Sodastream Unlikely To Suffer The Same Fate As GMCR

BySeth Golden:One should never base an investment on a single reporting metric, but when it comes to gross margins, this tends to tell a big picture story that can signal a longer term trend. In this article, we will compare the gross margins of two company's respective "razor/razor" blade business models to see which one settles out with the more sound investment thesis.

- By Josh Krause:So, it appears that Sodastream (SODA) is in fact not Green Mountain Coffee Roasters (GMCR) as I surmised earlier.

Dominic Lombardo submits:Since SodaStream's November '10 IPO, several writers have highlighted the similarities between Green Mountain Coffee Roasters (GMCR) and SodaStream (SODA). Indeed, they have similar business models*, but I believe the two companies should be differentiated.

NakedValue submits:SodaStream International (SODA) is a maker and distributor of home beverage carbonation technology. Since 2010, the stock price more than doubled from around $25 to more than $60. This success has attracted both determined bears and bulls.

By Richard R.: Sodastream Share Valuation Hello readers, due to a special request in my last article's comment section by fellow SA Contributor Josh Krause, I will be valuing a company with a very interesting product.

By Bret Jensen:Sodastream (SODA) has attracted its share of short sellers (approximately 40% of outstanding shares) betting it is the next Green Mountain Coffee Roasters (GMCR). The shorts are likely to take a lot of pain today as the company just published its quarterly results which blew away estimates.

By Roger Newman:I have long been a fan of so-called "razor/razorblade" companies. These companies produce products that involve the sale of a hard piece of merchandise and the follow-on sale of "soft" consumables that are necessary in order to continue use of the "hard" product.

By Dominic Lombardo: Investors are going gaga over the thought of a SodaStream (SODA) single-serve soda maker similar to Green Mountain's (GMCR) Keurig brand that would be marketed to consumers. However, we believe the economics aren't viable for the home market.