I got a call from CNBC to offer a few thoughts on the news that Coke was taking a 10 percent stake in Green Mountain for a cool $1.25 billion. It'll certainly give SodaStream a run for its money and it'll be interesting to see how Pepsi responds in the coming days/weeks. (Another deal in the near future, perhaps? Pepsi is mum).
"Gamechanger" is CNBC's word, not mine. I think it's a bit strong. The deal doesn't necessarily change the game. It does, however, make it a bit more fun to watch.
Here's a link to the segment: