Fevertree Drinks Share Discussion Threads

[martywidget] 06/9/2017 14:38

O/T I'm sure most here would have noticed (in your regular scans of movers of the beverages groups, etc) if look this one - Stock Spirits Group (STCK) thread, now that is a reasonable rise in the past month I've been watching that one thanks to the poster '3rd eye' flagged that up on the FAR9 thread (that I like to glance at for an occasional chuckle).

[christh] 06/9/2017 08:38

August 3, 2017
Demand for Fevertree still bubbling
------------------------------------------
Fevertree Drinks (FEVR) says customers still want to buy its premium mixers, and it appears that institutional investors can’t get enough of its shares. Co-founder and chief executive Tim Warrillow sold 1.5m shares at 1,925p each last week, banking £29m, while non-executive chairman Bill Ronald offloaded 50,000 shares at 2,083p each as well.
A Fevertree spokesperson said the sales were done to increase liquidity and meet heightened demand from institutional investors following recent results.

[christh] 06/9/2017 08:32

It will get back to £25 today, watch out.

It was a good summer for Fevertree so will expect the results to be miles ahead of expectations.

The expansion to mainland China will be the catalyst to becoming one of the top exporters of the world and top earner for Fevertree.
The production has doubled which means the demand has increased and therefore the
revenue will be 4 times the earnings of 2016.


Keep Buying.

[martywidget] 02/9/2017 08:43

Posh lemonade taste test: which supermarket fizz is the biz?
Friday 1 September 2017
Lemonade has come a long way since R White’s, with the sugary drink undergoing a radical ‘premiumisation’ in recent years. But which store’s is the pick of the bunch?

...Invigorated by a new foodie culture and encouraged by declining alcohol sales – according to the latest ONS figures, 27% of 16-to-24 year-olds do not drink – the last decade has seen a wholesale “premiumisation” of soft drinks. Manufacturers are digging out traditional recipes and reverting to real ingredients in order to appeal to more sophisticated adult palates...


Fever-Tree’s Sicilian lemonade 9/10
M&S freshly squeezed lemonade 8/10
Tesco no added sugar cloudy lemonade 3/10
Asda extra special freshly squeezed cloudy lemonade 6/10
Co-Op sparkling cloudy lemonade 3/10
Aldi Ridge Valley cloudy lemonade 8.5/10
Waitrose cloudy lemonade 4/10
Sainsbury’s Taste The Difference Sicilian lemonade 7/10

[martywidget] 30/8/2017 10:05

O/T My SunParakeetAlgo just selected:

Dexys Midnight Runners - Come On Eileen (Official Music Video)


{Novaspace - Time after Time - "Rebirth" (HQ 16:9)}

[martywidget] 30/8/2017 09:59

TMF keeps trotting out articles on Fevertree, anyway, another one for the bulls [& those late to the party]:

Multi-bagging Fevertree Drinks plc can still make you amazingly rich
Tuesday, 29th August, 2017

[1savvyinvestor] 29/8/2017 07:58

Not disputing the excellence of fever tree . Indeed I was served a g & t in an up market brasserie and was horrified when they handed me Schweppes tonic water . Even easy jet give you fevertree! I was simply posing a general question about other companies with high P/E ratios . I'm perfectly aware of forward growth and ratings. Indeed i' m often surprised when the market does not factor in growth .

[muffinhead] 28/8/2017 19:26

MartyWidget 27 Aug '17 - 06:13 - 1163 of 1168

FEVER-TREE HAS DRIVEN 99% OF THE VALUE GROWTH IN THE ENTIRE UK MIXER CATEGORY WITHIN RETAIL IN THE LAST 12 MONTHS AND NOW HOLDS A 30% VALUE SHARE


A 30% value share of the entire UK mixer category is impressive

Can Fevertree maintain exponential growth with or even without exposure to margin competition?

[value king] 27/8/2017 21:28

Actually the PE is 69 and they are well ahead of forecasts so the PE is probably under 50. If you were to value them on a PEG basis 100%+ growth and a PE of 50 would mean a PEG of 0.5 - a steal. And the 2018 PE is possibly even much lower.

[terry topper] 27/8/2017 19:33

'1savvyinvestor23 Aug '17 - 15:52 - 1142 of 1166 0 0
Just out of interest what other other companies are on a p/e of over 100'

If you think FEVR is on a P/E of over 100 then, with all due respect to you, you haven't a clue what you are on about.
Share prices reflect the future - if investors believe that the 'official' consensus number for earnings is too low then the shares revalue to the 'whisper' number which is much more variable.
When the actual announced figures exceed even the 'whisper' number the shares rise.
So if you believe that the 'whisper number' will keep rising as I do then the shares are still cheap.

