Tearsheet

Monster Beverage (MNST)


Market Price (6/21/2026): $91.49 | Market Cap: $89.5 BilInvestor Relations Sector: Consumer Staples | Industry: Soft Drinks & Non-alcoholic Beverages

Monster Beverage (MNST)


Market Price (6/21/2026): $91.49
Market Cap: $89.5 Bil
Sector: Consumer Staples
Industry: Soft Drinks & Non-alcoholic Beverages

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 18%

Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 29%

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 25%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 23%, CFO LTM is 2.2 Bil, FCF LTM is 2.0 Bil

Stock buyback support
Stock Buyback 3Y Total is 4.6 Bil

Low stock price volatility
Vol 12M is 26%

Megatrend and thematic drivers
Megatrends include Health & Wellness Trends. Themes include Functional Foods & Beverages, and Nutritional Supplements.

Trading close to highs
Dist 52W High is -2.0%, Dist 3Y High is -2.0%

Weak multi-year price returns
3Y Excs Rtn is -15%

Expensive valuation multiples
P/SPrice/Sales ratio is 10x, P/EBITPrice/EBIT or Price/(Operating Income) ratio is 34x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 41x, P/EPrice/Earnings or Price/(Net Income) is 44x

Key risks
MNST key risks include [1] regulatory and health scrutiny targeting its core energy and alcohol products, Show more.

0 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 18%
1 Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 29%
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 25%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 23%, CFO LTM is 2.2 Bil, FCF LTM is 2.0 Bil
3 Stock buyback support
Stock Buyback 3Y Total is 4.6 Bil
4 Low stock price volatility
Vol 12M is 26%
5 Megatrend and thematic drivers
Megatrends include Health & Wellness Trends. Themes include Functional Foods & Beverages, and Nutritional Supplements.
6 Trading close to highs
Dist 52W High is -2.0%, Dist 3Y High is -2.0%
7 Weak multi-year price returns
3Y Excs Rtn is -15%
8 Expensive valuation multiples
P/SPrice/Sales ratio is 10x, P/EBITPrice/EBIT or Price/(Operating Income) ratio is 34x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 41x, P/EPrice/Earnings or Price/(Net Income) is 44x
9 Key risks
MNST key risks include [1] regulatory and health scrutiny targeting its core energy and alcohol products, Show more.

MNST in ETFs

Weight = MNST's share of each fund

SPY0.10%
VOO0.10%
IVV0.10%
VTI0.08%
ITOT0.09%
QQQ0.41%
QQQM0.39%
IWB0.09%
+32 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 6/1/2026

Monster Beverage (MNST) stock has gained about 5% since 2/28/2026 because of the following key factors:

1. Strong First Quarter 2026 Financial Performance. Monster Beverage reported robust financial results for the first quarter of 2026, with net sales increasing 26.9% year-over-year to $2.35 billion, significantly surpassing the Zacks Consensus Estimate of $2.16 billion. The company also achieved adjusted earnings per share (EPS) of $0.58, beating the consensus estimate of $0.53 by 8.92%.

2. Robust International Sales Expansion. The company demonstrated exceptional growth in its international markets during Q1 2026, with net sales outside the United States surging by 44.9% to $1.06 billion. This international performance constituted approximately 45% of total net sales, highlighted by significant increases of 95.0% in China and 94.5% in India on a currency-neutral basis.

Show more
Updated on 6/1/2026

Monster Beverage (MNST) stock has gained about 5% since 2/28/2026 because of the following key factors:

1. Strong First Quarter 2026 Financial Performance. Monster Beverage reported robust financial results for the first quarter of 2026, with net sales increasing 26.9% year-over-year to $2.35 billion, significantly surpassing the Zacks Consensus Estimate of $2.16 billion. The company also achieved adjusted earnings per share (EPS) of $0.58, beating the consensus estimate of $0.53 by 8.92%.

2. Robust International Sales Expansion. The company demonstrated exceptional growth in its international markets during Q1 2026, with net sales outside the United States surging by 44.9% to $1.06 billion. This international performance constituted approximately 45% of total net sales, highlighted by significant increases of 95.0% in China and 94.5% in India on a currency-neutral basis.

3. Authorization of a New Share Repurchase Program. On May 15, 2026, Monster Beverage's Board of Directors authorized a new share repurchase program for up to an additional $500.0 million of its outstanding common stock. This action signals management's confidence in the company's valuation and its commitment to enhancing shareholder value.

4. Positive Analyst Sentiment and Price Targets. Analysts maintain a generally positive outlook on Monster Beverage, with a consensus rating ranging from "Moderate Buy" to "Strong Buy." Average price targets from various analysts range from $88.46 to $93.06, with some high forecasts reaching $97.00 to $103.00, reflecting confidence in the company's future performance.

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Stock Movement Drivers

Fundamental Drivers

The 7.1% change in MNST stock from 2/28/2026 to 6/20/2026 was primarily driven by a 6.0% change in the company's Total Revenues ($ Mil).
(LTM values as of)22820266202026Change
Stock Price ($)85.3091.347.1%
Change Contribution By: 
Total Revenues ($ Mil)8,2948,7936.0%
Net Income Margin (%)23.0%23.1%0.6%
P/E Multiple43.844.00.5%
Shares Outstanding (Mil)978978-0.1%
Cumulative Contribution7.1%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 6/20/2026
ReturnCorrelation
MNST7.1% 
Market (SPY)9.2%32.6%
Sector (XLP)-6.9%42.9%

Fundamental Drivers

The 21.8% change in MNST stock from 11/30/2025 to 6/20/2026 was primarily driven by a 10.3% change in the company's Total Revenues ($ Mil).
(LTM values as of)113020256202026Change
Stock Price ($)74.9991.3421.8%
Change Contribution By: 
Total Revenues ($ Mil)7,9758,79310.3%
Net Income Margin (%)21.7%23.1%6.7%
P/E Multiple42.444.03.7%
Shares Outstanding (Mil)977978-0.2%
Cumulative Contribution21.8%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 6/20/2026
ReturnCorrelation
MNST21.8% 
Market (SPY)9.9%21.2%
Sector (XLP)6.4%36.7%

