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Strategies & Market Trends : Turnarund Investing
NOVS 0.0666-16.0%Aug 1 5:00 PM EST
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To: Good Fundamentals who wrote (1101)5/10/2012 11:56:49 PM
From: Covenant2 Recommendations   of 1876
 
When the K-Cup patent expires, SBUX is supposed to launch their own machine

That's all well and good, but it is tangential. The money to be made by others and lost by GMCR is companies selling coffee in packages which will work in the existing installed base of Keurig machines, not competition from another machine. This is where GMCR margins come from in this razor/blade business.
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