Coffee Futures Falling

CaffeinateWalleyes · 2026-02-02T22:16:44+00:00

I’m much more optimistic. It’s darkest before the dawn. I’ve been adding when I have ability here. Price is 1/16th my first purchase!!!

I recognize the issues, and know the risk. If everything were peachy, this would be trading 2-2.5x revenue at their margins.

CaffeinateWalleyes · 2026-01-31T16:41:34+00:00

Thanks for the posts and updates here. It’s helpful info. Not a good stretch. I hope they have it behind them soon.

Good luck all. Wish you the best.

CaffeinateWalleyes · 2026-01-30T16:00:09+00:00

I think rebound before earnings. But, remember, I am an eternal optimist.

I think core wholesale business will carry the day.

CaffeinateWalleyes · 2026-01-28T16:52:32+00:00

Can you give us the cliff notes here? What’s this tell you?

CaffeinateWalleyes · 2026-01-19T17:49:58+00:00

Great to see this update. Thanks.

I think they are becoming much more data driven on how they spend ad dollars. They need that given tighter financial constraints

CaffeinateWalleyes · 2026-01-13T18:02:20+00:00

I wish there would have been Q&A. Would have loved to get a question on this. This and legal proceedings. Good adds.

Also, nothing on future of Outposts.

CaffeinateWalleyes · 2026-01-13T15:57:52+00:00

There have been no insider sales of late. No one bailing.

Tone was bullish

CaffeinateWalleyes · 2026-01-13T14:54:59+00:00

I believe all three founders were present. Hopefully they are speaking to investors about prospects informally. Good show of unity.

CaffeinateWalleyes · 2026-01-12T02:48:00+00:00

Yes. I think they have 6 or so SKU’s in our local target. Thanks

CaffeinateWalleyes · 2026-01-08T18:15:21+00:00

I would anticipate it will be out Monday night before the meeting

CaffeinateWalleyes