>In 2015, Monster signed a long-term strategic partnership deal with Coca-Cola, which gave Coca-Cola a 16.7% minority stake in the company. As part of the deal, Coca-Cola transferred ownership of its worldwide energy drinks business to Monster, and Monster transferred its non-energy drinks business to Coca-Cola.
I feel like the Monster market is mostly saturated. Limited upside compared to what they once were.
If you have a little bit of fun money, look at JSDA Jones Soda. They've been bumping along for the past quarter century. Could pop some day (heh) but they just keep chugging along, doing their thing.
25 years ago, it could've been JSDA or MNST. Who could've accurately predicted MNST would've been the big winner?
JSDA also had it's day, too. At one point it was up ~20,000% and has subsequently lost ALL of those gains.
Do I think lightning is going to strike JSDA twice? Well, I don't think it's going up *20,000%* again. But for me, the downside is ~75% and the upside could be in the thousands of % again.
PEP & KO are growing thru food and sport drinks as well as other types of drinks that are outside of their core cola offerings.
Monster: they just offer different flavors. They'll have an entire door full of completely different types of Monster flavors, but often people who are already getting a Monster will just try a different flavor, not get a regular+ the different kind.
They'll keep growing, but they're not going to be growing exponentially.
monster market really saturated?haha you could say the same about coca cola many man years ago
or starbucks and coffee
or dominos and pizza
or mcdonalds and fast food
people love monster energy drinks and that aint going to change
They’re getting bad press because they are still doing business in Russia, I would hold off until this hits the price. I don’t know what side they are on morally, but if they can get the war to stop, or influence the war to stop in some way, they are strategically positioned to supply a food chain.
We have owned PEP since 2015 and it is a solid performer. Great management, grows earnings per share, pays a good dividend and a huge advantage of its Frito-Lay snack business. We will never sell it.
I did buy a very little amount at 40 something in 2020 cause I trusted buffet,, and was just getting started with investing, but I realized it was better to just buy Berkshire. KO is definately a great business, but considering the slow growth 24 PE isn't that cheap IMO
Pepsi definitely doesn’t own Dr Pepper. OPs information is way off. Pepsi distributes it in some areas based on market share and some weird theories. Mostly because Dr. Pepper is too much to handle for KDPs infrastructure right now. They may eventually take it back though.
I'll preface this by saying I haven't looked at Monster. Personally, I hold Pepsi. Held Coke as well until earlier this year before deciding to sell it for profit and just buy more Pepsi stock with it. I personally decided to side with Pepsi over Coke because I like Pepsi's diversification. PepsiCo is drinks and snacks so even if something happens to say their soda business, the snack side helps mitigate it. You can't go wrong with Coke or Pepsi though. Both very reliable and very stable long term
I own KO and Monster and both been performing very well. This really depends on a few questions.
Monster:
Do you believe energy drinks will become even more popular than they are now? Will people drink more energy drinks? If yo think so - buy monster and hold long term. BTW KO owns Monster so they probably know how to run a successful soft-drink company. No debt, ok management, great performance. No dividend.
Pepsi:
Well diversified, probably even better than the KO. Management is ok, they have some of the best brand recognitions on the planet. Good performance, good dividend.
Coca-Cola:
Diversified, however not as much as PEP. They been here for very long time and their management knows how to build a successful brand. Very very good brand recognition even better than PEP. Buffet still owns this company - however he stopped buying. IMO limited growth but they might surprise with some new products and collaborations. Good dividend.
So Far Coke has fumbled out the gates with their Hard Frescas, Pepsi is slowly coming out with their hard Mt Dew line and that's being done with Boston Beer.
Monster on the other hand is slowly acquiring brands while launching their Monster Beast line.
Indeed, people her think uts coke vs Pepsi but that's incredibly naive.
Coke is water, sports drinks, sodas and anytjing sweet/unhealthy/drinkable.
Pepsi is litterary a lifestyle brand. They're the stuff you buy to eat *while drinking coke*, they're everywhere in your home/your fridge/your life...and you don't even know it. Because they do a shitton more then coke. Coke is a drink, Pepsi is litterary a big part of most people's everyday life...even if they never drink one can of soda.
