HANSEN NATURAL CORP

FORM 8-K(Current report filing)

Filed 12/15/11 for the Period Ending 12/15/11

Address 550 MONICA CIRCLE, SUITE 201

CORONA, CA 92880Telephone 909-739-6200

CIK 0000865752Symbol HANS

SIC Code 2086 - Bottled and Canned Soft Drinks and Carbonated WatersIndustry Beverages (Non-Alcoholic)

Sector Consumer/Non-CyclicalFiscal Year 12/07

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): December 15, 2011

Hansen Natural Corporation (Exact name of registrant as specified in its charter)

Delaware

(State or other jurisdiction of incorporation)

550 Monica Circle Suite 201

Corona, California 92880 (Address of principal executive offices and zip code)

(951) 739 - 6200

(Registrant’s telephone number, including area code)

N/A (Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: � Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) � Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) � Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) � Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

0-18761 39-1679918

(Commission File Number) (IRS Employer Identification No.)

Item 7.01. Regulation FD Disclosure.

On December 15, 2011, Rodney C. Sacks, Chairman and Chief Executive Officer, and Hilton H. Schlosberg, Vice Chairman, President and Chief Financial Officer, of Hansen Natural Corporation (the “Company”) will host an investor meeting to discuss the Company’s business and operations at the Harvard Club of New York. The Company’s presentation will be open to all interested parties as a live webcast at approximately 4:15 p.m. Eastern Time on the Investor Relations page of Hansen Natural’s web site at www.hansens.com. A copy of the slides that will be used in the meeting are furnished as Exhibit 99.1 hereto. Item 9.01. Financial Statements and Exhibits . (d) Exhibits The following exhibit is furnished herewith: Exhibit 99.1 Presentation slides.

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SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

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Hansen Natural Corporation

Date: December 15, 2011

/s/ Hilton H. Schlosberg

Hilton H. Schlosberg

Vice Chairman of the Board of Directors,

President and Chief Financial Officer

Exhibit 99.1

December 15, 2011

Safe Harbor S tatement Certa in oral and written statements in this presentat ion and in response to questions are forward- looking statements for purposes of the safe harbor provi sions of The Pri va te S ecuriti es L itigat ion Reform Act of 1995, inc ludi ng statements in connection w ith or re lated to any discussion of or re fe rence to our future opera tions, opportunities or financ ial pe rformance . Management cautions that these statements a re based on management’s current know ledge and expec tati ons and are subjec t to ce rta in ri sks and uncertainti es, many of which a re outsi de of the control of the Company that could cause actua l resul ts and event s to di ffer ma ter ia lly from the sta tements made here in. S uch ri sks and uncertainti es inc lude , but are not limited to, the follow ing: ac tual pe rformance of the pa rti es under the new distr ibut ion agreements; potential di sruptions ar ising out of the transi tion of ce rt ain territ or ies to new dist ributors; changes i n sa les l evels by existing distr ibutors; unanticipa ted costs incurred i n connect ion w ith the terminati on of exist ing dist ribution agreements or the transition to new dist ributors; changes in consumer preferences; changes in demand due to economic conditions; ac tivities and stra tegies of competitors; including the introduction of new products and competiti ve pric ing and/or marke ting of simila r products; changes in the price and/or availability of raw mater ia ls; other suppl y i ssues, including the ava ilability of products and/ or suitabl e production fac ilities; product di stribution and placement decisi ons by reta ilers; political, legisla tive or other government act ions or event s in one or more regi ons in which we operat e. For a more deta iled discussion of these and ot he r r isks please see the Company’s reports f iled w ith the Securities and Exchange Commi ssion including our annual report on F orm 10K f iled on March 1, 2011 and our most recent Quarter ly Reports on Form 10-Q, incl udi ng the sect ions contained therein titl ed “Risk Fac tors ” and “Forward Looking Sta tements,” for di scussion on specif ic risks and uncertainti es tha t may affect our pe rformance . The Company assumes no obligati on to updat e any forward -looking sta tements, whet he r as a result of new information, fut ure events or ot he rw ise .

