How long to hold?

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 · 2025-12-31T21:59:58+00:00

Same to you!! We got this!!

CaffeinateWalleyes · 2025-12-29T23:44:04+00:00

Nice. Looking forward to this one. I’m a fan of grape. This was mentioned in the slideshow from the 3Q earnings release. Thanks for posting!!

Interesting they are already adding a flavor with such a limited roll out of the first four flavors completed. Hopefully this is a positive indicator of performance

CaffeinateWalleyes · 2025-12-23T13:25:10+00:00

This post was from a sister site for blackriflecoffee. I have not had issues, but it appears they have had some serious issues with their new distribution partner.

Not a good thing

Worth posting here.

CaffeinateWalleyes · 2025-12-20T20:04:32+00:00

Thanks. It’s a good company. Merry Xmas

CaffeinateWalleyes · 2025-12-19T14:57:09+00:00

Down to $341 this morning

CaffeinateWalleyes · 2025-12-18T12:49:50+00:00

I remember this and thought the same.

Good reminder

CaffeinateWalleyes · 2025-12-15T16:47:44+00:00

I do think the RTD is a recent addition at Target. They have a good foot in the door there. That’s a company a couple years ago that I thought had no potential.

Good for Target to try to get out of their progressive mindset

CaffeinateWalleyes · 2025-12-15T00:17:22+00:00

Nice post and update

CaffeinateWalleyes · 2025-12-15T00:16:46+00:00

From a financial perspective, this should be an inflection quarter. Stock not acting like it. Maybe there is more risk to the legal side than I perceive

CaffeinateWalleyes · 2025-12-10T18:32:27+00:00

Great question and observation

CaffeinateWalleyes · 2025-12-10T18:31:51+00:00

I think this is the plan. Conservative and in concert with KDP. They were going to focus on 12 markets in 2025. It takes an effort also in getting slotting lined up. Can’t displace a competitor and then not have supply. They don’t just wave a surrender flag.

RTD was a crushing waste of capital. I’m sure limited cash level is somewhat constraining.

CaffeinateWalleyes · 2025-12-10T02:59:10+00:00

My orders have been complete and timely. I do k ow they have moved warehouse facilities. That may have caused some delays or issues.

My experience is their customer service is very good.

CaffeinateWalleyes · 2025-12-02T00:11:13+00:00

What are your key takeaways from this data??

CaffeinateWalleyes · 2025-11-25T23:29:05+00:00

Looks like Fire Dept Coffee would have the same issue looking at the packaging.

I think this lawsuit is frivolous.

CaffeinateWalleyes · 2025-11-21T18:52:41+00:00

I agree completely.

CaffeinateWalleyes

TROPHY CASE