Comments on: The Keurig – Time to Pull Life Support? http://wire.kapitall.com/investment-idea/the-keurig-time-to-pull-life-support-2/ Investing for the rest of us Thu, 20 Jun 2013 05:43:38 +0000 hourly 1 http://wordpress.org/?v=3.5 By: KapitallWire http://wire.kapitall.com/investment-idea/the-keurig-time-to-pull-life-support-2/#comment-112201 KapitallWire Wed, 27 Jun 2012 19:33:14 +0000 http://wire.kapitall.com/?post_type=investment-idea&p=23086#comment-112201 Making the Keurig-compatible containers for Safeway is Rogers Family, a California-based manufacturer that doesn’t have a licensing agreement with Green Mountain and has been sued by the coffee maker for patent infringement. Rogers contends that design differences in its Keurig-compatible containers avoid infringing on Green Mountain’s patents.

As far as Kroger is concerned, its not clear if it would manufacture the cups independently or through a licensing agreement with Green Mountain.

Nestle, Kraft and Sara Lee are also planning to introduce their own K-Cups.

]]> By: Andoring http://wire.kapitall.com/investment-idea/the-keurig-time-to-pull-life-support-2/#comment-112153 Andoring Wed, 27 Jun 2012 16:43:40 +0000 http://wire.kapitall.com/?post_type=investment-idea&p=23086#comment-112153 One question that I'm not clear on yet is "WHO" is producing k-cups for private labels? The stock went down after news that Safeway and Krogers were introducing private-label brands in their stores, but it's unclear who their supplier is going to be. Is it GMCR or some other manufacturer or the grocery chains themselves? On one side, if there are a bunch of other unnamed producers out there, GMCR's razor to razor-blade model is coming to an end, but if it's just GMCR suppling these guys (much like they're supplying Starbucks and Duncan Donuts now), well then I think they're going in the right direction in preventing "Razor competition".

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