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  • HANS period of "internationalization" is well underway. 2 comments
    Nov 4, 2010 9:23 PM | about stocks: MNST
      HANS reported Q310 today 11/04/10. Revs came in at $438.6m, eps,$0.72, the eps beat by only a penny, but the sales number is $131m higher than Q309. This is a pretty nice boost in sales, spurred by Monster Energy's international growth that started with Canada and Mexico, and extended in '09 to UK, Australia, Brazil, and with '10 adding Germany, Saudi Arabia, Turkey, Luxemburg, and many others including E. European countries such as Hungary.
     Looking forward to next summer, I've been calling for their first $.5bil quarter in either Q211 or Q311, and it looks very makeable judging by today's numbers.
     Now, HANS for years has not given guidance at their quarterly earnings calls, but what has been going on lately, during the period of "internationalization" as CEO Rodney Sacks calls it, is that he'll give the public guidance on what countries are about to be launched. The about to launch countries for Q410 are: Switzerland, Austria, Iceland & Bulgaria. This should add a continued boost in annual revenues, for 2010, besides the fact that the popular US product gains traction in new markets during the following 3 years post-launch.
     Monster Energy is now neck & neck with Red Bull, in the triumvirate of countries established in their early history, I say this is very likely to continue in the future, as they roll out sales in country after country, region after region, of planet earth.
     The following decade should be stellar for HANS.

    Disclosure: Long HANS
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  • Author’s reply » Please note that net sales for Q310 were $381.5 m. Consensus was $361m. Year ago revs were $308m, the sizable gains in quarterly sales are attributable to the launch of Monster Zero and Monster Import light, as well as a gain of almost $4m higher in international sales.
    5 Nov 2010, 07:23 AM Reply Like
  • Author’s reply » I should have written that YOY, Q3 intl sales were up 40%, not 4mil.
    5 Nov 2010, 10:48 AM Reply Like
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