Fundamental Drivers

The 42.8% change in MNST stock from 5/31/2025 to 6/20/2026 was primarily driven by a 18.1% change in the company's Total Revenues ($ Mil).
(LTM values as of)53120256202026Change
Stock Price ($)63.9591.3442.8%
Change Contribution By: 
Total Revenues ($ Mil)7,4488,79318.1%
Net Income Margin (%)20.3%23.1%14.0%
P/E Multiple41.244.06.7%
Shares Outstanding (Mil)974978-0.5%
Cumulative Contribution42.8%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2025 to 6/20/2026
ReturnCorrelation
MNST42.8% 
Market (SPY)28.1%14.4%
Sector (XLP)3.3%42.5%

Fundamental Drivers

The 55.8% change in MNST stock from 5/31/2023 to 6/20/2026 was primarily driven by a 35.5% change in the company's Total Revenues ($ Mil).
(LTM values as of)53120236202026Change
Stock Price ($)58.6291.3455.8%
Change Contribution By: 
Total Revenues ($ Mil)6,4918,79335.5%
Net Income Margin (%)19.9%23.1%15.8%
P/E Multiple47.344.0-7.0%
Shares Outstanding (Mil)1,0459786.8%
Cumulative Contribution55.8%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2023 to 6/20/2026
ReturnCorrelation
MNST55.8% 
Market (SPY)85.7%24.0%
Sector (XLP)24.4%47.7%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
MNST Return4%6%13%-9%46%20%98%
Peers Return22%12%10%-12%10%2%50%
S&P 500 Return27%-19%24%23%16%8%98%

Monthly Win Rates [3]
MNST Win Rate50%50%58%50%67%83% 
Peers Win Rate58%50%50%43%52%60% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
MNST Max Drawdown-18%-26%-21%-26%-12%-18% 
Peers Max Drawdown-26%-24%-21%-28%-26%-21% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: PEP, KO, CELH, KDP, FIZZ. See MNST Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/18/2026 (YTD)

How Low Can It Go

EventMNSTS&P 500
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-18.1%-9.5%
  % Gain to Breakeven22.2%10.5%
  Time to Breakeven82 days24 days
2022 Inflation Shock & Fed Tightening
  % Loss-24.9%-24.5%
  % Gain to Breakeven33.2%32.4%
  Time to Breakeven120 days427 days
2020 COVID-19 Crash
  % Loss-27.3%-33.7%
  % Gain to Breakeven37.5%50.9%
  Time to Breakeven65 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-15.4%-19.2%
  % Gain to Breakeven18.2%23.8%
  Time to Breakeven38 days105 days
2016-2017 Trump Reflation Bond Selloff
  % Loss-16.5%-3.7%
  % Gain to Breakeven19.8%3.9%
  Time to Breakeven190 days6 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-22.5%-12.2%
  % Gain to Breakeven29.0%13.9%
  Time to Breakeven90 days62 days

Compare to PEP, KO, CELH, KDP, FIZZ

In The Past

Monster Beverage's stock fell -0.9% during the 2025 US Tariff Shock. Such a loss loss requires a 0.9% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventMNSTS&P 500
2022 Inflation Shock & Fed Tightening
  % Loss-24.9%-24.5%
  % Gain to Breakeven33.2%32.4%
  Time to Breakeven120 days427 days
2020 COVID-19 Crash
  % Loss-27.3%-33.7%
  % Gain to Breakeven37.5%50.9%
  Time to Breakeven65 days140 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-22.5%-12.2%
  % Gain to Breakeven29.0%13.9%
  Time to Breakeven90 days62 days
2008-2009 Global Financial Crisis
  % Loss-55.7%-53.4%
  % Gain to Breakeven125.7%114.4%
  Time to Breakeven680 days1085 days

Compare to PEP, KO, CELH, KDP, FIZZ

In The Past

Monster Beverage's stock fell -0.9% during the 2025 US Tariff Shock. Such a loss loss requires a 0.9% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Monster Beverage (MNST)

Monster Beverage Corporation (MNST) is a prominent global developer, marketer, seller, and distributor of energy drink beverages and concentrates. The company primarily operates through its Monster Energy Drinks segment, complemented by Strategic Brands and Other segments, making it a key player in the beverage industry both in the United States and internationally.

The company's core offering revolves around its extensive portfolio of energy drinks, most notably under the flagship Monster Energy brand, which includes variations like Monster Energy Ultra, Monster Rehab, and Java Monster. Beyond its renowned energy drinks, Monster Beverage also diversified its product line to include non-carbonated ready-to-drink iced teas, lemonades, juice cocktails, dairy and coffee drinks, sports drinks, and natural sparkling beverages, marketed under a broad array of brands such as Reign Total Body Fuel, NOS, and Full Throttle.

Monster Beverage serves a wide range of customers through a multifaceted distribution network. It sells its products to bottlers and full-service beverage distributors, as well as directly to a vast array of retail channels. These include retail grocery and specialty chains, wholesalers, club stores, mass merchandisers, convenience chains, drug stores, foodservice customers, value stores, and e-commerce retailers. The company also supplies concentrates and beverage bases to authorized bottling and canning operations worldwide.

AI Analysis | Feedback

Monster Beverage is like **the Coca-Cola of energy drinks**.

Alternatively, think of it as **a PepsiCo focused on the energy drink and specialty beverage market**.

AI Analysis | Feedback

  • Energy Drinks: Carbonated and non-carbonated beverages formulated to provide an energy boost, including flagship Monster Energy products and brands like Reign, NOS, and Full Throttle.
  • Ready-to-Drink Coffee & Dairy Beverages: Prepared coffee and dairy-based drinks, often with an added energy or protein component, found under brands like Java Monster and Muscle Monster.
  • Juice-Based Beverages: A variety of juice cocktails, single-serve juices, and fruit beverages offered through lines such as Punch Monster and Juice Monster.
  • Hydration and Sports Drinks: Still waters, flavored energy waters, and performance-enhancing sports drinks, including the Monster Hydro and Monster Super Fuel series.
  • Iced Teas and Lemonades: Ready-to-drink teas and lemonades, such as the Monster Dragon Tea products.
  • Sparkling Juices and Flavored Sodas: Natural sparkling juices and flavored sparkling beverages, exemplified by the True North brand.