Solid Financ ia l Results 19 consecut ive years of increased sales since acquisit ion of the Hansen beverage busi ness in 1992. Achieved $1.5 billi on in gross sales in 2010. Net sa les for the third quarte r of 2011 increased to $474.7 milli on, up 24.4% from t he same time pe riod last year. Net income for the third quarter of 2011 increased to $82.4 million, up 23.9% from the same quarte r last yea r.

Energy Cat egory Dynamics Energy Drinks are the soft dr inks of many genera tions ago. At that time, soft drinks were innovative , they were cutti ng edge , they were cool, they were premium that’s a ll of what energy drinks are today.

Histor ica l (1)

Histor ica l (2)

Histor ica l (3)

Any powerful drug, such as caffeine i s acknow ledged to be , should not be offe red indi scr iminate ly to the public i n ot he r t han its natural condi tion, and ce rta inly not without the know ledge of the consumer In this 1912 Good Housekeeping cartoon, Harvey W iley warns a gull ible public against the greml ins of indigesti on, ne rvousness, and addicti on lurking in Coca-Cola. H istori cal (4)

Vol Share% Share +/ - $ Share% $S hare +/ - CSDs 53.6 -3.2 40.9 -2.3 Water 15.0 +0.7 11.4 -0.2 Sports dr inks 9.2 + 0.5 8.8 +0.2 Energy 7.9 + 0.5 23.2 +1.8 Jui ces/ juice dr inks 7.6 +0.2 8.9 +0.1 RTD tea 5.9 +1.1 4.9 + 0.4 RTD Coffee 0.5 fla t 1.7 fla t Da iry single -serve 0.2 f la t 0.3 fla t TOTAL 100% n/a 100% n/a (Beverage-Digest March 18, 2011) The Convenience Store Beverage Category 2010 2010

Sources: 1 AC Ni elsen Tota l US AOC (C onv, Food, D rug, Mass – excl W alMart) – 13 weeks ending 11/19/11 2 AC Nie lsen Tota l US Convenience – 13 weeks ending 11/19/11 3 Minte l Energy Drink & Energy S hot report- US August 2011 S trong Energy Cat egory G row th Cont inues: - All outle ts combined exc luding W almart : Va lue change 14.9% ; unit change: 16.0% 1 - Convenience and gas channe l: Value change 15.4% ; uni t change : 15.8% 2 The energy dr ink ca tegory is still in its infancy, w ith onl y 16% of adults 18+ c laiming to be energy dr ink consumers.3 - Young adults are most open t o trying energy dr inks w ith 41% of ma les and 35% of fema les c laiming to be energy drink consumers.3 - As these young adults age , t he ir energy dr ink consumption habits are like ly t o rema in, whil e new users come of age and expand the ca tegory. Energy drink consumers are al so continuing to embrace innova tion and fl avor alte rna tives. Premi um priced brands conti nue to domi nate t he cat egory. Monster Energy and Red Bull toge ther have 58.3% unit s ha re of the energy drink cat egory in the convenience and gas channe l.2 Low price alte rna tives have not af fected pr ice integr ity in the cat egory. Energy Drink Market

Energy Drink Ca tegory in Value $ Vol $ Vol Year Ago $ % vs Year Ago $ vs Year Ago $ Share $ S hare vs Year Ago TNA TOTAL NON-ALCOHOL ENERGY 1,771,812,300 1,541,881,095 14.9% 229,931,205 100.0% 0.0 1 TOTAL RED B ULL 579,877,685 501,711,648 15.6% 78,166,037 32.7% 0.2 2 TOTAL MONSTER 511,243,556 418,583,980 22.1% 92,659,576 28.9% 1.7 3 TOTAL 5 -HOUR ENERGY 193,732,236 164,860,247 17.5% 28,871,989 10.9% 0.2 4 TOTAL ROCKSTAR 177,107,574 150,517,048 17.7% 26,590,526 10.0% 0.2 5 TOTAL AMP 80,927,548 85,751,295 -5.6% (4,823,747) 4.6% (1.0) 6 TOTAL NOS 57,843,182 54,327,456 6.5% 3,515,726 3.3% (0.3) 7 TOTAL STARBUCKS COF FEE 50,611,648 43,384,266 16.7% 7,227,382 2.9% 0.0 8 TOTAL FULL THROTTLE 31,855,877 34,671,847 -8.1% (2,815,970) 1.8% (0.5) 9 TOTAL VENOM 10,143,938 12,500,721 -18.9% (2,356,783) 0.6% (0.2) 10 TOTAL XYIENCE XENERGY 8,107,002 6,677,678 21.4% 1,429,324 0.5% 0.0 A ll O ther 70,362,054 68,894,909 2.1% 1,467,145 4.0% (0.5) S ource: AC Nie lsen 13 Weeks Endi ng 11/19/11 - A ll Outle ts Combined [Convenience , G rocery, Drug and Mass (excluding Wa l Mart) ] All Outle ts Combined Snapshot Tota l US AOC Conv Food Drug Mass exc l WM

