The article compares Monster Beverage (MNST) and On Holding (ONON), two fast-growing consumer companies in different industries. Monster reported FY 2025 revenue of nearly $8.3 billion, up about 10.7%, and net income of close to $1.9 billion, a net margin of roughly 23%, but it relies heavily on Coca-Cola's distribution system and faces competition from Red Bull and PepsiCo. On Holding posted FY 2025 revenue of about $3.6 billion, up 30%, and net income of roughly $246 million, while heavy marketing and store expansion can weigh on margins. In the second quarter of 2026, Monster's sales rose 20.2% to $2.5 billion and net income increased 19.6% to $584.5 million. Over the same period, Monster's stock gained 17.8% versus 12.9% for the S&P 500, while On Holding's shares fell 30.5%; the author says he would prefer Monster as a long-term holding and expects that trend to continue into 2027.
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