AI Analysis | Feedback

Monster Beverage Corporation (MNST) primarily sells its products to other companies, acting as a business-to-business (B2B) supplier.

Its major customers fall into the following categories:

  • Beverage Bottlers and Distributors: These companies purchase concentrates and/or finished Monster products for bottling, distribution, and sale in various markets globally. The most significant customer in this category, fitting the description of a "bottler" and "full-service beverage distributor" for Monster globally, is The Coca-Cola Company (KO). Through a strategic partnership, The Coca-Cola Company serves as a primary distributor for Monster's products in many regions, purchasing products for onward distribution to retailers.
  • Direct Retail and Wholesale Channels: Monster also sells directly to a wide array of retail and wholesale partners. While specific company names for these direct sales relationships are not provided in the background description, these customers represent various types of businesses that directly purchase and resell Monster's beverages. These include:
    • Retail grocery and speciality chains
    • Wholesalers
    • Club stores
    • Mass merchandisers
    • Convenience chains
    • Drug stores
    • Foodservice customers
    • Value stores
    • E-commerce retailers
    • The military (selling to entities like commissaries and base exchanges)

AI Analysis | Feedback

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AI Analysis | Feedback

Rodney C. Sacks, Chairman of the Board

Rodney Sacks, born in South Africa in 1949 or 1950, is a billionaire businessman. He earned a law degree from the University of the Witwatersrand and was the youngest partner at Werksmans, a prominent South African corporate law firm, before emigrating to California in 1989. In 1990, he co-led a consortium with Hilton Schlosberg to acquire Hansen Natural Corporation for $14.5 million, which was later rebranded as Monster Beverage Corporation in 2012. He served as Co-Chief Executive Officer until June 2025, when he transitioned to solely the Chairman of the Board role. Under his leadership, the company launched the highly successful Monster Energy drink line in 2002. Beyond Monster, Sacks and Schlosberg also acquired Thrifty Ice Cream through their holding company, Hilton Holdings, in June 2025.

Hilton H. Schlosberg, Chief Executive Officer and Vice Chairman

Hilton Schlosberg, a South African-born British billionaire businessman born in 1952, holds an MBA from the University of the Witwatersrand. In 1992, he partnered with Rodney Sacks to acquire Hansen Natural Corporation, where he initially served as President and Chief Operating Officer. He also held the position of Chief Financial Officer for over 23 years until 2021. Effective June 13, 2025, Schlosberg assumed the role of sole Chief Executive Officer, having previously served as Co-Chief Executive Officer and Vice Chairman. He was instrumental in revitalizing the company and launching the Monster Energy brand in 2002. Along with Rodney Sacks, he acquired Thrifty Ice Cream through their company, Hilton Holdings.

Thomas J. Kelly, Chief Financial Officer

Thomas J. Kelly serves as the Chief Financial Officer of Monster Beverage Corporation, a role he took on in 2021. He is responsible for overseeing all financial aspects of the company, including financial planning and analysis, corporate finance, and accounting. Kelly is a Certified Public Accountant (CPA) with extensive expertise in finance and accounting.

Mark J. Hall, President, Beverage Alcohol and Director

Mark J. Hall has been a Director on Monster Beverage Corporation's Board since January 2014. He currently serves as the President of Beverage Alcohol, a position he has held since May 2023. Prior to this, he played key roles in product ideation, design, and development at Monster Energy Company, which he joined in 1997. Hall was notably instrumental in the launch of the Monster Energy drink in 2002. He also previously held the position of Vice President-Sales at Arizona Beverage Co.

Guy P. Carling, President, EMEA & OSP

Guy P. Carling serves as the President of EMEA (Europe, the Middle East, and Africa) & OSP for Monster Beverage Corporation. He joined the company in 2010 and has been crucial in expanding Monster's market presence and share across the EMEA region. Carling's strategic approach and deep understanding of diverse markets have been vital in driving the company's international performance.

AI Analysis | Feedback

Here are the key risks to Monster Beverage (MNST):

  1. Intensified Competition and Market Share Erosion: Monster Beverage operates in a fiercely competitive beverage industry, facing challenges from both established players like Red Bull and numerous new entrants. This intense competition can lead to price wars, increased marketing expenditures, and difficulty in maintaining or expanding market share, which could materially impact the company's revenues and operating results.
  2. Changing Consumer Preferences and Regulatory Scrutiny: There is a growing global trend towards health and wellness, which could reduce demand for energy drinks with high caffeine and sugar content. Coupled with this, the energy drink industry faces increasing regulatory scrutiny regarding the health effects of its ingredients, particularly caffeine. Potential regulatory changes, such as new restrictions on product formulations, marketing practices (especially concerning minors), or the imposition of taxes on sugary drinks, could negatively impact Monster Beverage's product offerings, consumer demand, and financial performance.
  3. Currency Fluctuations: Given Monster Beverage's significant international sales and operations, its financial performance is susceptible to adverse currency exchange rate fluctuations. Changes in exchange rates can affect the value of international sales and profits when translated back into U.S. dollars, impacting the company's reported financial results.

AI Analysis | Feedback

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AI Analysis | Feedback

The addressable market for Monster Beverage's main products, primarily energy drinks, is substantial both globally and in the U.S. Monster Beverage is a significant player in the energy drink market, holding approximately 30.1% of the U.S. energy drink category by retail dollar sales as of Q1 2025. The company's core Monster Energy Drinks segment was its primary revenue generator, contributing 91.6% of net sales in 2024.

Global Energy Drink Market

The global energy drinks market was estimated at approximately USD 79.39 billion in 2024. This market is projected to grow to about USD 125.11 billion by 2030, with a compound annual growth rate (CAGR) of 8.0% from 2025 to 2030.

