Latest analysis · MNST Q2 2026 · September 12, 2026
Receivables outpace revenue, payables support cash flow, and commodity hedges contribute about 0.71 cent of quarterly EPS on a split-adjusted basis.
Read the report preview →| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | August 6, 2026 | - | - | 2 | 0 | Call sheet → |
| Q1'26 | May 7, 2026 | 11/12 | 1 medium, 5 low flags | 6 | 0 | Call sheet → |
| Q4'25 | February 27, 2026 | 10/12 | 3 medium, 4 low flags | 6 | 0 | Call sheet → |
| Q3'25 | November 6, 2025 | 10/12 | 5 medium, 4 low flags | 8 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | May 7: SAP S/4HANA go-live January 1, 2028 Same date repeated in August |
| Q2'26 | Delivered | May 7: wider America 250 rollout beginning in May August discusses completed rollout and retail sales contribution |
| Q2'26 | Delivered | May 7: Japan Coca-Cola vending availability beginning in summer August call says sales began in June |
| Q1'26 | Delivered | Lando Norris Zero Sugar full U.S. rollout in Q1 2026 Confirmed nationwide launch completed in first quarter. |
| Q1'26 | Delivered | Innovation pipeline for 2026 FLRT launched March, Storm launched early May, summer innovations coming as promised. |
| Q1'26 | Delivered | Digital transformation and SAP S/4HANA implementation ongoing Confirmed January 1, 2028 go-live date, $5.8M expenses in Q1 as expected. |
| Q1'26 | Exceeded | Expect further modest increase in costs in at least first half of 2026 Now expecting cost increases through end of 2026, not just first half. Timeline extended. |
| Q1'26 | Delivered | Japan systems disruption back to normal since February 1 Japan sales returned to growth at 3.6%, confirming operations normalized. |
| Q1'26 | Delivered | Pricing actions implemented November 1, 2025 performed in line with expectations Rob Gehring confirmed pricing is working, showing limited volume sensitivity as planned. |
| Q4'25 | Exceeded | October 2025 sales guidance of +14.1% growth Delivered +14.1% as guided, setting up strong Q4 momentum |
| Q4'25 | Delivered | Digital transformation initiatives to continue SAP S/4HANA implementation timeline provided with 2028 go-live |
| Q4'25 | Delivered | Modest tariff/aluminum impact in Q4 Impact described as modest, though now extending into Q1-Q2 2026 |
| Q4'25 | Delivered | Continued strong innovation slate for 2026 Detailed innovation calendar provided from December 2025 through summer 2026 |
| Q4'25 | Delivered | Price increases effective November 1, 2025 with minimal volume impact expected Implemented as promised, early read shows limited volume sensitivity as expected |
| Q4'25 | Delivered | Lando Norris Zero Sugar nationwide U.S. launch planned in 2026 Now rolling out with full U.S. launch on track for later in Q1 2026 |
| Q3'25 | Delivered | Q2: Monster Energy Ultra Strawberry Dreams and Predator Wild Berry in Mexico Q3 Both launched and contributed to Mexico's 26.8% growth |
| Q3'25 | Delivered | Q2: Juice Monster Rio Punch launch in Brazil Q3 Launched with positive market acceptance noted |
| Q3'25 | Delivered | Q2: Launch 2 SKUs of Reign Storm in Japan in Q3 Confirmed launched in Japan during Q3 as planned |
| Q3'25 | Exceeded | Q2: Lando Norris Zero Sugar strategic launch in Texas, Nevada, California Launched in Texas, California, Las Vegas metro as LTO, expanding nationally in 2026 |
| Q3'25 | Delivered | Q2: Monster Energy Ultra Wild Passion in Q4 Product launched and now in market as promised |
| Q3'25 | Delivered | Q2: Juice Monster Bad Apple introduction in fall Confirmed as launched and contributing to growth |
| Q3'25 | Delivered | Q2: Launch Monster Energy Electric Blue and Orange Dreamsicle in the fall Both products launched as planned and mentioned as currently in market |
| Q3'25 | Exceeded | Q2: Planning for selective price adjustments effective during 2025 fourth quarter Delivered November 1, ahead of Q4 timeline, with completed bottler negotiations |
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