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Thu, Mar. 26, 2:57 PM
- Total soda volume in the U.S. fell for the 10th straight year, according to data from Beverage Digest.
- Volume at Coca-Cola (KO -0.2%) was down 1.1%, while PepsiCo (PEP +0.5%) volume declined 1.4%. Both soda giants offset the soda slide in part with sales in juices, smoothie, and flavored waters.
- Dr. Pepper (DPS +2.5%) volume was flat during the year.
- Monster Beverage (MNST +0.5%) bucked the trend with a 7% rise in volume.
- Total U.S. volume in the category was down 0.9%.
Tue, Mar. 24, 11:02 AM
- Beverage stocks break higher as some industry sales tracking is reported to be positive.
- The C-store channel has been vibrant for the sector recently.
- Strong gainers include Keurig Green Mountain (NASDAQ:GMCR) up 2.5% and Monster Beverage (NASDAQ:MNST) with a 2.3% increase.
- Small player Jones Soda (OTCQB:JSDA) is up 7% and Cott (NYSE:COT) continues its stellar 2015 run with a 2.2% rally.
- Even large soda sellers Pepsico (PEP +1.2%), Coca-Cola (KO +0.7%), and Dr. Pepper Snapple (DPS +0.7%) are ahead of broad market averages.
Fri, Feb. 27, 1:32 PM
- Monster Beverage (MNST +13%) says it increased market share across Europe in December and January.
- A lot of detail is given out during the call on the transition to Coca-Cola from Anheuser-Busch InBev for distribution. The company maintains inventory issues will not be problem.
- Sales of Monster products through the convenience and gas channel rose 11.3% Y/Y in January.
- Execs says the board will examine capital allocation options in light of the new funds coming in from Coca-Cola.
- Shares of MNST are trading over $140 for the first today.
- Earnings call transcript
Fri, Feb. 27, 9:15 AM
- Gainers: XIN +20%. CYCC +17%. SREV +16%. BLOX +16%. CYTX +13%. CLNE +12%. MNST +10%. ATOS +10%. SD +9%. SPLK +7%. MEET +6%. ARUN +6%. VIMC +6%. HZNP +6%.
- Losers: CVSL -42%. RESN -28%. MOSY -21%. WTW -18%. TUBE -17%. TBIO -14%. JCP -13%. DRL -13%. GENE -11%. OCN -8%. PBPB -8%. NBG -8%. NVAX -7%. FRO -5%.
Fri, Feb. 27, 8:19 AM
- Monster Beverage (NASDAQ:MNST) trades higher after topping the expectations of analysts with its Q4 report.
- Operating expenses as a percentage of sales declined 2.5% to $138.9M.
- Selling expenses as a percentage of sales fell 150 bps to 9.3%.
- The company says the deal with Coca-Cola is on track to close in Q2.
- MNST +9.80% premarket to $136.97.
Thu, Feb. 26, 5:38 PM
Thu, Feb. 26, 4:09 PM
Wed, Feb. 25, 5:35 PM
- ABTL, ADSK, AEGR, AHT, AIRM, AL, APEI, ARUN, AVD, BCEI, BIO, BLOX, CERS, CLNE, CROX, CSU, CUBE, DGI, ECOL, ECPG, ENOC, ENV, EVC, EVHC, GPS, HLF, HPTX, IM, IMMR, JCP, KBR, KND, LYV, MAIN, MDRX, MENT, MITT, MNST, MTZ, MVNR, NMBL, NOG, NVAX, OLED, OUT, OVTI, PE, PEGA, PFMT, PKT, PODD, PSIX, RBA, RMTI, ROST, RP, RPTP, RRMS, SB, SBAC, SEMG, SGM, SPLK, SRC, SREV, SWN, SZYM, TPC, TUBE, TUMI, TWOU, UHS, UIL, UNXL, VGR, WIFI, WTR, WTW
Tue, Feb. 24, 10:19 AM
- Monster Beverage (MNST +1.9%) sets a new 52-week high on strong trading volume as sentiment remains favorable on the beverage stock.
