Fevertree Drinks Share Discussion Threads

[martywidget] 07/12/2021 11:24

Ahh, reminiscences.

Fever Tree – a lesson in glamour
Knowing when to sell a stock which has been a star performer is a critical skill. Robin Hardy examines Fevetree's rise and fall to provide a lesson for investors
October 25, 2021
By Robin Hardy

[martywidget] 07/12/2021 08:54

Tonics division title taken by Fever-Tree

2021 rank​ Brand​ Volume (hl)​ Value (£m)​ 2020 rank​ Up or down​

1 Fever-Tree Tonic Water 41,846 45.3 1 Level

2 Fever-Tree Refreshingly Light Tonic Water 27,212 28.1 3 +1

3 Schweppes Tonic Water 25,039 24.8 2 -1

4 Schweppes Slimline Tonic Water 21,256 20.3 4 Level

5 Britvic Low Calorie Tonic Water 12,449 10.5 5 Level

[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 10:22

Thinking the same.

[wad collector] 19/10/2021 21:04

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 15:51

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 16:55

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 15:38

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 21:04

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 19:52

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

[apad] 24/9/2021 13:00

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 23:10

Tipped in IC this week looking optimistically at US market.

[philanderer] 16/9/2021 11:11

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 10:59

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

[rmillaree] 15/9/2021 10:43

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 10:05

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