Caribou Coffee Company, Inc.

  • Starbuck's Genius Is Fundamental

    By Justin Weinstein - January 31, 2013 | Tickers: CBOU, GMCR, PNRA, SBUX, THI

    Starbucks (NASDAQ: SBUX), reported strong first-quarter 2013 earnings characterized by comparable sales growth of 7% domestically (6% globally) and earnings per share growth of 14%. These results met analysts' hefty expectations of the worlds largest coffee chain. The company's performance is not merely a trend, but rather is fundamental to its business and is rooted within its founding. The company has been able to build such a profitable and more »

  • Should We Follow Mario Gabelli into Caribou Coffee?

    By Anh HOANG - January 23, 2013 | Tickers: CBOU, BAGL, SBUX

    Caribou Coffee (NASDAQ: CBOU) has recently announced that it would be acquired for $340 million in cash by the Joh. A. Benckiser Group. Right after that, investment manager Mario Gabelli initiated a long position in Caribou Coffee. Recently, he also increased his holdings by more than 80% to own more than 725,000 shares, accounting for around 3.57% of the company. Why does Mario Gabelli like Caribou Coffee? Let more »

  • Is the Verismo a Flop? How Starbucks Investors Should Respond

    By Jeff Ross, MD - January 11, 2013 | Tickers: CBOU, SBUX, TEA

    Starbucks (NASDAQ: SBUX) continues to try to invade our kitchens. 

    This time their goal is to create the perfect home-brewed espresso beverage with their long-anticipated Verismo 580 machine.  After much hype this autumn, the official verdict remains to be seen.  The jury is still out on whether the Verismo will be profitable for Starbucks, or a flop.  I'm betting on the latter.

    Questions about the Verismo
    Does it deliver more »

  • Building a Coffee Empire

    By Robert Hanley - December 26, 2012 | Tickers: CBOU, BAGL, GMCR, SBUX | Editor's Choice

    On Dec. 17, investment firm Joh. A. Benckiser Group announced an agreement to purchase Caribou Coffee (NASDAQ: CBOU) for $16 per share in cash, or roughly $340 million.  The purchase price values the coffeehouse chain at 3.3 times book value and 39 times EPS.  Benckiser obviously likes the industry’s growth prospects, with existing stakes in Peet’s Coffee & Tea and D.E. Master Blenders.

    What’s Going On more »

  • Is This Stock a Good Merger-Arbitrage Opportunity?

    By Meena Krishnamsetty - December 21, 2012 | Tickers: CBOU, DNKN, BAGL, KKD, PNRA

    Caribou Coffee Company (NASDAQ: CBOU) saw Gamco Investors take a new stake in the coffee company over the past few days. Per a round of 13D filings with the SEC, Gamco announced that it now owns 1.38 million shares, with the investment company’s most recent round of buying being at $15.99. Gamco is a publicly traded investment firm that focuses on finding long-term opportunities that offer its more »

  • What Are Hedge Funds Buying Right Now?

    By Meena Krishnamsetty - December 21, 2012 | Tickers: ADT, CBOU, CPWR, FCS, WWAV

    We follow hedge fund activity in 13D and 13G filings so that we can get the most up to date information on how hedge funds are buying large percentage stakes in publicly traded companies (unfortunately, this generally limits the companies in question to small and mid caps). These picks from hedge fund managers can be reviewed, and investors can decide whether or not to buy the stock as well if more »

  • What The Caribou Coffee Acquisition Means For Panera Bread

    By Eric Novinson - December 20, 2012 | Tickers: CBOU, BAGL, PNRA, SBUX

    When Joh. A. Benckiser followed up its Peet's buy with a purchase of Caribou Coffee, (NASDAQ: CBOU) JAB posed a bigger challenge to Starbucks (NASDAQ: SBUX) in the United States coffee shop business. The Caribou Coffee acquisition has implications for a well-known Starbucks competitor as well. Both Peet's and Caribou Coffee also competed with Panera Bread (NASDAQ: PNRA) for coffee drinkers. This acquisition helps demonstrate where Panera remains more »

  • Invest in the Next Leg of This Worldwide Movement

    By Jeff Ross, MD - December 17, 2012 | Tickers: CBOU, FB, SBUX | Editor's Choice

    Over the next few years, however, the Starbucks movement started to creep into our psyches.  The trendy, well-to-do types began walking around with their mermaid-laden cups of coffee that tasted “burnt” or “too strong” for our virgin palates.  We were curious.  We were intrigued.  We wanted to be like that trendy person.  No, we wanted to be that trendy person!  So we held our noses and sucked down our first latte.

  • Earnings Preview: Tim Horton's

    By Jon Quast - November 6, 2012 | Tickers: CBOU, SBUX, THI

    Mark your calenders.  I'm really excited to see what Tim Horton's has to share with us from the 3rd quarter.  They are general very consistent, very healthy, and full of steady growth.  So long as these things keep happening, I feel very good about their future as an investment.

