Monster Beverage Corporation

Q3 2024 Earnings Conference Call

11/7/2024

spk08: Good evening and welcome to the Monster Beverage Company third quarter 2024 conference call. All participants are in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then one on your touch-tone button. To withdraw your question, please press star then two. Please note this event is being recorded. I would now like to turn the conference over to Mr. Rodney Sachs and Mr. Hilton Schlossberg, co-CEOs. Please go ahead.
spk06: Thank you. Good afternoon, ladies and gentlemen. Thanks for attending this call. I'm Rodney Sachs, Hilton Schlossberg, our Vice Chairman and Co-Chief Executive Officer. He's also on the call, as is Tom Kelly, our Chief Financial Officer. Tom Kelly will now read our cautionary statement.
spk01: Before we begin, I would like to remind listeners that certain statements made during this call may constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 as amended and Section 21E of the Securities Exchange Act of 1934 as amended and are based on currently available information regarding the expectations of management with respect to revenues, profitability, future business, future events, financial performance, and trends. Management cautions that these statements are based on our current knowledge and expectations and are subject to certain risks and uncertainties, many of which are outside the control of the company that may cause actual results to differ materially from the forward-looking statements made during this call. Please refer to our filings with the Securities and Exchange Commission, including our most recent annual report on Form 10-K, filed on February 29, 2024, and quarterly reports on Form 10-Q, including the sections contained therein, entitled Risk Factors and Forward-Looking Statements, for discussion on specific risks and uncertainties that may affect our performance. The company assumes no obligations to update any forward-looking statements, whether as a result of new information, future events, or otherwise. I would also like to note that an explanation of the non-GAAP measures, which may be mentioned during the course of this call, is provided in the notes in the Consolidated Statements of Income and Other Information attached to the earnings release dated November 7, 2024. A copy of this information is also available on our website, www.monsterbevcorp.com, in the Financial Information section. I would now like to hand the call over to Rodney Sachs.
spk06: Thanks, Tom. The energy drink category continues to grow globally and has demonstrated resilience. In the United States, the energy drink category continued to experience slower growth rates. However, in all measured channels, excluding convenience, the energy drink category is growing at a faster rate. In the United States, the energy drink category in the convenience channel is beginning to show some improvement in October. Although we do not normally refer to one-week Nielsen statistics and do not intend to do so on an ongoing basis, I think that it is noteworthy to mention that according to Nielsen, for the one week ended October 26, 2024, for all outlets combined, namely convenience, grocery, drug, mass merchandisers, sales in dollars in the energy drink category, including energy shots, increased by 3.7%, versus the same period a year ago, while sales of the company's energy brands, including Bang, were up 2.9%, and sales of Monster were up 2.2%. A number of other consumer packaged goods companies have also seen a tighter consumer spending environment for certain income groups and weaker demand in the quarter. Hurricanes Helene and Milton impacted sales at retail in certain states in September and October 2024, However, we cannot determine the impact on our business. The alcohol segment operates a brewery in Brevard, North Carolina, which was closed for a week due to flooding from Hurricane Halil. This brewery is partially operational and is expected to be fully operational by mid-November 2024. We believe that many consumers view energy drinks as an affordable luxury. Growth opportunities in household penetration and per capita consumption along with consumers' growing need for energy, are positive trends for the category. In EMEA, the energy drink category, according to Nielsen, for the recently reported 13-week periods for our tracked markets, which differ from country to country, is growing at approximately 11.1% versus the same period last year on an FX neutral basis. In APAC, for our tracked markets, the energy drink category, according to Nielsen and Intage, for our track markets for the 13-week period ending September 2024, is growing at approximately 13.6% versus the same period last year, also on an FX-neutral basis. In LATAM, for our track markets, the energy drink category, according to Nielsen, for the recently reported 13-week periods, which differ from country to country, is growing at approximately 21.1% versus the same period last year, again, also on an FX-neutral basis. Growth profit for the 2024 third quarter was adversely impacted by an increase in inventory reserves due to excess inventory levels in the alcohol brands segment of 10.6 million, which I will refer to later in this call as the alcohol brands inventory reserves. Operating expenses for the 2024 third quarter were adversely impacted by a 16.7 million provision and 1.2 million of company-incurred legal expenses in connection with an intellectual property claim brought by the descendants of Hubert Hansen in relation to the company's use of the Hubert Hansen name prior to the transaction with the Coca-Cola Company, which closed in 2015. And I will also refer to this later in