Coke of course!_老虎社区_美港股上老虎

2021-06-22

Coke of course!

Which of These 2 Beverage Stocks Is Primed for Bigger Growth?<blockquote>这两只饮料股中哪一只有望实现更大的增长？</blockquote>

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Add to that a ramp-up in demand from foodservice specialists like restaurants seeing an easing or elimination of many stringent coronavirus-related lockdowns, and you have beverage stocks like&nbsp;Coca-Cola(NYSE:KO)and&nbsp;Monster Beverage(NASDAQ:MNST)expecting a boost in revenue for the rest of the year.<blockquote>北半球夏季温暖的回归让消费者对清凉、提神饮料的渴望与日俱增。除此之外，餐馆等餐饮服务专家的需求也随之增加，许多与冠状病毒相关的严格封锁措施有所放松或取消，饮料股也随之增加。可口可乐（纽约证券交易所代码：KO）和怪物饮料（纳斯达克股票代码：MNST）预计今年剩余时间收入将增长。</blockquote> While at first glance the beverage giant Coca-Cola appears the clear winner between these two stocks, there are some reasons you might want to consider the plucky energy drink maker as a potential addition to your stock holdings, too.<blockquote>虽然乍一看，饮料巨头可口可乐似乎是这两只股票之间的明显赢家，但您可能也有一些理由将这家勇敢的能量饮料制造商视为您持有股票的潜在补充。</blockquote> 1. Coca-Cola: not currently focused on growth<blockquote>1.可口可乐：目前不注重增长</blockquote> A titanic enterprise with quarterly revenue in the billions and a presence in nearly every country on Earth, Coca-Cola is a solid business that weathered the pandemic largely intact. Its stock price fell alongside other stocks this past year, but it continues to churn out fizzy beverages and held a 43.7% soft drink market share in the U.S. in 2019, according to Statista.<blockquote>可口可乐是一家庞大的企业，季度收入达数十亿美元，几乎遍布地球上每个国家，是一家稳健的企业，在疫情大流行期间基本完好无损。根据 Statista 的数据，该公司的股价去年与其他股票一起下跌，但该公司继续生产碳酸饮料，并在 2019 年占据美国软饮料市场份额 43.7%。</blockquote> Coca-Cola's share price has basically been flat since the start of the year. While it has risen roughly 23.4% over the past five years, theS&amp;P 500has soared about 107% over the same period.<blockquote>可口可乐的股价自年初以来基本持平。虽然过去五年增长了约 23.4%，但标普500同期飙升约107%。</blockquote> There are many reasons for Coca-Cola's relatively sluggish growth, including the maturity of many of its markets. Management has made some efforts to account for this, initiating a lengthy process of streamlining its operations and chopping out the deadwood, but revenue has declined annually since 2012 (with the exception of positive growth in 2019). COVID-19 definitely had an effect on revenue, but it is bouncing back from the 2020 trough. Even here, though, the rebound is modest during the first quarter of 2021, gaining 4.9% year over year.<blockquote>可口可乐增长相对低迷的原因有很多，包括其许多市场的成熟。管理层已经做出了一些努力来解释这一点，启动了一个漫长的过程来简化运营并砍掉枯木，但自2012年以来，收入逐年下降（2019年正增长除外）。COVID-19 肯定对收入产生了影响，但它正在从 2020 年的低谷中反弹。不过，即使在这里，2021 年第一季度的反弹也很温和，同比增长 4.9%。</blockquote> The relative stability of Coca-Cola's earnings per share (EPS) despite the steadily lessening revenue is a barometer of the company's success at controlling costs while making its operations leaner and more efficient. Beverage Daily noted in February 2021 the company has approximately halved its number of brands, shutting down some 200 \"zombie brands\" so it can focus resources on promoting and improving the remaining 200 \"master brands.\"<blockquote>尽管收入稳步下降，但可口可乐每股收益（EPS）的相对稳定性是该公司在控制成本同时使运营更精简、更高效方面成功的晴雨表。《饮料日报》指出，2021 年 2 月，该公司将其品牌数量减少了约一半，关闭了约 200 个“僵尸品牌”，以便将资源集中在推广和改善剩余的 200 个“主品牌”上。</blockquote> CEO James Quincey told Beverage Daily that Coke's strategy aims at \"finding a way to be able to identify the biggest bets within the innovation pipeline.