1 week ago
5
Trey Thoelcke
Wed, June 24, 2026 astatine 6:10 AM CDT 4 min read
Quick Read
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Chewy's (CHWY) $31 expert people towers implicit its $18 price, portion Celsius (CELH) Reddit bulls disregard a 38% YTD descent and shrinking margins.
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Estée Lauder's viral Michael Burry Reddit thread drove sentiment from 35 to 72, but a $100M tariff headwind keeps analysts cautious connected EL.
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Three retail darlings are getting caller emotion connected Reddit, and the question is whether the expert assemblage sees the aforesaid picture. Celsius Holdings (NASDAQ: CELH), Chewy (NYSE: CHWY), and Estée Lauder (NYSE: EL) are each flashing bullish sentiment connected r/wallstreetbets and r/stocks, but lone 2 of the 3 person Wall Street nodding along.
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Celsius Faces a Reddit YOLO Despite a 38% YTD Slide
Sentiment connected Celsius has been camped successful Very Bullish territory, with scores moving 86 to 90 crossed aboriginal June. The driving thread, "CELH is criminally undervalued. My biggest YOLO ever, $95k," peaked astatine 191 upvotes and 214 comments. The valuation thesis has merit: Celsius bushed Q1 FY26 estimates with adjusted EPS of $0.41 vs. $0.29, and gross of $782.62 million, up 138% twelvemonth implicit year. Yet shares are down astir 38% twelvemonth to day to adjacent $28.
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The combined Celsius/Alani Nu/Rockstar portfolio holds astir 21% dollar stock of the U.S. RTD vigor market.
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International gross grew 55%, expanding the runway beyond the U.S.
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Gross borderline compressed to 48% from 52%, a existent interest Reddit is mostly ignoring.
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