this call as the intellectual property claim. Net of tax, these items adversely impacted net income for the 2024 third quarter, by $21.5 million and net income per diluted share by $0.02 per share. Diluted earnings per share on a pro forma basis for the 2024 third quarter adjusted for these items was $0.40 per share. On July 31, 2023, the company completed its acquisition of substantially all of the assets of Vital Pharmaceuticals Inc. and its debtor affiliates. Inventory purchased as part of the bank transaction was recorded at fair value, which I will refer to as the bank inventory step-up. Certain of the purchased inventory were subsequently sold in the 2023 third quarter and was recognized through cost of sales at fair value. Gross profit was negatively impacted by approximately $7.8 million during the 2023 third quarter as a result. During the 2023 third quarter, in connection with the bank transaction, the company recorded a gain of $45.4 million in interest and other income. During the 2023 third quarter, the company incurred approximately $8 million of acquisition costs related to the bank transaction. Net of tax, these items positively impacted net income for the 2023 third quarter by $22.7 million and net income per diluted share by $0.02 per share. Diluted earnings per share on a pro forma basis for the 2023 third quarter adjusted for these items was 41 cents per share. In addition to our GOP condensed consolidated statement of income and other information and our GOP condensed consolidated balance sheet for the company for the quarter ended September 30, 2024 attached to our press release is a non-GOP adjusted condensed consolidated statement of income and other information adjusting for the items impacting profitability and a reconciliation of GOP and non-GOP information. We believe that these non-GOP items are useful to shareholders on this call in evaluating our ongoing operating and financial results. These non-GOP items should be considered in addition to and not in lieu of U.S. GOP financial measures. The company achieved record third quarter net sales of $1.88 billion in the 2024 third quarter, or 1.3% higher than net sales of $1.86 billion in the comparable 2023 quarter. 4.7% higher on a foreign currency adjusted basis. Net sales on a foreign currency adjusted basis excluding the alcohol brand segment increased 5% in the 2024 third quarter. Gross profit as a percentage of net sales in the 2024 third quarter was 53.2% compared with 53% in the 2023 third quarter. Gross profit for the 2024 third quarter was adversely impacted by the alcohol brand's inventory reserves. Gross profit as a percentage of net sales for the 2024 third quarter, exclusive of the alcohol brand's inventory reserves, was 53.7%. The increase in gross profit as a percentage of net sales for the 2024 third quarter was primarily the result of lower input costs, pricing actions in certain international markets, and the bank inventory step-up, partially offset by higher promotional allowances as a percentage of net sales may need to drive trial and awareness of the Bang Energy brand in the United States, as well as the alcohol brand's inventory reserves. On a sequential quarterly basis, adjusted gross margins were higher than the 2024 second quarter gross margins. Operating expenses for the 2024 third quarter were $519.9 million, compared with $473.2 million in the 2023 third quarter. The increase in operating expenses were primarily the result of increased payroll expenses, increased sponsorship and endorsement expenses, as well as the intellectual property claim. As a percentage of net sales, operating expenses for the 2024 third quarter were 27.6%, compared with 25.5% in the 2023 third quarter. Adjusted operating expenses after making the adjustments described earlier increased 8% to $502 million as compared to $464.8 million in the 2023 comparable quarter. Distribution of warehouse expenses for the 2024 third quarter were $82.7 million or 4.4% of net sales compared to $85.7 million or 4.6% of net sales in the 2023 third quarter. Operating income for the 2024 third quarter decreased 6% to $479.9 million from $510.5 million in the 2023 comparative quarter. Adjusted operating income after making the adjustments described earlier decreased 3.5% to $508.4 million as compared to $526.8 million in the 2023 comparable quarter. The effective tax rate for the 2024 third quarter was 21.8% compared with 22.2% in the 2023 third quarter. Net income decreased 18.1% to $370.9 million as compared to $452.7 million in the 2023 comparable quarter. Adjusted net income after making the adjustments described earlier decreased 8.8% to $392.4 million as compared to $430 million in the 2023 comparable quarter. Diluted earnings per share for the 2024 third quarter decreased 11.7% to $0.38 from $0.43 in the third quarter of 2023. Adjusted diluted earnings per share after making the adjustments described earlier decreased 1.6% to $0.40 per share as compared to $0.41 per share in the 2023 comparable quarter. Our third quarter financial results were again impacted by unfavorable foreign currency exchange rates in certain markets. Net changes in foreign currency exchange rates had an unfavorable impact on net sales for the 2024 third quarter of 62.8 million. We estimate that diluted earnings per share were adversely impacted by approximately 3 cents per share due to the unfavorable foreign currency exchange rates. As previously reported, we have taken a 5% increase on our brands and packages, excluding bang, rain, and rainstorm, effective November 1, 2024 in the United States. We are continuing to monitor opportunities for further pricing actions in our international markets. The