\" Quincey listed two major initiatives for 2021 -- the introduction of Topo Chico hard seltzer and Coke Energy energy drinks -- but Coke Energy was discontinued in mid-May.&nbsp;Energy drinks are a popular category, with estimates projecting a 7% compound annual growth rate (CAGR) through 2025. The total energy drink market was worth more than $57 billion in 2020, and Food Navigator USA cites Beverage Digest figures indicating Coke Energy only accounted for 0.7% market share in 2020, compared to Monster Beverage's 15% share.<blockquote>首席执行官詹姆斯·昆西 (James Quincey) 告诉《饮料日报》，可口可乐的战略旨在“找到一种能够确定创新管道中最大赌注的方法”。昆西列出了2021年的两项主要举措——推出Topo Chico硬苏打水和可口可乐能源能量饮料——但可口可乐能源在5月中旬停产。能量饮料是一个受欢迎的类别，预计到2025年，复合年增长率（CAGR）将达到7%。2020 年能量饮料市场总价值超过 570 亿美元，Food Navigator USA 援引 Beverage Digest 的数据显示，2020 年可口可乐能源仅占 0.7% 的市场份额，而 Monster Beverage 的份额为 15%。</blockquote> One strength that Coca-Cola enjoys that Monster Beverage hasn't developed yet is a strong dividend. Coke has earned its status as aDividend King, with over a half-century of reliable yearly dividend growth, and itsyield frequently topping 3%.&nbsp;Monster doesn't even have a dividend, let alone one paid and increased steadily for 59 years.<blockquote>可口可乐享受这种怪物饮料尚未开发的优势之一是强劲的股息。可口可乐赢得了股息之王的地位，半个多世纪以来每年的股息增长可靠，其收益率经常超过3%。怪物甚至没有股息，更不用说支付并稳步增长了59年。</blockquote> 2. Monster: the high-growth energy drink dynamo<blockquote>2.怪兽：高增长能量饮料发电机</blockquote> Where giant Coca-Cola seems preoccupied with internal reshuffling to the point of allowing its revenue to slide gradually downward for nearly a decade, the smaller Monster Beverage is projecting dynamism, even if there are a few speed bumps along the way. In the short term, ashortage of aluminum cans reduced Monster's Q1 2021 salesbelow forecasted levels, but during the June 15 shareholder meeting, executive comments during the question-and-answer session revealed a slowdown in the seltzer category freed up can supplies to instead be used for energy drinks, and that significant supply from China and elsewhere in Asia should become available to Monster's North American and European operations starting in July.<blockquote>巨头可口可乐公司似乎全神贯注于内部重组，以至于其收入在近十年内逐渐下滑，而较小的巨型饮料正在展现出活力，即使一路上有一些减速带。短期内，铝罐短缺导致 Monster 2021 年第一季度销售额低于预测水平，但在 6 月 15 日的股东大会上，问答环节中的高管评论显示，苏打水类别的放缓释放了易拉罐供应，转而用于能量饮料，从 7 月开始，Monster 的北美和欧洲业务将可以获得来自中国和亚洲其他地区的大量供应。</blockquote> Monster's sales have increased strongly in recent years, including the early stages of the COVID-19 pandemic. Its Q1 2021 sales jumped to $1.24 billion, beating both Q1 2020's $1.06 billion and the pre-pandemic Q1 2019 revenue of $946 million, showing the gains aren't just an artifact of a rebound from coronavirus lows. First-quarter revenue rose by 11.2% year over year in 2019, 9.9% in 2020, and 17.1% in 2021, showing ongoing momentum across multiple years.<blockquote>Monster 的销售额近年来强劲增长，包括在 COVID-19 大流行的早期阶段。其 2021 年第一季度销售额跃升至 12.4 亿美元，超过了 2020 年第一季度的 10.6 亿美元和大流行前 2019 年第一季度的 9.46 亿美元收入，表明这些增长不仅仅是从冠状病毒低点反弹的产物。2019年第一季度收入同比增长11.2%，2020年增长9.9%，2021年增长17.1%，显示出多年来的持续势头。</blockquote> At the bottom line, Q1 adjusted earnings per share (EPS) of $0.59 jumped 14.2% year over year from 2020's $0.52 EPS. Q1 2019 EPS amounted to $0.48, so once again, Monster is outperforming a successful pre-pandemic year with 2021's first few months, too.<blockquote>总的来说，第一季度调整后每股收益 (EPS) 为 0.59 美元，较 2020 年的 0.52 美元同比增长 14.2%。2019 年第一季度每股收益达到 0.48 美元，因此 Monster 在 2021 年前几个月的表现再次超过了大流行前的成功一年。