Record Quarterly Net Sales
Net sales of $2.13 billion in Q4 FY2025, up 17.6% versus $1.81 billion in Q4 FY2024; net sales excluding the Alcohol Brands segment increased 18.3%.
Strong Monster Energy Segment Performance
Monster Energy Drinks segment net sales increased 18.9% to $1.99 billion (FX-adjusted increase of 17.5%).
Robust Profitability and Operating Income Growth
Operating income rose 42.3% to $542.6 million from $381.2 million; adjusted operating income increased 16% to $617.6 million from $532.2 million.
Material EPS Improvement
Net income per diluted share increased 64.9% to $0.46 from $0.28 year-over-year; adjusted diluted EPS rose 30.4% to $0.51 from $0.39.
Gross Margin Expansion
Gross profit as a percentage of net sales increased to 55.5% from 55.3%; adjusted gross profit (excl. Alcohol Brands) rose to 56.1% from 56.0%; gross profit % expanded year-over-year in all four geographic regions.
Expense Leverage and Improved G&A Rate
Selling and distribution leverage improved (distribution 4.2% of net sales vs 4.3%; selling 10.3% vs 10.7% prior year). General & administrative expenses declined to 15.6% of net sales from 19.3% in prior year quarter (noting certain impairments in both years).
Significant International Growth and Share Gains
Net sales to customers outside the U.S. increased 26.9% to $903.3 million (~42% of total net sales); FX-adjusted international net sales increased 23.1% to $875.6 million. Company reported share gains in many global markets.
Regional Outperformance Highlights
EMEA net sales increased 32.6% (25.9% FX-neutral); Asia Pacific net sales increased 11.5% (13.9% FX-neutral) despite distributor issues; Latin America net sales increased 90.8% (15.1% FX-neutral) with Brazil up 27.1% and Chile up 61.4%.
U.S. Portfolio Strength and Innovation Momentum
U.S. & Canada net sales up 13.3% in Q4; Ultra brand family grew 24% (Ultra White +32%); Juice Monster up 37%; full-sugar portfolio grew 9.1% and accounted for more than one-third of U.S. gains. Innovation launches showed strong early velocity and distribution expansion.
Marketing and Sponsorship Successes
High-visibility marketing wins included McLaren F1 Constructors' Championship sponsorship, Lando Norris product rollout to 38 EMEA/OSP markets and LTO in U.S., 650 million branded cans distributed via Call of Duty collaboration, and MotoGP/Ducati exposure.
Tax and Cash Flow Tailwinds
Effective tax rate decreased to 21% from 29.9%, driven by stock-based compensation reductions, higher income in lower tax jurisdictions and release of valuation allowances; company reported continued strong cash generation and ~$500 million remaining under repurchase authorization.
Positive Early 2026 Sales Readings
Estimated January 2026 sales ~20.5% higher versus January 2025 (non-foreign currency adjusted) and ~16.7% higher on a foreign-currency-adjusted basis; excluding Alcohol Brands the company reported even larger estimated increases.