[martywidget] 27/8/2017 07:04

christh, just raw cacao hot chocolate for me, no Fever-Tree in sight!

I like to catch up on the news early before my cycling/running/rowing!

And catch up on headlines in Sunday papers:

[christh] 27/8/2017 06:33

Marty,
you are up so early on a Sunday.
you are not starting drinking Fevertree this time....

LOL

[muffinhead] 26/8/2017 22:27

In 2014, EY predicted the premium segment would make up 16.5 per cent of the wider mixer category: Fever-Tree now has a 24 per cent share of the entire UK mixer market.


.

[muffinhead] 26/8/2017 22:06

Annual gin sales rose 16% to smash through the £1bn barrier for the first time in the UK, leading the drink industry to declare 2016 the “year of gin.

About 40m bottles were sold over the past 12 months, enough to make 1.12bn gin and tonics, or roughly 28 for every person of legal drinking age in the UK, according to the Wine and Spirit Trade Association. This was an increase of 200m G&Ts compared with 2012”


How much growth in Fevertree UK revenue is left in a market of 1.12bn gin and tonics?


.

[muffinhead] 26/8/2017 22:05

good finds guys




.

[christh] 26/8/2017 10:57

Marty,

good story, good find.

Production doubles as demand increases for Fevertree drinks.

Share price should be above £25 and it will next week

[martywidget] 26/8/2017 09:26

23.08.2017 Fever-Tree Doubles Volumes With Support From Downton

Since it commenced working with Fever-Tree in the Autumn of 2016, logistics specialist CM Downton has supported the market-leading supplier of premium carbonated mixers through another period of remarkable growth. During the first half of 2017 Fever-Tree’s UK business grew by 113 per cent.

Stewart Bray, Supply Chain Director at Fever-Tree, said: “Partnering with Downton has allowed us to continue to deliver an exceptional level of service to our customers throughout a period of strong growth.”....

Rest of release:



16.06.2017 Downton helps Fever-Tree support Gin Festival

Gloucester-based transport specialist CM Downton supported its major customer Fever-Tree this weekend by delivering 271 cases of the premium tonic maker’s products to Gin Festival Gloucester 2017. Fever-Tree is the official partner of the event which is taking place at Blackfriars in Gloucester for the second year running and is the UK’s biggest and oldest gin festival.

Downton has been managing storage and distribution for Fever-Tree since last year, delivering to customers throughout the UK. The operation is managed from its new distribution centre in Sharpness, Gloucestershire. The 271 cases, totalling 4224 bottles, were delivered to Gin Festival Gloucester 2017 at Friday lunchtime ready for the official opening of the event that evening.

[martywidget] 25/8/2017 15:20

And for those not participating in such a healthy lifestyle, perhaps then maybe they should produce a drink for the day after the night before!

[martywidget] 25/8/2017 15:19

Perhaps there may also be a potential to tap into and target a part of the more healthy sports drinks area for those willing to part with their money.

For example, if you look at high5, Science in Sport [uk listed LSE: SIS], and PowerBar - looking at some of the ingredients in these products the I think there is some room for improvement in this area, that may appeal to many that actually consume Fevertree products that may when they're not partying perhaps also have a more active sporty lifestyle.

[willoicc] 25/8/2017 15:17

I only drink Baileys so ice does me.

[martywidget] 25/8/2017 14:59

I did post this the link the other week to the presentation, but I guess some may not have looked at the details, so put of a few of the points on here.

Full document here:




STRATEGIC UPDATE

Marketing

Driving engagement at point of activation

Increased activity with major spirits players whilst supporting independent craft brands

> 100 co-promotional activities internationally in H1

Expansion of events programme to drive consumer sampling

Innovation

Pipeline remains fuller than ever with a focus on territory-specific flavours and formats

Naturally light range will be extended across all major flavours and introduced later this year in the UK

Dark spirits strategy currently being seeded in UK On-Trade and increased Cola listings at UK retail


Outsourced business model

Established new bottling partner in Spain to initially service Southern European volumes

Flexibility in model–bottling/canning across five locations in UK and Europe and reviewing opportunities to further increase footprint

New senior hires including Global Strategy Director, Innovation Director and Commercial Strategy Director to begin in H2


Premiumisation

Globally, premium spirits growing +6% while non-premium in decline

In UK, 50% of spirits growth in 2016 was driven by Premium, which is now worth £1.2b (up 10%)

In US, >25x growth in craft distilleries over 10 years


Mixability:

Consumers moving towards simple long mixed drinks, away from drinking spirits neat or over ice

Key serves driving trend: G&T, Moscow Mule, Spritz, Hi-ball


Growth of Mixer Category:

Mixers are the fastest growing soft drinks category in certain territories

Increasing evidence that consumers are buying into mixer flavours as soft drinks