U.S. Energy Drink Market

In the U.S., the energy drinks market was valued at approximately USD 25.01 billion in 2024. It is expected to expand at a CAGR of 7.2% from 2024 to 2030. Another source indicates the U.S. market was valued at USD 23.19 billion in 2024 and is projected to reach USD 43.08 billion by 2032, growing at a CAGR of 8.1%.

AI Analysis | Feedback

Monster Beverage Corporation (MNST) is expected to drive future revenue growth over the next 2-3 years through several key strategies:

  1. International Market Expansion: Monster Beverage has demonstrated significant growth in its international markets, with foreign currency favorably impacting Q4 2025 sales and international net sales rising 26.9% in the same quarter, representing approximately 42% of total sales. The EMEA region, in particular, saw a 32.6% increase in dollar sales, contributing substantially to offshore growth.

  2. Product Innovation and Portfolio Expansion, particularly in Zero Sugar Offerings: The company continues to expand its product portfolio with innovative offerings, and a strategic focus on zero-sugar products has been a crucial element of its success. Monster Beverage has a robust innovation pipeline planned for 2026 and beyond, with staggered launches expected. The volume mix of no-sugar products reached 40.3% of the portfolio in Q4 2025, aligning with broader consumer trends.

  3. Strategic Pricing Initiatives: Higher pricing has already contributed to a strong increase in net income for Monster Beverage in Q4 2025. The company is actively conducting an ongoing review of pricing opportunities, both domestically and internationally, to further enhance revenue through improved pricing power.

  4. Continued Growth of the Core Monster Energy Drinks Segment: The Monster Energy Drinks segment, which includes key brands such as Monster Energy, Reign Total Body Fuel, and Bang Energy drinks, remains a primary driver of the company's performance. This segment experienced an 18.9% increase in net sales in the fourth quarter of 2025.

AI Analysis | Feedback

Share Repurchases

  • Monster Beverage authorized a new share repurchase program for up to an additional $500.0 million on November 8, 2023, with approximately $282.8 million remaining under a previously authorized program at that time.
  • As of February 26, 2026, approximately $500.0 million remained available under the share repurchase program.
  • The company repurchased approximately $3.8 billion of common stock in 2024, which included a $3.0 billion tender offer completed in June 2024.

Share Issuance

  • Monster Beverage's shares outstanding have generally declined over the last few years, with 0.984 billion shares outstanding in 2025, a 2.83% decrease from 2024.
  • Shares outstanding were 1.013 billion in 2024, a 4.24% decrease from 2023, and 1.058 billion in 2023, a 0.79% decrease from 2022.

Outbound Investments

  • On July 31, 2023, Monster Beverage acquired substantially all the assets of Vital Pharmaceuticals, Inc. and certain affiliates (Bang Energy), which included the Bang Energy® drink business and a beverage production facility in Phoenix, Arizona.
  • In 2022, Monster Beverage completed the acquisition of Monster Brewing Company, marking its entry into the alcohol beverage sector.

Capital Expenditures

  • Monster Beverage's capital expenditures were $264.1 million in fiscal year 2024, which was a peak for the last five years.
  • Capital expenditures increased in 2022 to $188.7 million, in 2023 to $221.4 million, and in 2024 to $264.1 million, following a low of $43.868 million in 2021.
  • Capital expenditures for the latest twelve months were $195.4 million, and for Q4 2025, they were $28.2 million.

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Peer Comparisons

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Financials

MNSTPEPKOCELHKDPFIZZMedian
NameMonster .PepsiCo Coca-ColaCelsius Keurig D.National. 
Mkt Price91.34142.0279.3930.8030.7636.2957.84
Mkt Cap89.4194.1341.57.941.83.465.6
Rev LTM8,79395,44949,2842,96916,9441,19712,869
Op Inc LTM2,58014,12115,5655603,6082373,094
FCF LTM2,0488,84212,5622931,5761651,812
FCF 3Y Avg1,7497,7847,2182561,3791661,564
CFO LTM2,19613,10114,6313302,0631962,129
CFO 3Y Avg1,97512,8239,2242841,9161971,946

Growth & Margins

MNSTPEPKOCELHKDPFIZZMedian
NameMonster .PepsiCo Coca-ColaCelsius Keurig D.National. 
Rev Chg LTM18.1%4.3%5.1%123.3%9.2%1.0%7.1%
Rev Chg 3Y Avg10.9%2.8%4.3%66.2%5.8%0.8%5.0%
Rev Chg Q26.9%8.5%12.1%137.7%9.4%-0.9%10.7%
QoQ Delta Rev Chg LTM6.0%1.6%2.8%18.0%2.1%-0.2%2.4%
Op Inc Chg LTM31.7%10.4%10.6%349.5%7.9%2.9%10.5%
Op Inc Chg 3Y Avg16.5%6.3%8.9%212.7%10.7%9.2%9.9%
Op Mgn LTM29.3%14.8%31.6%18.9%21.3%19.8%20.6%
Op Mgn 3Y Avg27.7%14.3%30.2%16.6%21.8%19.2%20.5%
QoQ Delta Op Mgn LTM0.2%0.4%0.5%0.2%-0.7%0.1%0.2%
CFO/Rev LTM25.0%13.7%29.7%11.1%12.2%16.4%15.0%
CFO/Rev 3Y Avg25.1%13.8%19.3%16.3%12.1%16.6%16.4%
FCF/Rev LTM23.3%9.3%25.5%9.9%9.3%13.8%11.8%
FCF/Rev 3Y Avg22.2%8.4%15.1%14.8%8.7%14.0%14.4%

Valuation

MNSTPEPKOCELHKDPFIZZMedian
NameMonster .PepsiCo Coca-ColaCelsius Keurig D.National. 
Mkt Cap89.4194.1341.57.941.83.465.6
P/S10.22.06.92.72.52.82.8
P/Op Inc34.613.721.914.111.614.314.2
P/EBIT34.416.118.830.212.814.317.5
P/E44.022.224.945.622.818.123.9
P/CFO40.714.823.324.020.317.421.8
Total Yield2.3%8.5%7.2%2.2%5.9%5.5%5.7%
Dividend Yield0.0%4.0%3.2%0.0%1.5%0.0%0.7%
FCF Yield 3Y Avg2.8%3.6%2.4%2.4%3.4%4.4%3.1%
D/E0.00.30.10.10.60.00.1
Net D/E-0.00.20.10.00.6-0.10.1

