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| 04 Dec 2008 04:18:56 pm |
 Starbucks Reports Same Store Sales DOWN 9% |
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Starbucks today reported that same store sales were down 9% for the first nine weeks of this quarter and they will miss the consensus earnings estimate for this same first quarter of 2009. |
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Category : Companies
| By : Mike |  Comments [265] |  Trackbacks [194] |
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| 02 Dec 2008 12:36:57 pm |
| New Forecast for Disposable Cups & Lids.... |
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I share the following as it is "new" (released today). I have to believe this "study" was done prior to our economic collapse as I think its findings are too optimistic. None-the-less there are parts of it which I agree with.
1. Cups sizes are trending larger
2. Specialty lids are becoming ore important
3. Lots of expansion opportunites in QSR and C-stores
MDA
NEW YORK, Dec 02, 2008 (BUSINESS WIRE) -- Reportlinker.com announces that a new market research report related to the Packaging industry is available in its catalogue.
US Cups and Lids Market
http://www.reportlinker.com/p097919/US-Cups-and-Lids-Market.html
US cup and lid demand to reach $7.8 billion in 2012
Demand for cups and lids is projected to reach $7.8 billion in 2012. Gains will be driven by continued growth in consumer spending and a favorable outlook for foodservice revenues. Cup and lid demand will also gain momentum as a result of competitive strategies involving expanded varieties of beverages in quick service restaurants, coffee and snack shops and convenience stores.
Lids to outpace cups
Growth in lid demand will outpace cup demand, the result of an increasing percentage of drinking cups using lids, growing demand for higher-value specialty lids and continued solid advances for single-serving packaging cups. The increased level of cups with lids will be driven by the rising volume of beverages purchased for offsite consumption as well as the trend in a growing number of restaurants to put lids on all disposable cups for safety reasons.
Packaging cups will register aboveaverage gains, fueled by consumer demand for convenient and portable single-serving meal and snack options, which will lead to an expanded range of applications. Drinking cup and lid prospects will benefit from heightened demand for larger cups and specialty lids. Growing demand for environmentally friendly cups, such as compostable cups or recycled content cups, will aid value gains as these cups tend to be higher in price than conventional cups.
Trends toward healthier eating, growing interest in calorie-controlled servings and increased targeting by product manufacturers of specific demographic groups, such as women and children, will also stimulate opportunities for packaging cups. At the same time, competition from alternative packaging media, such as pouches, in products such as yogurt, condiments and dry snack foods, will limit advances to some degree.
Lids to outpace cups
Lid demand will outpace cup demand, attributable to an expanding market for takeout beverages and food, along with growing demand for higher-value specialty lids. Best advances are anticipated for flexible and rigid lids for packaging applications based on continued strong growth for single-serving cup packaging. A favorable outlook for foodservice revenues will also boost demand for portionsized cups for packaging items such as creamers, butter and sauces, which will in turn support heightened lid demand.
Foodservice market to remain dominant
The foodservice market, which accounted for nearly 70 percent of demand in 2005, will remain the dominant cup and lid market. A number of trends will fuel growth, including a shift to larger cups, the importance of custom printing on cups and the expanded availability of premium coffee in quick service restaurants and convenience stores. Continued favorable revenue expansion in the coffee and snack shop segment will also stimulate strong opportunities for cups and lids, as many of these establishments use higher-value paper hot cups and specialty lids. Moderating gains to some extent will be intensified competition resulting from heavy marketing of premium coffee beverages by other foodservice outlets. Cup prospects in the retail market will be aided by continued demand for at-home casual entertaining, where disposable cups are valued for their convenience in terms of cleanup as well as sanitary advantages. Cross-merchandising with related seasonal goods will also support demand. Medical and dental markets will remain a niche area of the cup and lid market, with moderate advances tied to population gains and aging demographics.
Study coverage
This new industry study, Cups and Lids, presents historical demand data for 2005 as well as forecasts to 2010 and 2015 by type, material and market. The study also considers market environment factors, evaluates company market shares and profiles 40 US industry competitors. |
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Category : Other
| By : Mike | Comments [49] | Trackbacks [3424] |
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| 25 Nov 2008 12:39:06 pm |
| Starbucks expects decrease in same-store sales for 2009 |
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Starbucks reported some discouraging news last night that could be of concern for the rest of the Specialty Coffee Market. Starbucks expects same-store sales to decline in 2009. Same store sales at a compnay like SBUX is a good way to judge how consumers overall are treating the Specialty Coffee Market. |
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Category : Companies
| By : Mike | Comments [96] | Trackbacks [101] |
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| 24 Nov 2008 01:12:58 pm |
| DPI for 11/20 |
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Analysis: The DPI remains unchanged from our prior issue. We continue to see decreases in oil, pulp and resin costs, while market prices for disposables remain stable.
While there is seemingly no market rationale for cost increases in the foreseeable future, it is not out of the question as some manufacturers remain under extreme pressure to improve earnings.
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Category : Companies
| By : Mike | Comments [123] | Trackbacks [0] |
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| 07 Nov 2008 11:59:10 am |
| Caribou Coffee Reports decline in same store sales |
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Caribou reported a 4.7% decline in same (retail) store sales and a slightly larger $ loss (as compared to the same period last year) for their 3rd quarter yesterday. Starbucks will announce their most recent results next Monday - November 10th.
Same Store Sales are critical to watch as we try to gain a better understanding of the effects of the economy on the specialty coffee business and things as mundane as paper coffee cups.
MDA |
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Category : Companies
| By : Mike | Comments [130] | Trackbacks [0] |
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