MONSTER ENERGY: la marca que convirtió la rebeldía en NEGOCIO | Un imperio de US$70,000 millones — Transcript
Full transcript
- 0:00Monster Energy is today one of the most
- 0:02recognizable energy drinks on the
- 0:04planet. The company recorded $ 8.294
- 0:07billion in net sales during 2023. Its
- 0:11logo appears at car races, motorcycle
- 0:13events, fights, video games, festivals,
- 0:15and some of the most extreme sports in
- 0:17the world. A simple black can ended up
- 0:20becoming the center of a gigantic
- 0:22business. But Monster Energy arrived
- 0:24late. When it appeared in 2002, Red
- 0:26Bull had been growing for years and had
- 0:28already become the big name in energy
- 0:30drinks. Monster entered to compete in
- 0:33an industry where another giant seemed
- 0:35to have a huge advantage. And yet,
- 0:37something happened. That black can with
- 0:39three green marks started to appear
- 0:41everywhere. Its logo stopped
- 0:44representing just a drink and began to
- 0:46be associated with speed, risk, music,
- 0:48motors, and a completely different
- 0:50culture. So, how did Monster Energy
- 0:54manage to enter late into an industry
- 0:56dominated by another giant and end up
- 0:58building a multi-billion dollar
- 0:59business? How did it manage to turn an
- 1:02energy drink into one of the most
- 1:04recognizable brands on the planet? The
- 1:07answer begins long before that famous
- 1:09black can, because to understand the
- 1:11true origin of Monster Energy, we have
- 1:13to go back several decades, to a small
- 1:16company that didn't yet have energy
- 1:18drinks, extreme athletes, or races, and
- 1:20much less a monster. The story of
- 1:23Monster Energy began long before that
- 1:25famous black can. We have to go back to
- 1:27Los Angeles in the 1930s. There, Hobert
- 1:30Hansen and his children started by
- 1:32selling fresh juices. Decades later,
- 1:34his grandson Tim Hansen created Hansen
- 1:36Foods and expanded the business into
- 1:38pasteurized juices and natural sodas.
- 1:41But things didn't always go well. In
- 1:431988, Hansen Foods filed for bankruptcy
- 1:46protection. A new plant had generated
- 1:48too much debt and the competition was
- 1:50growing. In 1990, California CoPackers
- 1:53acquired several of its assets,
- 1:55including the right to use the Hansen's
- 1:57brand. Finally, in 1992, Hansen Natural
- 2:00Corporation bought that business and
- 2:03continued expanding into different
- 2:05types of drinks. Monster, therefore,
- 2:07was not born out of thin air; it
- 2:09emerged from within a company that had
- 2:10spent decades manufacturing drinks,
- 2:12working with distributors, and placing
- 2:13products in stores. All that was
- 2:16missing was finding the product that
- 2:17could change everything. And the
- 2:18opportunity appeared in 1997 when Red
- 2:20Bull arrived in the United States and
- 2:22demonstrated something surprising. A
- 2:24small drink could be sold much more
- 2:26expensively than a traditional soda. In
- 2:28the mid-2000s, a Red Bull can of just
- 2:31over 8 ounces cost around $ 2, about
- 2:33double the price of a 12-ounce
- 2:35Coca-Cola. People weren't just paying
- 2:37for the drink; they were paying for the
- 2:39promise of more energy and for
- 2:41everything the brand represented.
- 2:42Hansen reacted quickly. In 1997, he
- 2:45launched Hansen's Energy. But the
- 2:48turning point came in April 2002.
- 2:51Monster Energy appeared in a 16-ounce
- 2:53can, practically double that of many
- 2:55energy drinks at the time. And the most
- 2:57interesting thing was the price. It
- 2:59cost about the same as several much
- 3:01smaller competitors. The proposal was
- 3:03simple. For a similar price you got
- 3:05much more, but they still had to get
- 3:07people to recognize it. Monster used
- 3:10black, an impossible-to-ignore name,
- 3:12and a huge green M that could be
- 3:13spotted from afar. It was completely
- 3:16different from the image of Hansen's
- 3:18natural juices. Monster hadn't found a
- 3:20way to look like Red Bull. It had found
- 3:23a way to make them impossible to
- 3:25confuse. But having a different can
- 3:27wasn't enough. Monster needed to get
- 3:29millions of people to want to drink it,
- 3:31and to do so, it made a fundamental
- 3:33decision. Instead of advertising like
- 3:35any other drink, it started to get
- 3:37directly into the places where the
- 3:38audience it wanted to win over was. The
- 3:41Monster logo began to appear in
- 3:43motocross, BMX, skate, rally, and other
- 3:45disciplines related to speed, risk, and
- 3:47adrenaline. Later it reached music, and
- 3:50further on, video games and esports.
