Published
## Filings that contain financial statements - **8-K filed August 6, 2026** (accession 0001104659-26-092046), Exhibit 99.1: press release for the second quarter ended June 30, 2026, with condensed consolidated statements of income (three- and six-months ended June 30, 2026 and 2025), condensed consolidated balance sheets (June 30, 2026 and December 31, 2025), and a GAAP/non-GAAP reconciliation. - **8-K filed May 7, 2026** (accession 0001104659-26-057188), Exhibit 99.1: press release for the first quarter ended March 31, 2026, with condensed consolidated statements of income, balance sheets (March 31, 2026 and December 31, 2025), and GAAP/non-GAAP reconciliation tables. - **8-K filed February 26, 2026** (accession 0001104659-26-020525), Exhibit 99.1: press release for the fourth quarter and full year ended December 31, 2025, with condensed consolidated statements of income (three- and twelve-months ended December 31, 2025 and 2024), balance sheets (December 31, 2025 and 2024), and reconciliation tables. - **8-K filed November 6, 2025** (accession 0001104659-25-107778), Exhibit 99.1: press release for the third quarter ended September 30, 2025, with statements of income (three- and nine-months ended September 30, 2025 and 2024), balance sheets (September 30, 2025 and December 31, 2024), and reconciliation tables. - **8-K filed August 7, 2025** (accession 0001104659-25-075211), Exhibit 99.1: press release for the second quarter ended June 30, 2025, with statements of income (three- and six-months ended June 30, 2025 and 2024), balance sheets (June 30, 2025 and December 31, 2024), and reconciliation tables. - **8-K filed May 8, 2025** (accession 0001104659-25-046150), Exhibit 99.1: press release for the first quarter ended March 31, 2025, with statements of income (three-months ended March 31, 2025 and 2024), balance sheets (March 31, 2025 and December 31, 2024), and reconciliation tables. - **8-K filed February 27, 2025** (accession 0001104659-25-018243), Exhibit 99.1: press release for the fourth quarter and full year ended December 31, 2024, with statements of income (three- and twelve-months ended December 31, 2024 and 2023), balance sheets (December 31, 2024 and 2023), an adjusted (non-GAAP) income statement, and reconciliation tables. ## Earnings and results **Second quarter 2026 (results issued August 6, 2026; accession 0001104659-26-092046).** Net sales rose 20.2% to $2.54 billion from $2.11 billion a year earlier; net income increased 19.6% to $584.5 million ($0.59 per diluted share, up 19.0%). On a non-GAAP adjusted basis, net income rose 15.7% to $590.5 million. International net sales rose 34.6% to $1.16 billion, about 46% of total net sales. Gross profit margin was 55.9% of net sales, up from 55.7%. No shares were repurchased during the quarter; approximately $900.0 million remained available for repurchase as of August 5, 2026, reflecting the $500.0 million program authorized in May 2026. **First quarter 2026 (results issued May 7, 2026; accession 0001104659-26-057188).** Net sales rose 26.9% to $2.35 billion, crossing $2.0 billion for the first time in a fiscal first quarter; net income rose 28.6% to $569.5 million ($0.58 per diluted share, up 27.6%). International net sales rose 44.9% to $1.06 billion, about 45% of total net sales — at the time the highest international share the company had recorded for a single quarter, since surpassed by the approximately 46% reported for the second quarter of 2026 (above). During the quarter the company repurchased approximately 1.4 million shares for about $100.0 million at an average price of $73.86 per share; approximately $400.0 million remained available for repurchase as of May 6, 2026. **Fourth quarter and full year 2025 (results issued February 26, 2026; accession 0001104659-26-020525).