In Utah, I was raised in the arcades, music and video stores in the Layton Hills, Crossroads, Trolley Square, and Cottonwood malls. Movies, food, and toys from decades ago? Excellent! Accepting modern day realities has been a challenge, and it’s even affected my investing. I adore video games from the 80s/90s along with all the wonderful pop culture that surrounded the era. This means massive amounts of upside in the future during the battle of the best drink. They are only 20% the size of Coke and Pepsi and yet are in 3 rd place in the beverage wars. Pepper has an arsenal of brands that will make them an unstoppable competitor for decades to come. The Canada Dry (ginger ale, club soda, tonic water, and sparkling seltzer water) has grown for 13 consecutive years!.Pepper has grown 17 straight quarters in sales! I thought this soda peaked in the ‘80s. There’s a good chance they can take this same position in the other 2/3rds of the country. Polar is the #1 unsweetened flavored sparkling water in the 1/3 rd of the country they are currently distributing to. They are expanding distribution for the family owned Polar Seltzer.More than 10% of their sales are coming from ecommerce.They are the best performing, non-alchoholic, beverage company in the past few months.Not only is their brand power heroic, in 2020 they are doing fantastic. T, Nantucket Nectras, ReaLemon, ReaLIme, Rose’s, Swiss Miss, Venom Energy, Yoo Hoo, Sunny D, XYience Energy, Hydrive Energy Water, Mistic. Clamato, Hawaiian Punch, Margaritaville, Mott’s, Mr & Mrs.TEAS & WATER BRANDS: Bai, Canada Dry, Dejua Blue, Penafiel, Schweppes, Snapple, Straight Up Tea, Evian, Neuro, Vita Coco, Core, Limitless.Pepper, 7-Up, A&W, Canada Dry, Schweppes, Sunkist, Crush, Sun Drop, IBC, Diet Rite, Squirt, Vernors, RC Cola, Hires, Stewarts, Big Red, C-Plus, Cactus Cooler, Nehi Cola, Tahitian Treat Fruit Punch. COFFEE BRANDS! They make money from their K-Cups on the following brands: Green Mountain, Donut Shop, Laughing Man, Peet’s Coffee, Caribou Coffee, Van Houtte, REVV, Tully’s Coffee, Krispy Crème, Newman’s Own Organics, Barista Bros, Barista Prima Coffee House, Bruleire Mont Royal, Café Escapes, Café Punt del Cielo, Cinnabon, Coffee People, Diedrich Coffee, Donut House, Emeril, Gloria Jen’s, Holly’s Coffee, Kahlua, Laura Second, Orient Express, Timothy’s, Panera Bread, High Brew, Gila Café, FOrto, Adagio.Now KDP is drowning in blade sales since they control so many brands: Combine this with K-Duo and this really improves the environment impact.
A decade later, their Green Mountain brand (Keurig’s brand) is #2 in the K-Cup business, only behind Starbucks. Who’s selling the blades now that the patent expired? They are.Not only that, Keurig has fixed the three major problems I have had with the company in the past: Fast forward to 2020 and now Keurig owns so many blades they give Freddy Krueger nightmares. I wasn’t interested in the razor sale of the Keurig machine, I wanted the blades (the K-Cups), so I never bought the stock. By the time I learned how amazing Keurig was in 2012, their patent was expiring on the K-Cups. Keurig (KDP) has been on my radar for over a decade.
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