Celsius Holdings Q3 2025 Investor Presentation

The provided sources consist of excerpts from a Celsius Holdings Q3 2025 earnings conference call and related investor presentation materials and financial reports. These documents detail Celsius Holdings' strong financial performance, including consolidated revenue of $725.1 million in Q3 2025, a 173% increase year-over-year, largely driven by the acquisition of Alani Nu and the new addition of Rockstar Energy. The company highlighted its growing influence in the energy drink category, reaching a 20.8% market share for its combined portfolio, and discussed strategic moves such as becoming PepsiCo’s U.S. Strategic Energy Drink Captain and expanding Alani Nu's distribution into the PepsiCo system. While financial metrics such as gross margin improved to 51.3%, the reports also address financial complexity from recent acquisitions and transitions, including over $246 million in distributor termination expenses related to the Alani Nu transition, which made the GAAP net income negative for the quarter. The commentary also focuses on the growth strategy revolving around reaching "more people, more places, more often" and managing expected "noise" during the Q4 2025 transition period.

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