They both have lobbyists to control politicians. What are these guys hiding to go this direction?
not sure about the call for the drop to $15 but I went to a Zumiez store yesterday in Orange County, the heart of action sports culture and for a moment I thought I had walked into a Hot Topic retail store. Overall retail environment was very confusing, I dont get the feeling these guys know what they want to be anymore and what they stand for. The store feels like a mix between Spencers Gifts and Hot Topic.
here on the west coast I've seen Monster for .79 cents a can at major supermarkets.
I never said that it kills people. but the Energy Blend is questionable. Oh and you don't have an agenda? I bet you don't even drink the product let alone let your kids drink it.
Someone finally is setting the discussion straight. Sanjay Gupta on CNN this morning is the first reporter to change the argument from Caffeine to question the Energy Blend in energy drinks. This is the problem. Ingredients are listed, amounts are not. This Energy Blend amplifies the caffeine content so stop comparing it to a cup of coffee. Starbucks doesn't have hidden ingredients.
full disclosure here, I don't own any MNST stock at this time but I am looking at reinvesting at some point, just trying to get a read from all sources and pass along info that I come across
If you rely solely on the CC to make your investment decisions than you're only looking at half the picture. investors also need to look at consumer confidence in purchasing this product. check out the bevnet website and look for article titled Consumer Perception of Energy Drinks Plummets.
Excerpt from article dated Nov 1:
"In its most recent findings, the consumer research firm found that on Monday, October 22, the first business day after the lawsuit against Monster was filed, both Monster and Red Bull had enjoyed their highest buzz scores all year, with Monster logging a 7 score, and Red Bull achieving a score of 5. Meanwhile, 5 Hour Energy registered a 10 buzz score. Four days later, following an avalanche of news about the Monster lawsuit and the FDA reports, Red Bull’s score had plummeted to -22, Monster’s sank to -18, and finally ending up at -26 by Friday, October 26".
This article from THE leading beverage media is worth reading for serious investors. this was conducted over the last week of Oct so it will not be reflected or acknowledged in the recent CC. if people slow down on buying monster drinks, is it still a good stock?
with the amount of volume being done the impact, if any, may not be felt until next quarter. most orders are placed months in advance and are tied to sales incentives, promotional trade programs, etc. need to keep an eye on consumer consumption and confidence to see MNST's outlook. retailers may be buying but if consumers slow down on consumption future volume could be impacted.
Actually there is a huge disparity between drinking energy drinks and coffee.
Even with facts pointing to cigarettes causing cancer and people haven't slowed down one bit in smoking. The argument between coffee and energy drinks is different, it's a matter of semantics. When you say caffeine, you draw in coffee. But the real concern here for the FDA and CDC here is the energy blend, of which has been proven multiple times to be an unknown case of disclosure and transparency.
Energy drink companies have not disclosed the levels of their proprietary energy blend and the impact this blend has on the traditional caffeine content. Caffeine on its own is probably 99% safe, however, add in the mixture of the energy blend and the impacts and velocity of caffeine content changes.
So energy drinks vs coffee is a total non-argument. Coffee makers are not adding an "energy blend" into the coffee you buy at Starbucks.
As an investor I'm sure you're looking at all the financial data and as a consumer wouldn't you want to know everything about what you're drinking?
I've been following this message board for a while and its funny to see how people try and validate buying/selling of this stock. But that's OK, do what you feel is best for your wallet and hopefully it swings your way. But the real thing to look for in the coming weeks and months is that all this talk of energy drinks being bad, related deaths and hospitalizations, etc is really up to what the consumer thinks. You know, the people that actually buy the stuff to make the projections look good. Just by the way many of you talk about the stock one can see that none of you drink the product. You guys look at what the stock is doing, take wild guesses and then subscribe to the news and info that you feel will best help your position.
I would be more concerned at what the numbers will look like from a consumption perspective. And if you think this will all blow over you might want to also keep an eye out for international markets. The concern over energy drinks (real, perceived or fantasy) may affect international growth. Keep in mind that other governments are less tolerable that the good ole US of A. Regulation has already started to be drafted in other countries, USA is probably not going to do anything, maybe labeling guidelines will change but that's probably the worst. The lawsuit, however, should be closely watched. Good, bad or indifferent this will be on every parents mind and the may be more restrictive of their kids being near energy drink products.
Now I'm sure the haters will start replying to this post and call me funny names, so let the beatings begin and lets have an energetic debate.