Returns

MNSTPEPKOCELHKDPFIZZMedian
NameMonster .PepsiCo Coca-ColaCelsius Keurig D.National. 
1M Rtn5.8%-3.6%-1.6%3.7%6.9%2.5%3.1%
3M Rtn24.0%-4.3%6.9%-25.8%15.7%6.5%6.7%
6M Rtn19.8%-2.3%14.8%-28.0%12.2%12.3%12.2%
12M Rtn44.8%14.4%18.6%-29.0%-5.3%-14.2%4.5%
3Y Rtn56.4%-15.0%41.2%-34.2%5.7%-21.8%-4.7%
1M Excs Rtn3.8%-6.6%-4.5%3.7%4.6%2.6%3.2%
3M Excs Rtn10.3%-19.6%-7.8%-41.8%0.8%-8.5%-8.2%
6M Excs Rtn10.9%-14.0%4.0%-38.9%-0.9%-1.2%-1.0%
12M Excs Rtn20.1%-11.2%-8.1%-55.6%-28.7%-42.3%-19.9%
3Y Excs Rtn-14.7%-84.8%-27.1%-109.9%-65.3%-89.8%-75.0%

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Monster Energy® Drinks7,6666,8656,5555,8335,221
Strategic Brands469432377353295
Alcohol Brands135172185101 
Other2524232326
Corporate and unallocated  00 
Total8,2947,4937,1406,3115,541


Operating Income by Segment
$ Mil20252024202320222021
Monster Energy® Drinks2,9772,4622,3391,8501,991
Strategic Brands241234207198174
Other35437
Alcohol Brands-127-200-81-32 
Corporate overhead expenses, excluding payroll-229-193   
Corporate payroll expenses-446-377   
Corporate and unallocated  -515-435-374
Total2,4191,9301,9531,5851,797


Price Behavior

Price Behavior
Market Price$91.34 
Market Cap ($ Bil)89.4 
First Trading Date08/18/1995 
Distance from 52W High-2.0% 
   50 Days200 Days
DMA Price$83.52$76.14
DMA Trendupup
Distance from DMA9.4%20.0%
 3M1YR
Volatility34.3%26.5%
Downside Capture18.98-1.82
Upside Capture81.6541.96
Correlation (SPY)27.6%13.4%
MNST Betas & Captures as of 5/31/2026

 1M2M3M6M1Y3Y
Beta1.721.261.020.570.360.40
Up Beta3.231.811.441.300.830.49
Down Beta0.420.681.030.140.020.25
Up Capture202%113%69%50%36%16%
Bmk +ve Days13283667141432
Stock +ve Days13253371139405
Down Capture75%54%96%27%15%63%
Bmk -ve Days7132757109318
Stock -ve Days7163053110344

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with MNST
MNST46.2%26.4%1.41-
Sector ETF (XLP)6.3%13.0%0.2141.6%
Equity (SPY)26.5%12.4%1.6112.9%
Gold (GLD)24.2%27.5%0.7711.2%
Commodities (DBC)19.8%18.8%0.83-16.6%
Real Estate (VNQ)11.0%13.7%0.5221.2%
Bitcoin (BTCUSD)-40.0%42.5%-1.08-2.8%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with MNST
MNST14.4%24.6%0.52-
Sector ETF (XLP)6.0%13.4%0.2353.5%
Equity (SPY)13.5%17.1%0.6241.4%
Gold (GLD)17.1%18.3%0.764.7%
Commodities (DBC)7.5%19.4%0.29-3.1%
Real Estate (VNQ)1.9%18.9%0.0039.8%
Bitcoin (BTCUSD)11.0%54.2%0.4012.5%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with MNST
MNST13.5%26.2%0.51-
Sector ETF (XLP)7.2%14.8%0.3657.9%
Equity (SPY)15.3%18.0%0.7352.5%
Gold (GLD)12.3%16.1%0.635.5%
Commodities (DBC)5.9%18.0%0.268.9%
Real Estate (VNQ)5.3%20.7%0.2244.7%
Bitcoin (BTCUSD)60.0%66.8%1.008.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date5292026
Short Interest: Shares Quantity21.0 Mil
Short Interest: % Change Since 51520264.8%
Average Daily Volume5.1 Mil
Days-to-Cover Short Interest4.2 days
Basic Shares Quantity978.3 Mil
Short % of Basic Shares2.1%

Earnings Returns History

Updated 6/10/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/7/202613.6%13.0%16.5%
2/26/2026-1.6%-11.5%-17.1%
11/6/20255.2%7.2%10.9%
8/7/20256.4%5.6%3.7%
5/8/20251.4%3.6%4.8%
2/27/20255.3%7.3%11.4%
11/7/2024-1.1%2.2%-2.8%
8/7/2024-10.9%-8.5%-3.7%
...
SUMMARY STATS   
# Positive161815
# Negative869
Median Positive5.3%4.1%6.1%
Median Negative-3.2%-6.6%-2.8%
Max Positive13.6%13.0%16.5%
Max Negative-10.9%-11.5%-17.1%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/7/202613.6%13.0%16.5%
2/26/2026-1.6%-11.5%-17.1%
11/6/20255.2%7.2%10.9%
8/7/20256.4%5.6%3.7%
5/8/20251.4%3.6%4.8%
2/27/20255.3%7.3%11.4%
11/7/2024-1.1%2.2%-2.8%
8/7/2024-10.9%-8.5%-3.7%
5/2/20243.0%3.4%-2.8%
2/28/20245.8%4.4%6.1%
11/2/20235.5%4.6%4.8%
8/3/2023-4.9%0.2%-2.5%
5/4/20233.3%2.5%2.5%
2/28/2023-2.5%1.4%2.5%
11/3/20227.5%9.0%12.2%
8/4/2022-5.2%-7.3%-8.3%
5/5/20224.4%3.2%10.0%
2/24/20225.3%3.7%-2.1%
11/4/20214.4%5.1%-2.4%
8/5/20215.5%6.2%6.1%
5/6/2021-4.0%-5.8%-0.8%
2/25/20212.8%-0.8%7.4%
11/5/2020-0.5%-0.9%4.2%
8/4/20206.5%3.3%10.9%
SUMMARY STATS   
# Positive161815
# Negative869
Median Positive5.3%4.1%6.1%
Median Negative-3.2%-6.6%-2.8%
Max Positive13.6%13.0%16.5%
Max Negative-10.9%-11.5%-17.1%

