Celsius Holdings Q2 2026 earnings miss as Celsius brand sales fall

For the 4th ending June 30, Celsius Holdings posted gross of $817.9 million, an 11% summation from the prior-year play that nevertheless fell abbreviated of the $872.6 cardinal mean expert estimate, according to Bloomberg. Revenue for the Celsius marque fell astir 11.7% compared to the aforesaid play past year, the institution said. Analyst statement for adjusted net per stock was 41 cents, according to Bloomberg; the institution reported adjusted diluted EPS of 36 cents.

The institution attributed the Celsius marque diminution to accrued commercialized and promotional spending, shipment timing related to inventory rebalancing, softness successful the nine channel, a planned simplification successful caller merchandise launches, and SKU optimization efforts tied to the integration of its caller acquisitions.

The company's gross nett borderline narrowed to 48.1% from 51.5% a twelvemonth earlier, a effect the institution attributed to elevated promotional and inducement spending comparative to gross arsenic good arsenic shifts successful transmission mix, the institution said. Net income fell 45% to $55.3 cardinal from $99.9 cardinal successful the year-earlier period.

Results astatine the company's different brands were mixed. Alani Nu generated $364.4 cardinal successful gross during the quarter, benefiting from beardown user request and accrued orders arsenic the marque moved into the PepsiCo organisation system. Rockstar Energy, which Celsius Holdings acquired successful August 2025, contributed $66.5 cardinal successful revenue, though retail income for that marque declined 13% twelvemonth implicit twelvemonth successful tracked channels.

At the portfolio level, Celsius Holdings said retail income crossed each 3 brands roseate 31% for the 13-week play ended June 28, with the portfolio holding astir a 20% dollar stock of the U.S. ready-to-drink vigor category. The institution said its portfolio contributed astir 30% of the zero-sugar U.S. vigor category's $640 cardinal successful maturation during the quarter.

Chief Executive Officer John Fieldly said successful a connection that the institution remains focused connected improving assortment productivity and strengthening execution to instrumentality the Celsius marque to growth. "With 2 billion-dollar brands and astir 1 successful 5 vigor drinks sold successful the United States coming from our portfolio, we are a cardinal maturation motor for the category," Fieldly said successful a statement.

Celsius Holdings banal had already fallen 36% for the twelvemonth done Wednesday's close.