- 3:52The strategy was simple: to be present
- 3:55in the shows their audience already
- 3:57enjoyed. That allowed Monster to do
- 3:59something much more powerful than
- 4:00simply buying commercials. An ad
- 4:02interrupts what you are watching.
- 4:04Monster could become part of what you
- 4:06had chosen to watch. The logo appeared
- 4:09on helmets, motorcycles, cars, jerseys,
- 4:11and entire competitions. In 2005, for
- 4:14example, Monster became the official
- 4:16energy drink of the Warped Tour,
- 4:18reaching directly to a huge alternative
- 4:21music audience. Then came the athletes.
- 4:24Monster began to associate with figures
- 4:26who already had millions of followers.
- 4:28Valentino Rossi became one of the great
- 4:30ambassadors of the brand. Lewis
- 4:32Hamilton even ended up having a drink
- 4:34with his name on it, and Ken Block
- 4:36turned his cars and his famous Gymkhana
- 4:38videos into a perfect mix of speed,
- 4:40spectacle, and automotive culture.
- 4:43Monster didn't need to convince the
- 4:45public that it belonged in those worlds
- 4:47. Its athletes constantly demonstrated
- 4:49it. Over time, that strategy began to
- 4:51reach even larger stages. Hey, before
- 4:53continuing, thanks for watching this
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- 4:56favor. The vast majority of people who
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- 5:06It's free and it's the best way to
- 5:07support this project so that we can
- 5:09keep growing. Enjoy the rest of the
- 5:11video. In 2015, Monster became the
- 5:14official energy drink of the UFC, a
- 5:16relationship that was renewed globally
- 5:18in 2025. In 2017, something even more
- 5:21spectacular happened. Monster put its
- 5:24own name on NASCAR's top category,
- 5:26which for three seasons was known as
- 5:28the Monster Energy NASCAR Cup Series.
- 5:31In 2019, it became the title sponsor of
- 5:33the official Yamaha team in MotoGP, and
- 5:36since 2024, it is also an official
- 5:38partner of McLaren in Formula 1.
- 5:40Monster had started by conquering small
- 5:42communities around extreme sports,
- 5:44music, and motorsports. Now its logo
- 5:47appeared in front of millions of people
- 5:48at some of the biggest sporting
- 5:49spectacles on the planet. But having a
- 5:52famous brand does not explain on its
- 5:54own how Monster makes money. To
- 5:55understand it, you have to follow a can
- 5:57. Monster develops the drink, controls
- 5:59its brands, and decides what its
- 6:01products should be like. But that does
- 6:03not mean they have huge factories of
- 6:05their own producing every can we find
- 6:07around the world. An important part
- 6:10begins with American Fruits and Flavors
- 6:11, a company that Monster bought in 2016
- 6:13that develops and manufactures the main
- 6:15flavors used in their energy drinks.
- 6:18Then something interesting happens.
- 6:20Most of Monster's finished drinks are
- 6:22produced and packaged by external
- 6:24companies hired to do so. Monster uses
- 6:27these factories in the United States
- 6:29and other countries, and subsequently
- 6:31sells the product mainly to bottlers
- 6:33and distributors. They are the ones who
- 6:35help get the cans into supermarkets,
- 6:37gas stations, and convenience stores.
