Feed - Buzzberg

21:00
May 07 ◎

MNST FY2026 Q1 Watch

Monster Beverage Corporation (MNST) FY2026 Q1 Earnings Call

KO CCBJF MNST ▾

Hilton Schlossberg

Monster highlights the strengthening partnership with Coca-Cola's bottling system as a key driver for distribution gains, particularly in EMEA and FSOP channels. New vending distribution in Japan via Coca-Cola Bottles Japan adds incremental shelf space.

"Our business continues to be supported by strong marketing programs, impactful retail engagement, and our solid partnership with the Coca-Cola Company and its global bottling partners."

KO WATCH

Hilton Schlossberg

New distribution channel in Japan via Coca-Cola Bottlers Japan vending machines is a significant incremental growth opportunity.

"We're also pleased to announce that in Japan, Monster Energy Green will be available in vending machines owned by Coca-Cola Bottles Japan Inc. beginning this summer."

CCBJF WATCH

Hilton Schlossberg

Management remains confident in the growth trajectory, citing strong demand across the globe and pricing power. While tariffs and aluminum costs present headwinds, they believe these will remain modest and are looking at pricing actions to mitigate margin pressure.

"We continue to reveal opportunities for price increases both domestically and internationally."

MNST WATCH

HIGH

22:00
Feb 26 ◎

MNST FY2025 Q4 Watch

Monster Beverage Corporation (MNST) FY2025 Q4 Earnings Call

NLSN SAP MCL DUC KO ▾

Hilton Shostberg

Uses Nielsen data as the primary source for category tracking and market share claims.

"according to Nielsen, for the recently reported 13-week period through February 14, 2026, sales in dollars in the energy drink category... increased by 12.9%"

NLSN WATCH

Hilton Shostberg

Signals a major, multi-year IT investment with SAP, indicating new software implementation costs and potential operational disruptions during the transition.

"we are upgrading our enterprise resource planning system, including the implementation of SAP S4 HANA with the planned goal update of January the 1st, 2028"

SAP WATCH

Hilton Shostberg

Highlights the success and marketing value of the F1 sponsorship, which is a key part of Monster's global brand building.

"Monster Energy-sponsored McLaren Formula One team winning the Constructors' Championship for the second year in a row"

MCL WATCH

Hilton Shostberg

Another performance highlighted as a key marketing win, showing the value of their sports sponsorships.

"The Monster Energy-sponsored Ducati team won the MotoGP World Championship. Mark Marquez won the Riders' Championship."

DUC WATCH

Hilton Shostberg

Monster's APAC growth was hurt by a systems disruption at its Japanese distributor, costing an estimated ~11% growth (67% of the quarter's impact), but operations normalized by February 1st, 2026. — Indicates that the reported APAC slowdown was a temporary, non-market-related issue, implying stronger underlying momentum and a potential recovery tailwind in the coming quarter.

"our strong global partnership with the Coca-Cola Company and its global bottling partners"

KO WATCH

Hilton Shostberg

Management is bullish on global growth, citing strong category health, successful innovation, market share gains across all regions, and a robust January 2026 performance.

"The energy drink category remains healthy, with Monster outperforming the category in many EMEA markets."

MNST WATCH

Hilton Shostberg

Monster sees aluminum can costs rising again in H1 2026 due to the spiking Midwest premium, but sees the pressure as temporary and manageable via pricing and hedging. — This is a clear cost signal for beverage can makers and aluminum buyers, suggesting margins will be pressured in the short term but should recover in the back half of 2026.

"I think Q1 will probably be a little bit higher than what we saw in this quarter, and Q2 will be a little bit higher than that, and then we start overlapping... the rest of the year is overlapping on high aluminum prices in 2025."

CENX WATCH

HIGH

Feed — Buzzberg