As always thanks for the analysis Cam. Because we now have some numbers on Keurig I have spent the last little while trying to make sense of them. I continued to come up with a number that shows the commission level for Breville are VERY healthy. As you say as - very near to 100% based on the Nth American figures. Even a halving of this commission would seem a very good deal for BRG. Could you help explain why the Nth American Revenue figure went up 28.8% 1H12 to 1H13 but EBITDA only 14% over that period? Is it marketing spend?
I think the fact that Breville product sales as part of that mix for Nth America went up 32.4% has been lost in the noise today.
I agree the company looks in very good shape and as you have pointed out a few times the Keurig deal was always a changable "feast".
adding to the shrill shrieks, page-5
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$32.51 |
Change
-0.190(0.58%) |
Mkt cap ! $5.010B | |||
| Open | High | Low | Value | Volume |
| $32.87 | $33.04 | $32.40 | $5.954M | 182.6K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 199 | $32.50 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $32.51 | 776 | 1 |
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| Last trade - 16.10pm 22/11/2024 (20 minute delay) ? |
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