According to the Securities Times APP, the energy beverage industry is currently facing the challenge of slowing sales growth, a trend that has caught the attention of investors. Nielsen's data shows that although consumers have become more cautious when purchasing discretionary items, they have not completely shifted to other categories. UBS Group's analyst Peter Grom believes that the main reason for consumers reducing the frequency of energy drink consumption is the decline in convenience store traffic, which has also affected sales. Despite this, some brands such as Bang Energy and Celsius Holdings have increased their market share, while Red Bull has maintained its market leadership by launching new products. However, overall, brands need to address the dual pressures of intensifying competition and slowing growth. Growth for the remaining time this year is expected to remain weak, but it may return to normal by 2025.

Specifically, Nielsen's retail data shows that while the market share of other brands of Monster Beverage (MNST.US) has decreased, sales of its subsidiary Bang Energy have rebounded. After reaching a peak market share of 10.9% in May, Celsius Holdings (CELH.US) has slightly declined and stabilized at around 10%. Red Bull has consolidated its market position by launching new products such as Curuba Elderflower Summer Edition and sugar-free versions of Red Bull Amber and Red Edition. The emerging brand Alani Nu reached a peak market share of 4.6% in early September, showing strong growth momentum. However, other emerging brands collectively lost market share. Pepsico (PEP.US) and Coca-Cola (KO.US) energy drink sales have also been affected by the overall slowdown.

In terms of stock performance, Monster Beverage has fallen by 9.4% year-to-date, while Celsius Holdings has experienced a decline of up to 43%. These data reflect investors' concerns about the future of the energy beverage industry. Although some brands have achieved a certain level of success through innovation and marketing strategies, the overall market's growth prospects remain challenging.