</blockquote> While market share has declined slightly in a few markets where new COVID-19 lockdowns were recently rolled out, such as India and Australia, Monster's executives also reported during the June 15 Annual Meeting of Shareholders that the company has seen strong market share gains in South American countries such as Argentina and Chile, Asian nations like South Korea and Japan, and several European countries.<blockquote>虽然在印度和澳大利亚等最近实施新的 COVID-19 封锁的几个市场，市场份额略有下降，但 Monster 的高管也在 6 月 15 日的年度股东大会上报告称，该公司在阿根廷和智利等南美国家、韩国和日本等亚洲国家以及几个欧洲国家的市场份额强劲增长。</blockquote> With a strong handle on capital expenditures (CAPEX) and a balance sheet largely free of long-term debt, Monster's net income margin has risen higher than 30%. The company has also built up nearly $2.2 billion in cash, which, given its low expenses outside the temporary issue of aluminum can supply, positions it for several possible initiatives, including stock buybacks improving the value of investors' holdings, acquisitions, new product launches, and so on.<blockquote>凭借对资本支出 (CAPEX) 的强有力控制以及资产负债表基本没有长期债务，Monster 的净利润率已上升至 30% 以上。该公司还积累了近 22 亿美元的现金，鉴于其在临时发行的铝之外的支出较低，这使其能够采取几项可能的举措，包括提高投资者持有价值的股票回购、收购、新产品发布等。</blockquote> Coca-Cola versus Monster: Which is the better choice?<blockquote>可口可乐与怪物：哪个是更好的选择？</blockquote> Both Coca-Cola and Monster are solid companies to have in your portfolio, with Coke offering excellent dividends and Monster keeping up steady, generally double-digit percentage year-over-year growth in the popular, and expanding, energy drink category. Ideally, if you'reinvesting in beverage stocks,&nbsp;you'd want to have shares of both, and add to your stake as opportunity allows.<blockquote>可口可乐和 Monster 都是您投资组合中值得拥有的可靠公司，可口可乐提供出色的股息，而 Monster 在受欢迎且不断扩大的能量饮料类别中保持稳定的、通常是两位数的同比增长。理想情况下，如果你再投资饮料股票，你会希望两者都有股票，并在机会允许的情况下增加你的股份。</blockquote> If you need to choose one or the other, however, Monster might be a slightly better pick. The outcome of Coca-Cola's long, drawn-out internal restructuring plan remains unknown, especially in light of the failure of Coke Energy to make positive inroads in one of the modern market's prospering categories. Monster, on the other hand, is growing its top and bottom lines right now, and powered robustly through COVID-19 with little loss of momentum.<blockquote>然而，如果你需要选择一个或另一个，怪物可能是一个稍微好一点的选择。可口可乐长期、旷日持久的内部重组计划的结果仍然未知，特别是考虑到可口可乐能源未能在现代市场的繁荣类别之一取得积极进展。另一方面，Monster 目前正在增长其营收和利润，并通过 COVID-19 提供强劲动力，几乎没有失去动力。</blockquote> Finally, if the vague rumors eventually prove correct and Coca-Cola (already a 19% stakeholder in Monster) acquires the energy drink maker outright, the company's energy beverage success will likely transfer over to Coca-Cola, bringing Monster's vigorous growth and Coca-Cola's massive reach and resources together into a single entity likely to be rewarding for shareholders in either enterprise.<blockquote>最后，如果模糊的谣言最终被证明是正确的，可口可乐（已经是Monster 19%的股东）直接收购了这家能量饮料制造商，该公司的能量饮料成功可能会转移到可口可乐，将Monster的强劲增长和可口可乐的巨大影响力和资源合并成一个单一的实体，这可能会给任何一家企业的股东带来回报。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Which of These 2 Beverage Stocks Is Primed for Bigger Growth?<blockquote>这两只饮料股中哪一只有望实现更大的增长？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhich of These 2 Beverage Stocks Is Primed for Bigger Growth?<blockquote>这两只饮料股中哪一只有望实现更大的增长？