10-QPeriod: Q2 FY2013

Monster Beverage Corp Quarterly Report for Q2 Ended Jun 30, 2013

Filed August 9, 2013For Securities:MNST

Summary

Monster Beverage Corporation's Q2 2013 report shows steady top-line growth, with net sales increasing by 6.5% to $630.9 million compared to the prior year's quarter. This growth was primarily driven by the flagship Monster Energy® brand, which saw a 5.8% increase in net sales for the DSD segment and a significant 21.7% increase in the Warehouse segment, largely due to Hubert's® lemonades. However, net income declined by 2.7% to $106.9 million, impacted by a rise in operating expenses and a higher effective tax rate. The company also saw a decrease in operating income for the six-month period, signaling pressure from increased operating expenses and legal/regulatory matters. Despite the dip in profitability, the company's financial health remains robust with a solid cash position and significant investments. Monster Beverage is actively managing its product portfolio, introducing new items and transitioning labeling from dietary supplements to conventional foods. The company also faces ongoing litigation, particularly concerning product safety and marketing practices, which are being vigorously defended and are not expected to have a material adverse effect on its financial position.

Financial Statements
Beta
Revenue$630.93M
Cost of Revenue$294.67M
Gross Profit$336.26M
Operating Expenses$156.84M
Operating Income$179.43M
Net Income$106.87M
Shares Outstanding (Basic)998.68M
Shares Outstanding (Diluted)1.04B

Key Highlights

  • 1Net sales for the second quarter of 2013 increased by 6.5% to $630.9 million, driven by strong performance in the Monster Energy® brand.
  • 2Gross profit increased by 9.5% to $336.3 million, with gross profit margin expanding to 53.3% from 51.8% in the prior year's quarter, indicating improved cost management or favorable product mix.
  • 3Operating expenses saw a significant rise of 14.3% in the quarter and 19.6% year-to-date, primarily due to increased professional service costs related to litigation and regulatory matters.
  • 4Net income for the quarter decreased by 2.7% to $106.9 million, and for the six-month period by 8.4% to $170.4 million, largely due to higher operating expenses and an increased effective tax rate.
  • 5The company's cash and cash equivalents increased to $283.8 million, demonstrating continued strong cash generation from operations.
  • 6The company is actively engaged in defending against various legal proceedings, including product liability, securities litigation, and inquiries from state attorneys general and city attorneys, which are noted as potential risks but are not currently expected to have a material adverse effect.

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