Stanley Looks to Replicate the Water-Bottle Hype Among Guys
Company wants to widen consumer base and product lines after its blockbuster growth among thirsty women
Company wants to widen consumer base and product lines after its blockbuster growth among thirsty women
Stanley has spent the past few years turning a vacuum-insulated, 40-ounce water bottle into one of the most-desired womenswear accessories on the planet. Now it is widening its focus to include the customer it was first designed for more than 110 years ago—men.
The company, which is owned by Chicago-based HAVI, next year plans to release new products geared toward guys beyond its current male audience of outdoor enthusiasts.
The new Stanley man might not require a steel canteen to take into the wilderness, but he might want a sleek water bottle to take from the office to the gym to date night in a wine bar, according to Jenn Reeves, Stanley’s vice president of global brand marketing.
“He’s not a fashionista, but he cares about how he’s put together. He’s into grooming and how he looks, and into sports,” Reeves said. That hypothetical male customer wants water bottles that are a little sleeker and subtler than the brightly colored giant flasks coveted by Stanley’s female audience, she said.
The bid for diversification comes as Stanley looks to hold on to the brand equity it has accrued in a remarkably short time.
Stanley’s annual revenue jumped to around $750 million in 2023 from $73 million in 2019, and scores of articles and think pieces have in the past year been written to explain how a company originally targeting construction workers became one of the trendiest brands of the moment. Much of the success comes down to the recent rise of the brand’s 40-ounce Quencher, which it introduced in 2016. The $45 metal cup with a straw and a handle has become a status symbol among women and tweens, caused new-product frenzies in stores, and generated a “Saturday Night Live” skit lampooning women who drink out of comically “big dumb cups.”
Imitators and competitors for thirsty consumers are hot on Stanley’s heels. They include cooler-maker Yeti , which last year introduced a 42-ounce straw mug similar in design to the Quencher.
Stanley’s latest release is a collection of cooler bags and a carryall holder for its 40-ounce Quencher bottle, slated for release in April. The wearable coolers were developed in response to women’s complaints that the market’s existing offerings were too heavy, too clunky and too ugly, and the crossbody was designed to ease the burden of carrying a water bottle and a purse around all day.
The Stanley customer only became known internally as a “she” in 2020, when Terence Reilly, the former chief marketing officer of Crocs , joined as president. Reilly, who liked to say his team had turned Crocs’ divisive shoes “from a meme to a dream,” learned that the Quencher was becoming popular among a group of women in Utah, a few of whom ran a shopping blog called the Buy Guide , according to one of the blog’s co-founders.
The group, along with a female Stanley sales account manager, suggested that the company start selling its cups in colors outside of black, white and its signature hammertone green, and it did. Sales lifted, while the company began to lean more on real women to spread the word about its products.
The Stanley marketing team has grown slowly since Reilly’s arrival but is still tiny by industry standards: only seven full-time staff members across advertising, brand, marketing, media and social media, said Reeves, who joined in 2022. The company spends money on traditional direct marketing, such as email campaigns, but its biggest focus is social media and working with real women and influencers who promote Stanley to their followers.
Stanley got a big, unexpected break in November, when a TikTok user named Danielle Lettering posted a video claiming that the only item to survive her car fire was her Stanley Quencher. The clip went viral, and Stanley bought her a new car and covered related costs including taxes.
Many of Stanley’s male consumers are already Quencher fans, Stanley said, and guys sometimes feature in its ads. The company heading into 2025 has to translate its social-media momentum among women into a marketing strategy designed to attract more men with the planned sleeker range.
The typical male consumer is also swayed by the recommendations of influencers, but he often spends time on different platforms than his female counterpart, said Chris Anthony, the chief revenue officer of media company Gallery Media Group, which works with social-media content creators. He is likely to track interests, teams and channels, as opposed to following specific influencers across all platforms the way some women do, he said.
“Guys rely more on their feed versus the people,” Anthony said. “And letting the influencers tell their stories, and not being so prescriptive, will especially resonate with guys in the right way.”
Some of those influencers might be Stanley’s current best customers, Reeves said. “We have the women, and they love us,” she said.
