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the Joshua Schall Audio ExperienceAuthor: Joshua Schall
Welcome to the Joshua Schall Audio Experience On my podcast, youll hear episodes of my popular short-form Consumer Packaged Goods (CPG) news segment "Consumed", a long-form CPG entrepreneurship interview segment "Formula For:", deeper dive segments "Deep Dish CPG", public speaking engagements, and any of my new and current thoughts that I record specifically for this audio experience! Leave a review on iTunes and let me know what you think! Language: en Genres: Business Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Alani Nu Revenue Higher Than CELSIUS (AGAIN!) | Celsius Holdings 2026 Q1 Update
Thursday, 7 May, 2026
How long before Celsius Holdings swaps its corporate name to Alani Nu Holdings? But in all honesty, Celsius Holdings has come a long way from a single energy drink product launched more than two decades ago to a scaled platform with multiple billion-dollar beverage brand powerhouses. Although why does it feel like there’s still so much more that needs done? Celsius Holdings (NASDAQ: CELH) had quarterly revenue of $782.6 million, which was up 138% YoY. Excluding the Alani Nu acquisition-related financial impact, CELSIUS brand revenue increased 6% YoY. Alani Nu had quarterly revenue of $368.1 million. Rockstar Energy had quarterly revenue of $67 million. According to recent 13-week retail sales data, CELSIUS increased by 6% YoY...remaining the third-largest energy drink brand in the category with a dollar share of 9.9%. Alani Nu increased retail sales 100% YoY and is now the dominant fourth brand in the U.S. energy drinks market with dollar share of 9.0%. And Rockstar Energy retail sales decreased 13% YoY and is the 8th largest U.S. energy drink with dollar share of 2.0%. If we look at Celsius Holdings combined brand portfolio, it reached 21% of dollar share...ranking it third and trailing only Red Bull and the combined Monster Beverage portfolio. Things drastically shifted for CELSIUS because of the August 2022 distribution and investment deal with PepsiCo. Additionally, when Celsius Holdings took ownership of the Rockstar Energy brand last quarter, it designated them the PepsiCo strategic energy drink captain. Also, another major aspect of “Celsius Holdings and PepsiCo strengthening its long-term strategic partnership” was the transition of Alani Nu distribution into the PepsiCo DSD system starting December 2025. So then, in my latest first principles thinking content piece, I'll explore several key factors surrounding why the next 12-18 months will define the future of the Celsius Holdings brand portfolio.
