Celsius Q4 Earnings Call Highlights

• MarketBeat Week successful Review – 10/06 - 10/10

Celsius (NASDAQ:CELH) executives highlighted a grounds twelvemonth for the company’s “Modern Energy” portfolio connected its 4th fourth 2025 net call, pointing to increasing standard crossed Celsius, Alani Nu, and Rockstar Energy and outlining integration milestones that absorption expects to implicit successful the archetypal fractional of 2026.

Chairman and CEO John Fieldly said Celsius delivered full-year grounds gross of $2.5 billion successful 2025, which helium described arsenic grounds of momentum and operating discipline. Fieldly emphasized that the institution is investing crossed its portfolio of Celsius, Alani Nu, and Rockstar Energy to broaden reach, portion staying focused connected execution with Pepsi and retail partners.

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Fieldly noted that the combined portfolio represented approximately one-fifth of the U.S. vigor marketplace successful tracked channels for the afloat year, and said the institution present has two billion-dollar brands. He framed the strategy astir disciplined SKU productivity, improving promotional ratio and gross maturation management, maintaining innovation cadence, and elevating in-market execution during cardinal selling periods.

On innovation and request activation, Fieldly said Celsius started 2026 with its Fizz-Free enactment disposable nationally, citing an accidental to pull consumers seeking non-carbonated options. He said the institution plans a much intentional cadence of innovation and limited-time offers (LTOs) successful 2026, supported by broader organisation and in-market execution.

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• MarketBeat Week successful Review – 09/08 - 09/12

For Alani Nu, Fieldly said momentum remains beardown and that the brand’s modulation into the PepsiCo strategy is progressing. CFO Jarrod Langhans reported fourth-quarter Alani nett income of $370 million, which helium said was a quarterly grounds driven by lawsuit demand, accrued organisation points, and accrued orders arsenic the marque moved into the Pepsi organisation system. On a pro forma basis, helium said that would equate to 136% growth versus the anterior twelvemonth quarter. Langhans besides said that successful the nine months since Celsius purchased the brand, Alani has contributed $1 billion to nett sales.

Management highlighted Alani’s archetypal LTO successful the Pepsi system, Cherry Bomb, which they said “ran retired successful grounds time” and drove incremental orders precocious successful the year. In Q&A, Langhans said aboriginal 2026 show included “triple-digit maturation successful the archetypal 6–8 weeks of the year,” and that the institution expects continued enlargement into much locations with much SKUs, on with “overall triple-digit abstraction gains.” He added that the institution precocious launched different Alani LTO, Lime Slush.