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Ball: The King of Cans
From a 19th-century glass-jar legacy to a global plant network, Ball is now a pure-play aluminum can partner to the world's biggest beverage brands.
Celsius (CELH) investor relations material
Celsius J.P. Morgan U.S. Opportunities Forum summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.J.P. Morgan U.S. Opportunities Forum summary12 Nov, 2025
Q3 performance and recent trends
Achieved $200 million in EBITDA and strong growth rates in Q3, with Alani Nu showing a $1.2+ billion run rate and 20%+ category share.
Promotional timing, such as Amazon Prime Day and Costco promotions, affected revenue recognition and created volatility between buy and sell side expectations.
The Live Fit Go marketing campaign, launched in June, was a key driver for brand momentum.
Recent weeks have seen growth rates for the core brand exceed the category, with further acceleration expected from new product launches.
Q3 volatility is considered an anomaly, with expectations for more stable performance going forward.
Q4 outlook and transition to Pepsi
Transition of Alani Nu into the Pepsi system began December 1, expected to be smooth with positive commercial impact in Q4 and Q1.
Revenue recognition will follow a stair-step approach rather than a large initial pipe fill, aligning more closely with consumption data.
Some inventory adjustments may occur due to year-end cash management by partners, but no major disruptions are anticipated.
Management remains optimistic about Q4 and 2026, emphasizing strong structural positioning.
Category dynamics and brand positioning
Energy drink category rebounded in 2024 with mid-teens growth, driven by new consumers, especially females and those seeking sugar-free options.
Both Celsius and Alani Nu are well positioned to lead category growth, with Rockstar providing a full portfolio approach.
Competitive environment is intensifying, but established community and brand equity are seen as key advantages.
What are Alani Nu's key growth drivers with Pepsi?
Rockstar turnaround strategy and margin impact
International growth strategy beyond 2026
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Next Celsius earnings date
Morgan Stanley Global Consumer & Retail Conference 20253 Dec, 2025
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Frequently asked questions
Energy Drinks for Fitness Enthusiasts
Celsius Holdings, Inc., commonly known as Celsius, is a company primarily known for its line of energy drinks with a focus on health and wellness. The company positions its products as a healthier alternative within the energy drink sector, differentiating itself by emphasizing ingredients that boost metabolism and provide energy without the high sugar and calorie content often found in similar beverages. Celsius drinks are primarily marketed towards fitness enthusiasts and those seeking a healthier lifestyle. The company is headquartered in Boca Raton, Florida, and its shares are listed on the NYSE.
Finding its Place
The company has successfully carved out a niche in the competitive energy drink market by positioning its Celsius brand as a healthier alternative. Recognizing a growing consumer demand for wellness-oriented products, Celsius differentiates itself by offering energy drinks that are not only energizing but also align with health and fitness goals. The company's drinks are formulated with ingredients aimed at boosting metabolism and enhancing energy without the high sugar and calorie content typically associated with energy drinks. This approach has appealed to a broad audience, including fitness enthusiasts and health-conscious individuals. Today, the company competes with other large beverage companies such as Monster and Coca-Cola.
The Products
The product lineup includes the original Celsius energy drink, available in multiple flavors, which contains a blend of energy-boosting and metabolism-enhancing ingredients. Additionally, the company offers Celsius Heat, a line specifically formulated for pre-workout with increased caffeine, Celsius BCAA + Energy provides branched-chain amino acids. The company also offers Celsius-Stevia, a naturally sweetened version, aimed at consumers who prefer natural ingredients. Each product variation maintains the focus on healthy options, using carefully selected ingredients to provide energy without excessive sugar or calories.
Celsius and PepsiCo
In 2022, Celsius and PepsiCo entered into a strategic distribution agreement together, with PepsiCo making an investment of $550 million in Celsius. This alliance with one of the world's leading beverage companies has provided Celsius with enhanced distribution capabilities, leveraging PepsiCo's extensive global network. The partnership is primarily focused on distribution and market expansion, aiming to increase the availability and visibility of Celsius products. By collaborating with PepsiCo, Celsius has been able to tap into a broader consumer base, significantly boosting its market presence in the energy drink sector while benefiting from PepsiCo's expertise in beverage distribution and marketing.
Further reading: Celsius: An Almost Unbeatable Growth Stock
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