Fevertree Drinks Share Discussion Threads

[wetdream] 19/11/2021 18:05

RSI heads towards 100! 😳

[anderson3] 18/11/2021 09:42

Now in the money with my long

[growthpotential] 12/11/2021 17:05

What's the reason for the big change?

[rmillaree] 10/11/2021 13:28

Yep - i don't normally get excited about director buys but that one is a very decent one.

[gipps] 10/11/2021 09:43

Director makes a big buy.

[philanderer] 01/11/2021 10:58

DEUTSCHE BANK RAISES FEVERTREE DRINKS TO 'BUY' (HOLD) - PRICE TARGET 3,300 (2,250)

[marktia] 20/10/2021 09:22

Thinking the same.

[wad collector] 19/10/2021 20:04

Promising looking chart over the last month , but less so over the last 2 yrs. The yield is unimpressive here but will the share price return to the £40 peak ? I am not sure whether to hold or not.

[bamboo2] 08/10/2021 14:51

Not sure Macd will help take this down at the moment, at least wait for the lines to cross. Speaking of seasonal flavours... ...Bullace! More exclusive than your common or garden Damson.

[techtrader5] 05/10/2021 15:55

Wrong thread old chap. Macd about to roll over, price this time to fall below £21 and my target of £19 is still intact within a few months.

[apad] 03/10/2021 14:38

More US hiring. Come join our high-performing sales organization in the Chicagoland area and represent the #1 Ginger Beer brand in the USA!! Please apply using the link below. If you aren't in the mood to work with an amazing team, be a part of something big and work hard to achieve rapid growth, you need not apply. #sales #hiring #recruitment #jobs #mixwiththebest apad

[apad] 28/9/2021 20:04

While the Covid-19 shutdowns had the potential to seriously disrupt the retail alcohol world, states across the U.S. classified liquor stores as essential businesses, giving brands the chance to pivot and retailers the opportunity to gain ground. “People went into a pandemic, but they didn’t stop premiumizing or experimenting with new drinks.” says Fever-Tree USA CEO Charles Gibb. “They didn’t go home and just sit there and drink beer and wine. They actually opened up their spirits cabinets and they started making more and more interesting drinks.” The leading brands in the loosely defined category are Fever-Tree and Q Mixers, with retailers nationwide pointing to those two as the leaders among higher end mixers. Other brands, including Regatta, Fresh Victor, the Perfect Puree, and Zing Zang, are eager to grow market share and show the world that there can be far more than two brands expanding what premium mixers can be. “We really drive a lot of volume through Fever-Tree and then Q,” says Jeff Feist, category lead for spirits and more at BevMo, which has more than 160 units across the West Coast. “Fever-Tree out-sells Q at our stores, but when you add those two brands together, for anything above that $5 a 4-pack price point, they’re about 80% of the category.”

[growthpotential] 26/9/2021 18:52

Possibly but can you imagine adding that tastes so bad with your quality in gin? :)

[apad] 24/9/2021 12:00

Local M&S has own-brand look-alike FEVR on top shelf at 180p cf 220p. Quinine and sugar. apad

[wad collector] 23/9/2021 22:10

Tipped in IC this week looking optimistically at US market.

[philanderer] 16/9/2021 10:11

BARCLAYS CUTS FEVERTREE DRINKS PRICE TARGET TO 2,400 (2,500) PENCE - 'OVERWEIGHT' JEFFERIES RAISES FEVERTREE DRINKS PRICE TARGET TO 2,200 (2,100) PENCE - 'HOLD'

[jdh1602] 15/9/2021 09:59

And apparently, Nick Train topped up recently, as part of his premium-consumer goods anti-inflation hedge strategy!

[rmillaree] 15/9/2021 09:43

llama1978 "Interesting that the half year picks H1 2020 as the comparator and not 2019 (or at least shows 2019). The story is not quite the same 19-21! 17% growth in 2 years versus 36% growth in 1. It’s not awful but profits are down too due to distribution problems / extra costs. We better hope global distribution issues don’t last…" I would agree comapratives from both years would have been in order perhaps to give the full picture. Note don't forget that UK ontrade was shut for January to March 2021 and also shut for April - June 2020. It was shut for neither in 2019. So easy comparatives compared to h1 last year but unfair comaprative compared to 2019 on basis of core ontrade buisness was closed for half the period. Overall todays news is nowt as the sales totals have already previously been flagged. With growth they have (bottling in us far below full efficiency) and worldwide issues i will suck it up ref magins and ignore short term issues in that regard - its not the time to be squeezing margins if that softens sales figures (IMHO) - unless its forced via constrained capacity in which case yoiu make the most of what you have (without upsetting customers more than is necessary. Ref dividends i don't care in some respects i would rather they sspend that money acquiring niuche up and coming brands in the hope that they can deversify their sales icnoem soemwaht or find the "next big thing" - in theory they might prefer to do in house either way i am happy to leave it to management to choose path that they think works. Main takeaway today for me is that its exactly as it was in July ref revenue expctations "As a result of the strong first half, we are reiterating our increased revenue guidance of £295m - £304m for the full year." that gives us sales trend as follows 2020 250 mill 2021 expected 300 mill 2022 exepcted 350 mill So simply be on point at present is absolutely fine and dandy to me - hopefully it will shut up the "Fvetree is ex growth" brigade :) - hopefully the poor perfomance of what was the 2019 and 2020 (covid excuse) years is kinda in the rear view mirror now. Would be nice to think that margins will be well up and p/e will be well under 40 based on 2023 numbers when they come out (if share price goes nowhere)!

[guppy57] 15/9/2021 09:05

Pleased with results. Steady progress. Would have liked dividend to be increased above 2% but given the challenges it's understandable.

[bulltradept] 15/9/2021 08:44

Market has taken the results relatively well, all things considered atm I'd suggest.

[llama1978] 15/9/2021 06:46

Interesting that the half year picks H1 2020 as the comparator and not 2019 (or at least shows 2019). The story is not quite the same 19-21! 17% growth in 2 years versus 36% growth in 1. It’s not awful but profits are down too due to distribution problems / extra costs. We better hope global distribution issues don’t last…