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nfool2021-06-22 14:32\n\n</h4>\n</header>\n<article>\nSummer warmth returning across the northern hemisphere has consumers' increasing thirst for a cool, refreshing beverage. Add to that a ramp-up in demand from foodservice specialists like restaurants seeing an easing or elimination of many stringent coronavirus-related lockdowns, and you have beverage stocks like&nbsp;Coca-Cola(NYSE:KO)and&nbsp;Monster Beverage(NASDAQ:MNST)expecting a boost in revenue for the rest of the year.<blockquote>北半球夏季温暖的回归让消费者对清凉、提神饮料的渴望与日俱增。除此之外，餐馆等餐饮服务专家的需求也随之增加，许多与冠状病毒相关的严格封锁措施有所放松或取消，饮料股也随之增加。可口可乐（纽约证券交易所代码：KO）和怪物饮料（纳斯达克股票代码：MNST）预计今年剩余时间收入将增长。</blockquote> While at first glance the beverage giant Coca-Cola appears the clear winner between these two stocks, there are some reasons you might want to consider the plucky energy drink maker as a potential addition to your stock holdings, too.<blockquote>虽然乍一看，饮料巨头可口可乐似乎是这两只股票之间的明显赢家，但您可能也有一些理由将这家勇敢的能量饮料制造商视为您持有股票的潜在补充。</blockquote> 1. Coca-Cola: not currently focused on growth<blockquote>1.可口可乐：目前不注重增长</blockquote> A titanic enterprise with quarterly revenue in the billions and a presence in nearly every country on Earth, Coca-Cola is a solid business that weathered the pandemic largely intact. Its stock price fell alongside other stocks this past year, but it continues to churn out fizzy beverages and held a 43.7% soft drink market share in the U.S. in 2019, according to Statista.<blockquote>可口可乐是一家庞大的企业，季度收入达数十亿美元，几乎遍布地球上每个国家，是一家稳健的企业，在疫情大流行期间基本完好无损。根据 Statista 的数据，该公司的股价去年与其他股票一起下跌，但该公司继续生产碳酸饮料，并在 2019 年占据美国软饮料市场份额 43.7%。</blockquote> Coca-Cola's share price has basically been flat since the start of the year. While it has risen roughly 23.4% over the past five years, theS&amp;P 500has soared about 107% over the same period.<blockquote>可口可乐的股价自年初以来基本持平。虽然过去五年增长了约 23.4%，但标普500同期飙升约107%。</blockquote> There are many reasons for Coca-Cola's relatively sluggish growth, including the maturity of many of its markets. Management has made some efforts to account for this, initiating a lengthy process of streamlining its operations and chopping out the deadwood, but revenue has declined annually since 2012 (with the exception of positive growth in 2019). COVID-19 definitely had an effect on revenue, but it is bouncing back from the 2020 trough. Even here, though, the rebound is modest during the first quarter of 2021, gaining 4.9% year over year.<blockquote>可口可乐增长相对低迷的原因有很多，包括其许多市场的成熟。管理层已经做出了一些努力来解释这一点，启动了一个漫长的过程来简化运营并砍掉枯木，但自2012年以来，收入逐年下降（2019年正增长除外）。COVID-19 肯定对收入产生了影响，但它正在从 2020 年的低谷中反弹。不过，即使在这里，2021 年第一季度的反弹也很温和，同比增长 4.9%。</blockquote> The relative stability of Coca-Cola's earnings per share (EPS) despite the steadily lessening revenue is a barometer of the company's success at controlling costs while making its operations leaner and more efficient. Beverage Daily noted in February 2021 the company has approximately halved its number of brands, shutting down some 200 \"zombie brands\" so it can focus resources on promoting and improving the remaining 200 \"master brands.\"<blockquote>尽管收入稳步下降，但可口可乐每股收益（EPS）的相对稳定性是该公司在控制成本同时使运营更精简、更高效方面成功的晴雨表。《饮料日报》指出，2021 年 2 月，该公司将其品牌数量减少了约一半，关闭了约 200 个“僵尸品牌”，以便将资源集中在推广和改善剩余的 200 个“主品牌”上。</blockquote> CEO James Quincey told Beverage Daily that Coke's strategy aims at \"finding a way to be able to identify the biggest bets within the innovation pipeline.\" Quincey listed two major initiatives for 2021 -- the introduction of Topo Chico hard seltzer and Coke Energy energy drinks -- but Coke Energy was discontinued in mid-May.