Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Monster Beverage Company's recent quarterly and full-year earnings provide insight into both the strengths and challenges faced by the company in a dynamic and competitive market.</li><li>The company reported record quarterly net sales of $1.81 billion, reflecting a 4.7% increase over the prior year, or 7.8% on a foreign currency-adjusted basis.</li><li>This growth was fueled by a strong performance in the global energy drink market, with particular strength in regions like EMEA and Asia-Pacific, where growth rates reached double digits.</li></ul>

Monster Beverage Company's recent quarterly and full-year earnings provide insight into both the strengths and challenges faced by the company in a dynamic and competitive market.The company reported record quarterly net sales of $1.81 billion, reflecting a 4.7% increase over the prior year, or 7.8% on a foreign currency-adjusted basis.This growth was fueled by a strong performance in the global energy drink market, with particular strength in regions like EMEA and Asia-Pacific, where growth rates reached double digits.

Monster Beverage Corporation: An Insight Into Its Market Share Dynamics

<ul><li>The latest financial performance of Monster Beverage Company presents a complex picture of growth opportunities amid a landscape of challenges.</li><li>In the third quarter of 2024, the company achieved record net sales of $1.88 billion, marking a marginal increase of 1.3% from the previous year's same period.</li><li>On a currency-neutral basis, this growth was more pronounced at 4.7%.</li></ul>

The latest financial performance of Monster Beverage Company presents a complex picture of growth opportunities amid a landscape of challenges.In the third quarter of 2024, the company achieved record net sales of $1.88 billion, marking a marginal increase of 1.3% from the previous year's same period.On a currency-neutral basis, this growth was more pronounced at 4.7%.

Monster Beverage Corporation: Portfolio Diversification & Innovation As A Key Growth Catalyst! - Major Drivers

<ul><li>The Monster Beverage Company, in its second quarter 2024 earnings, reflected a mixed performance amidst challenging market conditions.</li><li>The company, which continues to be a dominant player in the energy drink category, recorded a slight increase in net sales, reporting $1.9 billion, up by 2.5% from $1.85 billion in the comparable quarter of 2023.</li><li>This performance was slightly enhanced when adjusted for foreign currency, marking a 6.1% increase, signaling resilience in its core business activities.</li></ul>

The Monster Beverage Company, in its second quarter 2024 earnings, reflected a mixed performance amidst challenging market conditions.The company, which continues to be a dominant player in the energy drink category, recorded a slight increase in net sales, reporting $1.9 billion, up by 2.5% from $1.85 billion in the comparable quarter of 2023.This performance was slightly enhanced when adjusted for foreign currency, marking a 6.1% increase, signaling resilience in its core business activities.

Monster Beverage Corporation: How Are They Executing The Expansion into International Markets? - Major Drivers

Independent in-depth research from Finimize, Finimize

Finimize Research

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Thematic (Sector/Industry)

<ul>
<li>The US economy’s resilience hasn’t come from the many – it’s come from the top 10% as the “wealth effect” from rising asset prices has boosted spending.</li>
<li>But it works in reverse too.  Since the richest make up nearly half of America’s consumer spending, that could lead to a serious economic fallout.</li>
<li>It’s worth considering protecting your portfolio. I’ve pulled together one list of companies that should do well and another that could suffer from the change in climate.</li>
</ul>


The US economy’s resilience hasn’t come from the many – it’s come from the top 10% as the “wealth effect” from rising asset prices has boosted spending.
But it works in reverse too.  Since the richest make up nearly half of America’s consumer spending, that could lead to a serious economic fallout.
It’s worth considering protecting your portfolio. I’ve pulled together one list of companies that should do well and another that could suffer from the change in climate.


A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

<ul><li>Monster Beverage Company reported record net sales of $1.9bn for the first quarter of 2024, 11.8% higher than the corresponding 2023 period, and 15.6% higher on a currency-adjusted basis.</li><li>Excluding the impact of Argentina, the sales increase was 12.6%.</li><li>The company saw strong performance with its gross profit as a percentage of net sales increasing from 52.8% in the first quarter of 2023 to 54.1% in the first quarter of 2024, largely attributable to reduced freight-in costs and lower input costs.</li></ul>

Monster Beverage Company reported record net sales of $1.9bn for the first quarter of 2024, 11.8% higher than the corresponding 2023 period, and 15.6% higher on a currency-adjusted basis.Excluding the impact of Argentina, the sales increase was 12.6%.The company saw strong performance with its gross profit as a percentage of net sales increasing from 52.8% in the first quarter of 2023 to 54.1% in the first quarter of 2024, largely attributable to reduced freight-in costs and lower input costs.

Monster Beverage Corporation: A Story Of Expansion Into New Markets! - Major Drivers

United States

Monster Beverage Corporation is a holding company based in Corona, California. The Company, through its consolidated subsidiaries, markets and distributes energy drinks worldwide.

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Monster Beverage (MNST US)

Monster Beverage Corporation: Portfolio Diversification & Innovation As A Key Growth Catalyst! - Major Drivers

The latest financial performance of Monster Beverage Company presents a complex picture of growth opportunities amid a landscape of challenges. In...

Baptista Research

Monster Beverage Corporation: How Are They Executing The Expansion into International Markets? - Major Drivers

The Monster Beverage Company, in its second quarter 2024 earnings, reflected a mixed performance amidst challenging market conditions. The...

Baptista Research

A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

The top 10% account for around 50% of consumer spending in the US. This insight looks at the sectors and companies that could win and lose from the...

Finimize Research

Monster Beverage Corporation: A Story Of Expansion Into New Markets! - Major Drivers

Monster Beverage Company reported record net sales of $1.9bn for the first quarter of 2024, 11.8% higher than the corresponding 2023 period, and...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Monster Beverage Corporation: An Insight Into Its Market Share Dynamics

Monster Beverage Company's recent quarterly and full-year earnings provide insight into both the strengths and challenges faced by the company in...

Baptista Research

Monster Beverage Corporation: Portfolio Diversification & Innovation As A Key Growth Catalyst! - Major Drivers

The latest financial performance of Monster Beverage Company presents a complex picture of growth opportunities amid a landscape of challenges. In...

Baptista Research

Monster Beverage Corporation: How Are They Executing The Expansion into International Markets? - Major Drivers

The Monster Beverage Company, in its second quarter 2024 earnings, reflected a mixed performance amidst challenging market conditions. The...

Baptista Research

A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

The top 10% account for around 50% of consumer spending in the US. This insight looks at the sectors and companies that could win and lose from the...

Finimize Research

Monster Beverage Corporation: A Story Of Expansion Into New Markets! - Major Drivers

Monster Beverage Company reported record net sales of $1.9bn for the first quarter of 2024, 11.8% higher than the corresponding 2023 period, and...

Baptista Research