Monday, June 27, 2016 11:52:44 PM
It is no secret that I consider JSDA to offer a long opportunity, for technical and fundamental reasons, albeit my take on fundamentals is more based on what I see on a day-to-day basis in the field, rather than on the balance sheets.
I try to weigh the potential of having multiple faces in a convenience store that has over 11,000 locations nationwide, and of the potential of being co-branded among the 7-11 family of products, which would appear to have gained general acceptance. I say this because it would appear to be expanding both in its offerings, and in the amount of display space dedicated to it in the stores. I don't know that any analyst has found the means by which to measure that potential. (Of course, there is also the potential for global expansion, but we don't know what the potential for that is, at this point in time).
In the business world, there are many things that are difficult to quantify. What is the true value of a Super Bowl ad? If you are Coca Cola or Pepsi, the boost in sales may be readily apparent. If you are a retailer, the increase in sales may be spread out over several quarters. If you are a car manufacture, measuring the impact of the brand awareness and goodwill that you may have generated with such an ad may take years, as people generally don't rush out and buy a new car based on even the most creative of television ads.
Getting back to JSDA more specifically, What is the value of co-branding? I can readily think of some instances in which outright mergers didn't work very well at all. The Amazon.com/Toys r Us alliance; the merger between K-Mart and Sears; AOL/Time Warner; Chrysler and Daimler; General Electric and Honeywell International. But this is an entirely different matter. Jones Soda has, in effect, become part of the 7-11 brand of products. And, as 7-11 is privately held, they are under no obligation to report sales.
On a related matter, I can't help but notice how well Dollar General and Family Dollar appear to be doing since going private. Much like 7-11, they seem to know just where to position themselves.
Convenience comes at a price.
Recent JSDA News
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 09/09/2024 08:24:50 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 09/09/2024 08:24:22 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 09/09/2024 08:23:29 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 09/09/2024 08:22:20 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 09/09/2024 08:21:34 PM
- Form 424B3 - Prospectus [Rule 424(b)(3)] • Edgar (US Regulatory) • 09/03/2024 09:17:37 PM
- Form EFFECT - Notice of Effectiveness • Edgar (US Regulatory) • 09/03/2024 04:15:10 AM
- Form S-1 - General form for registration of securities under the Securities Act of 1933 • Edgar (US Regulatory) • 08/23/2024 09:27:05 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 08/22/2024 08:11:11 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 08/14/2024 07:32:39 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 08/13/2024 08:10:10 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 08/01/2024 09:16:40 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 07/23/2024 07:48:02 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 07/16/2024 08:45:12 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 05/30/2024 08:00:07 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 05/23/2024 06:21:14 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 05/17/2024 08:18:12 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 05/15/2024 07:46:07 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 05/14/2024 08:10:16 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 12/21/2023 12:39:11 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 12/05/2023 02:50:11 AM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 11/14/2023 07:46:03 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 11/09/2023 09:10:14 PM
VHAI - Vocodia Partners with Leading Political Super PACs to Revolutionize Fundraising Efforts • VHAI • Sep 19, 2024 11:48 AM
Dear Cashmere Group Holding Co. AKA Swifty Global Signs Binding Letter of Intent to be Acquired by Signing Day Sports • DRCR • Sep 19, 2024 10:26 AM
HealthLynked Launches Virtual Urgent Care Through Partnership with Lyric Health. • HLYK • Sep 19, 2024 8:00 AM
Element79 Gold Corp. Appoints Kevin Arias as Advisor to the Board of Directors, Strengthening Strategic Leadership • ELMGF • Sep 18, 2024 10:29 AM
Mawson Finland Limited Further Expands the Known Mineralized Zones at Rajapalot: Palokas step-out drills 7 metres @ 9.1 g/t gold & 706 ppm cobalt • MFL • Sep 17, 2024 9:02 AM
PickleJar Announces Integration With OptCulture to Deliver Holistic Fan Experiences at Venue Point of Sale • PKLE • Sep 17, 2024 8:00 AM