In this video, Motley Fool Consumer Goods Analyst Blake Bos talks about how every industry should always be cautious of a disrupter that will challenge the status quo, and how Sodastream (NASDAQ:SODA) just may be that disrupter. It's had major growth in Japan, with an eye to expanding into China and India, and is looking to compete aggressively with the traditional beverage titans. Blake lets us know how pleased Sodastream shareholders should be, and just how worried the major cola players really need to be.
Blake Bos owns shares of SodaStream. Isaac Pino has no positions in the stocks mentioned above. The Motley Fool owns shares of PepsiCo and SodaStream and has the following options: long DEC 2012 $16.00 puts on Green Mountain Coffee Roasters and short DEC 2012 $21.00 calls on Green Mountain Coffee Roasters. Motley Fool newsletter services recommend Green Mountain Coffee Roasters, The Coca-Cola Company, PepsiCo, and SodaStream. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.