&nbsp;Energy drinks are a popular category, with estimates projecting a 7% compound annual growth rate (CAGR) through 2025. The total energy drink market was worth more than $57 billion in 2020, and Food Navigator USA cites Beverage Digest figures indicating Coke Energy only accounted for 0.7% market share in 2020, compared to Monster Beverage's 15% share.<blockquote>首席执行官詹姆斯·昆西 (James Quincey) 告诉《饮料日报》，可口可乐的战略旨在“找到一种能够确定创新管道中最大赌注的方法”。昆西列出了2021年的两项主要举措——推出Topo Chico硬苏打水和可口可乐能源能量饮料——但可口可乐能源在5月中旬停产。能量饮料是一个受欢迎的类别，预计到2025年，复合年增长率（CAGR）将达到7%。2020 年能量饮料市场总价值超过 570 亿美元，Food Navigator USA 援引 Beverage Digest 的数据显示，2020 年可口可乐能源仅占 0.7% 的市场份额，而 Monster Beverage 的份额为 15%。</blockquote> One strength that Coca-Cola enjoys that Monster Beverage hasn't developed yet is a strong dividend. Coke has earned its status as aDividend King, with over a half-century of reliable yearly dividend growth, and itsyield frequently topping 3%.&nbsp;Monster doesn't even have a dividend, let alone one paid and increased steadily for 59 years.<blockquote>可口可乐享受这种怪物饮料尚未开发的优势之一是强劲的股息。可口可乐赢得了股息之王的地位，半个多世纪以来每年的股息增长可靠，其收益率经常超过3%。怪物甚至没有股息，更不用说支付并稳步增长了59年。</blockquote> 2. Monster: the high-growth energy drink dynamo<blockquote>2.怪兽：高增长能量饮料发电机</blockquote> Where giant Coca-Cola seems preoccupied with internal reshuffling to the point of allowing its revenue to slide gradually downward for nearly a decade, the smaller Monster Beverage is projecting dynamism, even if there are a few speed bumps along the way. In the short term, ashortage of aluminum cans reduced Monster's Q1 2021 salesbelow forecasted levels, but during the June 15 shareholder meeting, executive comments during the question-and-answer session revealed a slowdown in the seltzer category freed up can supplies to instead be used for energy drinks, and that significant supply from China and elsewhere in Asia should become available to Monster's North American and European operations starting in July.<blockquote>巨头可口可乐公司似乎全神贯注于内部重组，以至于其收入在近十年内逐渐下滑，而较小的巨型饮料正在展现出活力，即使一路上有一些减速带。短期内，铝罐短缺导致 Monster 2021 年第一季度销售额低于预测水平，但在 6 月 15 日的股东大会上，问答环节中的高管评论显示，苏打水类别的放缓释放了易拉罐供应，转而用于能量饮料，从 7 月开始，Monster 的北美和欧洲业务将可以获得来自中国和亚洲其他地区的大量供应。</blockquote> Monster's sales have increased strongly in recent years, including the early stages of the COVID-19 pandemic. Its Q1 2021 sales jumped to $1.24 billion, beating both Q1 2020's $1.06 billion and the pre-pandemic Q1 2019 revenue of $946 million, showing the gains aren't just an artifact of a rebound from coronavirus lows. First-quarter revenue rose by 11.2% year over year in 2019, 9.9% in 2020, and 17.1% in 2021, showing ongoing momentum across multiple years.<blockquote>Monster 的销售额近年来强劲增长，包括在 COVID-19 大流行的早期阶段。其 2021 年第一季度销售额跃升至 12.4 亿美元，超过了 2020 年第一季度的 10.6 亿美元和大流行前 2019 年第一季度的 9.46 亿美元收入，表明这些增长不仅仅是从冠状病毒低点反弹的产物。2019年第一季度收入同比增长11.2%，2020年增长9.9%，2021年增长17.1%，显示出多年来的持续势头。</blockquote> At the bottom line, Q1 adjusted earnings per share (EPS) of $0.59 jumped 14.2% year over year from 2020's $0.52 EPS. Q1 2019 EPS amounted to $0.48, so once again, Monster is outperforming a successful pre-pandemic year with 2021's first few months, too.<blockquote>总的来说，第一季度调整后每股收益 (EPS) 为 0.59 美元，较 2020 年的 0.52 美元同比增长 14.2%。2019 年第一季度每股收益达到 0.48 美元，因此 Monster 在 2021 年前几个月的表现再次超过了大流行前的成功一年。</blockquote> While market share has declined slightly in a few markets where new COVID-19 lockdowns were recently rolled out, such as India and Australia, Monster's executives also reported during the June 15 Annual Meeting of Shareholders that the company has seen strong market share gains in South American countries such as Argentina and Chile, Asian nations like South Korea and Japan, and several European countries.