Celsius Holdings Q4 revenue doubles, beats estimates as Alani Nu integrates into PepsiCo system

Celsius Holdings

26/02/2026 11:18

Overview

Energy drink maker's Q4 revenue rose 117%, beating analyst expectations

Adjusted EPS for Q4 rose 86% yr/yr

Company repurchased $39.8 mln of shares, reflecting confidence in business

Outlook

Company expects margin expansion in 2026 as integrations complete

Celsius Holdings anticipates positive momentum entering 2026

Company plans to complete Alani Nu integration by Q1 2026

Result Drivers

ALANI NU CONTRIBUTION - Alani Nu achieved record sales in Q4 2025, driven by strong customer demand and integration into PepsiCo distribution system

CELSIUS BRAND CHALLENGES - CELSIUS brand revenue declined 8% in Q4 2025 due to temporary integration-related timing dynamics and order sequencing

INTERNATIONAL GROWTH - International revenue increased 9% in Q4 2025, driven by growth in the Nordics and expansion in the UK, Ireland, and other markets

Company press release: ID:nBw5VMqY4a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$721.60 mln
$640.83 mln (19 Analysts)
Q4 Adjusted EPS
$0.26
Q4 Gross Profit
$341.80 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 17 "strong buy" or "buy", 5 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the non-alcoholic beverages peer group is "buy"

Wall Street's median 12-month price target for Celsius Holdings Inc is $65.00, about 28.4% above its February 25 closing price of $50.61

The stock recently traded at 32 times the next 12-month earnings vs. a P/E of 43 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)