12 Comments
Member
4 September 6, 2024 7:31 pm
Travis, I don't know how you manage to do it, but to scour all of those publications and to get to the end of speels by gasbags like Luke Lango, James Altuchur, etc. only to find that it is nothing but another fishing expedition to sign up for another $10,000.00 publication reduced to ONLY $2,500.00 is more than a laugh a minute! Recently, James had the name of a ticker that he would provide at the end of his speel, but I discovered that I would have to sign up for another one of his $2,500.00 discounted, good deal, publications to get the name of the ticker! That scalded my backside! BYE-Bye James!! Keep up the great work, Travis!
Member
16 September 7, 2024 9:00 am
Thanks for the analysis of Celsius Travis. I'm still irritated that management casually dropped its bombshell of declining purchases by Pepsi at some conference instead of giving it import and announcing it formally. At best a lack of proper foresight on management's part; they should know how to handle important information by now and it reflects poorly on them. Is Celsius management a concern for you?
Member 22316September 7, 2024 12:28 pmI haven't been following this management team long enough to have a great handle on their investor relations skills, but I was surprised that they just mentioned that number and didn't seem to realize it was a bombshell of an announcement that would have merited a "warning" press release at many companies. Celsius doesn't really issue "guidance," so they can get away with this because they're not necessarily going to miss their own projections... but it does leave a bad taste in the mouth.I don't have any concerns with how they're managing the expansion and product introductions, and the strong growth in the number of products in each store is impressive, as is the solid growth outside of the Pepsi distribution system, so for now I'm leaning more on how well they're operating the business, and trying not to be terribly grumpy about how they communicate with shareholders. And I sympathize with the fact that they don't really know how Pepsi is handling its inventory, or how much they're ordering, until Pepsi tells them.
Member
43 September 9, 2024 8:19 am
A couple things to possible think about on Celsius.It seems like a lot of their new distribution points with PEP are in convenience. Does their core fitness and healthy living lifestyle consumer really shop there? Also, have you seen how diluted the shelves are with different energy drink brands?Are you familiar with SAM at their Truly brand when alcoholic seltzers became big? Not sure but there may be some corollaries there.
- Member 22316September 9, 2024 9:47 amThere's certainly risk of the brand plateauing. I think it's still looking pretty solid, but only time will tell, I guess.
Member
1 September 9, 2024 9:01 am
I'm a big fan of the Celsius product...don't own any tho,,,longtime holder of PEP...