<blockquote>虽然在印度和澳大利亚等最近实施新的 COVID-19 封锁的几个市场，市场份额略有下降，但 Monster 的高管也在 6 月 15 日的年度股东大会上报告称，该公司在阿根廷和智利等南美国家、韩国和日本等亚洲国家以及几个欧洲国家的市场份额强劲增长。</blockquote> With a strong handle on capital expenditures (CAPEX) and a balance sheet largely free of long-term debt, Monster's net income margin has risen higher than 30%. The company has also built up nearly $2.2 billion in cash, which, given its low expenses outside the temporary issue of aluminum can supply, positions it for several possible initiatives, including stock buybacks improving the value of investors' holdings, acquisitions, new product launches, and so on.<blockquote>凭借对资本支出 (CAPEX) 的强有力控制以及资产负债表基本没有长期债务，Monster 的净利润率已上升至 30% 以上。该公司还积累了近 22 亿美元的现金，鉴于其在临时发行的铝之外的支出较低，这使其能够采取几项可能的举措，包括提高投资者持有价值的股票回购、收购、新产品发布等。</blockquote> Coca-Cola versus Monster: Which is the better choice?<blockquote>可口可乐与怪物：哪个是更好的选择？</blockquote> Both Coca-Cola and Monster are solid companies to have in your portfolio, with Coke offering excellent dividends and Monster keeping up steady, generally double-digit percentage year-over-year growth in the popular, and expanding, energy drink category. Ideally, if you'reinvesting in beverage stocks,&nbsp;you'd want to have shares of both, and add to your stake as opportunity allows.<blockquote>可口可乐和 Monster 都是您投资组合中值得拥有的可靠公司，可口可乐提供出色的股息，而 Monster 在受欢迎且不断扩大的能量饮料类别中保持稳定的、通常是两位数的同比增长。理想情况下，如果你再投资饮料股票，你会希望两者都有股票，并在机会允许的情况下增加你的股份。</blockquote> If you need to choose one or the other, however, Monster might be a slightly better pick. The outcome of Coca-Cola's long, drawn-out internal restructuring plan remains unknown, especially in light of the failure of Coke Energy to make positive inroads in one of the modern market's prospering categories. Monster, on the other hand, is growing its top and bottom lines right now, and powered robustly through COVID-19 with little loss of momentum.<blockquote>然而，如果你需要选择一个或另一个，怪物可能是一个稍微好一点的选择。可口可乐长期、旷日持久的内部重组计划的结果仍然未知，特别是考虑到可口可乐能源未能在现代市场的繁荣类别之一取得积极进展。另一方面，Monster 目前正在增长其营收和利润，并通过 COVID-19 提供强劲动力，几乎没有失去动力。</blockquote> Finally, if the vague rumors eventually prove correct and Coca-Cola (already a 19% stakeholder in Monster) acquires the energy drink maker outright, the company's energy beverage success will likely transfer over to Coca-Cola, bringing Monster's vigorous growth and Coca-Cola's massive reach and resources together into a single entity likely to be rewarding for shareholders in either enterprise.<blockquote>最后，如果模糊的谣言最终被证明是正确的，可口可乐（已经是Monster 19%的股东）直接收购了这家能量饮料制造商，该公司的能量饮料成功可能会转移到可口可乐，将Monster的强劲增长和可口可乐的巨大影响力和资源合并成一个单一的实体，这可能会给任何一家企业的股东带来回报。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/06/21/which-beverage-stocks-primed-for-bigger-growth/\">fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MNST":"怪物饮料","KO":"可口可乐"},"source_url":"https://www.fool.com/investing/2021/06/21/which-beverage-stocks-primed-for-bigger-growth/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117967474","content_text":"Summer warmth returning across the northern hemisphere has consumers' increasing thirst for a cool, refreshing beverage. Add to that a ramp-up in demand from foodservice specialists like restaurants seeing an easing or elimination of many stringent coronavirus-related lockdowns, and you have beverage stocks like Coca-Cola(NYSE:KO)and Monster Beverage(NASDAQ:MNST)expecting a boost in revenue for the rest of the year.