- Shares of Monster have blown past most analyst price targets in reaching the $125 plateau.
- Today's report from sector peer Cott could be helping to contribute to the mini-rally.
- Monster analysis on SA: Why Monster Energy Will Be Carried Higher By Its Coca-Cola Partnership, Monster Has Entered The Stratosphere.
- Previously: Cott +3.8% after solid Q4 report
Thu, Feb. 19, 3:25 PM
- C-store chains expect the transition of Monster Beverage (MNST +0.8%) to using Coca-Cola bottlers for distribution to be potentially disruptive.
- In some cases, the Coca-Cola bottlers delivery less frequently to retailers than beer distributors.
- There's also the question of retail locations that buy PepsiCo products exclusively.
- Coca-Cola and Monster Beverage entered a long-term strategic relationship last year.
Thu, Feb. 19, 3:06 PM
- New recommendations from the USDA's Dietary Guidelines Advisory Committee call for reduced consumption of sugar in the U.S. in order to help alleviate obesity.
- A tax on foods with high sugar content has been part of the discussion.
- Analysis from the group on sugar supplement aspartame was mixed.
- The consumption of sodas by children is of particular concern to the group which also issued broader guidelines on dietary health.
- Food lobbyists are expected to challenge some of the proposals.
- USDA press release
- Related stocks: KRFT, MDLZ, PEP, KO, HSY, RMCF, MNST, TR.
Sat, Feb. 14, 10:13 AM
- Craft soda is starting to become a trend to watch closely, according to industry insiders.
- Though still accounting for only ~1% of the total U.S. soda market, major retail chains have increasingly been willing to bet on local craft brands in store aisles.
- The craft craze is old news for the beer industry where coming-of-age millennials buy craft/local beers at a 50% higher rate than brand-loyal older generations. Fading stars such as Budweiser and Bud Light are testament to the impact of the millennial paradigm.
- The craft influence in coffee hasn't been lost on Starbucks which has strategically deployed trucks on college campuses in an effort to win over students.
- Despite the progressive reputation of Starbucks, analysts think new upstarts such as Craft (subscription) and Cups (app) have a shot of gaining influence with the Indie-minded millennial crowd on "customization" and pricing.
- What to watch: An increase in M&A activity in the beverage sector is expected as major companies strategically pick off more local craft brands to incubate.
- Craft beer watch: BUD, OTCPK:SBMRY, TAP, OTCQX:HEINY, SAM, BREW, STZ, OTC:BIBLF, OTCPK:BRBMF.
- Craft coffee watch: GMCR, SBUX, JVA, SJM, KRFT, DNKN, QSR, MCD.
- Craft soda watch: PEP, KO, MNST, COT, DPS, OTCQB:JSDA, REED, SODA, FIZZ.
Mon, Feb. 2, 10:57 AM
- A consumer group in Germany calls on the German Federal Ministry of Food, Agriculture and Consumer Protection to reclassify energy shots and ban energy drinks sales altogether to anyone under the age of 18.
- Red Bull and Monster Beverage (MNST -0.5%) are both active sellers in the region.
- Energy drinks have been a focus of health organizations across Europe over the last year.
Wed, Jan. 14, 11:25 AM
- Cowen Research upgrades Monster Beverage (MNST +3.2%) to an Outperform rating.
- The investment firm sets a price target of $140, up from a prior level of $106.
- Monster Beverage held an investor meeting yesterday.
- Execs spent some time during their talk discussing grocery store positioning and the company's relationship with bottlers.
- New partner Coca-Cola will bring Monster the scale it needs in many new markets, say execs.
- China is a strategic market for Monster even with Red Bull already firmly entrenched.
- Investor meeting webcast
MNST vs. ETF Alternatives
Monster BeverageCorp through its subsidiaries markets and distributes energy drinks.It offers energy drinks including Monster Energy, Java Monster, Monster Rehab, NOS, Full Throttle Mother, Power Play and Ultra energy drinks.
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