** Fourth-quarter net sales rose 17.6% to $2.13 billion, also crossing $2.0 billion for the first time in a fiscal fourth quarter; net income rose 65.9% to $449.2 million ($0.46 per diluted share). Full-year 2025 net sales rose 10.7% to $8.29 billion; full-year net income rose 26.3% to $1.91 billion ($1.94 per diluted share). Fourth-quarter operating expenses included $51.2 million of Alcohol Brands segment impairment charges. No shares were repurchased in the quarter; approximately $500.0 million remained available for repurchase as of February 26, 2026. This release also disclosed a series of leadership changes effective February 25, 2026 (see Management changes, below). **Third quarter 2025 (results issued November 6, 2025; accession 0001104659-25-107778).** Net sales rose 16.8% to a record $2.20 billion; net income rose 41.4% to $524.5 million ($0.53 per diluted share, up 41.1%). No shares were repurchased in the quarter; approximately $500.0 million remained available for repurchase as of November 5, 2025. **Second quarter 2025 (results issued August 7, 2025; accession 0001104659-25-075211).** Net sales rose 11.1% to a then-record $2.11 billion, the first time quarterly net sales exceeded $2.0 billion; net income rose 14.9% to $488.8 million ($0.50 per diluted share, up 21.1%). General and administrative expenses included $13.8 million of litigation provisions. No shares were repurchased in the quarter; approximately $500.0 million remained available for repurchase as of August 6, 2025. **First quarter 2025 (results issued May 8, 2025; accession 0001104659-25-046150).** Net sales fell 2.3% to $1.85 billion, which the company attributed to bottler/distributor ordering patterns, adverse foreign-currency moves, lower Alcohol Brands segment sales, adverse weather and one fewer selling day; net sales excluding Alcohol Brands on a currency-adjusted basis rose 1.9%. Net income rose 0.2% to $443.0 million ($0.45 per diluted share, up 7.4%). During the quarter the company repaid $175.0 million on its term loan facility and repaid the remaining $200.0 million in April 2025, satisfying all outstanding borrowings under that facility; the revolving credit facility remained unused and fully available. No shares were repurchased in the quarter; approximately $500.0 million remained available for repurchase as of May 8, 2025. **Fourth quarter and full year 2024 (results issued February 27, 2025; accession 0001104659-25-018243).** Fourth-quarter net sales rose 4.7% to $1.81 billion; net income fell 26.2% to $270.7 million ($0.28 per diluted share), reflecting a $130.7 million Alcohol Brands segment impairment charge and a higher effective tax rate. Full-year 2024 net sales rose 4.9% to $7.49 billion; full-year net income fell 7.5% to $1.51 billion ($1.49 per diluted share). No shares were repurchased in the quarter; approximately $500.0 million remained available for repurchase as of February 26, 2025. ## Capital actions - **Two-for-one stock split, announced July 8, 2026 (accession 0001104659-26-081842).** The board approved a 2-for-1 split of common stock effected as a 100% stock dividend. Stockholders of record on July 24, 2026 received one additional share for each held share, distributed after close of trading on August 10, 2026; shares began trading at the split-adjusted price on August 11, 2026. - **New $500.0 million share repurchase authorization, board action May 14, 2026, announced by press release May 15, 2026 (accession 0001104659-26-062567).** The board authorized repurchase of up to an additional $500.0 million of common stock. Approximately $400.0 million remained available under the prior authorization at the time of the new approval. - Share repurchase activity through the periods covered: the company repurchased about 1.4 million shares for roughly $100.0 million in the first quarter of 2026; no shares were repurchased in the second quarter of 2026 or in any of the quarters from mid-2025 through year-end 2025. - **Debt repayment, first quarter 2025 (accession 0001104659-25-046150).** The company repaid $175.0 million during the quarter and the remaining $200.0 million balance in April 2025, eliminating all borrowings under its term loan facility; its revolving credit facility remained undrawn. ## Management and board changes - **Chief Accounting Officer / Deputy CFO appointment, September 3, 2026 (accession 0001104659-26-105498).** The board elected Matthew S. Burroughs, a nearly 20-year company veteran who has held several senior corporate finance roles, as Chief Accounting Officer and Deputy Chief Financial Officer. - **Director resignation, June 1, 2026 (accession 0001104659-26-070506).