The Q4 advanced distribution deal to sell products in Sam's Club locations offers SodaStream the opportunity to expand its CO2 exchange program if Sam's Club or Costco (COST) chooses to participate in the CO2 exchange program to seek a competitive advantage. Speaking of Costco, I would fully ...
SodaStream International (SODA) sliced through its 50 day SMA today when it declined in share price through $63.44, as indicated in the chart below, and...
I purchased mine at our local Sur La Table store, which not only sells the machines and accessories, but also handles the proprietary CO2 refills…so I just stop in the store and exchange my empties for $14 per canister. There are locations all over the country, so see if there is one...
- competition + business moat: I agree that the CO2 refill infrastructure could be a decent moat - but again it is dependent upon engagement. Great refill infrastructure means little if people don't want to buy new flavors (which I feel is the next shoe to drop).- competition: Tilson ...