- 6:39Monster, therefore, does not need to
- 6:41own every factory to control its
- 6:43product. The company decides what it
- 6:45wants to sell, controls key elements of
- 6:47its drink, and uses a huge network of
- 6:48partners to produce and distribute them
- 6:50. That allows it to focus on developing
- 6:53products, selling them, and keeping the
- 6:55brand strong, although there is also a
- 6:57risk. Monster depends on those
- 6:59companies having enough capacity,
- 7:01material, and transport to keep the
- 7:03cans moving. And here an important
- 7:05difference appears. When Monster
- 7:08Beverage talks about its sales, those
- 7:10billions of dollars do not necessarily
- 7:12represent all the money consumers left
- 7:14at store registers. Monster sells a
- 7:17large part of its products to
- 7:18distributors and major clients. Then
- 7:21there are other participants before a
- 7:23can finally reaches our hands, and each
- 7:25one has its own costs. But there is a
- 7:28reason why this business can be so
- 7:30attractive. An energy drink can sell
- 7:32for several dollars, even though there
- 7:34is only a relatively small amount of
- 7:36liquid inside. The consumer is not just
- 7:39paying for water, ingredients, and a
- 7:40can; they are also paying for what they
- 7:42expect to get from it and for the brand
- 7:44. In the second quarter of 2026,
- 7:46Monster Beverage had a gross margin of
- 7:4955.9%. Simply put, for every $ 100 the
- 7:53company sold, approximately $ 55.90
- 7:56remained after paying the direct cost
- 7:58of producing those products. That was
- 8:01still not profit. From there,
- 8:03distribution, advertising, offices, and
- 8:04many other expenses still had to be
- 8:06paid, but it helps to understand the
- 8:08business. Monster did not need to
- 8:10personally manufacture every can. It
- 8:13needed to control what makes that can
- 8:14valuable and get a huge network to
- 8:16produce, transport, and always keep it
- 8:18inside the refrigerator. But there was
- 8:21still one huge problem left: getting
- 8:23Monster available practically
- 8:25everywhere, and then Coca-Cola appeared
- 8:26. In August 2014, Monster Beverage and
- 8:30The Coca-Cola Company announced a
- 8:32gigantic alliance that was completed in
- 8:34June 2015. Coca-Cola initially acquired
- 8:38about 16.7%of Monster. In addition,
- 8:41both companies exchanged parts of their
- 8:43businesses. Monster received
- 8:45Coca-Cola's energy drink brands, while
- 8:47Coca-Cola kept the drinks that did not
- 8:50belong to that category. Monster also
- 8:52received a net payment of 2.15 billion
- 8:54dollars. But possibly the most valuable
- 8:57part of the agreement was not the money
- 8:59; it was everything Coca-Cola already
- 9:01had. For decades, the company had built
- 9:03a huge network of bottlers, warehouses,
- 9:05trucks, salespeople, and relationships
- 9:07with retailers around the planet.
- 9:10Monster could take advantage of that
- 9:11infrastructure to take its cans much
- 9:13further. Coca-Cola became its preferred
- 9:15partner for global distribution, and
- 9:17Monster began using bottlers belonging
- 9:20to its system in numerous markets.
- 9:22Because gaining millions of followers
- 9:24is of little use if a person walks into
- 9:26a store looking for Monster and simply
- 9:27cannot find it. The alliance helped
- 9:30solve precisely that problem. But there
- 9:32is an important difference. Coca-Cola
- 9:34never bought Monster completely. As of
- 9:37February 13, 2026, Coca-Cola owned
- 9:40approximately 20.9%of Monster
- 9:42Beverage's common stock and had a
- 9:45nominated representative on its board.
- 9:48Monster remained an independent,
- 9:50publicly traded company. In fact, the
- 9:52relationship between both companies
- 9:54continued to strengthen. In 2025, they
- 9:56renewed their international agreement
- 9:58to coordinate part of the distribution
- 9:59for another 5 years. Monster had
- 10:01achieved something extremely difficult.
- 10:04It could maintain control of its brand
- 10:05while leveraging one of the largest
- 10:07beverage distribution networks on the
- 10:09planet. Instead of trying to build it
- 10:11from scratch, country by country, it
- 10:13found a partner that already had it. By
- 10:14then, Monster had grown so much that
- 10:16something symbolic happened. In 2012,
- 10:19Hansen Natural Corporation officially
- 10:21disappeared as a name. The company was
- 10:23renamed Monster Beverage Corporation. A
- 10:27drink that 10 years earlier was simply
- 10:28part of its catalog had ended up being
- 10:30so important that it now gave its name
- 10:32to the entire company. But Monster had
- 10:34another challenge. It could not depend
- 10:37eternally on a single drink. The
- 10:39solution was to start filling
- 10:40refrigerators with different versions
- 10:42of Monster Energy. Products like Ultra
- 10:45and Zero Sugar arrived for those
- 10:46seeking sugar-free options, Juice
- 10:48Monster with fruitier flavors, Java
- 10:50Monster mixing coffee and energy, and