company continues to have market share leadership in the energy drink category for all outlets combined in the United States for the 13-week period ended October 26, 2024. According to the Nielsen report for the 13 weeks through October 26, 2024, all outlets combined, excluding convenience, Sales in dollars in the energy category, including energy shots, increased by 4.9% versus the same period a year ago. According to the Nielsen report for the 13 weeks through October 26, 2024, for all outlets combined, namely convenience, grocery, drug, mass merchandisers, sales in dollars in the energy category, including energy shots, increased by 1.9% versus the same period a year ago. Sales of the company's energy brands, including Bang, were down 0.6% in the 13-week period. Sales of Monster declined 1.8%. Sales of Rain were down 2.9%. Sales of Nas increased 2.9%. And sales of Full Throttle decreased 5.4%. Sales of Red Bull increased 5%. According to Nielsen, for the four weeks ended October 26, 2024, sales in dollars in the energy drink category in the convenience and gas channel decreased. including energy shots in dollars, increased 1.5% over the same period the previous year. Sales of the company's energy brands, including Bang, were flat in the latest four-week period in the convenience and gas channel. Sales of Monster decreased by 1.6% over the same period versus the previous year. Rain sales decreased 4.4%, NOS was up 3.9%, and Full Throttle was down 4.4%. Sales of Red Bull were up 5.6%. According to Nielsen, for the four weeks ended October 26, 2024, the company's market share of the energy drink category in the convenience and gas channel, including energy shots in dollars, decreased from 37.3% to 36.8%, including bank. Monster's share decreased from 29.7% a year ago to 28.7%. Rain's share decreased 0.2 of a share point to 2.8%. NASA's share increased 0.1 of a share point to 2.6%. and full throttle share remained at 0.7 of a percent. Bang's share was 1.9%. Red Bull's share increased 1.4 share points to 35.9. Market share of certain competitors were as follows, Celsius 7.7, C4 3.4, Five Hour 3.1, Rockstar 2.8, and Ghost 3.1. According to Nielsen, for the four weeks ended October 26, 2024, sales in dollars in the coffee plus energy drink category increased which includes our Java Monster line in the convenience and gas channel, decreased 7.9% over the same period the previous year. Sales of Java Monster, including Java Monster 300, were 3% lower in the same period versus the previous year. Sales of Starbucks Energy were 14.8% lower. Java Monster's share of the coffee plus energy drink category in the four weeks ended October 26, 2024, with 58.6%, up three points. while Starbucks Energy's share was 40.8%, down 3.3 points. According to Nielsen, in all measured channels in Canada, for the 12 weeks ended October 5, 2024, the energy drink category increased 7.7% in dollars. Sales of the company's energy drink brands increased 8.3% versus a year ago. The market share of the company's energy drink brands increased 0.2 of a point to 40.7%. Monster's sales increased 3.9% and its market share decreased 1.3 points to 35%. Nasr's sales increased 16.2% and its market share increased 0.1 of a share point to 1.3%. Full Throttle's sales decreased 3.5% and its market share decreased 0.1 of a point to 0.05%. According to Nielsen, for all outlets combined in Mexico, The energy drink category increased 16.3% for the month of September 2024. Monster's sales increased 11.3%. Monster's market share in value decreased 1.3 points to 27.6% against the comparable period the previous year. Sales of Predator increased 18.6%, and its market share increased 0.1 of a share point to 6.2%. The Nielsen statistics for Mexico cover single months. which is a short period that may often be materially influenced positively and or negatively by sales in the OXO convenience chain, which dominates the market. Sales in the OXO convenience chain, in turn, can be materially influenced by promotions that may be undertaken in that chain by one or more energy drink brands during a particular month. Consequently, such activities could have a significant impact on the monthly Nielsen statistics for Mexico. According to Nielsen, for all outlets combined in Brazil, The energy drink category increased 19.9% for the month of September 2024. Monster's sales increased 28%. Monster's market share in value increased 3.1 points to 48.2% compared to September 2023. In Argentina, due in part to the impact of inflation-related local currency price increases, the energy drink category increased 202.5% for the month of September 2024. Monster's sales increased 182.5%. Monster's market share in value decreased 3.8 points to 53% compared to September 2023. In Chile, the energy drink category increased 11.7% for the month of September 2024. Monster's sales increased 12.9%. Monster's market share in value increased 0.5% to 40.3%. Monster Energy remains the leading energy brand in value in Argentina, Brazil, and Chile. I would like to point out the Nielsen numbers in EMEA should only be used as a guide because the channels read by Nielsen in EMEA vary from country to country and are reported on varying dates within the month referred to from country to country. According to Nielsen, in the 13-week period ending October 6, 2024, Monster's retail market share in value was compared to the same period the previous year grew from 31% to 32.8% in Great Britain, from 5.6% to 7.9% in the Netherlands, and from 40.2% to 40.4% in Spain. According to Nielsen, in the 13-week period ending October 6, 2024, Monster's retail market sharing value, as compared to the same period the previous year, declined from 16.4% to 