The earnings call reflected a strong positive trajectory for Celsius Holdings, with substantial revenue growth, strategic partnerships, and successful integration of acquisitions. However, there are notable challenges related to inventory management, cost pressures, and integration expenses that could impact short-term performance. Overall, the company is well-positioned for future growth, but with some near-term uncertainties.

Company Guidance

During the Celsius Holdings Third Quarter 2025 Earnings Call, the company provided guidance on a variety of metrics. The consolidated revenue for the quarter was reported at approximately $725 million, marking a 173% increase from the previous year. The Celsius brand's U.S. scanner growth rate was 13%, with a revenue growth rate of 44% year-over-year. Alani Nu's revenue nearly doubled, growing by 99%, and Rockstar Energy contributed roughly $18 million in revenue. The company's gross margin improved to 51.3% from 46% a year ago, with year-to-date gross margin at 51.6%. Sales and marketing expenses represented about 20% of sales, while general and administrative expenses were approximately 6% of sales, excluding acquisition costs. The company reduced its total debt to roughly $700 million, lowering annual interest rate expenses by approximately $20 million beginning in 2026. Looking ahead, Celsius Holdings expects continued growth, with a focus on stabilizing Rockstar Energy and integrating Alani Nu into the Pepsi distribution network, anticipating a phased load-in approach from Q4 into Q1 2026.

Record-Breaking Revenue Growth

Consolidated revenue for Q3 2025 reached approximately $725 million, reflecting a 173% increase compared to the previous year.

Strategic Partnership with PepsiCo

Enhanced partnership with PepsiCo, including becoming PepsiCo's U.S. Strategic Energy Drink Captain and integrating Alani Nu into PepsiCo's distribution network starting December 1, 2025.

Gross Margin Improvement

Gross margin for the quarter improved to 51.3% from 46% a year ago, driven by better product mix and scale benefits.

Alani Nu's Strong Performance

Alani Nu's revenue nearly doubled, increasing by 99% due to strong limited-time offerings and organic growth.

Successful Integration of Rockstar Energy

Rockstar Energy contributed approximately $18 million in revenue during its first month under Celsius ownership.

Expansion of International Markets

Notable growth in international markets, particularly in Australia, with plans for further expansion in Europe and other regions.

Leadership Enhancements

New leadership appointments, including Rishi Daing as Chief Marketing Officer and Garrett Quigley as President of Celsius International, to strengthen the company's strategic direction.

Celsius Holdings (CELH) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CELH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 04, 2026	2025 (Q4)	0.20 / -	-0.11	―	―	―
Nov 06, 2025	2025 (Q3)	0.27 / -0.27	0	―
Aug 07, 2025	2025 (Q2)	0.20 / 0.33	0.28	17.86% (+0.05)
May 06, 2025	2025 (Q1)	0.20 / 0.18	0.27	-33.33% (-0.09)
Feb 20, 2025	2024 (Q4)	0.11 / -0.11	0.17	-164.71% (-0.28)
Nov 06, 2024	2024 (Q3)	0.02 / 0.00	0.297	―
Aug 06, 2024	2024 (Q2)	0.23 / 0.28	0.173	61.85% (+0.11)
May 07, 2024	2024 (Q1)	0.20 / 0.27	0.133	103.01% (+0.14)
Feb 29, 2024	2023 (Q4)	0.16 / 0.17	-0.123	238.21% (+0.29)	―
Nov 07, 2023	2023 (Q3)	0.17 / 0.30	-0.82	136.22% (+1.12)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CELH Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 06, 2025	$59.92	$45.06	-24.80%
Aug 07, 2025	$42.74	$50.12	+17.27%
May 06, 2025	$33.89	$35.52	+4.81%
Feb 20, 2025	$25.53	$32.62	+27.77%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.