Dec. 3 at 6:21 PM
$CELH Listening to the
$MNST "Morgan Stanley Global Consumer Conference", as I didn't realize that they are presenting there also, not just Celsius
$CELH. I want to see the contrast in what they say, as apposed to what Toby says.
Hahaha... They just talked about "Sugar-Free". LOL! Kinda late to the party guys!
They are VERY excited about 2026, which is good for us (obviously) too!
Just asked about why are they do some much "innovation". LOL! Didn't say that they are trying to get caught up to Celsius
$CELH, but we know!!
Mentioned "F1".
Mentioned - "Must grow their core". Asked about "Gross Margins" and they said - "More focused on Gross Profit by region".
Asked about the "Friction" they had with bottlers (
$KO) and said, basically, "Improving", so we are not the only ones struggling with their partners.
Talking about the "New Market" of Africa and their roughly 30% Market Share. This is interesting! I wonder where Celsius will go next?
--- Enough for now ---
