Emily Flippen

And the business has struggled recently, but I actually think the discount grocer game right now is rising in relevancy.

I actually think I might be

buying puts on Celsius.

And I'll go neutral on Monster.

And the reason I'm doing that is because while I do feel like I was broadly wrong about my concerns around the Alani new acquisition, which I felt like Celsius was effectively just acquiring their own customer base.

which I thought was potentially a waste of money.

I will say, I think I really undersold just how much market share Alani knew had gained.

I think they ultimately end up potentially writing down part of that acquisition.

The energy drink game right now has been incredibly fatty.

I follow it as part of the Dutch Bros industry.

And Monster Beverage, I think, is in a better position in comparison to Celsius simply because their customers...

are much more regular purchasers versus the Celsius allotting new purchasers.

I wish Celsius had just stuck with their core brand.

I'm still skeptical.

Even though the data is not backing it up, I'm still skeptical of the large acquisitions.

I hate doing it, though.

To be clear, this is the weakest pitch.

This is the challenge.

This is actually pretty easy for me.

I think Roku is easy call.