Tuesday, January 12, 2016 10:43:00 AM
As Coca-Cola showed us by pulling the plug on FruitWater.. They couldn't turn a profit in this space..
In the Chicago Jewel I can buy:
1. FruitWater
2. SparkIce
3. RefresherIce
4. Fruit02
5. VitaIce
5 different versions on the shelf, and I am probably forgetting one or two..
Also, I guarantee you that 2016 sees an evolution in this space and much more healthy versions will start coming out.. Coca-Cola will finally put some real thought behind what they replace FruitWater with through their Dansani Label if I remember correctly..
VitaminFizz was about a year or two late to the party, and Minerco doesn't have the disposable cash or distribution channels to keep up with the Major Brands..
I know Bryce believes the colored caps and the taste of VitaminFizz sets it apart, but I am here to tell you that it doesn't... The lay person will believe that they are all basically the same product and package design..
The beverage isle is overwhelming, and Fizz sells for $7 a case, and Vanis won't tell us the profit margin (refer to my correspondence with him)..
I was a Hardcore at one point, but my thesis was based on the CC, RedBull, and the Gary Smith Big Red direction.. All have come to fizzle out..
I scratch my head trying to make sense of what has gone on these past two years, and I am having trouble finding anything that is good..
Like I said, my whole thesis was based on The Giants, and they sold out for a really low price.. Why?
I simply don't believe because Vanis is working hard for us shareholders, I am confident behind closed doors this was quite a different process...Time will tell...
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