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Walmart, Walmart, Walmart!!!
What we should all do is focus on WALMART has hard as we possibly can......You know why?
Because then you will all miss the "big picture" here with the possible creation of a new category within snacks!!
People laughed at Greek Yogurt (maybe pop Doron Stern and email and see what he thinks about Nightfood?....... oh and BTW he happens to be a strategic advisor for Nightfood?)
Maybe we should just listen to those who focus on Walmart instead?
We know what’s true for sure.
While others haven’t got a clue?
Eyes will be opened soon IMO.
Not investment advice.
Show me a post of mine that I have that is giving “investment advice“
Yeah Nah.
The fact is you don’t have a clue how many Walmarts carried Pickles For Two do you?
Keep looking at the past. I’ll focus on the future.
Facts are Facts?!?
No need to rely on “rookie investors” mate.
Something tells me some accredited investors are about to see a HUGE ROI in the months to come.
We shall see won’t we?!?
IF NGTF has another round of funding - I would love a chance at those 5 year warrants.
TBD.
CEO - NGTF - 2023 - GHC - Partnerships
Comments (not NMI) from CEO Sean Folkson via Telegram on July 1st;
1. I’m not sure that it’s possible for us today to pin values on the relationships we’ve established with hotel companies, distributors, GPOs, airline catering companies, and more
2. Certain things have taken longer than we had hoped or planned, or been told to expect.
3. But they are happening and I like where we’re at.
4. Ice cream reorders are coming from the distribution centers and hotels are moving product. Feedback from the field is strong
5. Cookies will allow us even more penetration (airlines, hotels that don’t have freezers, hotels that don’t use Vistar.
6. Very excited about what’s to come and what’s already happening (both on stage and behind the scenes)
7. Category is coming. We’re in front, and I think our established and anticipated hospitality relationships will put us in a great place
Bats….but I agree!!
I have had to cancel 4 planned international trips due to the pandemic?
Nightfood has not been immune to the effects of said pandemic…you’ll need to try harder than that?
Casey at Bat…5000 Roar!!!
How ironic you reference Mudville?
Nightfood has about as many investors.
Something tells me Sean will not ignore the first or second strike….
IMO he is about to hit it out of the park!!!
“Success is stumbling from failure to failure with no loss of enthusiasm.”
Sir Winston Leonard Spencer Churchill
Don’t mess with the Bulldog!!!
Something tells me that Sean is at bat, the bases are loaded……and the pitch count is 0-0….waiting for the fastball.
2020 is better than 2017?!? Ha ha.
Everyone knows that the “Nightfood Team” got a “little over their skis” with their projections for the supermarket points of distribution and revenue guidance. These were projections from over 2 years ago and a lot has changed since then right?
Let’s see how many hotels we are in by end of September?
Gurufocus runs article on NIghtfood Cookies;
Nightfood Sleep-Friendly Cookies Slated for July Production
The first domino has fallen…..........
Everyone knows that once the global hotel company releases the news of their initiative the rest WILL follow.
Wellness travel is the post pandemic focus.
Nightfood is enabling a “seamless” or “frictionless” minimum brand standard that enhances guest choice and stay satisfaction without Capex to the hotel owners.
Just watch…you will see....all will be revealed.
Self denial is so sweet!!!
Just watch and learn…..
It’s about to get real.
Nightfood supplies sweet dreams with its Sleep Friendly Cookies.
Word is spreading on the Nightfood Cookies;
From the article;
Nightfood’s cookies redefine sweet dreams
This month, midnight snacks are getting sweeter.
Two years after Nightfood made a name for itself by creating the first good-for-sleep ice cream, the company is launching a line of Sleep Friendly Cookies. The first flavor, Prime-Time Chocolate Chip, launches this month. Cherry oat and snickerdoodle varieties are expected later this summer.
Nightfood’s cookies are formulated to have the same taste as a regular cookie, but they’re made from an oat flour base because that grain is naturally rich in sleep-aiding melatonin. They’re sweetened with date syrup because it’s high in antioxidants and has a lower glycemic index. And the cookies are nut and gluten free.
But the cookies’ nutritional profile isn’t just targeted at relaxation. Compared to other cookie brands, each serving of Nightfood’s cookies has 40% less sugar and fat, 20% fewer calories, 200% more protein and 500% more fiber, the company said. The cookies are also enriched with vitamin B6, inositol and jujube powder.
Nightfood’s ice cream has been available in select stores, but it has some specific target markets: pregnant people, who often have a hard time sleeping, and hotel guests.
The company has forged agreements for Nightfood ice cream pints to be sold in hotel lobbies to help travelers relax as they settle down for the night in a place that isn’t home. According to the release about the cookie launch, the company is working with hotels that serve its ice cream to also carry cookies. And, because cookies are more portable treats, Nightfood is also working with an airline caterer to serve them as snacks or desserts on overnight international flights.
Since its launch, Nightfood has been one of the only CPG brands that tries to put its consumers to sleep. And there are many people looking for that sweet sendoff. According to the National Sleep Foundation, more than a third of U.S. adults don’t get the recommended seven hours of sleep a night.
Nightfood supplies sweet dreams with its Sleep Friendly Cookies
2018 seriously?
I love the sound of desperation
Are consumers ready for sleep-support foods and beverages?
Per the article (before the mention of Nightfood);
Perhaps less obvious is the “significant scope” that Sundaresan and colleagues see for sleep support in the snack and indulgence spaces. “These categories have near-universal appeal,” she argues, “and their reputation as comfort foods could support relaxation and stress reduction when formulated with the right ingredients.”
Are consumers ready for sleep-support foods and beverages?
