π¨ $VSBY WEBINAR CLIFF NOTES π¨
Another great @WallStreetRprtr webinar with $VSBY today. Picked up a few new things I hadn't heard Jay talk about before.
- Imbera deal
- Modelo deal
- synergy
- next
$VSBGF π₯ππ
$PYR $KNR $GSI $MTRX $DOC $NXO $WELL $SONA
Another great @WallStreetRprtr webinar with $VSBY today. Picked up a few new things I hadn't heard Jay talk about before.
- Imbera deal
- Modelo deal
- synergy
- next
$VSBGF π₯ππ
$PYR $KNR $GSI $MTRX $DOC $NXO $WELL $SONA
https://twitter.com/WallStreetRprtr/status/1337450588682866689
$VSBY IMBERA DEAL
Imbera = leader in stand alone coolers = Billion $+ annual rev - Mexico based
Q1 2021 - 2000 locations
Working towards 35 stores per day deployed
Private company that only makes cooler screens recent $180M valuation
= validates the category
$VSBGF
Imbera = leader in stand alone coolers = Billion $+ annual rev - Mexico based
Q1 2021 - 2000 locations
Working towards 35 stores per day deployed
Private company that only makes cooler screens recent $180M valuation
= validates the category
$VSBGF
$VSBY MODELO DEAL π¨π
Modelo 50K store deal for digital displays
- media rev over 7 yrs - $200 - 350M USD
- licensing rev $70-80M
Selling media
- $200/mnth, 1000 store min
$VSBGF
Modelo 50K store deal for digital displays
- media rev over 7 yrs - $200 - 350M USD
- licensing rev $70-80M
Selling media
- $200/mnth, 1000 store min
$VSBGF
$VSBY DEAL SYNERGY
- Modelorama deal will use cooler screens made from the Imbera deal
- Screen are a compliment to stores media and most importantly create advertising at point of sale = very valuable to brands π€
$VSBGF
- Modelorama deal will use cooler screens made from the Imbera deal
- Screen are a compliment to stores media and most importantly create advertising at point of sale = very valuable to brands π€
$VSBGF
How easy is $VSBY to replicate
- $VSBGF is continuing to move tech/software forward and will keep their lead
- In tech speed trumps everything
Future Deal?
π¨π¨"Got the green light from the worlds biggest non alcoholic beverage company" π¨π¨π₯π
- $VSBGF is continuing to move tech/software forward and will keep their lead
- In tech speed trumps everything
Future Deal?
π¨π¨"Got the green light from the worlds biggest non alcoholic beverage company" π¨π¨π₯π
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