike (0)   quote   flag        

Now I'm significantly in the black with SODA. Nice.

And it seems to be a legit rise:

http://finance.yahoo.com/m/9bb1ed23-c235-38ac-8f1f-6685c03a4bcd/ss_sodastream-shares-pop-like-a.html

SodaStream's (SODA) profit tripled in the fourth quarter as the carbonated-beverage device maker easily bested expectations on Wall Street. Diluted earnings rocketed to 71 cents a share from a prior-year profit of 24 cents on 17% revenue growth to $131.8 million, well above analyst views for EPS of 30 cents and revenue of $124.8 million.

158   Done   ignore (1)   2017 Feb 15, 12:05pm   ↑ like (0)   ↓ dislike (0)   quote   flag        

I would be careful where price is currently....

159   Patrick   ignore (0)   2017 Feb 15, 12:11pm   ↑ like (0)   ↓ dislike (0)   quote   flag        

Sure, there's danger, but that makes it exciting!

And just look at that rollercoaster ride. The changes in momentum are so pretty.

160   Patrick   ignore (0)   2018 Aug 2, 5:42pm   ↑ like (3)   ↓ dislike (0)   quote   flag        

Wow, blowout earnings and a suitable pop in stock price:

161   Patrick   ignore (0)   2018 Aug 20, 9:36am   ↑ like (1)   ↓ dislike (0)   quote   flag        

Well, it popped up another 9.5% today because Pepsi is buying them.

I guess that's a good outcome, though I won't get to enjoy being right about SODA anymore. I'll just be another Pepsi shareholder, which is not as exciting.

Also nice that it's a no-tax exit.
162   Patrick   ignore (0)   2018 Aug 20, 9:39am   ↑ like (1)   ↓ dislike (0)   quote   flag        

Oops, maybe it's not a no-tax exit:

PepsiCo will pay $144 per share in cash, representing a 10.9 percent premium to Friday's closing price of SodaStream's U.S.-listed stock and a 32 percent premium to its 30-day average.


https://finance.yahoo.com/news/pepsico-buy-israels-sodastream-3-062811088.html
163   Patrick   ignore (0)   2018 Aug 20, 9:44am   ↑ like (0)   ↓ dislike (0)   quote   flag        

On the third hand, I bought it in a 401k rollover, so no tax! At least not until I retire.
165   FortWayne   ignore (2)   2018 Aug 23, 9:14am   ↑ like (1)   ↓ dislike (0)   quote   flag        

This is a hold for me till coke or Pepsi buys them.

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