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202605/08/202610-Q
12/31/202502/27/202610-K
09/30/202511/07/202510-Q
06/30/202508/08/202510-Q
03/31/202505/09/202510-Q
12/31/202402/28/202510-K
09/30/202411/08/202410-Q
06/30/202408/08/202410-Q
03/31/202405/07/202410-Q
12/31/202302/29/202410-K
09/30/202311/06/202310-Q
06/30/202308/04/202310-Q
03/31/202305/05/202310-Q
12/31/202203/01/202310-K
09/30/202211/04/202210-Q
06/30/202208/05/202210-Q
Collapse to Preview
Report DateFiling DateFiling
03/31/202605/08/202610-Q
12/31/202502/27/202610-K
09/30/202511/07/202510-Q
06/30/202508/08/202510-Q
03/31/202505/09/202510-Q
12/31/202402/28/202510-K
09/30/202411/08/202410-Q
06/30/202408/08/202410-Q
03/31/202405/07/202410-Q
12/31/202302/29/202410-K
09/30/202311/06/202310-Q
06/30/202308/04/202310-Q
03/31/202305/05/202310-Q
12/31/202203/01/202310-K
09/30/202211/04/202210-Q
06/30/202208/05/202210-Q
03/31/202205/06/202210-Q
12/31/202102/28/202210-K
09/30/202111/05/202110-Q
06/30/202108/09/202110-Q
03/31/202105/07/202110-Q
12/31/202003/01/202110-K
09/30/202011/06/202010-Q
06/30/202008/06/202010-Q
03/31/202005/11/202010-Q
12/31/201902/28/202010-K
09/30/201911/08/201910-Q
06/30/201908/08/201910-Q

Insider Activity

Updated 6/12/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Carling, GuyCEO, EMEA and OSPDirectSell612202690.9019,0001,727,1001,987,347Form
2Hall, Mark JMJCF Hall Family TrustSell515202685.8154,0004,633,74025,678,299Form
3Tirre, EmelieChief Strategy OfficerDirectSell515202685.7410,000857,4006,152,960Form
4Kelly, Thomas JChief Financial OfficerDirectSell515202687.817,000614,6705,492,779Form
5Tirre, EmelieChief Strategy OfficerDirectSell515202685.9688,7007,624,6527,028,347Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Carling, GuyCEO, EMEA and OSPDirectSell612202690.9019,0001,727,1001,987,347Form
2Hall, Mark JMJCF Hall Family TrustSell515202685.8154,0004,633,74025,678,299Form
3Tirre, EmelieChief Strategy OfficerDirectSell515202685.7410,000857,4006,152,960Form
4Kelly, Thomas JChief Financial OfficerDirectSell515202687.817,000614,6705,492,779Form
5Tirre, EmelieChief Strategy OfficerDirectSell515202685.9688,7007,624,6527,028,347Form
6Kelly, Thomas JChief Financial OfficerDirectSell317202677.228,000617,7604,731,501Form
7Tirre, EmelieChief Commercial OfficerDirectSell1216202573.3130,0002,199,3004,687,368Form
8Sacks, Rodney C Hilrod Holdings XVIII, L.P.Sell1216202573.5816,9971,250,63926,558,554Form
9Sacks, Rodney C Hilrod Holdings XXIII, L.P.Sell1216202573.5852,342  Form
10Sacks, Rodney C Hilrod Holdings XXVI, L.P.Sell1216202573.58137,20410,095,47021,060,656Form
11Carling, GuyPresident of EMEA & OSPDirectSell1117202571.3338,4382,741,7831,568,761Form
12Vidergauz, Mark DirectSell815202563.7310,000637,3003,262,402Form
13Kelly, Thomas JChief Financial OfficerDirectSell602202563.4027,0001,711,8004,391,908Form

MNST Trade Sentinel


Stock Conviction

MARKET WEIGHT (Score 5-6)

CONVICTION RATIONALE

The company is executing its international growth plan exceptionally well, which provides a powerful narrative. However, the stock's premium valuation appears to fully price in this success, leaving a negatively skewed risk/reward profile. The significant downside potential, driven by margin risk and domestic market share loss, is a material concern that balances the strong top-line momentum, warranting a neutral 'Market Weight' rating.

STOCK ARCHETYPE
Primary: Quality Compounder / Stalwart, Secondary: High-Beta Compounder

The company's foundation is a 'Quality Compounder' with high margins, strong pricing power, and brand loyalty. However, the current investment thesis is driven by an explosive, 'High-Beta' acceleration in international growth, making its valuation highly sensitive to the durability of that growth.

Looking for high-conviction positions with a better risk/reward profile? See what's currently in the Trefis High Quality Portfolio.
INVESTMENT THESIS
International Market Penetration Driving Sustained +20% Revenue Growth

Monster is successfully leveraging its strategic partnership with Coca-Cola's unparalleled global distribution network to ignite a new S-curve of growth. By rapidly penetrating under-monetized international markets, the company is fundamentally shifting its revenue base away from the mature U.S. market, driving a significant acceleration in overall growth.

Mechanism: The Coca-Cola distribution system provides immense and immediate global retail access, including crucial cold-chain placement, at a scale that is nearly impossible for competitors to replicate. This structural advantage allows Monster to drive massive case volume growth in new geographies with high capital efficiency.
Supporting Evidence:
  • Net sales to customers outside the U.S. surged by 44.9% in Q1 2026.
  • International sales reached a record 45% of total company revenue in Q1 2026, up from ~42% in the prior quarter.
  • Overall case sales volume jumped 28.8% in Q1 2026, dramatically outpacing the broader market and key competitors.
PRIMARY RISK
Gross Margin Compression from International Mix-Shift and Input Cost Inflation

The primary engine of growth (international expansion) carries structurally lower gross margins. This, combined with persistent input cost inflation for key commodities like aluminum, is creating a profitability headwind that could offset the benefits of strong top-line growth and lead to negative earnings revisions.