** Mark J. Hall notified the board of his intent to resign as a director effective August 1, 2026, and as an employee of subsidiary Monster Energy US LLC effective April 1, 2027; the board is reducing its size from ten to nine directors effective August 1, 2026. The company stated the resignation does not reflect any disagreement with management or the board. - **Regional leadership changes, effective February 25, 2026 (disclosed in the fourth-quarter/full-year 2025 earnings release, accession 0001104659-26-020525).** Rob Gehring became Chief Executive Officer, Americas (previously Chief Growth Officer); Guy Carling became Chief Executive Officer, EMEA & OSP (previously President of EMEA & OSP); and Emelie Tirre became Chief Strategy Officer (previously Chief Commercial Officer). - **CEO transition, announced March 10, 2025 (accession 0001104659-25-022230).** Rodney C. Sacks, then Co-Chief Executive Officer and Chairman, notified the board of his planned resignation as Co-CEO effective June 12, 2025 (11:59 p.m.), with Hilton H. Schlosberg becoming sole CEO effective June 13, 2025. Under a transition letter dated March 10, 2025, Sacks continued as Chairman (subject to re-election at the 2025 and 2026 annual meetings) and retained responsibility for marketing, innovation and litigation strategy in an employee capacity until his planned retirement as an employee on December 31, 2026; thereafter he is expected to serve as a non-employee director through the 2027 annual meeting (or later, by mutual agreement). His base salary was set at $900,000 annually effective July 1, 2025, with continuing incentive award eligibility. The transition took effect as scheduled, and Schlosberg has served as the company's sole Chief Executive Officer since June 13, 2025 (accession 0001104659-26-020831). - **Director not standing for re-election, April 14, 2025 (accession 0001104659-25-036037).** Gary P. Fayard notified the board he would not stand for re-election at the 2025 annual meeting, remaining a director until that meeting; the company stated the decision did not reflect any disagreement with management or the board. ## Annual meetings - **2026 annual meeting, May 14, 2026 (accession 0001104659-26-062567).** Stockholders re-elected all ten director nominees (Ana Demel, James L. Dinkins, William W. Douglas III, Mark J. Hall, Tiffany M. Hall, Jeanne P. Jackson, Steven G. Pizula, Rodney C. Sacks, Hilton H. Schlosberg and Mark S. Vidergauz), ratified Ernst & Young LLP as independent auditor for fiscal 2026, and approved executive compensation on an advisory basis. The same 8-K disclosed the new $500.0 million buyback authorization (see Capital actions). - **2025 annual meeting, June 12, 2025 (accession 0001104659-25-059938).** Stockholders re-elected all ten director nominees (Rodney C. Sacks, Hilton H. Schlosberg, Mark J. Hall, Ana Demel, James L. Dinkins, William W. Douglas III, Tiffany M. Hall, Jeanne P. Jackson, Steven G. Pizula and Mark S. Vidergauz), ratified Ernst & Young LLP as independent auditor for fiscal 2025, and approved executive compensation on an advisory basis. ## Investor events - **Investor meeting and conference participation, December 2, 2025 (accession 0001104659-25-117647).** Management hosted a webcast investor update and, as previously announced, participated in a fireside chat at the Morgan Stanley Global Consumer & Retail Conference on December 3, 2025. No new financial or corporate-action disclosures accompanied this filing beyond the presentation materials. ## M&A No acquisition, divestiture or merger activity — signed or closed — is reflected in the company's 8-K filings from February 2025 through September 2026, or in the notes to its most recent Form 10-Q (for the quarter ended June 30, 2026). The only acquisition-related language in these filings refers to the company's pre-existing brand relationship with The Coca-Cola Company (brands acquired in 2015) and to the 2023 acquisition of the Bang Energy business, both of which are historical background rather than new activity in this period.