In today’s market, large companies dominate the landscape and grow their leads by acquiring smaller competitors - a trend that will accelerate with the Trump administration.
However, some mid-sized players will continue thriving because they’ve carved durable niches for themselves.
As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the beverages, alcohol, and tobacco industry, including Monster (NASDAQ:MNST) and its peers.
Shares of energy drink company Celsius (NASDAQ:CELH)
jumped 5.1% in the morning session after the company announced a strengthened long-term strategic partnership with beverage giant PepsiCo, which is boosting its stake in the company by $585 million.
Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns,
and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Constellation Brands (NYSE:STZ) and the best and worst performers in the beverages, alcohol, and tobacco industry.
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at beverages, alcohol, and tobacco stocks, starting with MGP Ingredients (NASDAQ:MGPI).
While profitability is essential, it doesn’t guarantee long-term success.
Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at beverages, alcohol, and tobacco stocks, starting with Boston Beer (NYSE:SAM).
Monster Beverage is beating the market over the past 52 weeks. What's driving the rally, and can MNST's outperformance continue both near and long term?
Celsius Holding led the surge in chatter for the consumer and retail sector with a whopping 3,533% jump in retail user message count on Stocktwits in the last 24 hours.
A number of stocks jumped in the afternoon session after markets continued to rally as a surprisingly subdued inflation report fueled hopes for an imminent interest rate cut from the U.S. Federal Reserve. The July Consumer Price Index (CPI) report showed a year-over-year increase of 2.7%, which was slightly below market expectations. This tamer-than-expected inflation data was viewed by investors as a key signal that price pressures are easing. As a result, the market has strengthened its conviction that the U.S. Federal Reserve will implement an interest rate cut in September. The prospect of lower borrowing costs tends to boost corporate profitability and can stimulate economic activity, creating a more favorable environment for consumer-facing companies and fueling a broad-based market rally.
As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the beverages, alcohol, and tobacco industry, including Keurig Dr Pepper (NASDAQ:KDP) and its peers.
A number of stocks jumped in the morning session after the release of a favorable Consumer Price Index (CPI) report, which showed inflation cooling more than anticipated. The July report from the Bureau of Labor Statistics indicated a year-over-year inflation rate of 2.7%, just below the 2.8% economists had forecast. This suggests that price pressures on consumers may be easing. Particularly beneficial for the sector was the news that the food index remained flat, with grocery prices even declining by 0.1% month-over-month. This development is seen as a positive for the profitability of food, beverage, and personal care companies, as lower input costs and increased consumer purchasing power could boost sales.
Energy drink company Celsius (NASDAQ:CELH) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 83.9% year on year to $739.3 million. Its non-GAAP profit of $0.47 per share was 93.1% above analysts’ consensus estimates.
Let’s dig into the relative performance of PepsiCo (NASDAQ:PEP) and its peers as we unravel the now-completed Q2 beverages, alcohol, and tobacco earnings season.
