Fevertree Drinks Share Discussion Threads

[llama1978] 07/8/2020 10:43

Cucumber is great. When I saw Hendricks on promo in Sainsbury’s with some of the naturally light ordinary tonic I think they missed a trick. Still haven’t seen the new peach soda in any shop. Anyone tried it?

[sogoesit] 06/8/2020 10:40

Hmmm... missed my re-accumulation at roundabout 2150/2200. Next major resistance about 2600 but maybe an opportunity will come round again. Go on Llama, give us a clue on new flavours. When I first saw cucumber I was a bit aghast but, on a recommendation, tried it with Hendricks and it flowed like the proverbial (I'm not sure there is a proverbial on that but that's the drift).

[apad] 01/8/2020 19:50

9 US jobs on offer! apad

[llama1978] 31/7/2020 15:35

I give them plenty of feedback via Facebook on new flavours :) don’t know if it will change anything.

[sogoesit] 31/7/2020 13:26

Yep, I would certainly volunteer to be a taster for them; not to mention a mixer and shaker!

[llama1978] 31/7/2020 13:15

I think they pay pretty well. Small talented team. Does help when you think of their long term prospects. I wouldn’t mind working for them...

[apad] 31/7/2020 10:18

There seems to be some more activity on Linkedin lately. Advertising vacancies and someone saying how pleased they are to start employment. "I am elated to announce I have joined the Fever-Tree USA Family. Fever-Tree is the world’s leading premium mixer company, and I’m proud to say I’ll be mixing with the best. I am working alongside a highly talented team to manage and grow National Accounts across the US off-premise retail business. I want to thank everyone that helped me with my search. Your words of encouragement, advice and connections were a positive force that led me to my next chapter. I am so grateful for all of it." Interims somewhen in Sept. apad

[castleford tiger] 30/7/2020 18:07

second wave ??? Media hype tiger

[llama1978] 30/7/2020 17:55

Nervous times due to second wave. Practically irrelevant for fever tree.

[redips2] 30/7/2020 12:46

Waiting for 19.53 to enter

[llama1978] 28/7/2020 13:37

Or wait until the second wave, price will drop unreasonably to £9 or so and then sell your house and buy shares, wait until March, cash in and buy a castle.

[sogoesit] 28/7/2020 11:06

Looking at another (re)-entry point over the summer before September interims, after re-initiating at 1250. Support around the 2085 mark but with an expected relatively constant 50p'ish EPS in the current year makes that reasonable (paying 40x approx). Upside on the charts looks like 2500 to me short term (3-6 months). AIMV

[ny boy] 27/7/2020 19:59

I was in Prague last week and had a FT ginger ale on the rocks, non-alcoholic day! It was certainly very tasty, first time I tried it, will definitely try the mixers next Not sure about the short term outlook but should do well over the longer term, once CV is out of the way.

[counting cards] 24/7/2020 12:33

I was at the local Asda last night and there were only two bottles of tonic left! Great business. Staggered at the growth from £154m to what is now £2.5bn! I am actually invested in BERM which has announced an RTO potentially with East Imperial. More details to follow there, but with the amazing growth seen here, I am confident in doing just as good with East Imperial as and when the potential RTO goes through. Good luck everyone here and much respect.

[llama1978] 17/7/2020 15:22

Pretty sure it’s still flying off the shelves. Just look around in people’s trolleys... (If they don’t have any in there, stick a few in, they probably won’t notice)

[sogoesit] 17/7/2020 12:18

Just been to Sainsbury's, FEVR shelves 3/4 empty. It's for those cloudy, chilly days I guess. Who knows!

[llama1978] 17/7/2020 11:32

Cloudy and chilly? It’s 23C and sunny at the moment. It’ll take colder and chillier than that to stop me pouring a Hendricks and cucumber fever tree this evening. Like -5C and gale force winds. Even then I’d probably sneak in a chilli gin and fever tree ginger ale.

[kinwah] 16/7/2020 13:25

The Times has a double page spread of promoted content from Fevertree today in Times2. I've opened a fresh short position after doing so well last time. The recent trading update was up to 14th June 2020 which is around about the time the weather in England changed from unbroken sunshine to cloudy and chilly. This has been reflected in a dramatic slowdown in supermarket sales compared to earlier in the year during lockdown when Fevertree was flying off the shelves and I closed my last short. I'm also expecting Charles Rolls to continue reducing his shareholding at this level. Maybe the weather will improve but I'll keep watching the shelves in Tesco to get the latest update.

[apad] 14/7/2020 16:55

Don't think it'd work with Glazers, which is huge. Dunno how many distributers are possible, Sogoesit. I think FEVR management is sufficiently on the ball to be trusted. My pleasure, S. apad

[sogoesit] 14/7/2020 16:29

Soo, vertical integration (versus outsourcing) looks beneficial in distribution. I guess closer-to-the-customer is the main marketing benefit (versus agency motivation problems). Thanks, Apad.

[apad] 14/7/2020 13:28

FT "While clearly distribution businesses have different economics from brand-led outsourced mixer-cos, route-to-markets are incredibly important for beverage companies. In our experience, investors and analysts often underappreciate the importance of a strong route-to-market. There are many examples of brewers, in particular, who have significantly improved their inmarket performance when they acquired the agents handling their route-to-consumer. While we believe the German market is healthy for Fever-Tree, we believe this will further strengthen the company’s competitive advantages in the region and enable Fever-Tree to provide better service levels to its customers, thus helping it capture the opportunity ahead." apad

[trying2getrichquick] 14/7/2020 11:19

CT will be too busy spending his recent profit from MPAC he’s a very good tipster

[christh] 14/7/2020 10:24

IC Trader 14/07/20 10:20 MARKET OUTLOOK by Neil Wilson UK Company Announcements Fevertree (FEVR) UK and US off-trade sales grew well during the 12 weeks to mid-June. But Southern Europe is more reliant on the on-trade and here, some importers destocked intensifying uncertainty – impacting overall European sales.

[sogoesit] 14/7/2020 10:20

Ah yes, good idea, CT should know.

[apad] 14/7/2020 10:04

I would guess, so, but don't know, Sogoesit. It certainly is with TSTL and their gross margin is very high. I've messaged Castleford Tiger. apad