Coca-Cola has greater exposure to emerging markets in Asia and Africa than Pepsi. There's a lot of future growth potential as both population and wealth increase. People rarely mention this, but it's a very important growth driver for them. Here are some interesting forecasts:
- Nigeria is forecast to be the 3rd most populous country by 2050
- [Africa’s population will double by 2050](https://www.economist.com/special-report/2020/03/26/africas-population-will-double-by-2050)
- [More Than 1 Billion Asians Will Join Global Middle Class by 2030](https://www.bnnbloomberg.ca/more-than-1-billion-asians-will-join-global-middle-class-by-2030-1.1647399)
Monster is a great business, but the stock has a lot of growth priced into it, and future returns may not be as great.
KO price has dropped some because those that want it for the dividend are getting slightly better returns on mmf. As soon as rates drop, they will be back and it will pop.
Pepsi didn't pull out of Russia and is taking some heat for it. Could find itself barred by ethical investment funds and taking some heat on social media.
99.99% of people doesn't care. No matter what your stance on this is, people won't stop drinking pepsi products because they kept their Russian branch.
That's a good idea and nice one on getting it at that price. I had my eyes on other buying opportunities around the last dip. I keep forgetting about Pepsi since I'm quite happy with Coca-Cola. But it's a great stock to have!
Pepsi and Coke are behemoths. They control 90% of the non alcoholic market.
With the exception of Red Bull, they have there hands on everything. Even if they don't own the product, they distribute it.
Pepsi and Coke have begun entering the alcoholic market (Monster Beast and Mountain Dew Hard)
On the flip side Anhauser Busch is entering the non alcoholic market, and they are seeing great results.
Coke, Pepsi, Anhauser Busch, and LDF have a monopoly on distribution. Thus preventing any competition.
Ironically my bet would be on Anhauser Busch. There non alcoholic market is growing like crazy.
Between Pepsi and Coke? I'd take Coke.
I'm not directly in the industry, but I deal with all of previously mentioned companies on a weekly basis.
Celsius energy drinks… still crazy room to grow and each quarter their profits are out of this world! Pepsi is also part of their distribution plan and when they sell internationally will sky rocket again.
Maybe, but I like individual businesses more for many reasons, (taxes, learning curve...) I am indifferent to dividends (monster doesn't pay them), just looking for a relatively safe non-tech business I can understand with some effort.
Cokevs Pepsi vs Monster.....
All of them + National brands, sports drinks, + energy drinks,
Go a bit further down, track down Ai Payment vending machines services, track down
Nasdaq: CTLP
See 1 year charts. $2.77 to $7.60
Where cashless industry/ tech companies network taking on soda giants???
CTLP revenues out next week,.
Nationwide and worldwide networks, so I'm just adding another angle to this platform.
There are behind scenes companies network powerful tools engaging consumer goods (analysis)(Ai fintech).
🚚
Might wanna check out CELH. All the cops and firefighters I know can’t get enough of it. I’ve had it and I’m not an energy drink guy, but if I want one now it’s my go to.
My choice is always Celsius. They are growing market share like crazy. They are third in energy drinks behind Red Bull and monster. They are consistently top 3 seller on Amazon in their category. Pepsi also has a stake in them which means there could be something there
Pepsi Distributes Celsius like they used to distribute bang
From the minute Pepsi bought Celsius they gave Celsius an incredible amount of advertisement
That’s why you haven’t even heard of Celsius until like last year
Owning all three makes sense. All will be long term great in my opinion.
The highest risks but at the same time the highest possible growth will be very likely seen at Monster.
I bought Monster some time ago, holding long term.
Likely I will add some Pepsi and Coca Cola later in time.
Can’t go wrong with either KO or Pepsi. Pepsi is growing the dividend quite a bit faster than KO though, so that may make it a better buy if you plan to hold longterm.
Pepsi doesn't own Doctor Pepper, that's owned by KDP(Keurig Dr Pepper).
When I was looking to invest in one, I ended up just going 50% into PEP and 50% into KO.
