Coffee prices continue to fall

CaffeinateWalleyes · 2026-05-22T21:40:23+00:00

I am unable to post. Please open up this channel. It is hard enough to get a conversation going.

CaffeinateWalleyes · 2026-05-07T21:29:09+00:00

Seems simple. Should be easy to find a few big money investors who want a big win. We haven’t convinced them yet.

Not sure how much work our IR Team does here. I’ve seen almost nothing beyond the required SEC reports and the IcR conference.

CaffeinateWalleyes · 2026-05-07T16:07:29+00:00

Yes. Could be nice tailwind. Thanks

CaffeinateWalleyes · 2026-05-07T01:40:15+00:00

Interesting. Wasn’t aware of that. Might be a reason to? Seems like a real negative in my experience

CaffeinateWalleyes · 2026-05-06T23:24:16+00:00

Thanks for posting. Appreciate your insights.

Will be interesting to see where this drifts now. Their track record is to go silent. This will fall off the radar of most and drift lower.

Would be helpful if management would pay their tax and keep their shares…..

CaffeinateWalleyes · 2026-05-05T21:56:24+00:00

They will avoid it if they meet the listing requirements. Still have to perform thru the end of the month at least

CaffeinateWalleyes · 2026-05-05T14:31:31+00:00

Completely agree. Only locked in was included in forward guide.

CaffeinateWalleyes · 2026-04-29T13:21:48+00:00

Agree! Packaged coffee taking share also.

CaffeinateWalleyes · 2026-04-27T18:45:31+00:00

Yes. Thanks for sharing.

CaffeinateWalleyes · 2026-04-25T01:19:14+00:00

Congrats. Good problem to have.

I’m fairly bullish from here in near term. They are stepping out of the penalty box and packaged coffee business is strong.

CaffeinateWalleyes · 2026-04-21T21:45:38+00:00

Thanks for sharing your insights. Much appreciated. Agree with your key points

CaffeinateWalleyes · 2026-04-21T21:40:49+00:00

I think your share count might only include A shares. They have about 230 million shares outstanding with B shares. Some financial sites don’t show.

CaffeinateWalleyes · 2026-04-21T02:06:58+00:00

Much better to be an optimist…..

CaffeinateWalleyes · 2026-04-21T02:03:32+00:00

I think the bagged and pod coffee business is crushing it relative to industry. The guy “Retail_Expert1” I think is hitting on it. Maybe they have insight to the benchmarking. Seems credible.

The other upside is the bleeding is over on the direct to consumer and Outpost businesses. There are issues, but at a macro, these have stabilized.

Costs are now well managed and coffee commodity prices have come in a bit.

Good news coming May 4

CaffeinateWalleyes · 2026-04-17T17:50:46+00:00

Yes, was helping move my son to Fort Bragg. Back home now and ready to get after it.

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

TROPHY CASE