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Edge14 Nov 2025
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
Celsius (CELH) investor relations material
Celsius Barclays 19th Annual Global Consumer Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 19th Annual Global Consumer Conference summary8 Sep, 2026
Portfolio integration and strategy
Integration of three distinct brands—Alani, Celsius, and Rockstar—has been completed, enabling a portfolio approach with targeted commercial plans for each brand and leveraging PepsiCo's distribution network.
Category captaincy with Pepsi allows prioritization and maximization of retail opportunities, including expanded shelf space and secondary placements.
Execution is improving through closer collaboration with Pepsi, investment in merchandisers and territory managers, and suggested orders to enhance retail presence.
The portfolio approach is expected to unlock significant value, with full benefits anticipated in 2027 as innovation and commercial plans are rolled out.
Brand performance and innovation
Celsius underwent deep SKU rationalization, resulting in a more stable core but temporary sales weakness; recovery is expected as innovation and new sub-lines launch in 2027.
Alani continues strong growth, expanding its core SKUs and leveraging LTOs to test and validate new flavors, with further expansion planned in food service and college channels.
Rockstar is being repositioned with a refreshed look and focus on music and action sports, aiming to rebuild awareness and scale successful regional strategies nationwide.
Innovation processes are being refined to avoid long tails of low-performing SKUs, focusing on building from a strong base and introducing permanent innovation.
Revenue growth management and margin improvement
Revenue growth management (RGM) is a major focus, with strategies including price pack architecture, promotional effectiveness, and margin optimization across the portfolio.
Plans include differentiated pricing for each brand, channel-specific pack strategies, and staggered promotions to avoid internal competition.
Margin improvement efforts target supply chain optimization, freight and COGS efficiencies, direct sourcing, and vertical integration, with a second production line coming online.
Commodity costs (aluminum, fuel) remain a challenge, but ongoing integration and RGM initiatives are expected to support margin recovery to low 50%s over the next two years.
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Latest events from Celsius
- Q2 2026 revenue up 11% to $817.9M; net income and CELSIUS sales declined.CELH
Q2 2026 - Rapid growth, global expansion, and wellness-driven innovation fuel category leadership.CELHThe 44th Annual William Blair Growth Stock Conference
- Celsius and Alani Nu fuel energy drink growth with innovation, scale, and health-focused strategies.CELH45th Annual William Blair Growth Stock Conference
- Record revenue, brand integration, and innovation drive growth and margin expansion.CELH23rd annual dbAccess Global Consumer Conference
- Energy drinks portfolio grows to 21% share, with strong innovation and global expansion ahead.CELHGoldman Sachs Global Staples Forum 2026
- Q1 2026 revenue soared 138% to $783M, with adjusted EBITDA up 181% and strong market share gains.CELHQ1 2026
- Virtual meeting to elect directors, approve pay, and ratify auditor set for May 28, 2026.CELHProxy filing
- Proxy details director elections, pay-for-performance, and strong governance amid record growth.CELHProxy filing
- Energy drinks lead sector growth, with innovation and portfolio expansion driving future gains.CELHUBS Global Consumer and Retail Conference
Next Celsius earnings date
Q3 20265 Nov, 2026
Celsius
Next Celsius earnings date
Q3 20265 Nov, 2026
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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