Friday, November 6, 2015

Did SodaStream Really Fizzle?

  • SodaStream reported mixed Q315 results.
  • The results were hit hard by currency headwinds and a domestic transition.
  • The stock trades at a compelling valuation, especially considering the likelihood that currency eventually turns into a tailwind.



A day after a big bounce from Q3 results, SodaStream International (NASDAQ:SODA) gave back all of those gains. The perception is that some analysts were not happy with the holiday sales forecasts after recalculating the numbers. The reality is that the home-beverage maker had some solid results for a stock only worth $320 million.

Read the full article on Seeking Alpha.


Disclosure: Long SODA. Please review the disclaimer page for more details. 



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