Mechanism: As lower-margin international sales become a larger percentage of total revenue, the company's blended gross margin is systematically pulled down. If input and freight costs rise concurrently, this creates a double-barreled squeeze on profitability, breaking the narrative that revenue growth will translate directly to bottom-line outperformance.
Supporting Evidence:
  • Gross margin declined 150 basis points to 55.0% in Q1 2026 from 56.5% in the prior year's quarter.
  • Management explicitly cited 'unfavorable geographical sales mix' and 'increased aluminum can costs' as primary drivers of the margin decline.
Key KPI Watchlist
KPI Threshold Rationale
International Net Sales Growth YoY> 30%This is the core of the Alpha Driver. If this growth rate decelerates sharply, the entire bull thesis comes into question.
Gross Margin %Stable at 55.0% or improvingThis is the 'Anti-Alpha'. Further deterioration below 55.0% would confirm the bear case that the growth is low-quality and will trigger negative EPS revisions.
U.S. Market Share (Nielsen/IRI data)Stabilization of share loss to CelsiusWhile international is the growth story, a continued free-fall in the core, high-margin U.S. market could become a larger drag on profits and sentiment than the market currently appreciates.
Core Investment Debate

International Growth vs. Margin Erosion

BULL VIEW

Record international volume (+28.8% overall) is igniting a new S-curve of growth. This top-line velocity will create operating leverage, justifying the premium valuation.

CORE TENSION

Can explosive international sales (+44.9% YoY) outrun the resulting gross margin compression (-150bps YoY) from geographic mix-shift and rising input costs, like aluminum.


PREVAILING SENTIMENT
BEARISH

Gross margin declined 150 basis points to 55.0% in Q1 2026, directly linked to unfavorable geographical sales mix and increased aluminum costs. This confirms the bear thesis is actively playing out.

BEAR VIEW

The growth is low-quality. The shift to lower-margin international markets, plus input cost inflation, will lead to negative earnings revisions despite strong revenue.

Next 6 months: Risks and Catalysts
Timeline Event & Metric To Watch
Early August 2026
Q2 2026 Earnings Call
Watch: Gross Margin %. Watch for a sequential decline below the 55.0% baseline established in Q1. This metric is the core of the bear thesis.
Early November 2026
Q3 2026 Earnings Call
Watch: International Net Sales Growth YoY. Must exceed 30% to maintain the bull narrative, compared to the 44.9% rate in Q1 2026.
Ongoing (Monthly/Quarterly)
U.S. Market Share Data Release (Nielsen/IRI)
Watch: U.S. market share relative to Celsius. Headline showing stabilization or reversal of share loss from the 32.6% reported in Q1 2026.
Anytime (Next 6 Months)
Major Regulatory Proposal in Europe
Watch: Headline of a proposed ban on sales to minors or a new 'energy drink tax' in a key market like Germany or the U.K.
Key Events in Last 6 Months
Date Event Stock Impact
Nov 7, 2025
Q3 2025 Earnings Release
Details: Reported record Q3 net sales of $2.20B (+16.8% YoY) and EPS of $0.53, beating analyst estimates. International sales grew 23.3%, representing 43% of total revenue. [2, 8]
Surged +5.2%
$66.31 -> $69.73
Dec 2, 2025
Investor Meeting Presentation
Details: Company hosted an investor meeting with its CEO and senior executive team. The stock saw a minor pullback on the day of the event. [19]
Slight -1.6% pullback
$75.95 -> $74.71
Feb 26, 2026
Q4 2025 Earnings Release
Details: Reported record Q4 net sales of $2.13B (+17.6% YoY), beating estimates. The Alcohol Brands segment continued to underperform, with revenues declining 16.8%. [1, 12, 19]
Slight -1.6% pullback
$86.66 -> $85.30
May 6, 2026
Analyst Upgrade
Details: Rothschild Redburn upgraded MNST to Buy from Neutral, raising the price target to $90. The firm cited strong global energy drink trends and favorable US sell-through. [13]
Modest 1.8% gain
$75.80 -> $77.20
May 7, 2026
Q1 2026 Earnings Release
Details: Reported record Q1 revenue of $2.35B (+26.9% YoY), beating estimates. International net sales surged +44.9%. Despite a margin decline to 55.0%, the strong top-line beat was rewarded. [19, 23]
Rose significantly by 5.0%
Risk Management
Position Sizing

1% - 3%

CONSERVATIVE

Stock has spiking near-term volatility. The Bearish sentiment, driven by proven margin compression and a contested domestic moat, overrides the strong growth story, warranting a conservative size until profitability trends improve.

Diversification Alternatives
KDP
SECTOR

Offers a more defensive profile with a lower valuation, strong coffee moat (Keurig system), and stable CSD brands. Less exposed to the specific input cost and mix-shift risks facing MNST.

Core Thesis: A stable, cash-generative beverage conglomerate with a dominant position in the at-home coffee market and a strong #2/3 position in U.S. soft drinks, offering lower-beta exposure to the beverage sector. [9, 10]
CALM
SECTOR

Rejected due to active legal risks and poor business alignment. Not a viable alternative for an energy drink investment.

Core Thesis: Cal-Maine Foods is the largest US shell egg producer. The current thesis is a cyclical recovery play, betting on the normalization of egg prices and a strategic shift to higher-margin specialty eggs. [20]
How Is The Market Pricing MNST?

Monster Beverage is evolving from a U.S.-centric energy drink brand into a global multi-category beverage powerhouse, driven by hyper-growth in international markets which now constitute 45% of sales.

Filter all news through the lens of international growth acceleration and diversification beyond core energy drinks.

What will confirm the thesis

International net sales growth >+30% YoY; market share gains in key regions like EMEA and Asia; successful mainstream launch and expansion of new alcohol or wellness-focused beverage lines; gross margin stabilization or improvement despite geographic mix shift.

