As promised, I bought FIZZ this morning at $119ish. The stock cannot stop going up, because either KO or PEP must acquire them and they know it. The La Croix craze is out of fucking control and poses a serious threat to BIG SODA’S dominant dick-grab on the grocery store.
WTF is going on here?
So what’s a decent price for FIZZ?
Well, MOAR.
It’s trading expensively as shit, like a fancy pair of dungarees. This fucker is at 6.5x sales, heading higher, and there’s nothing PEP or KO and can do to stop it, aside from buying them out. At $5.5b market cap, it’s still affordable for any major soda-fag company. But a deal cannot get done without a premium.
Hell, MNST is up only 10% over the past 12 months and sports a p/s ratio of 9.5x. Given that FIZZ is the hottest shit since sliced bread at Whole Foods now, I’d say buying the company at 12x sales is entirely fucking reasonable, or $240 per share.
HAHAHAHAHA — you stupid motherfuckers. You’re gonna have to buy out FIZZ for $11 billion.
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Serious question: who drinks that shit?
Everyone. I asked that question with monster back in the day. Big mistake
Fly post title from months ago.
Reminds me of the $SODA craze of years ago. Doesn’t taste better or worse than its million competitors but it seems to be the go-to for the hip set.
PEP buyout needs to happen or… FIZZ can do a PEP and get SNMX to flavor their Le Crotch with aborted fetus. Get long SNMX because there will be nothing more trendy than low calorie abortion water we get rid of Drumpf in the soon to be United States of Satan. #stillwithher
most in the industry agree this will be a due diligence nightmare as an acquisition, as already seen historically. LaCroix is only a portion of sales so it’s actually trading quite a bit more expensive than the headline sales multiple – rest of business is worthless versus this market cap. Do we really think the best answer for PEP is to spend $10bn to buy a zero moat business? You think PEP can’t take this market share with a $1bn advertising push?
That’s basically my whole pitch.