Celsius Holdings delivered record third-quarter results, primarily driven by the full-scale integration of Alani Nu and Rockstar Energy into its distribution platform. While the core CELSIUS brand faced modest headwinds from inventory rebalancing, the broader portfolio allowed the company to significantly exceed analyst expectations for both top and bottom-line performance.

Key Highlights

  • Total revenue grew 17% year-over-year to $847.2 million, fueled by a 24% surge in Alani Nu brand sales to $410.1 million.
  • North American revenue reached $806.2 million, an 15% increase that suggests stabilization following recent inventory adjustments within the PepsiCo network.
  • Gross margin contracted 450 basis points to 46.8%, pressured by commodity inflation in aluminum and fuel alongside a higher mix of DSD sales.