16.3% in Belgium, from 30.2% to 27.1% in France, and from 35.4% to 34.2% in Norway. According to Nielsen, in the 13-week period ending September 30, 2024, Monster's retail market share in value, as compared to the same period the previous year, declined from 18.3% to 17.9% in Germany. According to Nielsen, in the 13-week period ending September 8, 2024, Monster's retail market sharing value as compared to the same period the previous year grew from 18.6% to 19.8% in Poland and from 30% to 31.1% in the Republic of Ireland. According to Nielsen, in the 13-week period ending September 8, 2024, Monster's retail market sharing value as compared to the same period the previous year declined from 16% to 15.2% in Sweden. According to Nielsen, in the 13-week period ending August 31, 2024, Monster's retail market share in value as compared to the same period the previous year declined from 38.2% to 36% in Greece and from 31.8% to 30.9% in Italy. According to Nielsen, in the 30-week period ending August 25, 2024, Monster's retail market share in value as compared to the same period the previous year grew from 18.3% to 18.8% in South Africa. According to Nielsen, in the 30-week period ending August 11, 2024, Monster's retail market share in values compared to the same period the previous year remained flat at 21.7% in the Czech Republic. According to Nielsen, in the 13-week period ending August 11, 2024, Monster's retail market share in values compared to the same period the previous year declined from 28% to 27.1% in Denmark. According to Nielsen, for the 13-week period ending August 23, 2024, the retail market share of Predator also branded Fury in certain markets, in value as compared to the same period the previous year, grew from 4.3% to 8.5% in Egypt, from 32.8% to 38.8% in Kenya, and from 20.3% to 22.6% in Nigeria. Combining our markets in MEA for the last 13 weeks, the energy category has grown 11.1%. Of note, for the same period, the category in our Western European markets grew 6.2%, our Eastern European markets grew 4.2%, and our Africa Middle East markets grew 27.5%. According to IRI for all outlets combined in Australia, the energy drink category increased 8.7% in the four weeks ending October 20, 2024. Monster sales increased 19.9%. Monster's market share value increased 1.8 points to 19.1% against the comparable period the previous year. Sales of Mother increased 4.5% and its market share decreased by 0.4 of a share point to 10.1%. According to IRI, for all athletes combined in New Zealand, the energy drink category increased 11.9% for the four weeks ending October 20, 2024. Monster's sales increased 11.7%. Monster's market share value remained at 13.2% against the comparable period the previous year. Sales of Mother decreased 12.2% and its market share decreased 1.4 share points to 4.9%. Sales of LivePlus increased 1.5% and its market share decreased 0.5 of a share point to 4.6%. According to Intage in the convenience channel in Japan, the energy drink category increased 6.6% for the month of September 2024. Monster's sales increased 5.6%. Monster's market share in value decreased a half a share point to 58.4% against the comparable period the previous year. According to Nielsen, all outlets combined in South Korea, the energy drink category increased 28.3% for the month of September 2024. Monster's sales increased 31.3%. Monster's market sharing value increased 1.2 points to 53.1% against the comparable period the previous year. We again point out that certain market statistics that cover single months or four-week periods may often be materially influenced positively and or negatively by promotions and other trading factors during those periods. Net sales to customers outside the U.S. were 760.1 million, 40.4% of total net sales, in the 2024 third quarter compared to 733.7 million or 39.5% of total net sales in the corresponding quarter in 2023. Foreign currency exchange rates had a negative impact on net sales in US dollars by approximately 62.8 million in the 2024 third quarter, of which 26.5 million related to Argentina. In EMEA, net sales in the 2024 third quarter increased 6.8% in dollars and increased 10.4% on a currency neutral basis over the same period in 2023. In EMEA, our sales were impacted by bottler-retailer disruptions in certain key accounts in Western Europe, as well as supply disruptions in South Africa. These disruptions reduced dollar sales by an estimated 2.9% in EMEA in the quarter. Growth profit in this region as a percentage of net sales for the 2024 third quarter was 35.4% compared to 31.1% in the same quarter in 2023. We are pleased that in the 2024 third quarter, Monster gained market share in Great Britain, the Netherlands, Poland, the Republic of Ireland, South Africa, and Spain. In Asia Pacific, net sales in the 2024 third quarter increased 4% in dollars, and increased 8.8% on a currency neutral basis over the same period in 2023. Gross profit in this region as a percentage of net sales for the 2024 third quarter was 40.2% versus 43.2% in the same period in 2023. Net sales in Japan in the 2024 third quarter decreased 7.6% in dollars and increased 0.2% on a currency neutral basis. In South Korea, net sales in the 2024 third quarter decreased 8% in dollars and decreased 2.2% on a currency-neutral basis as compared to the same quarter in 2023, largely due to the timing of production schedules this year. Monster remains the market leader in Japan and South Korea. In China, net sales in the 2024 third quarter increased 15.4% in dollars and and increased 15.8% on a currency-neutral basis as compared to the same quarter in 2023. We remain optimistic about the long-term prospects for the monster brand in China