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Celsius (CELH) investor relations material
Celsius Piper Sandler 4th Annual Growth Frontiers Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Piper Sandler 4th Annual Growth Frontiers Conference summary10 Sep, 2025
Key announcements and strategic developments
Announced a $585 million multifaceted deal with Pepsi, granting energy category leadership and expanded distribution rights.
Gained control over Pepsi's energy planograms, allowing prioritization and SKU selection for Celsius, Alani Nu, and Rockstar.
Alani Nu to enter Pepsi's distribution network, targeting significant growth in convenience and food service channels.
Pepsi partnership deepened with new board seat and appointment of Eric Hansen as President and COO.
Rockstar brand to be stabilized and rationalized, leveraging legacy expertise to halt share losses and explore future growth.
Brand portfolio and distribution strategy
Alani Nu's biggest opportunity lies in expanding convenience store presence, leveraging Pepsi's reach to over 100,000 independents.
Control of planograms enables tailored brand and SKU allocation by region, maximizing high-velocity products.
Portfolio now approaches 20%+ market share, positioning close to Monster and enabling competitive promotional strategies.
SKU rationalization underway to boost velocity and ACV for top-performing products across brands.
Alani Nu to benefit from Pepsi's display capabilities in grocery and big box, with rollouts expected in Q1/Q2.
Innovation and category trends
Innovation remains a focus, with limited-time offerings (LTOs) and new product formats planned for Celsius and Alani Nu.
Alani Nu's protein shakes and other non-energy products present additional growth avenues.
Energy drink category rebounding with double-digit growth, aided by LTOs, price advantages over coffee, and shifting consumer habits.
Category's 2023 slump seen as an anomaly; current trends favor continued expansion.
Detail Rockstar's path to stabilization
How will the Pepsi deal affect long-term margins?
What is the methodical approach for international growth?
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Q3 20255 Nov, 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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