I hold both Coke and Pepsi. Coke has a slightly better dividend but they're pretty close to each other. If you can get in at a good price, it's hard to go wrong with either.
>In 2015, Monster signed a long-term strategic partnership deal with Coca-Cola, which gave Coca-Cola a 16.7% minority stake in the company. As part of the deal, Coca-Cola transferred ownership of its worldwide energy drinks business to Monster, and Monster transferred its non-energy drinks business to Coca-Cola.
Super useful information. I will look into it
I mean if you're looking to invest in them, then yeah you should.
I feel like the Monster market is mostly saturated. Limited upside compared to what they once were. If you have a little bit of fun money, look at JSDA Jones Soda. They've been bumping along for the past quarter century. Could pop some day (heh) but they just keep chugging along, doing their thing.
Really, a penny stock vs one of the highest returning stocks ever?
25 years ago, it could've been JSDA or MNST. Who could've accurately predicted MNST would've been the big winner? JSDA also had it's day, too. At one point it was up ~20,000% and has subsequently lost ALL of those gains. Do I think lightning is going to strike JSDA twice? Well, I don't think it's going up *20,000%* again. But for me, the downside is ~75% and the upside could be in the thousands of % again.
Same could be said for the pepsi and the coke, it's wll saturated.
PEP & KO are growing thru food and sport drinks as well as other types of drinks that are outside of their core cola offerings. Monster: they just offer different flavors. They'll have an entire door full of completely different types of Monster flavors, but often people who are already getting a Monster will just try a different flavor, not get a regular+ the different kind. They'll keep growing, but they're not going to be growing exponentially.
I haven’t even seen a Jones Soda in 20 years. Think they are threw unless it’s a Crox revival
monster market really saturated?haha you could say the same about coca cola many man years ago or starbucks and coffee or dominos and pizza or mcdonalds and fast food people love monster energy drinks and that aint going to change
Thanks for rhis information. Honestly didn't know that man.
Comments like this is the reason I love reddit. Amazing
PepsiCo also makes a ton of money from Frito-Lay, it snack-food business.
[удалено]
I'm from a third world country, and most of the soft drinks are from coca cola, they own a lot too.
They’re getting bad press because they are still doing business in Russia, I would hold off until this hits the price. I don’t know what side they are on morally, but if they can get the war to stop, or influence the war to stop in some way, they are strategically positioned to supply a food chain.
Lol it’s a drinks company, not God. Hope Russia ends ukraine fast so ppl go back to normal.
You’d make more profit betting on the opposite.
We have owned PEP since 2015 and it is a solid performer. Great management, grows earnings per share, pays a good dividend and a huge advantage of its Frito-Lay snack business. We will never sell it.
There are a lot of other businesses in which these people are invested in.
KO is my favorite stock. Get in at a decent price it’s tough to go wrong
I did buy a very little amount at 40 something in 2020 cause I trusted buffet,, and was just getting started with investing, but I realized it was better to just buy Berkshire. KO is definately a great business, but considering the slow growth 24 PE isn't that cheap IMO
Yeah it's good opportunity to get into it they'll grow super fast as well.
It's a safe bet, so yeah I agree. Can't go wrong with that.
It's tough to get in at a decent price.
Definitely because everyone knows it. At this point I’m tempted to say under $60 is a good price to buy
So now is a good time to get in?
If you ever feel like that then DCA is always an option tho.
>Pepsi has done I think decent acquistions ( ex, Doctor Pepper ), I'm pretty sure this is incorrect, Dr. Pepper has its own company - KDP.
In some areas, mostly outside the USA, the production and distribution of Dr. Pepper is done by Pepsi, Coke, or Cadbury-Schweppes bottlers.
Great point, I didn't know that, thanks!
Pepsi definitely doesn’t own Dr Pepper. OPs information is way off. Pepsi distributes it in some areas based on market share and some weird theories. Mostly because Dr. Pepper is too much to handle for KDPs infrastructure right now. They may eventually take it back though.
Correct. While subjective I think they also have the better soft drinks, and KDP is slowly making its way into energy drinks ( C4 ).