and are excited about the recent launch of Predator, which is being rolled out to additional markets in China later this year and during 2025. In Oceania, which includes Australia, New Zealand, Tahiti, French Polynesia, New Caledonia, Papua New Guinea and Guam, net sales increased 13.5% in dollars and increased 13.8% on a currency neutral basis. In Latin America, including Mexico and the Caribbean, net sales in the 2024 third quarter decreased 5% in dollars and increased 20.1% on a currency neutral basis over the same period in 2023, 4.1% exclusive of Argentina's impact. Gross profit in this region as a percentage of net sales was 42.2% for the 2024 third quarter versus 37.7% in the 2023 third quarter. In Brazil, net sales in the 2024 third quarter increased 16.7% in dollars and increased 33.3% on a currency neutral basis. Net sales in Mexico decreased 1.9% in dollars and increased 6.1% on a currency neutral basis in the 2024 third quarter. Net sales in Chile decreased 4.4% in dollars and increased 8.8% on a currency neutral basis in the 2024 third quarter due to challenging economic conditions in the country. Our market share in the quarter increased 40.8%. Net sales in Argentina decreased 56.5% in dollars and increased 48.5% on a currency neutral basis in the 2024 third quarter due We remain the market share leader in Argentina, and our market share in the quarter is 55.1%. Monster Brewing had a challenging third quarter. Net sales for the alcohol brand segment were 39.8 million in the 2024 third quarter, a decrease of approximately 2.5 million, or 6% lower than the 2023 comparable quarter, mainly as a result of lower sales of craft beers. In addition, as mentioned earlier, due to excess inventories of certain Monster Brewing brands, it was necessary to increase inventory reserves in that segment by 10.6 million. In addition to the appointment of a new president of Monster Brewing announced last quarter, we have now restructured the senior management team in the alcohol division and are continuing to consolidate production facilities to maximize efficiencies. The Beast Unleashed was rebranded to The Beast. The brand is now available in all 50 states through a network of beer distributors. The Beast was launched in the state of Utah in July. We are currently launching our second variety pack of the Beast in 12 packs, which includes Mean Green and three new flavors, Pink Poison, Gnarly Grape, and Killer Sunrise. The Beast variety pack two is currently available in 48 states. The highlight IPA brand, family's first major refresh, since 2017 is now shipping to all available markets. Oscar Blue's first non-alcoholic brew, Designated Dales, will be available next month in select markets. We launched Monster Energy Ultra Vice Guava in the United States in October 2024. Initial response from customers and consumers alike has been very positive on this innovation. In Latin America, during the third quarter of 2024, we launched Monster Ultra Pichiquin in Mexico. Monster Ultra Paradise in Peru, Monster Zero Ultra and Juice Monster Mangaloka in the Dominican Republic, and Juice Monster Pipeline Punch in Costa Rica. In Australia, during the third quarter of 2024, we launched Monster Ultra Violet. In EMEA, in the third quarter of 2024, we launched Monster Reserve, Orange Dreamsicle, Juiced Aussie Lemonade, Juiced Bad Apple, Juiced Mangaloka, Ultra Black, Ultra Golden Pineapple, Ultra Peachy Keen, Ultra Rosa, Ultra Strawberry Dreams, and Ultra White in a number of countries. Additional launches are planned across all brands throughout EMEA in 2024. During the third quarter of 2024, we launched Papillon in a 500 ml aluminum bottle in Japan and Ultra Peachy Keen in Singapore. In China, we expanded the launch of Predator Gold Strike, which was launched in 11 provinces and in China at the end of April in a non-carbonated 500 ml PET bottle. We launched in two additional provinces, Guangxi and Fujian in September. We are planning to launch Predator in a number of additional provinces in 2025. In India, we extended the Predator Gold Strike carbonated 250 ml PET bottle beyond the Delhi region to the northeast states in July and Mahajan Pradesh in September. we will continue adding additional states in 2025. We remain optimistic about the long-term prospects for the Monster brand in China and India and are excited about the expansion of Predator in these two countries. During the 2024 third quarter, the company purchased approximately 11.3 million shares of its common stock at an average purchase price of 47.32 per share for a total amount of 534.7 million. As of November 6, 2024, Approximately $500 million remained available for repurchase under the previously authorized repurchase program. We estimate that October 2024 sales were approximately 4.8% higher than the comparable October 2023 sales and 5% higher than October 2023, excluding the alcohol brand segment. We estimate that on a foreign currency adjusted basis, including the alcohol brand segment, October 2024 sales were approximately 5.8% higher than the comparable October sales and 6.1% higher than October 23, excluding the alcohol brand segment. October 2024 had one more selling day compared to October 2023. On our third quarter conference call in November 2023, we reported that gross sales in the month of October 2023, including the alcohol segment, were approximately 24.8% higher than October 2022 gross sales, which presented a high hurdle rate for the company this year. October 2023 had one more selling day than October 2022. A portion of the increase in the October 2024 sales may be attributed to advanced purchases by our customers in anticipation of the price increase in November in the United