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Shares of Monster Beverage (MNST -0.2%) show no ill effect from the candid remarks made by...

Shares of Monster Beverage (MNST -0.2%) show no ill effect from the candid remarks made by PepsiCo execs on the firm's earnings call pointing to a lack of interest in pursuing M&A activity in the energy drink space. If Coca-Cola (previous) and PepsiCo are scratched out as buyers of Monster, it would appear the leading candidate could be Anheuser-Busch InBev (BUD -0.4%) - a company facing a matured beer market in the U.S. and potentially in need of a jolt of energy.
Comments (2)
  • Interesting, as I was thinking this weeks ago. In light of Bud's recent acquisition of Modelo, it would seem like an easy bolt-on.
    I feel smarter now :)

     

    Long BUD
    ??? MNST
    17 Oct 2012, 12:22 PM Reply Like
  • There's no way PEP would be a buyer of MNST based upon distribution deals with KO and In-Bev. PEP knows the relationship MNST has with these companies and it would totally destroy sales given the distribution deal MNST has with these companies. I think In-Bev could have a further expanded role with distribution internationally where as CCE does not. The one player that could change all of this and gets no attention is Diageo which could give it one consistent footprint everywhere versus state by state, region and internationally that currently exists for MNST.
    17 Oct 2012, 01:15 PM Reply Like
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