I'm curious if any coffee fans here have any Stratechery-type thoughts on the future of the industry.
I'm curious if any coffee fans here have any Stratechery-type thoughts on the future of the industry.
Something that this piece hints at but doesn't underline well is just how big JAB Holding Company has quietly become in the last ~5 years: they now outright own or have controlling/majority interest in Bruegger's Bagels, Canada Dry, Caribou Coffee Company, Dr Pepper, Einstein's Bagels, Green Mountain Coffee, Intelligentsia Coffee & Tea, Jacobs Douwe Egberts, Keurig, Krispy Kreme, Mighty Leaf Tea, Noah's Bagels, Panera Bread, Peet's Coffee & Tea, Snapple, and Stumptown Coffee. That is a big company. Nestlé's coffee brands aren't all that well known over here, despite the push to get people to pay attention to Nespresso.
Personally, I remain unconvinced that there's a huge untapped market for "better" home coffee and espresso brewers in the US; while this sounds like a setup for a "quality, convenience, and price, pick any two" joke, in practice, it seems like you can pick either quality or convenience, regardless of price. Keurig machines simply don't make very good coffee; a consumer who finds a Mr. Coffee too fiddly is not going to be swayed by a coffee nerd with an Aeropress; and given that Americans don't seem to love espresso drinks unless they're fiddly steamed milk and syrup based concoctions, even a Nespresso machine isn't going to help much with the convenience aspect. JAB's signing a deal with Illy, what led to this Economist article, doesn't seem like it's really going to move the needle much over here, at least; a Keurig capsule full of Illy coffee will still be a Keurig capsule, and Illy's capsule machine that's a competitor to the Nespresso isn't likely to do any better here than any of the other Nespresso also-rans.
(I am, for the record, a coffee nerd with an Aeropress. And a Technivorm, a few different single cup dripper gadgets, a Chemex, and, yes, a Nespresso.)
1) Since brew time is a function of temperature and ground size, K-pods can use hotter water and finely ground coffee to speed up extraction of the coffee grounds, even if it results in sub-optimal flavors.
2) K-Pods probably have a complicated supply chain that would make it hard to ship fresh roasted + ground coffee. I'm sure this could be circumvented somehow, but it would most likely require an expensive solution since it's so time sensitive.(ideally you have coffee ground just minutes before brewing, or at least less than a week before brewing.)
Honestly, instant coffee is probably the best solution for extreme convenience + great coffee. Folgers instant is awful, but companies like Sudden are trying to make a decent crystallized coffee: https://www.suddencoffee.com/
That was before Keurig had been bought by Green Mountain, though, and it seemed like they were trying to manage as good coffee as they could out of K-Cups. They were contracting mostly with specialty coffee roasters, and the K-Cups were filled with nitrogen to try and preserve the flavor. There were a couple I found that I did actually like, although I don't know if I would if I tried them again. :) My impression is that Keurig's quality control has gone down over the years, certainly with the machines, and one suspects the coffee.
I've heard of Sudden before -- positively, from people who really care about coffee -- but haven't tried them. I probably should. I've taken a few trips to places where the nearest good coffee was quite a distance away. :)
(PID-controlled Silva / Rocky grinder and an Aeropress at home, La Marzocco GS3 & Nuova Simonelli MDX on-demand at work)
The steamed milk espresso drinks were a gateway drug. I mostly make straight espresso or a machiatto these days.
http://www.abc.net.au/news/2016-08-24/former-nespresso-boss-...