States. However, such amounts cannot reasonably be determined. Hurricanes Helene and Milton impacted sales at retail in certain states in September and October 2024. Again, however, we cannot determine the impact on our business at this time. In this regard, we caution again that sales over a short period are often disproportionately impacted by various factors, such as, for example, selling days, days of the week in which holidays fall, timing of new product launches, and timing of price increases. and promotions in retail stores, distributing incentives, as well as shifts in the timing of production. In some instances, our bottlers are responsible for production and determine their own production schedules. This affects the dates on which we invoice such bottlers. Furthermore, our bottling and distribution partners maintain inventory levels according to their own internal requirements, which they may alter from time to time for their own business reasons. We reiterate that sales over a short period, such as a single month, should not necessarily be imputed to or regarded as indicative of results for a full quarter or any future period. In conclusion, I would like to summarize some recent positive points. Firstly, the energy category continues to grow globally. We believe that household penetration continues to increase in the energy drink category. Growth opportunities in household penetration of capital consumption along with consumers' need for energy are positive factors for the category. We continue to expand ourselves in non-Nielsen measured channels. As reported earlier, we have implemented a price increase in the United States on November 1, 2024. We continue to review opportunities for price increases internationally. Our AFF flavor facility in Ireland is now providing a large number of flavors to our EMEA region, enabling better service levels and lower landed costs to our EMEA region. The juice plant at our AFF facility in Ireland has now been completed. After trials, we expect the juice plant to be in production in early 2025. We're excited for the launch of Monster Ultra Vice Guava. The Call of Duty on-pack gaming promotion, which kicked off last month, has received positive consumer response, with the publishers reporting that it's the biggest Call of Duty release in the franchise's history. We are currently exploring opportunities for our alcohol products in certain international jurisdictions. We are seeing some acceleration in the sales and market share of Bang Energy and remain excited for the future of this brand within our overall product portfolio. We are pleased with the rollout of Predator and Fury, our affordable energy drink portfolio in a number of markets internationally. We are proceeding with plans for further launches of our affordable energy brands. I would like to to now open the floor to questions about the quarter. Thank you.
spk08: We will now begin the question and answer session. To ask your question, you may press star then one on your touchstone phone. If you're using a speakerphone, please put up your handset before pressing the keys. To withdraw your question, please press star two. In the interest of time, we ask that you please limit yourself to one question and rejoin the queue if you have further questions. Your first question comes from Andrea Tarcea with J.P. Morgan.
spk09: Thank you. Good afternoon, everyone. I wanted to just go back to the expectation of the flow through from pricing and how much you had to deal back on that and how is your view on the state of the energy drain category given what's happening in particular now is October, understandably, but one extra selling day. it might be a little soft from what I think investors would expect. So I would appreciate your views on both. Thank you.
spk07: So, Andrea, when we have a price increase, we have to see where that price increase settles. And once we see a price increase settle and determine in what direction it's heading, what the elasticity of demand is, we are then in a better position to determine you know, what promotional activity, if any, needs to be said against the brands. So it's a really difficult question to answer at this time. So Andrea, I think Andrea had a couple of other questions. Do you want to quickly go through your other questions, Andrea?
spk09: Thank you, Hilton. Yeah, I was just saying if there is any pull forward that you saw so that it would inform some of that. I mean, I would say October would have been stronger if that's the case. Would you say there was any pull forward for the pricing? In other words, like the retailers would take in more inventory ahead of the pricing?
spk07: Okay, so we sell to the distributors, right, the Coca-Cola distributors. And We allow them a certain amount that they can buy in, and we cut off the old pricing in the middle of October. So I'm not sure, and we've looked at it, and we cannot determine with reasonable certainty what, if any, of that increase was attributable to buy-ins. I suspect there could have been some, But we just can't determine that. And in the same vein, it's hard to determine what the impact of the hurricanes were Milton and Eileen were on the business. We know that retail was impacted. And we've done some work to try and assess the extent to which our own business could have been impacted But again, it's difficult to determine. What we can say is that if you look at the territories that were impacted by the hurricanes, both of them, there's probably a 1% differential between activity, Nielsen activity in those territories and the activity through the US. So there definitely was an impact. But again, we can't determine the impact on our business.
