Forgot to mention that Celsius has already 10.9% market share so if Alani Nu overtakes Celsius in market share it wouid be over 11%.. so both combined would really close to monster share of 27%. I dont think people have digested that yet. There is a possible future where Celsius and Alani overtakes monster. Monster is worth 72B right now versus 8.8B for Celsius.
Very interesting idea, thank you for sharing! Do you have an explanation for why the shares fell below $30 today? In my opinion, the first-quarter results supported your predictions, so I am quite surprised about the price movement.
Was expecting more sales from Alani Nu towards getting close to 400m but we got 365$. By contrast market share was way higher to 9% versus 6.5% last Q. I think the softness in the USA market as a whole.. GM is low as well so competitive market IMO. They also said the GM is not coming back to 50 until later in the year. I am not surprised the USA consumer market is very soft.
Thanks a lot for the quick reply. In my view, Q1 Alani Nu revenue of USD 365 million was still quite reasonable, considering seasonality and the exceptionally strong Q4. That said, Q2 will ultimately be crucial for the thesis. For Q2, I still think they can get to around USD 900 million in revenue and improve gross margin.
Forgot to mention that Celsius has already 10.9% market share so if Alani Nu overtakes Celsius in market share it wouid be over 11%.. so both combined would really close to monster share of 27%. I dont think people have digested that yet. There is a possible future where Celsius and Alani overtakes monster. Monster is worth 72B right now versus 8.8B for Celsius.
Very interesting idea, thank you for sharing! Do you have an explanation for why the shares fell below $30 today? In my opinion, the first-quarter results supported your predictions, so I am quite surprised about the price movement.
Was expecting more sales from Alani Nu towards getting close to 400m but we got 365$. By contrast market share was way higher to 9% versus 6.5% last Q. I think the softness in the USA market as a whole.. GM is low as well so competitive market IMO. They also said the GM is not coming back to 50 until later in the year. I am not surprised the USA consumer market is very soft.
Thanks a lot for the quick reply. In my view, Q1 Alani Nu revenue of USD 365 million was still quite reasonable, considering seasonality and the exceptionally strong Q4. That said, Q2 will ultimately be crucial for the thesis. For Q2, I still think they can get to around USD 900 million in revenue and improve gross margin.
Wait and see on Q2 for me Monster posted some very strong Numbers on the same day