2011 Key Accomplishments- Va lue Sources: 1 AC N iel sen Tota l US Convenience – 13 weeks ending 11/19/11 Monste r not only ext ended its unit sha re lead ove r Red Bull, but also closed the value share gap wi th Red Bull. Monster value sales are up 22.3% ve rsus category growt h of 15.4% in the convenience & gas channel .1 Monste r va lue sa les per point of di stribution a re up 21.1% ve rsus cat egory grow th of 15.4% i n t he convenience & gas channel .1

Energy Drink Ca tegory - Units Source: AC N ielsen Tota l US Scantrack Convenience – 4 Weeks Ending 11/19/11 MONSTER RED BULL ROCKSTAR 5 HR AMP NOS FULL THROTTLE

2011 Key Accomplishments- Units S ources: 1 AC Nie lsen Tota l US All outl ets – 13 weeks ending 11/19/11 2 AC Nie lsen Tota l US Convenience – 12 weeks ending 11/19/11 3 AC Nie lsen RTD Tea Total US convenience Q3- 2011 ending 10/11/11 Monster Energy ’s La test 13 week pe rformance i s outpacing the energy cat egory growt h i n units by a wide margi n. Ca tegory Monst er A ll outl ets combined excluding Walmart + 16.0% +25.7%1 Convenience and gas channel +15.8% +25.3%2 Monster Energy’s i nnova tion has been enthusiast ica lly accepted by consumers, with Absolutely Zero and Rehab making up 4.7 unit sha re points of Monster Energy ’s 31.3 share points in the convenience & gas channel .2 Monste r R ehab, Tea + Energy, launched i n Apri l 2011, is already the #1 $ S KU in the RTD Tea Ca tegory i n t he convenience and gas channe l3 Monster Energy’s or iginal SKU is stil l growi ng a t 16.1% , wi th sales pe r point of distr ibut ion growi ng a t 14.1% in t he convenience and gas channe l.2 Peace Tea is t he #9 Brand i n t he convenience & gas channel in the RTD Tea ca tegory and has grown 22.2% over l ast year, making it a s ol id pl ayer in the RTD Tea Ca tegory.3 Peace Tea secured Dist ribution in 2,550 Walmart s tores in Q4 2011.

Monste r Marke ting 2011 Champions BJ Bal dwin 2011 Best in the Desert Champion Tucker H ibbert Si xt h X Games Gold Meda l Ryan V illopoto 2011 Superc ross World Champion Ryan V illopoto 2011 AMA Mot oc ross C hampion Troy Bronson 2011 Junior Down Hill Mounta in Bike W orld Champion Pro Ci rcui t 2011 AMA Motoc ross 250cc Champs 2011 Supercross Lit es, West Champs Jamie B estw ick F ive Consecuti ve X Games Gold Medals Josh Hayes 2011 World Superbike Champion

2011 Key At hletes & Teams Va lentino Rossi Moto GP Pro Circuit SX /MX Team Kawasaki Fac tory Team 2011 SX /MX Champion BMW Desert Race Team Michael S chumacher U.S Athle tes W orld Wi de At hl etes Ken B lock