\nWhile at first glance the beverage giant Coca-Cola appears the clear winner between these two stocks, there are some reasons you might want to consider the plucky energy drink maker as a potential addition to your stock holdings, too.\n1. Coca-Cola: not currently focused on growth\nA titanic enterprise with quarterly revenue in the billions and a presence in nearly every country on Earth, Coca-Cola is a solid business that weathered the pandemic largely intact. Its stock price fell alongside other stocks this past year, but it continues to churn out fizzy beverages and held a 43.7% soft drink market share in the U.S. in 2019, according to Statista.\nCoca-Cola's share price has basically been flat since the start of the year. While it has risen roughly 23.4% over the past five years, theS&P 500has soared about 107% over the same period.\nThere are many reasons for Coca-Cola's relatively sluggish growth, including the maturity of many of its markets. Management has made some efforts to account for this, initiating a lengthy process of streamlining its operations and chopping out the deadwood, but revenue has declined annually since 2012 (with the exception of positive growth in 2019). COVID-19 definitely had an effect on revenue, but it is bouncing back from the 2020 trough. Even here, though, the rebound is modest during the first quarter of 2021, gaining 4.9% year over year.\nThe relative stability of Coca-Cola's earnings per share (EPS) despite the steadily lessening revenue is a barometer of the company's success at controlling costs while making its operations leaner and more efficient. Beverage Daily noted in February 2021 the company has approximately halved its number of brands, shutting down some 200 \"zombie brands\" so it can focus resources on promoting and improving the remaining 200 \"master brands.\"\nCEO James Quincey told Beverage Daily that Coke's strategy aims at \"finding a way to be able to identify the biggest bets within the innovation pipeline.\" Quincey listed two major initiatives for 2021 -- the introduction of Topo Chico hard seltzer and Coke Energy energy drinks -- but Coke Energy was discontinued in mid-May. Energy drinks are a popular category, with estimates projecting a 7% compound annual growth rate (CAGR) through 2025. The total energy drink market was worth more than $57 billion in 2020, and Food Navigator USA cites Beverage Digest figures indicating Coke Energy only accounted for 0.7% market share in 2020, compared to Monster Beverage's 15% share.\nOne strength that Coca-Cola enjoys that Monster Beverage hasn't developed yet is a strong dividend. Coke has earned its status as aDividend King, with over a half-century of reliable yearly dividend growth, and itsyield frequently topping 3%. Monster doesn't even have a dividend, let alone one paid and increased steadily for 59 years.\n2. Monster: the high-growth energy drink dynamo\nWhere giant Coca-Cola seems preoccupied with internal reshuffling to the point of allowing its revenue to slide gradually downward for nearly a decade, the smaller Monster Beverage is projecting dynamism, even if there are a few speed bumps along the way. In the short term, ashortage of aluminum cans reduced Monster's Q1 2021 salesbelow forecasted levels, but during the June 15 shareholder meeting, executive comments during the question-and-answer session revealed a slowdown in the seltzer category freed up can supplies to instead be used for energy drinks, and that significant supply from China and elsewhere in Asia should become available to Monster's North American and European operations starting in July.