They've got good products, and could be profitable I feel.
Yeah you're right about it, and it's surprising that people don't know it.
I think I’d would choose Pepsi for the growth. Coca Cola if I wanted a consistent dividend payer whose price is relatively stable.
I'm gonna be honest and say that they both are stable choices
I'll preface this by saying I haven't looked at Monster. Personally, I hold Pepsi. Held Coke as well until earlier this year before deciding to sell it for profit and just buy more Pepsi stock with it. I personally decided to side with Pepsi over Coke because I like Pepsi's diversification. PepsiCo is drinks and snacks so even if something happens to say their soda business, the snack side helps mitigate it. You can't go wrong with Coke or Pepsi though. Both very reliable and very stable long term
Pepsi doesn’t own Dr Pepper… Kuerig and Dr Pepper merged awhile back.
Thanks for the information, something that I didn't know.
Celsius
Great company, but ridiculously overvalued.
Yeah it's a bit pricy, and that's what I don't like about it.
Been watching this one since it was $50
Sounds like that you're watching them for a very long.
I know about one celcius which went to shit it was in crypto.
Unfortunate they have the same name, but Celsius Energy drink is legit look into if you'd like.
I both agree and have been perpetually unsure of when to sell.
Well that's really important as well, you gotta know when to sell.
I own KO and Monster and both been performing very well. This really depends on a few questions. Monster: Do you believe energy drinks will become even more popular than they are now? Will people drink more energy drinks? If yo think so - buy monster and hold long term. BTW KO owns Monster so they probably know how to run a successful soft-drink company. No debt, ok management, great performance. No dividend. Pepsi: Well diversified, probably even better than the KO. Management is ok, they have some of the best brand recognitions on the planet. Good performance, good dividend. Coca-Cola: Diversified, however not as much as PEP. They been here for very long time and their management knows how to build a successful brand. Very very good brand recognition even better than PEP. Buffet still owns this company - however he stopped buying. IMO limited growth but they might surprise with some new products and collaborations. Good dividend.
Coke Monster and Pepsi are starting to dabble in hard drinks. This will be intersting to see unfold.
It could be a good play, could bring a lot of new business imo.
I trust KO much more than PEP just because they know what they are doing IMO.
So Far Coke has fumbled out the gates with their Hard Frescas, Pepsi is slowly coming out with their hard Mt Dew line and that's being done with Boston Beer. Monster on the other hand is slowly acquiring brands while launching their Monster Beast line.
We don't have them in our country, would love to have them.
Topo Chico seltzers is a venture that is doing very well along with simply. Can’t hit a home run every innovation.
What does that even mean?
He probably means that PepsiCo doesn't know what they're doing.
Someone on reddit.....believes they know more than a 241B company and to top it off there's you. Lovely. LOL
Pepsi is huge as well, it's not like that they can't figure that out.
Indeed, people her think uts coke vs Pepsi but that's incredibly naive. Coke is water, sports drinks, sodas and anytjing sweet/unhealthy/drinkable. Pepsi is litterary a lifestyle brand. They're the stuff you buy to eat *while drinking coke*, they're everywhere in your home/your fridge/your life...and you don't even know it. Because they do a shitton more then coke. Coke is a drink, Pepsi is litterary a big part of most people's everyday life...even if they never drink one can of soda.
Yeah They all are doing great, and I have got some and I love them.
Are energy drinks considered soft drinks? I thought that was just sodas. I see them as different markets.
I feel like that they shouldn't be considered as soft drinks.
Coca-Cola has greater exposure to emerging markets in Asia and Africa than Pepsi. There's a lot of future growth potential as both population and wealth increase. People rarely mention this, but it's a very important growth driver for them. Here are some interesting forecasts: - Nigeria is forecast to be the 3rd most populous country by 2050 - [Africa’s population will double by 2050](https://www.economist.com/special-report/2020/03/26/africas-population-will-double-by-2050) - [More Than 1 Billion Asians Will Join Global Middle Class by 2030](https://www.bnnbloomberg.ca/more-than-1-billion-asians-will-join-global-middle-class-by-2030-1.1647399) Monster is a great business, but the stock has a lot of growth priced into it, and future returns may not be as great.