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Gold miners are emerging as a compelling way to navigate market uncertainty, with analysts pointing to strong cash flows, attractive valuations and rising profit margins. As gold prices stabilize above US$4,000 an ounce, mining stocks could offer investors both downside protection and long-term upside.
Gold is one of the market’s go-to hedges in rocky times. Don’t forget that gold miners’ stocks are too.
The stock market’s gains in 2026 belie the rocky macroeconomic picture: elevated inflation, heightened geopolitical tensions, and jitters about the artificial-intelligence trade. That backdrop, in theory, should be the time for gold to shine. Instead, the price of the yellow metal has tumbled more than 5% so far, after last year’s blistering 65% rally. In part, the U.S. dollar’s recovery has stymied gold, which benefited from the greenback’s weakness in 2025.
Even with the precious metal’s recent weakness, gold mining stocks could be the best way to profit from this year’s uncertainty.
Gold miners “are a valuable hedge against macro risks that would likely be damaging for equities,” BCA Research’s Noah Weisberger and Rishabh Shah wrote this week.
Concerns about the Federal Reserve’s next moves to tackle inflation, the increasingly crowded AI trade, and steep valuations for tech stocks are just some of the drivers that could help gold’s price get on even footing— and lead to even bigger gains for miner stocks.
These stocks’ prices tend to outpace gold’s moves, because the companies have fixed operational costs. So when gold’s price rallies, their profit margins soar, and vice versa. For instance, the VanEck Gold Miners GDX +7.39% exchange-traded fund has fallen 11% this year as the metal has slumped.
Now, gold’s price just needs to stabilize to help miners’ stocks take off, and that seems to be happening. The precious metal has recently found support above the $4,000 level, and has stuck in a narrow range since the end of June. But its price rose ever so slightly in July, ending a four-month losing streak for the metal. Technical analysis also suggests that gold is due for a comeback.
Barron’s recently wrote that the pullbacks for both gold miners and the metal itself are overdone. Senior technical analyst Doug Busch noted that the VanEck ETF is on the “verge of a breakout” and has the potential to hit $11o in early 2027, up more than 40% from its current price.
Gold miners also have more than their role as a market hedge going for them. Their fundamentals are solid, too, says Chris Mancini, portfolio co-manager of the Gabelli Gold Fund.
“Precious metals miners are generating substantial amounts of free cash flow given profit margins of over $2,000 per ounce, and are returning this cash to shareholders through buybacks and dividends,” he said in an email.
“Buying the miners is a cheap way to get exposure to the price of gold,” he added. His fund owns Newmont NEM +6.71%, a Barron’s stock pick last year, and Agnico Eagle Mines as top holdings, as well as miners Northern Star Resources, Endeavour Mining, and Kinross Gold K+8.59%.
Miners are better businesses than they used to be, the BCA team added.
“Capex is more disciplined, margins are high and rising…and they are largely independent of the AI story,” Weisberger, BCA’s head of equities, and Shah, a senior analyst, wrote.
That last part is key. AI is disrupting the software industry and many other services and information-oriented businesses, and investors have piled into AI stocks. But ChatGPT, Claude, Grok, and other large-language models aren’t going to replace the need to mine for metals.
“Equity portfolios can benefit from exposure to quality that is uncorrelated to AI risk, and gold miners fit the bill,” the BCA team said.
They recommend that investors buy the VanEck Gold Miners ETF, which owns top miners such as Agnico, Barrick Mining ABX +7.24%, and Newmont.
An important bonus for big gold miners’ stocks is that their valuations are attractive after the gold’s pullback, too. The VanEck ETF is now trading at just a little more than nine times next year’s earnings estimates. That’s a big discount to its five-year average price-to-earnings ratio of 14, according to FactSet.
What’s more, the ETF is currently valued at a more than 50% discount to the S&P 500 SPX -0.17%, which is trading for about 19 times earnings estimates for 2027. Mining stocks have typically traded at just a 25% discount to the broader market over the past five years. So there is significant upside for the group if valuations move back toward normal levels.
One factor that complicates mining stocks as a market hedge, of course, is if stocks bounce back, which has been the case so far in August.
But both the market and economic outlooks remain cloudy, and investors remain nervous about the Fed’s next moves and AI stocks. Gold miners should do just fine, even if the anxious mood on Wall Street persists.