What will damage the thesis

Sustained slowdown in international sales growth to below 15% YoY; significant regulatory hurdles on caffeine/sugar content in major international markets; failure of the Alcohol Brands segment to reverse declines and gain traction; continued gross margin compression due to input costs and geographic mix.

Noise: Real but irrelevant to thesis

Short-term fluctuations in U.S. convenience store sales data; minor flavor launches within the core Monster Energy line; quarterly changes in share repurchase amounts; competitor product launches that do not fundamentally alter market structure.

Repricing Catalyst

Accelerating international expansion is the primary catalyst. Net sales to customers outside the U.S. increased 44.9% in Q1 2026, reaching a record 45% of total company sales. This geographic diversification into high-growth developing markets is fundamentally shifting the company's revenue base and growth algorithm away from the more mature U.S. market.

What MNST Makes & Who Pays
TTM figures based on Q1 2026 Earnings Press Release, May 7, 2026
Core Energy Drinks
$8.8B TTM (92.8% of Total) · 55.0% Margin
What It Is

Monster Energy®, Monster Energy Ultra®, Juice Monster®, Java Monster®, Rehab®, Reign® Total Body Fuel, Bang Energy®

Who Pays & How

Global distributors, primarily Coca-Cola bottlers (The Coca-Cola Company owns ~17% of MNST), pay for cases of product. The brand's marketing and consumer loyalty create pull-through demand at retail, while the distribution partnership creates a significant barrier to entry for competitors.

Per-case sales to distributors.
Competition
Red Bull GmbH - Red Bull Energy Drink
[DATED: 2020] Globally, Red Bull has the leading market share, just ahead of Monster. Red Bull benefits from a premium brand perception and a longer history in many international markets.
Monster's moat is its extensive global distribution network via the Coca-Cola system, which provides unmatched retail reach, and its 'lifestyle' brand identity that fosters strong consumer loyalty, particularly in North America.
Strategic & Affordable Energy
$0.5B TTM (5.8% of Total) · -99% Margin
What It Is

Brands acquired from The Coca-Cola Company (e.g., NOS®, Full Throttle®, Burn®, Mother®) and affordable energy brands (e.g., Predator®, Fury®).

Who Pays & How

Distributors in emerging markets and value-conscious customers in developed markets pay for these brands. They serve as a value offering and a tool to capture market share in developing regions where the premium Monster brand may be too expensive.

Per-case sales to distributors.
Competition
Local and private label energy drink brands in various international markets.
Local competitors often have entrenched distribution and a better understanding of local tastes and price sensitivity.
Monster leverages the Coca-Cola distribution system to achieve scale and cost advantages that local players cannot match, allowing it to offer a competitively priced product.
Alcohol Brands & Other
$0.1B TTM (1.4% of Total) · -99% Margin
What It Is

The Beast Unleashed™ flavored malt beverages, Nasty Beast™ Hardcore Tea. Acquired CANarchy Craft Brewery Collective in 2022.

Who Pays & How

Alcohol distributors and retailers pay for these products as Monster attempts to penetrate the alcoholic beverage market, leveraging its brand recognition.

Per-case sales to distributors.
Competition
Boston Beer Company (Twisted Tea), Mark Anthony Brands (White Claw)
Established players have strong brand loyalty, dedicated alcohol distribution networks, and years of experience in the flavored malt beverage category.
Monster's primary advantage is its powerful brand name and marketing machine, which it is attempting to leverage to cross over into the alcohol space.
MNST Evolution: Price Return by Era
1935–2001 · Hansen's Natural Juices
The Juice Company Origins
Founded as Hansen's in 1935, the company sold natural juices and sodas in Southern California. After bankruptcy in 1988, it was acquired in 1992 by Rodney Sacks and Hilton Schlosberg, who pivoted the company towards the emerging 'alternative' beverage category.
2002–2014 · The Monster Energy Revolution
Unleashing the Beast and Disrupting the Market Exceptional growth
In 2002, the company launched Monster Energy, a 16oz drink priced similarly to Red Bull's 8.4oz can, disrupting the market. Through aggressive marketing focused on extreme sports and music, it built a powerful lifestyle brand and rapidly gained market share. The company officially renamed itself Monster Beverage Corporation in 2012.
2015–Present · Global Expansion via Coca-Cola
The Global Distribution Powerhouse +600% (since 2014 deal announcement)
A landmark strategic partnership in 2015 saw The Coca-Cola Company take a ~17% stake and become Monster's preferred global distribution partner. This deal swapped Monster's non-energy brands for Coke's energy brands and provided access to Coke's unparalleled global bottling system, igniting explosive international growth. The company is now focused on leveraging this platform for international expansion and entering new categories like alcohol.
Market Appears To Be Aligned With Core Thesis
Price structure is strongly bullish. The regime, trend, and proximity to highs all point towards intact institutional trend. Relative to SPY: Strong 63D outperformance but 'relative strength' momentum is fading, indicating that money rotation may be maturing. Volume and momentum are mixed. There is no clear institutional footprint in either direction. Earnings history is strongly validating. The market rewarded the print and institutional follow-through confirms thesis re-rating is underway.
① Structure
+4
Structural pillar score (-4 to +4). Driven by trend regime, SMA cross events, proximity to 52W high, and relative strength vs SPY.
② Volume / Momentum
0
Volume/Momentum pillar score (-4 to +4). Driven by institutional footprint score, OBV divergence, and momentum character.
③ Catalyst
+3
Catalyst pillar score (-4 to +4). Driven by earnings day reaction, 20D post-earnings drift, and post-earnings volume character.
Combined Score
7 / 12
1 Price Structure & Trend Trending Up · -
2 Momentum Decelerating
3 Relative Strength vs. SPY Strong Outperformance
4 Institutional Footprint & Volume Mild Accumulation
5 Volatility Compressed
6 Key Price Levels Range · Vol Flat
7 Earnings Reaction History Inconsistent
8 How the Verdict Is Derived Three Pillars
Core Cache Last Updated: 6/20/2026