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Monster Beverage (MX:MNST)
:MNST
Mexico Market
EarningsQ2 2026 Earnings Report

Monster Beverage (MNST) Q2 2026 Earnings Report

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MX:MNST Q2 2026 EPS Results

Actual EPS$5.39
Consensus EPS$5.23
Beat/MissBeat by +$0.16
One Year Ago EPS$4.67

MX:MNST Q2 2026 Revenue Results

Actual Revenue$45.62B
Expected Revenue$43.67B
Beat/MissBeat by +$1.95B
YoY Revenue Growth+20.17%

Earnings Announcement Details

QuarterQ2 2026
Date08/06/2026
TimeAfter Close
Conference CallThursday, August 6, 2026
MX:MNST Upcoming Earnings
Monster Beverage's next earnings date is estimated for October 29, 2026, based on past reporting schedules.

Q2 2026 Earnings Call Audio

MX:MNST Q2 2026 Earnings Call
0:00 / 0:00

Q2 2026 Earnings Slide Deck

No slide deck is available for this earnings event.

Q2 2026 Earnings Call Summary

Q2 2026
Earnings Call Date:Aug 06, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveyed predominantly positive results: strong double-digit global sales growth, significant international momentum, market share gains, margin stability, and EPS growth. These positives were partially offset by higher operating, distribution and selling expenses, rising aluminum and freight costs, and localized challenges (Argentina, Korea, and a decline in the alcohol segment). Management articulated strategies to mitigate cost pressures (pricing actions, hedging where possible) and emphasized continued marketing and innovation investments to recruit consumers and sustain growth.
Company Guidance
Management gave limited formal guidance but flagged several actionable items and metrics: they’re initiating selective pricing actions with partners effective in Q4 2026, expect a modest sequential increase in aluminum costs through at least the end of 2026 (will continue hedging and recognize higher Midwest premium/tariff effects), and reiterated no material tariff impact otherwise; July 2026 estimated sales were +14.3% YoY (non‑FX, ex‑alcohol) and +13.9% including alcohol (FX‑adjusted July: +13.9% ex‑alcohol, +13.5% including alcohol; July had the same selling days as July 2025); Q2 results to contextualize guidance: net sales $2.54B (+20.2% YoY; +20.8% ex‑alcohol; FX benefited by $48.5M), Monster Energy segment sales $2.36B (+21.6%), gross margin 55.9% (adjusted ex‑alcohol 56.3%), operating income $740.4M (+17.2%; adjusted $748.1M, +13.3%), diluted EPS $0.59 (+19%; adjusted $0.60, +15.2%), distribution $118.8M (4.7% of sales), selling $269.2M (10.6%), G&A $291.2M (11.5%), stock‑based comp $35.7M; corporate items: ~$900M remaining on the buyback authorization, a 2‑for‑1 split to trade Aug 11, SAP S/4HANA go‑live planned Jan 1, 2028, and an investor meeting set for Dec 1, 2026.
Record Quarterly Net Sales
Net sales reached $2.54 billion in 2Q FY2026, a 20.2% increase versus $2.11 billion in 2Q FY2025; net sales excluding the alcohol brand segment rose 20.8%.
Strong Monster Energy Segment Growth
Monster Energy drinks segment net sales increased 21.6% to $2.36 billion (19.3% on a foreign-currency-adjusted basis) year-over-year.
Robust International Performance
Net sales to customers outside the U.S. increased 34.6% to $1.16 billion (29.0% FX-adjusted to $1.11 billion), representing ~46% of total net sales versus ~41% prior-year.
Double-Digit Regional Growth and Market Share Gains
U.S. & Canada net sales up 11.5% with Monster gaining 70 basis points of value share; EMEA net sales +27.2% (currency neutral +22.2%) with +220 bps value share gain and Monster delivering ~46% of value sales growth in the EMEA energy drink category.
Outstanding Growth in Key Emerging Markets
China net sales increased 62.5% (54.0% local); India net sales increased 84.0% (100.3% local); LATAM net sales increased 56.1% (40.4% currency neutral); Brazil up 82.0% (61.6% local).
Profitability and EPS Expansion
Operating income rose 17.2% to $740.4 million; adjusted operating income increased 13.3% to $748.1 million. Net income per diluted share increased 19% to $0.59; adjusted EPS increased 15.2% to $0.60.
Stable Gross Margin Despite Cost Pressures
Gross profit margin was 55.9% vs 55.7% year-over-year; adjusted gross profit margin (ex-alcohol) was 56.3% vs 56.2%, driven by pricing and favorable product mix.
Successful Product Innovation and Consumer Recruitment
Innovation contributed meaningfully to growth: Ultra brand grew 19% in the U.S.; Juice Monster grew 26%; limited-time offerings (e.g., Ultra Red, White & Blue) and new launches (vending in Japan) showed strong early traction and helped recruit new households at roughly twice the category rate.
Operational and Corporate Actions
Board approved a two-for-one stock split (expected trading at split-adjusted price Aug 11, 2026) and $900 million remains available under the repurchase authorization.

MX:MNST Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Oct 29, 2026
2026 (Q3)
5.39 / -
5.034―
2026 (Q2)
5.23 / 5.39
4.67515.38% (+0.72)
2026 (Q1)
4.75 / 5.21
4.22523.40% (+0.99)
2025 (Q4)
4.35 / 4.58
3.41634.21% (+1.17)
2025 (Q3)
4.30 / 5.03
3.59640.00% (+1.44)
2025 (Q2)
4.32 / 4.67
3.68626.83% (+0.99)
2025 (Q1)
4.12 / 4.23
3.77611.90% (+0.45)
2024 (Q4)
3.61 / 3.42
3.1478.57% (+0.27)
2024 (Q3)
3.83 / 3.60
3.866-6.98% (-0.27)
2024 (Q2)
4.06 / 3.69
3.5065.13% (+0.18)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed