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Upturn AI SWOT - About
MNST 
Monster Beverage Corp (MNST)
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Upturn Advisory Summary
04/01/2025: MNST (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type Stock | Historic Profit 33.66% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 57.46B USD | Price to earnings Ratio 39.62 | 1Y Target Price 56.47 |
Price to earnings Ratio 39.62 | 1Y Target Price 56.47 | ||
Volume (30-day avg) 6421020 | Beta 0.71 | 52 Weeks Range 43.32 - 59.07 | Updated Date 04/1/2025 |
52 Weeks Range 43.32 - 59.07 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.49 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 20.14% | Operating Margin (TTM) 28.05% |
Management Effectiveness
Return on Assets (TTM) 14.77% | Return on Equity (TTM) 21.27% |
Valuation
Trailing PE 39.62 | Forward PE 31.55 | Enterprise Value 55789922593 | Price to Sales(TTM) 7.67 |
Enterprise Value 55789922593 | Price to Sales(TTM) 7.67 | ||
Enterprise Value to Revenue 7.45 | Enterprise Value to EBITDA 27.75 | Shares Outstanding 973158976 | Shares Floating 690884427 |
Shares Outstanding 973158976 | Shares Floating 690884427 | ||
Percent Insiders 28.78 | Percent Institutions 68.69 |
Analyst Ratings
Rating 3.74 | Target Price 55.33 | Buy 3 | Strong Buy 10 |
Buy 3 | Strong Buy 10 | ||
Hold 12 | Sell 1 | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Monster Beverage Corp
Company Overview
History and Background
Monster Beverage Corp, founded in 1935 as Hansen's, initially focused on juices. It rebranded to Monster in 2002, shifting its focus to energy drinks and experiencing rapid growth. Coca-Cola acquired a stake in 2015, boosting distribution.
Core Business Areas
- Energy Drinks: The core segment, featuring Monster Energy, Monster Zero Ultra, Java Monster, and other energy drink lines. Drives the majority of revenue.
- Strategic Brands: Includes energy drink brands acquired from Coca-Cola, such as NOS, Full Throttle, and Burn. Coca-Cola handles distribution.
- Other: Consists of products sold to third-party bottlers and distributors, licensing revenue, and other minor segments.
Leadership and Structure
Rodney Sacks is the Chairman and Co-CEO. Hilton Schlosberg is the Vice Chairman and Co-CEO. The company operates with a functional organizational structure, with departments for marketing, sales, operations, and finance.
Top Products and Market Share
Key Offerings
- Monster Energy: The flagship energy drink. Competitors include Red Bull, Rockstar Energy, and Bang Energy. Market share data is detailed below.
- Monster Zero Ultra: A sugar-free version of Monster Energy, targeting health-conscious consumers. Competitors include Red Bull Sugarfree, Rockstar Zero Carb. Market share data is detailed below.
- Java Monster: A coffee-infused energy drink. Competitors include Starbucks Doubleshot Energy, and Dunkin' Energy Cold Brew. Market share data is detailed below.
Market Dynamics
Industry Overview
The energy drink industry is characterized by high growth, intense competition, and evolving consumer preferences towards healthier options and new flavors.
Positioning
Monster is positioned as a leading energy drink brand with a focus on innovation, sponsorships, and lifestyle marketing, giving it a competitive advantage through brand recognition and distribution network.
Total Addressable Market (TAM)
The global energy drinks market is expected to reach over $100 billion by 2030. Monster is well-positioned to capture a significant share of this market through product innovation and global expansion.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Extensive distribution network through Coca-Cola
- Innovative product development
- Effective marketing and sponsorships
- Strong financial position
Weaknesses
- Dependence on energy drink market
- Health concerns associated with energy drinks
- Litigation risk related to product safety
- High reliance on Coca-Cola distribution network
- Susceptibility to changing consumer preferences
Opportunities
- Expansion into new international markets
- Development of healthier energy drink alternatives
- Acquisition of complementary beverage brands
- Partnerships with other beverage companies
- Growth in e-commerce channels
Threats
- Increased competition from established and emerging brands
- Regulatory scrutiny of energy drink ingredients and marketing
- Changing consumer preferences towards healthier beverages
- Economic downturn impacting consumer spending
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- PEP
- MNST
- KDP
Competitive Landscape
Monster has a strong brand and distribution advantage over smaller competitors, but faces significant competition from larger beverage companies like PepsiCo (Rockstar) and Keurig Dr Pepper (Dr Pepper Energy). Monster's focus on energy drinks gives it specialized expertise, while larger companies have broader portfolios.
