Celsius Holdings (NASDAQ: CELH) delivered a revenue result that significantly exceeded Wall Street expectations in Q4 2025, sending shares up roughly 26% over the past week to $55.59 as of this morning. The quarter confirmed that the company’s multi-brand acquisition strategy is generating real scale, even as integration costs and margin compression create near-term noise investors need to understand.
Q4 2025 Earnings Scorecard
Bottom Line
Celsius set a record for annual revenue in 2025 with $2.5 billion, reflecting its scale and disciplined growth in fast-growing energy category. Strategic energy leadership and portfolio integration within PepsiCo system positions company for sustainable growth.
Celsius Holdings’ portfolio contributed 33% of the zero-sugar l U.S. energy category’s $3.3 billion growth in 2025. Chairman and CEO John Fieldly said, “2025 was a defining year for Celsius Holdings as we delivered record full-year revenue of $2.5 billion, underscoring the power of our brands and the strength of our growth model. With CELSIUS, Alani Nu, and Rockstar Energy, we’re building a scaled Modern Energy portfolio with distinct roles, recruiting new consumers and expanding consumption occasions. As PepsiCo’s energy category captain in the U.S. and with an aligned commercial strategy, we reached an approximate 20% dollar share of the U.S. energy drink category in Q4 2025. With an evolved operating model and our brand integration firmly on track, we are entering 2026 with positive momentum, scale and confidence in our ability to deliver sustainable, long-term shareholder value.”
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