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Stratopher

841 Posts.

116

29/03/21

19:47

Post #: 52123504
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Originally posted by steve10: ↑

I have a feeling the figures may be out by a factor of 10. $3.67B / $20 per bottle = 183,500,000 bottles / 12 = 15,291,666 cases seems too high as DT mentioned addressable market was 50M cases.

At best ALDI might have 5% market share = 2.5M cases x 10% online = 250,000 / 12 = 20,833 cases per month. So it would nearly double DW8''s current 25,000 cases per month. Current revenue could possibly double. $500M MC would be at the higher end given these metrics.

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your a legend steve, thanks for showing us the beauty of back of the napkin calcs

DW8 Price at posting: 14.5¢ Sentiment: Buy Disclosure: Held
7 Upvote

0 Great analysis

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