Fast food chains push energy drinks as Citi survey shows 60% of purchases are incremental

Industry
โดย Yahoo Finance·US·Read original
Summary · why it matters

Fast food chains are aggressively rolling out energy drinks, and new Citi research suggests the move could boost sales and margins. A survey of 2,400 US consumers found that 60% of energy beverage consumption at restaurants and coffee shops is incremental, with 49% of respondents saying a restaurant energy drink would replace one purchased elsewhere. McDonald's is launching a Red Bull Dragonberry Energizer nationwide on August 17, while Starbucks introduced its Energy Refreshers lineup in April. Regional chains like Dave's Hot Chicken and 7 Brew are also scaling their own energy drink offerings. The trend poses a risk to pure-play energy drink sellers such as Celsius Holdings and Monster, as consumers may shift away from canned purchases at convenience stores.

Impact on stocks 5

Consumer Discretionary▲ · 3 stocks
McDonald’s Corporation
MCD
▲ PositiveDemandrelevance

McDonald's launching Red Bull Dragonberry Energizer nationwide could boost sales and margins as 60% of energy drink purchases are incremental.

Starbucks Corporation
SBUX
▲ PositiveDemandrelevance

Starbucks introduced Energy Refreshers lineup in April, and survey shows 60% of energy drink purchases at restaurants are incremental, boosting sales.

Consumer Staples▼ · 2 stocks
Celsius Holdings Inc
CELH
▼ NegativeCompetitionrelevance

Fast food chains' energy drink push poses a risk to pure-play sellers like Celsius as consumers shift away from canned purchases.

Monster Beverage Corp
MNST
▼ NegativeCompetitionrelevance

Fast food chains' energy drink rollout poses a risk to Monster as consumers may shift away from canned purchases at convenience stores.

Off-coverage companies 1

Dave's Hot ChickenPrivate± Mixed
relevance

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