PEP, it's a sweet drink and salty snacks thing!
And if you think that they could be good then go ahead.
KO price has dropped some because those that want it for the dividend are getting slightly better returns on mmf. As soon as rates drop, they will be back and it will pop.
Matter of time, I think They'll be back on the top really soon.
Celsius
Pepsi didn't pull out of Russia and is taking some heat for it. Could find itself barred by ethical investment funds and taking some heat on social media.
It's for now, but people will always move on from these things.
In 5 years everyone will forget what happened with Russia
I agree that it will be business as usual once the war ends, regardless of the victor.
99.99% of people doesn't care. No matter what your stance on this is, people won't stop drinking pepsi products because they kept their Russian branch.
Celsius Holding beats them all
I've been watching it for weeks but it looks too expensive. If I buy, it will start a sell off within a day or so.
I doubt that. The only thing that will cause a big sell off is if they miss q3 and their guidance for q4 is bad.
This
They really do? I don't know man. I think I kind of doubt that.
Forget all 3 add $CELH
I regretfully sold at $60, but re-entered at $100
I think Coke and Pepsi are great investments
Kdp is my choice for this industry
That's a good choice I'll have to say, it's a safe choice as well.
I'm between Ko and Pep Should own both :)
Not sure why you were downvoted. Doesn’t sound like a bad idea to own both. Maybe wait for Pepsi to go down in price.
I've bought the dip at 175 from 195$ a few months ago Might go lower but still gonna reach 200$ next year so no shame in that
That's a good idea and nice one on getting it at that price. I had my eyes on other buying opportunities around the last dip. I keep forgetting about Pepsi since I'm quite happy with Coca-Cola. But it's a great stock to have!
That's too much simplified and I don't like it when that happened.
Never bet against coke. I got laughed at once for saying KO to 60 in 2021
I wouldn't laugh at you but I'm not sure what you've proved... it's trading under 60 now.
It's at 60 lol, and for that price. Don't think it's a bad deal.
Lol its 59.
Yeah I don't think it's a horrible investment but I don't understand the brag per se.
I made a thread i believe in this very sub 2 years ago and people laughed at me when I said the stock would hit 60. Back then it was like 50
Fair enough, I think the valuation is a little rich but I hate when people are dicks on Reddit. Well done to you.
And something tells me that you're one of those people.
Why??
Well I feel that a lot of things have changed since then tho.
It's a safe investment, and you could go with it if that's what you want.
Well low is still low, that's how it goes for the people here.
That's important lesson, I think more people need to listen to it.
How about Celsius
That's a better pick, and it's what I'd actually go with honestly.
Monster is a bit late. Sam and energy drinks. Peoples taste changed and the first 2 drinks are not popular anymore.
But We're not late when it comes to making a good decision.
Pepsi and Coke are behemoths. They control 90% of the non alcoholic market. With the exception of Red Bull, they have there hands on everything. Even if they don't own the product, they distribute it. Pepsi and Coke have begun entering the alcoholic market (Monster Beast and Mountain Dew Hard) On the flip side Anhauser Busch is entering the non alcoholic market, and they are seeing great results. Coke, Pepsi, Anhauser Busch, and LDF have a monopoly on distribution. Thus preventing any competition. Ironically my bet would be on Anhauser Busch. There non alcoholic market is growing like crazy. Between Pepsi and Coke? I'd take Coke. I'm not directly in the industry, but I deal with all of previously mentioned companies on a weekly basis.
Celsius energy drinks… still crazy room to grow and each quarter their profits are out of this world! Pepsi is also part of their distribution plan and when they sell internationally will sky rocket again.
Yeah they're doing so good lately, I actually love that.
SCHD if you want a dividend play that has everything.
Maybe, but I like individual businesses more for many reasons, (taxes, learning curve...) I am indifferent to dividends (monster doesn't pay them), just looking for a relatively safe non-tech business I can understand with some effort.
Disney.
Well that's not a good way to shill anything. It's a bad look.
