Jammin Java Corp (JAMN)

[motionjoe]

lots of things to think through, but brand velocity vs. top line growth isn't one of them. the growth is 27%. 2X brand velocity can be explained by new stores. the distribution has exploded. many of the tail end stores may have minimal sells when they first opened. doesn't take much to go from 500 buys to 5000 buys, so it is easy to see how they can get a 2X velocity per store when factoring in tail end distribution growth.

i know what you're hinting at and i agree it is key. distribution attrition is the worse possible thing for JAMN, but your velocity n growth indicators are dead ends.

had been wrapping up b-skool last few years, so i've been a bit pre-occupied. havent been able to do the kind of DD that i need to do. just noticed that in 2012 MC entered a 15 year (renewable) exclusivelicense agreement to use the Marley name. if i recall correctly, the brand used to be under rohan's identity. the picture is rowan and not bob. wondering if it made much sense to pivot to bob, because licenses have limited value and really, imo, limit MC to one exit option.

all of this is IMO.