- 10:52Rehab using tea and other flavors. The
- 10:55idea was simple. If someone already
- 10:57wanted to buy a Monster, you had to
- 10:58give them enough options to keep them
- 11:00from choosing another brand. And
- 11:02Monster Beverage began to grow even
- 11:04more, because the company currently
- 11:06doesn't just sell Monster Energy. Its
- 11:08business includes other energy brands
- 11:11like Reign and Bang, plus NOS and Full
- 11:13Throttle, which arrived as part of the
- 11:15deal with Coca-Cola. It has even
- 11:18started participating in alcoholic
- 11:20beverages, although this business
- 11:21remains small compared to its energy
- 11:23drinks. And so we reach the current
- 11:27battle in U.S. convenience stores and
- 11:29gas stations; for the 4-week period
- 11:32ending July 25, 2026, Red Bull
- 11:34accounted for 35.1%of energy drink
- 11:37dollar sales. Monster as a brand
- 11:39reached 29.4%. But when adding up the
- 11:44different energy brands owned by
- 11:45Monster Beverage, the company reached
- 11:4735.4%. That does not mean that Monster
- 11:52is automatically bigger than Red Bull
- 11:54worldwide. It is just a snapshot of 4
- 11:56weeks within a specific type of store
- 11:58and in a single country, but it proves
- 12:00something important. The battle is
- 12:02incredibly close and there are now even
- 12:05more competitors. Brands like Celsius,
- 12:07Alani Nu, C4, and Ghost also want to
- 12:10occupy the same refrigerator. Red Bull
- 12:12continued to bet primarily on that
- 12:14small can that made it famous. Monster
- 12:17built much of its identity around
- 12:19larger cans, different flavors, and an
- 12:21enormous variety of designs. After
- 12:24decades of growth, the fight keeps
- 12:26happening in the same place: a few
- 12:28inches inside a refrigerator. The size
- 12:31of Monster Energy today shows just how
- 12:33far that transformation went. In the
- 12:36second quarter of 2026, 46%of Monster
- 12:38Beverage's net sales already came from
- 12:40customers outside the United States. By
- 12:44the end of 2025, the company had 6,891
- 12:46employees spread across 80 countries,
- 12:48and approximately two out of three
- 12:51worked directly in sales and marketing.
- 12:54Even protecting the name became a
- 12:56gigantic operation. At the end of 2025,
- 12:59Monster had over 21,600 trademark
- 13:01registrations and applications around
- 13:04the world; it doesn't mean there are
- 13:0621,600 different drinks. These are
- 13:09names, designs, and rights that the
- 13:11company attempts to protect in numerous
- 13:13markets. But becoming a giant also
- 13:15brought new challenges. Energy drinks
- 13:18remain under scrutiny for their
- 13:19caffeine levels and, in some versions,
- 13:22sugar. Medical authorities and
- 13:24organizations have warned specifically
- 13:26about their consumption among minors,
- 13:28as various countries continue to
- 13:29discuss rules, labeling, and
- 13:31restrictions surrounding this category.
- 13:34For Monster, any change in consumer
- 13:36habits, new regulations, or reputation
- 13:38issues can quickly turn into business
- 13:40problems, and the competition isn't
- 13:42stopping either. But perhaps the true
- 13:45dimension of this story only appears
- 13:47when we go back to the beginning.
- 13:49Almost a century ago, Hobert Hansen and
- 13:51his sons were traveling around Los
- 13:53Angeles selling fresh juices. There
- 13:56were no black cans, no race cars
- 13:58covered with that huge M. There was no
- 14:00Moto GP, Formula 1, UFC, video games,
- 14:03festivals, or millions of refrigerators
- 14:05around the planet displaying the same
- 14:08logo. There was only a family trying to
- 14:11sell drinks. Decades later, a company
- 14:15that even went through bankruptcy ended
- 14:17up building a brand capable of
- 14:19generating billions of dollars and
- 14:20competing head-to-head with the giant
- 14:23that had dominated energy drinks. And
- 14:26perhaps the most surprising thing is
- 14:28that Monster Energy didn't even need to
- 14:30be first. It arrived later, but
- 14:32understood that it wasn't enough to
- 14:33just sell caffeine in a can. They had
- 14:36to sell something that people could
- 14:37recognize, remember, and above all,
- 14:39feel that it stood for something. That
- 14:42is why those three green marks ended up
- 14:44appearing on cars, motorcycles, helmets
- 14:46, stages, and athletes around the world
- 14:48. It all started with fresh juices sold
- 14:51in Los Angeles. Today, you just have to
- 14:53enter a store, open a refrigerator, and
- 14:55look for a black can. Because Monster
- 14:57achieved something much more difficult
- 14:59than creating an energy drink. It
- 15:01managed to turn it into a symbol and
- 15:03turn that symbol into a
- 15:05multi-billion-dollar monster. If you
- 15:08made it this far, don't forget to
- 15:09subscribe, hit the notification bell,
- 15:10and let me know in the comments box
- 15:12what other topic you want us to make a
- 15:13video about. Cheers. M.
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