Fevertree Drinks Share Discussion Threads

[llama1978] 10/1/2020 12:49

I also saw stacks of fever tree bottles on tables in pubs in the run up to Xmas. I am not sure whether people are drinking the cola as a stand-alone soft drink. Personally, I think it’s pretty good but just not sure people do that. Maybe they do... the ginger beer I think may do better as a stand-alone. Sales of things like seedlip and other non alcoholic spirits seems to have gone through the roof in the last 6 months or so given the shelf space they now command in various supermarkets. I presume people drink these with fever tree! Why anyone would pay £20+ for flavoured water is beyond me mind. Just buy a ginger beer and have done with it!

[dround87] 10/1/2020 12:33

Yeah I agree a good British summer will turn things around nicely. You may guess that I'm not one to bet on British weather prematurely! But no doubt if it heats up I'm buying.

[trying2getrichquick] 10/1/2020 11:05

Very positive for Fevertree as sales of their cola could be up 6%.

(BWS = Bottled Wines & Spirits)

BWS sales decreased 0.1% over the four-week Christmas trading period as consumers switched to alcohol-free alternatives and soft drinks, according to Nielsen till data.

It reported that the no and low-alcohol beer and cider category enjoyed impressive 24% growth during the four weeks to December 28, 2019.

Soft drinks was one of the best performing grocery categories, with sales up 2.4% year-on-year. Cola was the star of the show as it grew 6.2% to reach £125 million in sales during the four-week period.

Overall UK supermarkets experienced the lowest sales growth over the Christmas period in five years, with sales growing by just 0.5% in the last four weeks.

Mike Watkins, Nielsen’s UK head of retailer and business insight, said: “It is unsurprising that sales have remained relatively low over the December period, given that momentum continued to slow in the run up to Christmas this year.

“This has given us the lowest Christmas sales growth since 2014, with shoppers choosing to visit stores more frequently, but spending less.

“Despite the festive season, consumers are evidently remaining cautious by taking advantage of greater price competition and special offers. It’s possible that shoppers have also turned to healthier options as sales of no and low alcohol beer, cider and lager increasing by +24% in the last four weeks, whilst total category sales in beer, wine and spirits have declined slightly by -0.1%.

“However, consumers have opted to indulge through other means – which helps to explain the uplift in sales for confectionery [which grew 2.2%] and soft drinks over the festive period.”

[bargainbob] 10/1/2020 10:27

No surprise dground :-)

I speak for myself bought more fever tree this festive period than ever before .
At Christmas nights out you could see the bottle mixers at most tables .
It is established now , whether it can sustain growth is another matter imho.

Euro Football , Olympics and a warm summmer will add to it this year imho.

A good year ahead , with opportunity to pick up a few more at lower prices.

[dround87] 10/1/2020 09:45

Mitchell and butler (big pub/bar/restaurant umbrella) reporting 2.6pc LFL growth. Not bad to be honest. I was expecting much worse from them.

[dround87] 09/1/2020 19:54

Carefull with barclaycard data for pub spending. Cash use down around 15% year on year. Guess where cash is traditionally used the most. Check recent results from the sector. Certainly not seeing double digit boost in 2019.

[trying2getrichquick] 09/1/2020 19:34

Instead of buying goods, consumers opted to spend on experiences, according to payment card company Barclaycard showed. Spending in pubs rose by about 12%, its data showed.

This could produce an extra 12% in related sales for Fevertree from last year.

[trying2getrichquick] 09/1/2020 19:30

It’s going to be many years before Fevertree matures. There’s China & India to come yet. This company will have a market cap of £10 billion within 5 years.

[toptrump1] 09/1/2020 13:07

One of the most negative chart set ups I have seen

[costax1654x] 09/1/2020 12:43

Anyone noticed ORM ?Gold asset in Salamanca and 5 mil ? Cash,no debts, for 3 mil mcap!

[dround87] 09/1/2020 10:06

"The British Retail Consortium's latest figures revealed a 0.1pc fall in total sales last year. That contrasted with 1.2pc growth in 2018 and marks the first outright decline since the body began collecting figures in 1995."Was I lying to you?

[dround87] 09/1/2020 10:04

So Chris. When you were insisting the UK was having a record breaking Christmas season throughout December and late November you were talking out of your backside? It's OK to admit it.

[dround87] 09/1/2020 10:02

https://www.google.com/amp/s/www.telegraph.co.uk/business/2020/01/09/retailers-suffer-worst-year-record/amp/

[toptrump1] 09/1/2020 00:37

Lol, desperation now from some posting a PI’s personal blog headline. the mkt cap is already 2.2Bn, which is a double digit multiple of sales, yes Sales
So the idea of this 100bagging is plain wacko nonsense as growth slows and the business matures. The shorting argument for a further 50% fall to bring it more in line but still far higher than with valuations of similar fizzy pop producers is far more realistic imho

[aimingupward2] 08/1/2020 22:31

If one or more of the drinks majors comes round to acknowledging this then Fevertree will surely be bought out well before it’s longer term potential has been realised.

[trying2getrichquick] 08/1/2020 22:12

My wife works in a big pub and for dry January, sales of Fevertree are through the roof. People have Mediterranean in a gin glass.

[trying2getrichquick] 08/1/2020 22:08

This is a very interesting read, possible £200+ a share in the near future for Fevertree - hxxp://moneygrower.co.uk/fevertree-100-bagger-stocks/

[traderglt] 08/1/2020 20:25

Never a good thing to see a big figure go - you'll see a retest then ....

[bulltradept] 08/1/2020 10:56

dround87,

christh is an example of why I favour pay per view boards, at least it might then keep some of the f-wits away like him.

[christh] 08/1/2020 10:41

wton1
these hedge funds already factored their worst scenario in selling the company so bad which is now very undervalued.

Its all market manipulation but the trading update will show that was overdone.

email the investors relations officer
[e-mail]
and ask questions