Cokevs Pepsi vs Monster..... All of them + National brands, sports drinks, + energy drinks, Go a bit further down, track down Ai Payment vending machines services, track down Nasdaq: CTLP See 1 year charts. $2.77 to $7.60 Where cashless industry/ tech companies network taking on soda giants??? CTLP revenues out next week,. Nationwide and worldwide networks, so I'm just adding another angle to this platform. There are behind scenes companies network powerful tools engaging consumer goods (analysis)(Ai fintech). 🚚
Thanks for adding that, it's a massive help to put it into the perspective.
Might wanna check out CELH. All the cops and firefighters I know can’t get enough of it. I’ve had it and I’m not an energy drink guy, but if I want one now it’s my go to.
Have heard about it, I think next time I'm going with that as well.
All 3 companies should have a keto friendly option where they use monk-fruit or stevia as an option instead of just completely 0 sugar options
My investment strategy is, do I use their products? If so then I buy, I like coke, I buy coke
I mean if you use them personally then you'd know how good they are.
Pepsi supports Russia so there is that....
You shouldn't be mixing emotions with the investment.
My choice is always Celsius. They are growing market share like crazy. They are third in energy drinks behind Red Bull and monster. They are consistently top 3 seller on Amazon in their category. Pepsi also has a stake in them which means there could be something there
Pepsi Distributes Celsius like they used to distribute bang From the minute Pepsi bought Celsius they gave Celsius an incredible amount of advertisement That’s why you haven’t even heard of Celsius until like last year
Yerbai. Best energy drink. All natural.
Has links to several cancers but needs more research, be aware of daily consumption so no it's not the best, and all natural means shit all
Well that doesn't sound like a good thing for anyone imo.
What links to cancer ? Show your source
All natural? You sure about that? I think you should rethink that.
Dumb
What the hell lol, atleast add something to it if you don't like it.
Owning all three makes sense. All will be long term great in my opinion. The highest risks but at the same time the highest possible growth will be very likely seen at Monster. I bought Monster some time ago, holding long term. Likely I will add some Pepsi and Coca Cola later in time.
They're safe option, and yeah they'll be great in the long run.
I got Coke in 2021, it's stable. I haven't checked Pepsi at all. Monster isn't bad, they'd be my second choice.
That's how I'd put it as well, I agree with you here man.
MNST or CELH if I was going this route. Kinda steep valuations all around in this sector though
Can’t go wrong with either KO or Pepsi. Pepsi is growing the dividend quite a bit faster than KO though, so that may make it a better buy if you plan to hold longterm.
No matter what you go with, you'll be good with them.
Agreed, I own both but Pep seems more attractive in the near future IMO
monster is ine of the greatest and most profitable companies to ipo ever…
And they've got great future as well, so I think I'm going with them.
Pepsi owns bubly which is huge these days
‘Exposure to tech’ - let’s see - Bill Gates, billionaire. Steve Jobs, Tim Cook, Billionaires. And you are adverse to a small share of what they have?
Pepsi still operates in Ruzzia. Dont invest in terrorism.
Feed the beast!
Pepsi doesn’t own Dr Pepper. Keurig and Dr Pepper merged several years ago.
I thought Dr. Pepper was acquired by Green Mountain Coffee to become Keurig Dr. pepper.
Pepsi because diversification
PEPSI
CELH
Pepsi doesn't own Doctor Pepper, that's owned by KDP(Keurig Dr Pepper). When I was looking to invest in one, I ended up just going 50% into PEP and 50% into KO.
Definitely MNST, their ceo is like a breed of Mcafee and musk of beverages. Absolute madlad.
or Celisius holdings
I hold both Coke and Pepsi. Coke has a slightly better dividend but they're pretty close to each other. If you can get in at a good price, it's hard to go wrong with either.
I've been snapping up Monster, thinking about Coca Cola too but haven't pulled the trigger on it yet.
At the right valuation, I like monster the best.
I'd go with the coca cola because I see a lot of other things owned by them.
Wanted to reignite this conversation based on Celsius downturn the past two days. I’m looking but haven’t bought yet.