Can you picture yourself at home on the range, with mountains towering over you, as you peruse the many online and offline investing publications looking for that extra bit of insight? If you can, than you can play right along with the rest of the wildlife, hunting for sustenance to store in your portfolio for the seasons ahead.
Green Mountain Coffee Roasters Inc. (NASDAQ:GMCR) is a leader in specialty coffee and coffee makers. The company recently announced their first quarter fiscal year 2013 results for the 13 weeks ended Dec. 29, 2012.
Approximately 93% of consolidated first quarter fiscal 2013 net sales for Green Mountain were sales of KeurigSingle Cup Brewers, single serve packs, and Keurig-related accessories. The company reported that the rest of net sales mainly consisted of bagged coffee and the traditional Canadian office coffee services business. Net sales of Keurig Single Cup Brewers, single serve packs, and Keurig-related accessories increased 19% over the same period a year ago.
What is important here for investors? Green Mountain Coffee Roasters has captured a significant share of the new home brewing paradigm that consumers are wholeheartedly embracing. Investors should note that the company has not missed the boat at all answering consumers’ calls for innovative, user-friendly systems that are attractively-priced.
Investors should research marketplace changes when investigating companies, to ensure that these companies are embracing the changes. For Green Mountain, other products and royalties declined 12% year-over-year. This was mainly because of the shift in demand from traditional coffee package formats to single serve packs. In fact, 4.95 million Keurig branded brewers were sold during the period. This represents an 18% increase over the year ago period.
The company’s associations with other coffee companies is also significat, as they pool their resources to satisfy consumer demands. An example is the Mr. Coffee brewing system with Keurig Brewed Technology. Green Mountain is embracing change, and it looks like they’re enjoying it.
Iron Mountain Incorporated (NYSE:IRM) is a major provider of information storage and management solutions. They will release their fourth quarter 2012 financial results before market hours on Thursday, Feb. 28, 2013.
What should investors look at concerning Iron Mountain Incorporated (NYSE:IRM)? The company’s move into new markets to facilitate growth is something to note. Iron Mountain announced recently that they added two new service markets: Madison, Wisconsin and Wilmington, North Carolina. They accomplished this through acquiring assets from records management firms Datastore and Data Technology Services (DTS). Iron Mountain has a real estate network of 64 million square feet across approximately 1,000 facilities in 32 countries.
Mr. Harold Ebbighausen, President of North America for Iron Mountain Incorporated (NYSE:IRM), stated, “Acquisitions are key to expanding our presence in both new and existing markets, allowing us to drive growth and returns on invested capital.”
The company’s focus is speed and accuracy in serving their clientele. Therefore, these acquisitions will help Iron Mountain achieve these goals. “Having storage facilities in these markets enables us to move with greater speed and efficiency, and that’s good for us and our customers,” said Mr. Ebbighausen.
It’s also a good thing for many investors, who have a thing for companies like Green Mountain and Iron Mountain as they continually strive to meet customers’ needs for efficient and effective products (coffee makers) and services (information storage and management solutions).