Celsius Holdings Inc
Q2 2025 Earnings
Market Reaction
S&P 500 over the same 30 days: +2.86%.
Did CELH Beat Earnings? Q2 2025 Results
Celsius Holdings delivered a blowout second quarter, with the energy drink maker reporting record revenue of $739.26 million, a 83.9% year-over-year surge that cleared the $654.33 million consensus estimate by 12.98%, while non-GAAP adjusted diluted EPS of $0.47 topped the $0.24 Wall Street expectation by 93.10%. The headline driver was the April 1 acquisition of Alani Nu, which contributed $301.20 million in its first full quarter under the Celsius umbrella and helped push the combined portfolio to 17.3% dollar share in the U.S. ready-to-drink energy category, a gain of 180 basis points year-over-year. Adjusted EBITDA more than doubled to $210.29 million, reflecting a 28.4% margin versus 25.0% a year ago, even as SG&A climbed 107% to $237.89 million on integration costs and investment in the company's 'Live. Fit. Go.' marketing campaign, spending management expects to accelerate further in the second half of 2025 as Celsius focuses on disciplined integration and continued international expansion.
- Alani Nu acquisition contributed $301.2M revenue in first full quarter
- CELSIUS brand revenue grew 9% YoY supported by favorable channel mix, increased distribution points, and velocity gains
- Lower material costs, price mix, and favorable channel and portfolio mix improved margins
- Celsius Holdings portfolio retail sales increased 29% year over year in tracked U.S. channels
- S&M leverage improved to 20.5% of sales
“Celsius Holdings delivered strong results in the second quarter, supported by solid sales growth for the CELSIUS and Alani Nu brands and operational efficiencies across our business. As momentum builds across the energy category, our brands continue to lead - driving household penetration, expanding shelf space and outperforming expectations. We believe modern energy is one of the most exciting growth opportunities in beverages today, and Celsius Holdings is defining the category's future. We remain focused on disciplined execution, organizational excellence and long-term growth.”
Celsius Holdings CEO, on the earnings call
Forward Guidance & Outlook
Celsius Holdings indicated that investment in its 'Live. Fit. Go.' marketing campaign will continue to increase in the second half of 2025. The company highlighted its focus on disciplined execution, organizational excellence, and long-term growth as it integrates Alani Nu and expands internationally. Management emphasized that tariff impacts were not significant during Q2 due to FIFO inventory accounting but did not provide explicit quantitative guidance for future quarters.
CELH YoY Financials
CELH Revenue by Segment
CELH Revenue by Geography
Figures from SEC filings and company reports. Not investment advice.