spk09: And then in terms of State of the Union for the energy category as we stand right now, I would be appreciative of knowing your view.
spk07: Well, if we look at foot traffic in convenience, convenience is 62% of the Nielsen category for energy drinks. And we look at foot traffic and we talk to our retailers and we get some input from third-party market research companies and we refer to You know, the one anecdotal week that we spoke about earlier on this call, you know, I think we have, and it's again a personal view, I think we've reached the bottom or very close to the bottom. And I think here in Monster anyway, you know, we actually feel good about things coming back. I mean, we saw what happened today, that there was a rate cut. You know, the election is over, which probably will give consumers' better confidence, whichever party got in. I think there was some concern about the election. Now it's over. We've passed that. We got a rate cut today. And what we've seen in our industry is that there hasn't been a change in consumer preferences and a change to different types of drinks. Our consumers have stayed with energy drinks, and instead of, we believe, instead of drinking three a week or four a week, they've been drinking one or so less.
spk09: That's very helpful. Thank you.
spk06: I think that is quite notable. If you look at, we cited the Nielsen for the period ended 26 October. If you look at the latest 13-week period, the category was up 1.9. You look at the latest 14 weeks, the whole category in general was up 3.2. and the latest week is 3.7. So that trend has been, and that's why we refer to it. We think there is some recovery trend there, but we'll have to wait and see how that pans out.
spk07: Yeah, and just getting back to October very quickly, you know, we did mention on the call we had a really high hurdle rate over last year. So that's another factor to bear in mind when you look at the October increases, which I thought were actually quite good.
spk08: So our next question comes from Chris Carey with Wells Fargo Security.
spk03: Hey guys, thanks for the question. Can you just maybe touch on how you see inventory levels or how you saw inventory levels going into October? And really what I'm getting at here is, you know, is it just a comp or, because you sound quite good on consumption trends, but maybe distributors were still, you know, a bit reticent to take on more inventory. And now that the consumption is coming through, perhaps you feel there could be a resumption into, you know, the remainder of the quarter. I think basically what's getting contemplated right now is if you're, you know, kind of running flattish, you know, for the quarter, excluding the extra day or or if this is just comp and the consumption trends should start to show through in your numbers as well. So any comment there would be maybe helpful.
spk07: Yeah, happy to do that, Chris. You know, the way our business works, we sell to the Coke distributors. They place orders and we execute those orders. So they have sophisticated systems. They take into account consumption. That's one of the factors. Weather, another factor. and a whole bunch of other factors, and they order product that we deliver. We also have a small direct business, and we've spoken about the non-measured channels, which is done directly by us. But generally, we execute orders according to customer requirements. Some of our competitors have hiccups in inventory Our business doesn't behave in that way. We supply orders according to what our customers order.
spk08: Your next question comes from .
spk10: Good afternoon, guys. I wanted to ask about your comment about the improvement in the category in October. How much do you think innovation plays a role as well? You sounded excited about the Vice Guava. Just general thoughts of if you think innovation can also drive further acceleration into the U.S. category as you think into October and the bottom of the year. Thank you.
spk06: Look, I think innovation does drive some consumption, but we've had innovation We had probably three or four new innovative products in the first half of the year. We only really started to get product on shelf on our latest innovation, which is 1SKU, sort of towards the end of October. So yes, there has been some benefit from that if you take the one-week numbers. But I think overall, I don't think that has had much impact. I think the overall impact we're seeing is across a number of our other SKUs, has also been trending upwards as well. We see the sales per point just moving in a better direction. Again, a short period of time doesn't make a whole summer, but at the end of the day, we do start feeling, because everybody's been seeing the slower traffic and this little bit of stagnation in the category, but we do see signs of it starting to re-emerge and consumers being able to go back into stores and are buying again.
spk07: Yeah, I mean, we said earlier we believe the overall macroeconomic conditions are improving, and that's positive. And the foot traffic inconvenience, I think that's another factor. As I mentioned earlier, we get third-party research, and we talk to our customers, and that's all positive. So add that to this equation, and I think you'll maybe come out with the kind of answer that we're thinking about here as well.
spk08: Your next question comes from Mark Astorchan with Starful.
spk04: Yeah. Hey, guys. Afternoon. Hope all's well. I wanted to ask about gross margin in EMEA. I know it's sort of specific, but it's one of those questions that I think a lot of people are curious about and don't have a huge amount of color. The trends have really improved over the last couple of years, but you're still decently below 2022 levels or 2021 levels, I should say. I guess the question is without asking for guidance, because I know you don't want to give it. What do we think about from here? I mean, is it reasonable to think that you can get back to 21? And if you don't want to specifically answer that, what are the trends that have led to the improvement in that region from a gross margin standpoint? How sustainable are they?