\nMonster's sales have increased strongly in recent years, including the early stages of the COVID-19 pandemic. Its Q1 2021 sales jumped to $1.24 billion, beating both Q1 2020's $1.06 billion and the pre-pandemic Q1 2019 revenue of $946 million, showing the gains aren't just an artifact of a rebound from coronavirus lows. First-quarter revenue rose by 11.2% year over year in 2019, 9.9% in 2020, and 17.1% in 2021, showing ongoing momentum across multiple years.\nAt the bottom line, Q1 adjusted earnings per share (EPS) of $0.59 jumped 14.2% year over year from 2020's $0.52 EPS. Q1 2019 EPS amounted to $0.48, so once again, Monster is outperforming a successful pre-pandemic year with 2021's first few months, too.\nWhile market share has declined slightly in a few markets where new COVID-19 lockdowns were recently rolled out, such as India and Australia, Monster's executives also reported during the June 15 Annual Meeting of Shareholders that the company has seen strong market share gains in South American countries such as Argentina and Chile, Asian nations like South Korea and Japan, and several European countries.\nWith a strong handle on capital expenditures (CAPEX) and a balance sheet largely free of long-term debt, Monster's net income margin has risen higher than 30%. The company has also built up nearly $2.2 billion in cash, which, given its low expenses outside the temporary issue of aluminum can supply, positions it for several possible initiatives, including stock buybacks improving the value of investors' holdings, acquisitions, new product launches, and so on.\nCoca-Cola versus Monster: Which is the better choice?\nBoth Coca-Cola and Monster are solid companies to have in your portfolio, with Coke offering excellent dividends and Monster keeping up steady, generally double-digit percentage year-over-year growth in the popular, and expanding, energy drink category. Ideally, if you'reinvesting in beverage stocks, you'd want to have shares of both, and add to your stake as opportunity allows.\nIf you need to choose one or the other, however, Monster might be a slightly better pick. The outcome of Coca-Cola's long, drawn-out internal restructuring plan remains unknown, especially in light of the failure of Coke Energy to make positive inroads in one of the modern market's prospering categories. Monster, on the other hand, is growing its top and bottom lines right now, and powered robustly through COVID-19 with little loss of momentum.\nFinally, if the vague rumors eventually prove correct and Coca-Cola (already a 19% stakeholder in Monster) acquires the energy drink maker outright, the company's energy beverage success will likely transfer over to Coca-Cola, bringing Monster's vigorous growth and Coca-Cola's massive reach and resources together into a single entity likely to be rewarding for shareholders in either enterprise.","news_type":1,"symbols_score_info":{"MNST":0.9,"KO":0.9}},"isVote":1,"tweetType":1,"viewCount":431,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["CCE","CCEP","KO"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":13,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/129178005"}