  • Starbucks: Strengths, Weaknesses, Opportunities, Threats

    By Kyle Spencer - October 26, 2012 | Tickers: CBOU, MCD, SBUX

    Evaluating a company's Strengths, Weaknesses, Opportunities, and Threats  (SWOT) allows us to develop a detailed picture of company's resources and competitive position in the market. Today, I'd like to take a look at Starbucks (NASDAQ: SBUX), the American global coffee chain which in just a few decades has grown from a lone Seattle coffee shop to the largest coffeehouse company in the world more »

  • Bargain Bagels Could Bring Bidders

    By Eric Novinson - October 19, 2012 | Tickers: CBOU, BAGL, JMBA, PEET

    Pumpkin bagels weren't enough to save Einstein Noah (NASDAQ: BAGL) from announcing some surprising bad news about its upcoming 3Q 2012 results on Tuesday. The bagel shop now expects weaker financial results for the quarter and mentioned that it plans to take out more loans.

    Although Einstein Noah held out the possibility of a dividend payout from the loan funds to convince investors to stick around, a bigger attraction more »

  • Bitter Blends: Which Coffee Roasters Can Make You Money This Quarter?

    By Bill Edson - October 16, 2012 | Tickers: CBOU, DNKN, GMCR, PEET, SBUX

    A bitter blend of high valuations, macroeconomic headwinds, and bad press has made coffee stocks largely unpalatable for investors. Most of these stocks are not recommendable, and investors should wait for the market to brew up a fresh pot of sweeter valuations and richer fundamentals.

    Bad Press

    Starbucks (NASDAQ: SBUX) faces flak for its indecent labor laws and ill-treatment of workers in Chile. The Supreme Court of Chile has fined more »

  • Brewing Stocks in the Coffee Industry

    By Kathleen Delaney - September 19, 2012 | Tickers: CBOU, JVA, SBUX

    Thanks to the decline in sugar and coffee prices, the coffee business is still brewing despite the recession. With a drop in the prices of coffee beans came a boost to the industry's profit margin. As per the United Nations, America imported about 1.5 billion kilograms of coffee in 2011. As of 2012, Coffee prices are already down by 25%. Whereas the per pound costs touched $3 in more »

  • Green Mountain - The Best Buy In Coffee

    By Bill Edson - September 7, 2012 | Tickers: CBOU, DNKN, GMCR, PEET, SBUX

    Euro zone stress and higher prices for robusta coffee beans may negatively impact coffee companies with significant global footprints. These and other forces are percolating to create a bitter environment for many coffee companies. Investors should be very selective when picking between these stocks.

    Many Coffee Stocks Sell Luxury

    Many publicly-traded coffee stocks are highly sensitive to economic downturns. These companies mark up an affordable commodity to designer prices. Dunkin more »

  • Did Green Mountain Just Hit the Sweet Spot?

    By Matthew DiLallo - September 7, 2012 | Tickers: CBOU, DNKN, GMCR, HAIN, SBUX

    There are few things better in life than a freshly brewed beverage that hits your palate with the perfect blend of taste and temperature.  We all know that a Green Mountain (NASDAQ: GMCR) Keurig can brew a fantastic cup of coffee; their Timothy’s Cinnamon Pastry Coffee that I’m currently enjoying is a prime example.  With a variety of more than two hundred delicious flavors it would seem that more »

  • You Lose if You do Not Consider This Stock

    By Federico Flom - September 5, 2012 | Tickers: CBOU, DNKN, GMCR, PEET, SBUX

    My criteria for selecting a stock are also my criteria for selecting a business. First, I am looking for a business I can understand—where I think I understand its product, the nature of its competition, and what can go wrong over time. Then, when I find that business, I try to figure out whether its economics—meaning its earnings power over the next five or ten or 15 years more »

  • Do Paninis Boost Profits?

    By Jon Quast - August 31, 2012 | Tickers: CBOU, DNKN, PNRA, SBUX, THI

    When creating a financial report, many big words are used.  Explanations get lengthy.  Jargon becomes formal.  Eventually the reader is presented with terminology that he/she is not familiar with.  Just a few short years ago I was presented with just such a term.  No, it wasn't senior notes, leveraged positions, or bidirectional partial fusion.  The term can be found at some point in reports and news releases more »

  • Do Investors Run on Dunkin?

    By Ryan Guenette - August 30, 2012 | Tickers: CBOU, DNKN, GMCR, PEET, SBUX

    Dunkin Brands Group Incorporated (NASDAQ: DNKN) went public on July 27th, 2011 at an offering price of $19.00 per share. As the opening bell rings nearly one year and one month later, Dunkin trades around the $28.00 area. This represents an increase of 47.37% since the company went public. Reaching as high as $37.02, and as low as $23.24, this franchisor of restaurants serving more »

  • Buy These Drinks if These Drinks Buy

    By Jon Quast - August 28, 2012 | Tickers: CBOU, GMCR, KRFT, SODA, SBUX

    Green Mountain Coffee Roasters (NASDAQ: GMCR) and SodaStream International (NASDAQ: SODA) are two very distinct companies.  One is in the coffee business, one is in the soda business.  One is American, one is Israeli.  However, people normally lump these two companies together.  As does one, so normally does the other.  They both soared very high in the not too distant past, only to come crashing back down to earth.  

    Investors more »

  • A Coffee Play You Shouldn't Ignore

    By Jon Quast - August 28, 2012 | Tickers: CBOU, GMCR, KRFT, SBUX, THI

    Can you imagine a world without coffee?  Or perhaps it would be better to ask: Can you imagine our present day world without coffee?  It's often noted that in the 80's people thought that the age of computers and robots would lead to more work done by machines and less by people, therefore leaving an obscene amount of leisure time on humanity's hands.  What has happened is more »

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