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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“our guests have early access to Monster's Ultra Red, White and Blue Razz flavor, celebrating 250 years of American independence.”
Casey's secured a near-exclusive early launch of a new Monster Energy flavor through joint business planning, a positive distribution win for Monster.
“expanded renewals with market-leading brands like Monster Energy”
TKO expanded and renewed its global partnership with Monster Energy.
“And as a reminder, we self-distribute Monster, which is unique in the industry. And I feel like our execution at store level and our in-stock position as a result of that is a differentiator versus others in the industry.”
Casey's self-distributes Monster energy drinks, an unusual supply-chain arrangement in convenience retail that management credits for stronger in-stock execution and category growth versus peers.
“following recent major deals with Meta and Monster Energy”
UFC signed a major brand deal with Monster Energy (Monster Beverage), driving partnership revenue growth.
“We announced IBM as another blue-chip partner, following major UFC agreements with Anheuser-Busch and Riad season, and that momentum has continued into 2025 with the recent announcement of our Monster Energy renewal, UFC's largest-ever partnership.”
Monster Energy renewed its UFC sponsorship in what TKO called UFC's largest-ever partnership — signals continued heavy marketing commitment from Monster Beverage to the UFC platform.
“the implementation of SAP S/4HANA with a planned go-live date of January 1, 2028, to improve operational efficiency, scalability and overall business management.”
Monster is implementing SAP S/4HANA as part of a multi-year ERP/digital transformation, a customer-win read-through for SAP.
“we work very closely with the Coca-Cola team in Atlanta and with the Coca-Cola team in India and with the bottlers to really activate and accelerate our business in India.”
Monster is working with Coca-Cola's Atlanta and India teams and a new bottler to accelerate its India business, a growth read-through on the KO system.
“Our business continues to be supported by robust marketing programs, impactful retail engagement and our strong global partnership with the Coca-Cola Company and its global bottling partners.”
Monster reiterates its strategic distribution partnership with The Coca-Cola Company and its bottlers as a core support for global growth.
“in all measured channels in Coca-Cola EuroPacific Partners Western European markets, the Monster Energy brand was the fastest-growing FMCG brand by value and value growth year-to-date.”
In Coca-Cola EuroPacific Partners' Western European bottler territories, Monster Energy was the fastest-growing FMCG brand by value, a positive read-through for the bottler partnership.
“We are proud of our relationship with the Coca-Cola system and the opportunities this presents to us.”
Monster reaffirms its strategic distribution relationship with the Coca-Cola system, its largest shareholder and global bottling/distribution partner.
“increased production capacity with the Coca-Cola bottlers in India”
Monster's Predator affordable brand is growing via added production capacity through the Coca-Cola bottling system in India, implying rising volumes through KO's bottler network.
“the Monster Energy Ultra Family was the third largest stand-alone energy drink brand in dollar sales in the energy drink category after Red Bull and Monster for all outlets combined”
Monster ranks its Ultra family third in U.S. dollar sales behind Red Bull and its own flagship, positioning Red Bull as the category's leading brand.
“capitalizing on our relationship with the Coca-Cola bottler system.”
Monster credits its distribution partnership with the Coca-Cola bottler network as a key lever for continued expansion at home and abroad.
“Sales of Starbucks Energy Coffee were 11.7% lower.”
Starbucks' energy coffee line lost sales and share (down 4.4 points to 36.6%) in the coffee-plus-energy category, ceding ground to Monster's Java Monster/Killer Brew lines.
“Sales of Red Bull increased 15.6%.”
Red Bull outgrew Monster in the convenience/gas channel this quarter, with its category share rising 2 points to 36.8% versus Monster's decline.
“Market share of certain competitors were as follows. CELSIUS 7.8%, C4 3.5%, GHOST 2.9%, 5-Hour 2.8%, Alani Nu 2.7% and Rockstar 2.4%.”
Rockstar, owned by PepsiCo, held 2.4% dollar share of the convenience/gas energy drink category per the same Nielsen data.
“Market share of certain competitors were as follows. CELSIUS 7.8%, C4 3.5%, GHOST 2.9%, 5-Hour 2.8%, Alani Nu 2.7% and Rockstar 2.4%.”
Alani Nu held 2.7% dollar share of the convenience/gas energy drink category per the same Nielsen data.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bonnie Herzog | Goldman Sachs | 6 (17%) |
| Dara Mohsenian | Morgan Stanley | 6 (0%) |
| Matt Smith | Stifel | 3 (0%) |
| Filippo Falorni | Citigroup | 3 (33%) |
| Chris Carey | Wells Fargo | 3 (0%) |
| Kaumil Gajrawala | Jefferies | 2 (0%) |
| Andrea Teixeira | JPMorgan | 2 (0%) |
| Rob Ottenstein | Evercore ISI | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Goldman Sachs | 1 | 6 (17%) |
| Morgan Stanley | 1 | 6 (0%) |
| Citigroup | 1 | 3 (33%) |
| Stifel | 1 |
| 3 (0%) |
| Wells Fargo | 1 | 3 (0%) |
| Evercore ISI | 1 | 2 (0%) |
| Jefferies | 1 | 2 (0%) |
| JPMorgan | 1 | 2 (0%) |
Monster Beverage closed FY2025 with record full-year net sales of $7.76 billion, up 5.2% on a foreign-currency-neutral basis, and full-year gross margins expanding 140 basis points to 55.1% as the company delivered its sixth consecutive quarter of gross margin expansion. The company does not provide formal forward guidance; management emphasized the Predator brand achieving $1.35 billion in retail sales and announced a new 3-for-1 stock split alongside the continued $3.0 billion share repurchase program.
Pricing | Demand | Competitive Dynamics | Margin | Product Launch | Geographic Expansion | Trade Tariffs | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 1 | 2 | 1 | 2 | 2 | ||
| 2025Q1 | 1 | 2 | 1 | 1 | 1 | 1 | ||
| 2025Q2 | 3 | 2 | 1 | 1 | 1 | 1 | 1 | 1 |
| 2025Q3 | 3 | 1 | 1 | 2 | 2 | |||
| 2025Q4 | 1 | 1 | 2 | 2 | 1 | 3 | 1 | 1 |
| 2026Q1 | 1 | 3 | 3 | 1 | 2 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Pricing | 2 | 1 | 3 | 3 | 1 | 1 |
| Demand | 1 | 2 | 2 | 1 | 1 | 3 |
| Competitive Dynamics | 2 | 1 | 1 | 1 | 2 | 3 |
| Margin | 1 | 1 | 1 | 2 | 2 | 1 |
| Product Launch | 2 | 1 | 1 | 1 | 2 | |
| Geographic Expansion | 1 | 2 | 3 | 1 | ||
| Trade Tariffs | 2 | 1 | 1 | |||
| Supply Chain | 1 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MNST Monster Beverage | 8 | +26.9% | |
| KDP Keurig Dr Pepper | 6 | +9.4% | |
| KO The Coca-Cola Company | 9 | +12.1% | |
| PEP PepsiCo | 6 | +6.4% |