UBS weighs in on Monster Beverage (MNST +1.9%) maintaining both its Buy rating and $82 price...

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Joseph Poma Comments (352)
 
Acquiring MNST would yield huge benefits for KO or BUD. Cash flows through synergies would easily soften the blow from any premium paid versus the current market share. Coca-Cola could use a replacement beverage for its "Full Throttle" brand which I always see collecting dust on supermarket shelves. Monster is consistently one of the top performing brands in the energy drink market. I have to believe that there is a deal in the works somewhere.
6 Jun 2012, 01:26 PM Reply Like

redarrow5150 Comments (451)
 
MNST HAS BEEN taking market share from Red Bull! Holy crap just look at the numbers here in the U.S. and already making a dent in the International Markets. It's been my contention that Warren Buffett and not KO that made a play for Monster. Any deal involving MNST would have to give autonomy to the current management as they have done a phenominal job with this company. This is why I believe Buffett was the one since he gives management a lot of leeway in how they run things. KO coming in and buying Monster could have an old stale management trying to run a hip and a younger demographic which is why Full Throttle doesn't go anywhere...besides the awful taste!
6 Jun 2012, 03:25 PM Reply Like