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Re: TheExpertHimself post# 75603

Thursday, 05/14/2015 11:35:49 AM

Thursday, May 14, 2015 11:35:49 AM

Post# of 80868
The backlog was a product of poor inventory planning and, if you believe management, a massive shift of buying schedules from international buyers due to currency headwinds, not inherent demand.

The comparisons to Monster, Red Bull, and particularly 5 Hour Energy are off-base. Those companies were effective first-movers in a category that exploded. Sports nutrition's trajectory is nothing compared to energy drinks in the early to mid-2000's or energy shots in the late 2000's. I think with better planning MSLP could consistently grow top-line sales at a 10-15% CAGR for the next few years, but turning the energy drink into a real revenue driver will be difficult, given the category's consolidation.