Fevertree Drinks Share Discussion Threads

[disc0dave46] 29/2/2024 03:30

Bamboo fever tree Your into TA, Take a butchers at YU, decent trading stock but could be a pump and dump. Sorry for off topic and as ever DYOR.

[daveboy19] 28/2/2024 17:55

Lol, what a saga that would be :)

[diohohku] 28/2/2024 17:51

That's not what I've heard sheriff! Live and let die 😉

[disc0dave46] 28/2/2024 16:56

Why are you stalking me boy?, told you I'm not that way inclined, try someone else :)

[daveboy19] 28/2/2024 15:33

Breakdance?

[panache1] 27/2/2024 13:59

Don't want to jinx it but decent movement over the last few days !

[disc0dave46] 07/2/2024 15:03

Was tipped in the Times today as a buy.

[disc0dave46] 06/2/2024 09:53

£10 looks like decent support. Missed getting in under that, see how today goes.

[toffeeman] 05/2/2024 17:05

hxxps://www.mi-3.com.au/18-10-2021/scientific-proof-going-dark-kills-brands-all-stats-marketers-need-defend-their-budgets

[apad] 05/2/2024 14:24

The Pears soap story is a real lesson, folks.
At one point they dominated the market.
So, they decided that everyone knew about them and therefore they did not need to continue advertising and slashed the marketing spend to the bone.
Big mistake. Hero to Zero.
I read about it as a management case-study back in the day. Don't remember the relevant dates, but I do remember that it was surprisingly quick.

apad

[disc0dave46] 05/2/2024 13:43

Apparently a bar of soap lasts six times longer than the equivalent liquid soap.Apologies for off topic, it's Apads fault lol (just kidding Apad)Https://www.beecleansoaps.co.uk/blogs/blogs/how-long-do-soap-bars-last#:~:text=Liquid%20soap%20will%20last%20for,the%20equivalent%20in%20liquid%20soap.

[disc0dave46] 05/2/2024 13:39

Pears do liquid soaps and shower gels now as well as bar soaps - which IMO still have a market and could actually work out as a cheaper alternative to liquid soaps, cost of living and all that! - can't substantiate that but would imagine a soap bar lasts longer and works out cheaper?.Liquid soap circa £0.96/ 100mlSoap bar circa £0.93/ 100g

[toffeeman] 05/2/2024 13:11

Bar soap is virtually dead - go look in your local supermarket!

More like basic mobile phones and smartphones

[disc0dave46] 05/2/2024 13:02

Pears - very interesting history. Think their 19th century marketing would not do too badly in the 21st century!.Think their decline (although still going) was possibly more to do with being bought by Unilever and then stupid EU directives.

[apad] 04/2/2024 21:24

Based on the long-term graph £10 looks like a base.
It doesn't really matter if you are a long-term investor.
It is all about maintaining brand value, which doesn't show on the balance sheet.
Pears Soap is a wonderfull case study about what happens if you don't work hard at promoting the brand.
apad

[disc0dave46] 04/2/2024 21:06

Agree, quality businesses Will £10 hold?

[disc0dave46] 31/1/2024 12:49

Hi CTThanks for the info. Not surprising given cost of living that UK customers have gone to cheaper brands. But what high end retailer hasn't seen the same impact?. Even Diageo has been struggling, who'd have thought that - not me as hold them (sad face).The taste between say Schweppes and Fevertree ginger beer is night and day. I still buy their ginger beer as a stand-alone drink. It seems clear that the UK now has limited growth, hence the focus on the US.If this dips below £10 then I'm very tempted to tuck away and see how it goes over the next couple of years.

[castleford tiger] 31/1/2024 08:23

AIM so IHT funds in this. I guess.

I hear what has been said but remember I sell the stuff.
It’s very price sensitive and sells on promo but much slower at full retail.
At 30 p for a can of Schp we have noticed people moving back against the 85/90p per bottle.
The gin market is very mature now.
Prices went up 10% last year and U.K. sales did not increase LFL.
Tiger

[wetdream] 31/1/2024 07:30

MAJOR SHAREHOLDING
This information was last updated on 22 September 2023.
NAME %

Lindsell Train Investment Mgt 15.35
Capital Group 8.44
Fundsmith 7.63
Tim Warillow 4.78
Charles Rolls 4.36
Baillie Gifford 3.50

So, about 45% held by those with >3%

[disc0dave46] 27/1/2024 23:08

They are improving EBITDA margin to 15%. Pre pandemic and since listing this margin was 30%-35%. Massive scope for operational gearing to kick in.

[apad] 27/1/2024 21:08

In these times of highly fluctuating costs, how many years of revenue buys the company is a good metric.
FEVR is about 3.5 years.
Given the potential for growth this is not so expensive.
Amusingly Bioventix is 19 years 😊
apad

[disc0dave46] 27/1/2024 18:59

Hi CT

Diageo sales to mk cap 26%
Coco Cola sales to mk cap 17%
EBITDA is meaningless IMO , their pat margin is c 9%, in 2017 it was 27%. Yes they’ve lost margin due to costs but my contention is that will possibly recover (driven by the new glass / plant in US and as input costs reduce overall due to falling inflation). Plus they’ve said they will start to increase prices to improve margins.
UK may be flat but last quarter was still ahead of expectations and it’s now growing as a brand in the US. Number one for tonic and ginger beer last year is some testament to its potential, the US is about 5 times the market opportunity compared to the UK.
We each have different thoughts about what the future may look like, appreciate your view but it is just an opinion, as is mine. But only time will tell which views were more accurate.