A fizzy stock has gone flat today.

Shares of SodaStream (Nasdaq: SODA) were trading as much as 12% lower today. It's easy to see why the stock is taking a hit, but it also seems unreasonable.

SodaStream is often mentioned in the same circles as Green Mountain Coffee Roasters (Nasdaq: GMCR). Both companies put out simple appliances for making beverages at home that consumers typically have to buy elsewhere.

Both companies also have somewhat similar razor-and-blades models. Green Mountain sells its Keurig brewers nearly at cost, as SodaStream does with its namesake starter kits. The companies make their money on the consumables that need to be perpetually replenished: Keurig owners buy K-Cup coffee packs, and SodaStream owners exchange carbonators and snap-up soda syrups.

That's pretty much where the similarities end.

Why should a slowdown in sales at Green Mountain have any bearing on what SodaStream is up to?

If anything, a problem at Green Mountain may be an opportunity for SodaStream.

The company noted during its call that a third of the shortfall in K-Cup sales stemmed from an unexpected decline in hot cocoa and cider sales. This is normally a negligible part of Green Mountain's business, but an unseasonably warm February and March ate into orders for the cold-weather beverages.

That's bad for Green Mountain, but shouldn't warmer weather be good for refreshing and cool sodas?

Smoothie chain operator Jamba (Nasdaq: JMBA) typically posts a profit during the summer and a loss during the winter, because folks prefer chilly beverages when the temperatures heat up.  Green Mountain is taking its lumps today -- and rightfully so -- but if folks aren't making hot cocoa or cider at home, then some of them may be having homemade soda instead.

Starbucks (Nasdaq: SBUX) -- which would seem to be a casualty here, since it just began offering K-Cups late last year -- is in fact merely keeping pace with the market's 1% decline. If the one-cup market for java is softening, it also doesn't bode well for the company's Verismo machine coming out later this year.

Green Mountain's problem is obviously not SodaStream's problem. We'll find out more soon. SodaStream reports next Wednesday.

Drink up
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