spk07: Well, you know, we have taken price and we've taken price historically in a number of international markets and we continue to examine opportunities to do so. You know, the cost of production and the cost of raw materials, you know, there have been increases over time and significantly increases since, you know, since COVID. You know, we're doing our very best to manage and hedge aluminum exposure, which is obviously a big cost in this company. So we use a ladder, which we may have spoken about on previous calls, but if we didn't, I'll talk about it now. We have a ladder strategy where we execute hedges to assist in managing aluminum exposure. And we really do examine that on a weekly basis or twice a month. So that's something that we look at. So all in all, we have a business that is focused. Some in the US, you heard about the numbers overseas, which are growing. And they have lower margins, although we spoke about the MEA margins on this call that have moved up in the quarter, which is the trend we are looking to achieve. And then we have alcohol, which currently is at a lower margin, lower percentage margin than the rest of the business. So we here are very focused on improving margin wherever we can. And we will not stop in that pursuit. But it's something that we're carrying on working on, and it's a work in progress.
spk06: Just to mention, I think you referred to EMEA largely. If you look at the last four quarters, margins have continued to improve each quarter.
spk07: I thought you were talking about the whole company. I thought you were talking about EMEA. Mark, what are you talking about? Mark?
spk06: My comments are only really relative to EMEA, so I'll just complete that to say that, you know, we do have the juice plant coming into production, you know, pretty much early next year. And, you know, together with the measures Hilton has indicated, I think that we'll see, you know, we're sort of quite positive about the EMEA improving in March and going forward. And whether it can get back to 21, I'm not sure. So, sorry, one was a question about the overall margin, and I just sort of focused on EMEA. That's good. Yeah.
spk08: Thank you. Your next question comes from Peter Grom with UBS.
spk02: Thanks, Operator. Good afternoon, everyone. I hope you're doing well. I guess I just wanted to go back to the advanced purchases. I get it's a lot of moving pieces, and the hurricane noise probably makes it harder, but I think back in 2018 when you did the November price increase, you were at that point at least able to estimate the impact from advanced purchases ahead of the price increase. I'm just curious, is there a reason why this time may be different and you're not able to kind of estimate that? And then just on gross margin, you know, obviously you would love some perspective on the past from here. You kind of alluded to it here. But can you maybe just talk about what you're seeing from a commodity perspective and kind of how you see inflation evolving from this point?
spk07: Okay. So where do you want to start? Do you want to start with commodities or advanced purchases? Whatever you want.
spk02: All right. I'll work for you. Okay.
spk07: All right. We have the option. So... I think the difference this time versus the previous price increase was that we cut off our price increase, the favorable price increase, mid-October. So any customer who purchased product after mid-October, they actually paid the higher price. So as we look at the whole structure of everything that happened in October, it's really interesting It became a very difficult exercise to determine what, if any, of the price increase could have impacted October sales. So that's the bottom line. We could have done a better exercise. We would have. But it became too circuitous to try and find a sensible answer. So we'd rather not give it. And we'll see the impact on the quarter when the quarter's over. And then in commodities, I think everybody knows what's happening with aluminum. And I mentioned the extent that we have a ladder approach, and we build up that ladder as time goes by. There's already a tariff on aluminum, and we're hoping that the tariff will not increase, but there is already a tariff on aluminum. And as regards some of our other commodities, We have seen increases in some, and we've seen decreases in other. We buy a lot of commodities, and it's going to take us five minutes to go through them all. But what I can say is that generally, we are seeing increases. and in certain commodities like, for example, aluminum, like, for example, sugar, and there are other commodities that have stayed the same or are minimally decreasing. So the climate that we're looking at for commodities is one of taking aluminum out of the picture, which is showing significant increases, is one of relatively... manageable factors in increases.
spk08: Thank you. I would like to turn the conference back over to Mr. Rodney Sachs for any closing remarks.
spk06: Thank you. On behalf of Monster, I would like to thank everyone for their continued interest and support of the company. We continue to believe in the company and our growth strategy and remain committed to continuing to innovate to develop and differentiate our brands, and to expand the company both at home and abroad, and in particular, capitalizing on our relationship with the Coca-Cola bottler system. We believe that we are well-positioned in the beverage industry and continue to be optimistic about the future of our company. We hope that you remain safe and healthy, and thank you very much for your attendance.
spk08: That does conclude our conference for today. Thank you for participating. You may now disconnect.
spk06: Thank you.
Disclaimer

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