Crazy!!!
Nah mate my position is locked in…..
Really?
And what about the buying today?
We missed you……
It is all a matter of perspective?
Failed is the last word I would use for Nightfood.
Upcoming PR will confirm this FACT.
Just remember there are over 5000 shareholders and 91.75 M shares outstanding.
IMO someone insightful grabbed a few shares at a great price?
"In the mean while it looks like someone dump a load of shares today."
Not sure that 39, 622 shares or about $7000 would be considered a "load of shares?!?".
If it is I have MANY loads of shares. LOL.
GrabScanGo (GSG)....Big Deal or Not So Much?
Maybe consider what I see as the highlights in the PR from 06/22/22;
1. The company (GrabScanGo) currently manages lobby markets at hotels across the country, from independent properties to larger chains and brands.
2. Weekly sales data from these properties.
3. This independent data (from GrabScanGO) will play an important role in securing additional brand-level and management group level partnerships.
4. New high-velocity products like Nightfood (Where did Jim Alexander get the idea that NIghtfood was "high-velocity"?!?).
5. Nightfood mini-cookies in July.
6. Nightfood has received the first ice cream purchase order in conjunction with the GrabScanGo rollout.
So GSG currently has Brand level partnerships, manages entire chains and brands, provides timely sales data and recognizes Nightfood as a high velocity product.........I would have to say BIG DEAL!!
This week is the end of the fiscal year 2022.....perhaps a PR to end the year is in the works?
Nightfood Adds Hotel Distribution with Managed Lobby Markets Provider GrabScanGo
You are far to logical to be contributing to this board….
Something tells me there are developments “in the works” that WHEN completed will allow all who will listen to understand the confidence that Sean has in attaining distribution into 7500 hotels?
Why would he be so confident?
If you tell the truth, you don't have to remember anything.
Mark Twain
In time we will all know if Nightfood will achieve their goal of 7500 hotels.
If they do…the rest will be history.
- Sleepfriendly Nighttime Snacks
- Category Creation.
What will the margin be on the NIghtfood Cookies?
I have to believe that the pint price is about to go lower with the new cold packer and volumes about to increase significantly. Will we see less than $1 a pint?
And how about the cookies that will be in Hotel Lobby Shops in July?
I have to believe the cost to produce cookies is MUCH less than ice cream?
No cold storage needed with cookies - that opens up a larger percentage of hotels as well.
hmmm.....I don't see failure here?
Based on what you are saying.....it would be you!
The inevitable is exactly that..........
Keep posting people...your nervousness and desperation it apparent.
Watch out for the up coming press releases in the weeks to come....it is going to get REAL.
NGTF IMO has only just gotten started.
Later. Back to work.
I am sure he drinks High Life....LOL
We shall see won't we?
November Financials will tell the story?
I am sure that all shareholders were disappointed that Nightfood lost the supermarket distribution - but like I have said earlier - Sean has wanted hotel placement for YEARS. And most smaller shareholders have no idea how difficult it is to be profitable in retail.
We are literally months away from Nightfood either "Going BIG or Going Home"
Keep plugging your failure comments while you can...lol.
What other option did NIghtfood they in early 2019?
Sean admits on podcasts and I believe even in SCEC filings that that Nightfood was a little early into retail - and I am confident if they could have gone into the hotels from the start then they would have done that.
Maybe try listening to his most recent podcast if you are really looking for answers?
Good news is the hotel vertical is here.....big time!!!
Proof of Strategic Pivot
As many of you have been reminded in the past 24 hrs by the helpful posts of a few here - Nightfood has been working on gaining placement in the hotel vertical for years (arguably 10 years since Sean started cold calling with his Nightfood Bars). This was shift was planned from the beginning.
Gaining access to the Hotel Vertical is extremely difficult. Barrier to enter is like no other. You cannot “buy your way in” like in supermarkets where money talks.
The hospitality industry is always evolving - but continues to be focussed on providing their guests a better experience.
The value of this vertical is soon to be appreciated by many - until then only those who understand that will continue to marvel at Nightfoods potential upside.
For Nightfood to succeed we need industry Standard ASAP.
This is going to be fun!!
Supermarkets - Trade Spend - Unsustainable
Anybody who has performed true DD on the supermarket vertical understands that unless you gain significant traction in said supermarkets you are basically screwed and pissing money into the wind!!
The team at Nightfood understands that the "path to Category Creation" is NOT via the supermarkets and that the cash injection that would be needed to try and make that happen would be beyond what they could afford.
The Golden Key Access to the hotel lobby shops is EVERYTHING!!!
Just watch it unfold as the likes of Rebel etc push millions into competing in the rather crowded supermarket shelves.
AAIMO
Because investors do not know how to subtract $1.00 from $3.25!!
Nightfood is selling pints to Vistar for $3.25.
NIghtfood is producing pints for close to $1.00 (or pretty close to this number).
Have a guess how much Nightfood needs to deduct from that $2.25 margin to account for slotting fees, BOGO and promotional discounts?!?
ZERO!!!!
Once in 4000 locations (at say $6/day) we are talking $24,000 a day or just over $8.5M annually. This does not include the soon to launch cookies and chips.
It is a no brainer.....IMO.
CEO states at 39'40" "We KNOW where this is going"
41'02" "I know we have a lot of eyes on us"...."We have been contacted by MANY of the worlds largest F&B companies"
When driving look forward.......
Some will choose to constantly look behind them - while others look forward, and occasionally check the rear vision mirror.
Nightfood is almost exclusively focused on the hotel vertical (and for good reason $$$).
IMO Retail Distribution will be "back on the menu" in late 2023.