- They gave guidance in the $210-$220 million range on Q1 conference call. - Q1 Revenue was $41.3 million.
This tells me they need to average $56.23 million/quarter just to make it to the bottom end of their guidance. I agree with you, as I just don't see how they are going to do $56 million this quarter with all of the supply issues, but I am currently holding as I do not think the huge downside/risk of bankrupty is still an issue. I think it's now more an issue of how do they ever transition to profitability. I will say there seems to have been less sales/promos over the past quarter than we were previously seeing. I am hoping this has to do with their effort to raise ASP and increase margins. I'd much rather see them do a $40 million quarter at 40%+ margins than $50 million at 30% margin.
What worries me at this point is that they may be getting to about the average size that a company in their sector gets to before their revenue growth slows considerably and they get bought out in an attempt to squeeze profits out of the brand.
You keep bringing up supply chain issues and out of stock items at BB.com but I have yet to find out what products you are talking about. There are occasional flavor outages at BB.com but they are back in stock pretty quickly.
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