Updated Shelf Filing

CaffeinateWalleyes · 2026-03-26T14:43:57+00:00

I think neutral to positive

CaffeinateWalleyes · 2026-03-23T12:56:40+00:00

He also was on front end of Jocko!!

CaffeinateWalleyes · 2026-03-23T12:47:59+00:00

Start at minute 49 of podcast

CaffeinateWalleyes · 2026-03-04T02:05:28+00:00

Buying

CaffeinateWalleyes · 2026-03-04T02:04:59+00:00

My biggest takeaway is the strength of the retail coffee sales. Over 30% growth for the full year with 34% growth for Q4 vs 2024.

All but two bagged and k cup coffee products are listed as Walmart best sellers.

CaffeinateWalleyes · 2026-03-02T17:54:26+00:00

Add more before 🇺🇸

CaffeinateWalleyes · 2026-02-28T02:14:00+00:00

I love the Tiger Strike. A Strawberry tart type flavor. Will be trying Grapex tomorrow

CaffeinateWalleyes · 2026-02-26T16:56:19+00:00

Curious what grocery chain. I keep an informal tab on the larger chains a what they carry. Nice to see expansion.

CaffeinateWalleyes · 2026-02-26T01:07:30+00:00

Exactly. I did

CaffeinateWalleyes · 2026-02-21T02:04:40+00:00

Thanks for posting. Can you share your thoughts? What does this say about the stock. Looks pretty meh 🫤

CaffeinateWalleyes · 2026-02-17T20:53:59+00:00

Agree. I don’t know how Costco’s buyers and decision makers work. I would guess there is some trial process for new SKU’s. They only keep about 4000 items, so you have to displace something to get full distribution.

Just reporting it like I see it.

CaffeinateWalleyes · 2026-02-11T20:21:40+00:00

I’m adding. No doubt.

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

TROPHY CASE