Summary: Our first podcast on National Beverage Corp - owner of Lacroix sparkling water, FIZZ - left us unquenched. So we brought on Vince Martin, Seeking Alpha author, to go into the ups and downs of the bull case and this one of a kind story. Then we invited Rachel Arthur of Beverage Daily to give us more perspective on what's going on in the industry at large. It leaves a question of how much luck National Beverage Corp had in riding the sparkling water, and whether or not shareholders should care. Topics covered: Vince Martin - 3:30-45:00 3:30 - How to get comfortable with the CEO and his quirks. 9:00 - Sparkling water the new craft beer? There are some key differences. 14:30 - Snapple as a looming comparison for Lacroix 21:00 - What are they putting in Lacroix and how does that matter? 22:45 - Responding to a short report on one of your stocks, or the Glaucus question 32:00 - A lofty valuation perch or something deserved? Depends on what you compare it to 41:30 - The sweet spot for sparkling water Rachel Arthur - 45:45- 46:00 - How big is sparkling water? 48:00 - The importance of transparency in the beverage industry 51:00 - The big brands and how they handle these new categories and threat 56:00 - The lasting legacy of sparkling water 58:00 - CBD sparkling water? Why not? 1:00 - The big stories in the beverage industry right now, and how sparkling water fits in.
