Replies to post #3261 on NewAge Inc (fka NBEVQ) (NBEVQ)

[srg4444]

To those who have been around a long time, many will likely see that Cott is dusting off Willis' playbook from 2006. Back then, Willis tried to diversify Cott's CSD biz with a portfolio of higher margin, IP-rich brands. Rocked the boat of WMT (~40% of sales), but interestingly Fowden (now CEO) since 2008/2009 has effectively done the same: bought Cliffstar (juice), water (DS, Eden), coffee (S&D), and ultimately shed CSD (today).

Regardless of long/short on NBEV, this is a data point that needs to be digested.

Again, Willis didn't execute this, but I believe Cott kept his playbook.

[Run4Cover]

I'm sure Cott has now fully recovered from the "willis fiasco years" and are anxious to buy nbev. He should call Jerry and the Board of Directors. I'm sure they'd love to have him come back and screw up the business , again.