slides · global inventory
05 The Reveal
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The slide uses a red box to highlight the specific change in risk disclosure priority.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide uses red and green arrows to emphasize the change in distribution count between two investor presentations.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide uses a table to demonstrate how new, influencer-backed brands are entering the market and gaining traction, challenging the incumbent.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide uses a red box to highlight negative QoQ growth in Q3 and Q4 2024, contrasting it with management's price increase strategy.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
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Uses red lines to visually connect the contradictory statements in the CEO quote and the SEC filing text.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide uses a combination of quantitative market share data and qualitative expert testimony to build a bearish case against Monster.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide uses a two-row table structure to present qualitative insights.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
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Uses a comparison of quotes from different stakeholders to expose a potential discrepancy in Monster's reported channel exposure.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
22
Uses photographic evidence to support the claim of aggressive private label pricing.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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Uses visual evidence (screenshots and in-store photos) to demonstrate pricing strategy changes.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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The slide uses a CEO quote to frame the promotional activity as a competitive threat.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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The slide uses screenshots of e-commerce search results to support the thesis that Monster is losing shelf space/visibility in the dollar channel.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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Uses a 'before-after' style juxtaposition to highlight a change in disclosure behavior.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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Uses a table to contrast management quotes with employee testimony and maps new product launches to Amazon-only availability.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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The slide uses a screenshot of an Amazon search result page to illustrate the availability of SNAP-eligible energy drinks.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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Highlights 2024 data in red to emphasize increasing intensity.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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Uses Wayback Machine screenshots to highlight lack of growth in Facebook likes/followers.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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Uses Wayback Machine screenshots to highlight the discrepancy between content production and audience growth.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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The slide uses a combination of a data table and a pull-quote to support the thesis of financial distress.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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Uses color-coded highlights to emphasize contradictory statements and high-risk metrics.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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The slide highlights a discrepancy between the company's purchase commitment data and analyst revenue forecasts.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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Uses color-coded highlights (green) to emphasize new competitors in the 2024 list.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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The slide uses a table to calculate implied revenue from CCEP and compares it against reported volume growth to highlight a discrepancy.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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Uses red boxes and arrows to highlight the absence of specific phrases in the 2023 filing.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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The slide uses a 'before' (2022 text excerpt) and 'after' (2023 data table) comparison to highlight a lack of transparency.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
39
Uses a side-by-side comparison of regulatory filings vs. management quotes to highlight lack of transparency.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
40
The slide uses a 'questioning' tone to highlight a potential operational inefficiency or accounting anomaly.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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Uses direct quotes from SEC filings to contrast current disclosures with 2022.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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The slide uses red highlighting to draw attention to specific contradictory claims and deteriorating financial metrics.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
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Uses a 'before-after' or 'contradiction' framing by juxtaposing market data against management quotes.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit