Group 1 - Morgan Stanley maintains a bullish outlook on Monster Beverage (MNST.US) as retail scan data in the US and Western Europe shows strong performance, exceeding market expectations, contrasting with the overall sluggishness in the consumer packaged goods sector [1] - The firm has raised its revenue and earnings per share forecasts for Monster Beverage for 2026 and increased the target price from $81 to $87, maintaining an "overweight" rating [1] - Analyst Dara Moshenyian highlights that Monster Beverage is entering a new development phase characterized by enhanced data analytics capabilities and a stronger management team, with a clearer strategic direction amid sustained growth in the energy category [1] Group 2 - The ongoing collaboration with Coca-Cola (KO.US) is expected to enhance Monster Beverage's international market expansion, leveraging a robust and mature non-alcoholic beverage distribution network [1] - Bottlers are anticipated to benefit from adding a high-growth, high-margin brand to their product portfolio through this partnership [1] - Monster Beverage's stock has risen 45% year-to-date, reaching a historical high of $77.17 last Friday, with a consensus "buy" rating from Seeking Alpha and Wall Street analysts [1]
创新高不是终点?大摩在高位继续看多怪兽饮料(MNST.US)