Slash Korn Tommy Lee Guns N ’ Roses Music

Tours

2011 Key Sponsorships

Digita l Landscape Monster Energy’s F acebook page is the #8 most “Liked” page of a ll brands in the world with 12.77 mi llion “Likes ”1 Monste r ’s approach to socia l media cent ers on provi di ng relevant cont ent to target consumers. Monster ut ilizes facebook as a broadcast tool t o i nt erac t wit h i ts fans on a da ily basis broadcasting videos, photos and stor ies to 12.77 mi llion fans. Sources: 1 CNBC .com The Worlds most “Liked” brands 12/18/11

Digita l Landscape Twi tter and YouTube are a lso us ed to broadcast relevant content to Monste r F ans Twit ter wit h 120K followers Monst er ’s YouTube Channel w ith 16 million views

TV Integra tion Rob Dyrdek’s Fantasy Fac tory - MTV DUB Magaz ine Projec t - MTV 2 Inside W estC oast Customs Discovery C hannel HD Thea ter Rob Dyrdek’s R idiculousness - MTV

Consol e Game Integrati on X Box & P layS tation Games Professi ona l PC Gaming PC Based Gami ng Tournaments Premier V ideo Gaming Team compete in U.S., Asia and Europe . Top P layers in: - Street Fighter IV - StarCraft - World of Warcraft I I - Counte r S tri ke Video Gami ng

Motor Sports- New Initiat ives

Activating a t Reta il 2011 Build Your W est Coast Customs Dream C ar Road Trip w ith Wee Man Free Monste r Gear Q1 Q2 Q3 Q4 B e a Monste r V IP at Winter X

Activating a t Reta il 2012 T1 Rehab Las Vegas Pool Party Java Monste r- U ltima te C os ta Rican Adventure TBD T3 T2 Free Monste r Gear Loyalt y P rogram T2

Rehab April 2011: Q4 2011: Q1 2012

Current Energy D rink Consumers

Monste r R ehab Consumers “ I don’t normall y l ike energy dr inks but thi s t astes good, it ’s di fferent than I expect ed.” “My kid dr inks green all the time, but I don ’t like the tas te. This is def inite ly one I would drink. ”

“A non ca rbonated Monste r fina lly, this is perfect for the summer heat ” “Tea + Lemonade is like an A rnol d P almer, awesome!” “Wow, this doesn’t even taste li ke a Monster.” “This will go pe rfec t wit h my swee t tea vodka!” We did note one negative comment from a soldier whose photograph appears on the next page. Monste r Rehab Consumers

Monste r C onsumers

Monste r M -3 M -3 S uper Concentrat e – 5.0 oz

New Products Q1 2012 Launch Ubermonster, Energy Brew – 16.9oz

Peace Tea Existing L ine Up: * To be replaced with New Sku’s Early 2012 Single S erve Peace Tea w ith its #9 brand ranking in the convenience and gas channel has solidif ied itse lf as a c redible cat egory playe r.1 Consumer acceptance of Peace Tea si ngl e serve cans has facil ated t he introducti on of multi-serve sku’s which offe r higher margins. Mult i-Serve Sources: 1 AC Nie lson RTD Tea Tota l US convenience Q3 ending 10/ 1/ 11 * * *

Warehouse D ivision H ighlights Increased profitability due in pa rt to decreased promotion and othe r allowances Juice price inc reases to be implemented in 2012 Rationa lized non -stra tegic lines and SKUs Updated Hansen’s Jui ce graphics and expanded offer ings Expanded existing product lines: Hubert ’s Strawberry Lemonade and Limeade f lavors Junior Juice Coconut Wat er Tw ist aseptic boxes Blue Sky Recover Energy Hansen’s S parkling Wate r l ine to be introduced in 2012 New product lines: Hubert ’s Ha lf&Hal f Lemonade Teas Angeleno Aguas F rescas Acquired P RE di gestive health probiotic brand

Hansen’s Na tura l 64oz Juices Updated Hansen’s Na tura l Juices Hansen’s Na tura l 100% Juice Boxes

Emerging Ca tegory Innova tion Hubert’s Ha lf&Half Lemonade Tea PR E P robiotic Beverages Angeleno Aguas F rescas

