Celsius - live fit

Celsius had a strong second quarter; revenue grew significantly and earnings exceeded expectations. The North American market performed particularly well, and both the CELSIUS® and Alani Nu brands performed strongly there.

The company’s market position strengthened, and its total retail sales grew substantially. While the CELSIUS brand’s market share slightly decreased, Alani Nu compensated for this with a strong increase. The CEO praised the record-breaking quarter and emphasized the company’s position as a trendsetter in the modern, sugar-free energy drink category.

https://x.com/earnings_guy/status/1953395815285772616
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“” Company’s own materials

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That Alani Nu seems to be riding a significant wave of popularity in America. Here, someone has been digging into social media and trends. Q3 could be even better for Alani:

https://x.com/nitinkinvests/status/1952404217500512573?t=KmJ2Kq2_xLMUVJKMlg3xDQ&s=19

There’s also an option here, when Celsius first expands its own product range globally, and then Alani products are pushed through the same distribution channels. I’m still expecting a Monster from this.

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Still going strong, raising prices :sledup:

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Celsius Holdings acquires Rockstar Energy in the United States and Canada in a $585 million deal from Pepsi.

Simultaneously, Pepsi increases its ownership in Celsius and brings the company’s Alani Nu brand into its distribution. The agreement makes Celsius Pepsi’s energy drink leader in the United States.

https://x.com/wallstengine/status/1961387642475487508
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This looks impressive. :slight_smile:

https://x.com/carbonfinancex/status/1963257404927230209
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The article below states that Celsius took out a new $700 million loan with better terms and paid off the old one. Now, the company’s credit rating also rose slightly. The company’s sales are growing well, especially thanks to Alani Nu products, and overall indebtedness is generally decreasing.

https://www.investing.com/news/stock-market-news/celsius-holdings-secures-700-million-term-loan-b-rated-bb-at-sp-93CH-4277719

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The market was spooked by the increased debt and whether the impressive growth figures came “incorrectly” from Alan’s integration and hide weak organic growth (not in my opinion). Alan’s access to Pepsi’s distribution also seems to be doubted.. https://ir.celsiusholdingsinc.com/news/news-details/2025/Celsius-Holdings-Reports-Third-Quarter-2025-Financial-Results/default.aspx

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Below is quite an interesting comparison table, though one should not draw any major conclusions based on a single table. :slight_smile:

https://x.com/ConsensusGurus/status/1986802166636413401


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Interim update

https://x.com/bevinsights/status/2009274067396723031?s=46&t=Gf87bhKtIDEQ8PoQTL96bQ

And also this

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