Major Acquisitions
Canarchy Craft Brewery Collective
- Year: 2022
- Acquisition Price (USD millions): 330
- Strategic Rationale: Expanded Monster's portfolio beyond energy drinks into the alcoholic beverage space. The acquisition includes Cigar City, Oskar Blues, Deep Ellum, Perrin Brewing, Squatters and Wasatch brands.
Growth Trajectory and Initiatives
Historical Growth: Monster has experienced strong historical growth, driven by increasing demand for energy drinks and successful product innovation.
Future Projections: Analysts project continued growth for Monster, driven by international expansion and product diversification. Growth rates depend on market conditions.
Recent Initiatives: Recent initiatives include new product launches (e.g., new flavors, healthier options) and expansion into new markets, particularly in Asia and Europe.
Summary
Monster Beverage Corp is a strong player in the energy drink market, bolstered by its strong brand and the Coca-Cola distribution network. Its focus on energy drinks provides specialized expertise, but the dependence on one category and health concerns are potential drawbacks. Expanding internationally and diversifying its product portfolio are critical for sustained growth and to mitigate threats from larger competitors and changing consumer preferences.
Similar Companies
- PEP
- COKE
- KDP
- CELH
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Market Research Reports
- Analyst Reports
- Company Website
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Monster Beverage Corp
Exchange NASDAQ | Headquaters Corona, CA, United States | ||
IPO Launch date 1995-08-18 | Co-CEO & Chairman Mr. Rodney Cyril Sacks H.Dip.Law, H.Dip.Tax | ||
Sector Consumer Defensive | Industry Beverages - Non-Alcoholic | Full time employees 5527 | Website https://www.monsterbevcorp.com |
Full time employees 5527 | Website https://www.monsterbevcorp.com | ||
Monster Beverage Corporation, through its subsidiaries, engages in development, marketing, sale, and distribution of energy drink beverages and concentrates in the United States and internationally. The company operates through four segments: Monster Energy Drinks, Strategic Brands, Alcohol Brands, and Other. It offers carbonated non-carbonated energy drinks, ready-to-drink iced teas, lemonades, juice cocktails, single-serve juices and fruit beverages, ready-to-drink dairy and coffee drinks, energy drinks, sports drinks and single-serve still waters, and sodas that are considered natural, sparkling juices, and flavored sparkling beverages. In addition, the company provides its products under the Monster Energy, Monster Energy Ultra, Rehab Monster, Monster Energy Nitro, Java Monster, Punch Monster, Juice Monster, Monster Tour Water, Reign Total Body Fuel, Reign Inferno Thermogenic Fuel, Reign Storm, Bang Energy, NOS, Full Throttle, Burn, Mother, Nalu, Ultra Energy, Play and Power Play, Relentless, BPM, BU, Samurai, Live+, Predator, and Fury brands. Further, it offers craft beers, flavored malt beverages,and hard seltzers under the Jai Alai IPA, Florida Man IPA, Dale's Pale Ale, Wild Basin Hard Seltzers, Dallas Blonde, Deep Ellum IPA, Perrin Brewing Company Black Ale, Hop Rising Double IPA, Wasatch Apricot Hefeweizen, The Beast, and Nasty Beast Hard Tea brands. The company engages in the concentrates and/or beverage bases to authorized bottling, and canning operations. It sells its products to full-service beverage bottlers/distributors, retail grocery and specialty chains, wholesalers, club stores, mass merchandisers, convenience chains, food service customers, value stores, e-commerce retailers, and the military. The company was formerly known as Hansen Natural Corporation and changed its name to Monster Beverage Corporation in January 2012. Monster Beverage Corporation was founded in 1985 and is headquartered in Corona, California.
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