THE VALUE CHANGE
WEEK OF MARCH 9–13, 2026
The CPG Intelligence Brief
Strategy intelligence for consumer goods — companies, earnings, and tactical playbooks.
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MNST
Monster Beverage
Monster Q4 2025: Revenue Beats at $7.14B as International Hits 40% of Sales
Monster Beverage Corp delivered a strong Q4 2025, with net sales of $7.14B beating consensus by +4.2%. International markets — particularly EMEA and APAC — now represent 40% of total revenue, validating the company's multi-year geographic expansion thesis. Management issued conservative FY2026 guidance citing dollar strength headwinds, creating a potential entry point as the international story remains intact.
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