Net Sal es ($ i n mil lions) 42.3% CAGR to December 2010 2003 2004 2005 2006 2007 2008 2009 2010 YTD 9/30/11 9 Months $110.4 $180.3 $348.9 $605.8 $904.5 $1,033.8 $1,143.3 $1,303.9 $1,293.3

Report ed Opera ting Income ($ i n mi llions) 2003 2004 2005 2006 2007 2008 2009 2010 YTD 9/ 30/11 9 Months $9.8 $33.9 $103.4 $158.6 $231.0 $163.6 $337.3 $347.8 $353.0

Adjusted Operat ing Income (“OI”) ($ in mi llions) * Adjusted opera ting income i s a non-GAAP financ ial measure tha t includes adjustments for t ermination cost s to pr ior di stributors and for professional se rvice fees, net of insurance reimbursement s, associa ted w ith the revi ew of stock option grant s and grant ing prac tices, rela ted liti ga tion and ot he r rel ated matte rs. Non-GAAP financia l measures a re not prepared in accordance w ith GAAP and may be dif fe rent from non-GAAP financia l measures used by othe r companies. Non-GAAP financia l measures should not be considered as a substitute for, or superior to, measures of financ ial pe rformance prepared in accordance w ith GAAP. We include these non-GAAP financ ial measures because we be lieve they a re use ful t o investors i n a llow ing for grea ter transparency rela t0ed to our ongoing operations. Investors a re encouraged to review the reconcili ation of t he non-GAAP financ ial measures used t o t he ir most directly comparable GAAP financ ial measures as provided in the tabl e below . 9 Months Report ed OI $9.8 $33.9 $103.4 $158.6 $231.0 $163.6 $337.3 $347.8 $353.0 *Adj ustments - 16.5 25.0 117.9 - 2.8 - 1.8 0.5 Adjusted O I $9.8 $33.9 $103.4 $175.1 $256.0 $281.5 $334.5 $346.0 $353.5 66.4% CAGR to December 2010 66.4% CAGR to December 2010 2003 2004 2005 2006 2007 2008 2009 2010 YTD 9/ 30/11 $9.8 $33.9 $103.4 $175.1 $256.0 $281.5 $334.5 $346.0 $353.5

Report ed Ne t Income ($ in mi llions) 2003 2004 2005 2006 2007 2008 2009 2010 YTD 9/ 30/11 9 Months $5.9 $20.4 $62.8 $97.9 $149.4 $108.0 $208.70 $212.0 $221.7

Report ed Di luted Earnings Per Share 2003 2004 2005 2006 2007 2008 2009 2010 YTD 9/ 30/11 9Months $0.07 $0.22 $0.65 $0.99 $1.51 $1.11 $2.21 $2.28 $2.37

Balance S heet Highlights ($ in thousands) September 30, 2011 December 31, 2010 P ercent age Change Cash and cash equivalents $ 287,157 $ 354,842 -19% Inves tments: S hort - term investments $ 412,255 $ 244,649 69% Long-term investment s $ 26,689 $ 44,189 -40% Tota l Investments $ 438,944 $ 288,838 52% Tota l cash and investments $ 726,101 $ 643,680 13% Trade account s recei vable, ne t $ 139,033 $ 101,222 37% Inventor ies $ 164,481 $ 153,241 7% Current l iabilit ies $ 165,929 $ 128,834 29% Defe rred revenue $ 119,953 $ 124,899 -4% Tot al stockholders’ equity $ 932,546 $ 828,398 13% Shares repurchased during period 2,131,000 625,000 (9 Months to September 30, 2011, 12 months to December 31, 2010)

3rd Quarte r R esults ( in millions except per sha re data ) 3Q10 3Q11 $0.72 $0.88 Diluted EP S +23.3% 3Q10 3Q11 $ 66.5 $82.4 Ne t Income +23.9% 3Q10 3Q11 $381.5 $474.7 Net S ales +24.4% 3Q10 3Q11 $107.6 $132.1 3Q10 3Q11 Opera ting Income +22.8%

Proposed name change From: Hansen Na tura l Corporat ion To: Monste r B everage Corporation New NAS DAQ S ymbol : MNS T Proposed Name Change