Household & Personal Products · Consumer Defensive
Dara Mohsenian
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
About Dara Mohsenian
Dara Mohsenian is recorded as Analyst at Morgan Stanley. Dara Mohsenian has spoken on 18 earnings calls and 1 other investor event across 10 companies, most recently for Monster Beverage Corp on August 6, 2026. Those appearances were for Colgate Palmolive Co (CL), Monster Beverage Corp (MNST), Clorox Co (CLX), Pepsico Inc (PEP), Coca Cola Co (KO) and 5 other companies. The companies whose calls Dara Mohsenian spoke on are classified in the Consumer Defensive and Industrials sectors.
Dara Mohsenian on recent calls
“So we've been in a period of much higher growth for the energy category in Monster for a year and a half now. The category has really brought in new customers with innovation, zero-sugar products, et cetera, in recent years.”
“So just wanted to expand on that last point you had mentioned on shelf space opportunity. Clearly accelerated North American momentum from a top line perspective.”
“So, obviously strong international results in the quarter, but I wanted to focus on North America a bit. We talked about the sequential improvement in volume in PFNA in Q2, but I don't think it was to the level you expected.”
“So it sounds like it's still early days here on the potential price adjustments in the portfolio, but can you just give us a sense for what range of the business, what percent of mix you might be considering price adjustments are and how deep the ranges of price adjustments might be in those areas?”
“Maybe just to build on that, the weaker consumer you touched on and pulling down the full year top line guidance to account for that. Can you give us a bit more detail there?”
Affiliation history
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Morgan Stanley
Analyst
Source not stated
Current
Company network
Beverages - Non-Alcoholic · Consumer Defensive
CLX
Household & Personal Products · Consumer Defensive
PEP
Beverages - Non-Alcoholic · Consumer Defensive
KO
Beverages - Non-Alcoholic · Consumer Defensive
OTLY
Packaged Foods · Consumer Defensive
Household & Personal Products · Consumer Defensive
Electrical Equipment & Parts · Industrials
Household & Personal Products · Consumer Defensive
KVUE
Household & Personal Products · Consumer Defensive