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investing.comAUG 74 min read$CELH

Celsius jumps 12% as Rockstar founder builds 4.7% stake, demands CEO ouster

Celsius Holdings (NASDAQ: CELH) shares rose about 12% after CNBC reported Rockstar Energy founder Russ Savage built a stake and is pushing to replace the company’s CEO. Savage controls 12 million shares, about 4.7%, worth roughly $300 million at current prices. He cited this week’s earnings miss and management missteps and said he wants to become CEO.

Original reporting
investing.com
Published Aug 7, 2026, 3:34 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 7, 2026, 3:45 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About alphai AI DeskScoring methodologyReport an issue
alphai market briefMarket movers
Primary signal
$CELH
Bullish
medium confidence
Mentioned
$CELH
Relevance
7/10
alphai data visualization · based on investing.com
Decision brief

The 30-second read

$CELHBullishMed
01

Why it matters

The combination of a disclosed 4.7% stake and explicit CEO ouster demand is a governance catalyst that can drive rapid repricing and trading volume.

02

Market read

Traders can reassess near-term odds of leadership change and activist escalation after a newly disclosed stake and CEO ouster demand.

03

What to watch

The article references an earnings miss and “management missteps” but provides no new financial details, so follow-through depends on board response and any formal activist filings.

Relevance 7/10Novelty 7/10Timing: Friday session after-hours catalyst via CNBC report

Background

Russ Savage founded Rockstar in 2001 and sold it to PepsiCo in 2020; he has advised Celsius on cost structure and marketing for over a year.

Company-level read

Ticker impact

$CELHBullishMedium confidence
Context

Celsius shares jumped 12% after CNBC said Rockstar founder Russ Savage built a 4.7% stake and is seeking CEO replacement.

Expected impact

Near-term upside bias as traders price in CEO-change odds, but volatility risk remains if the board resists.

Evidence & confidence

The article cites a fresh, attributable stake disclosure (12M shares, ~4.7%) plus a specific demand for CEO ouster following an earnings miss.

Market effects

Sector

Activist governance pressure in consumer beverage can spill into sentiment for other high-beta packaged-food names, but no direct sector policy is cited.

Regional

Primarily US-listed single-name impact; no broader regional macro linkage beyond a separate jobs headline.

Global

Limited global relevance; the catalyst is company-specific governance and stake-building.

Counterpoint

What could challenge this read

A stake and CEO-demand does not guarantee board action; the market may over-discount the probability of an immediate leadership change.

Key entities

  • company
    Celsius Holdings

    NASDAQ-listed energy drink company whose shares rose 12% on activist stake and CEO replacement demand.

  • person
    Russ Savage

    Rockstar Energy founder reported to control 12 million Celsius shares (~4.7%) and to seek CEO ouster.

  • media
    CNBC

    Reported the stake build and CEO replacement demand that triggered the stock move.

Read at source← All news

Related articles

AUG 7
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Russ Savage calls for Celsius Holdings CEO John Fieldly to be fired

Russ Savage, founder of Rockstar Energy, says he holds over 12 million shares (about 4.7%) of Celsius Holdings and is urging CEO John Fieldly and other executives to be fired after the company’s Q2 results missed expectations. Celsius reported revenue of $817.9M, adjusted EPS 36 cents, and net income down 45% to $55.3M. Shares fell 18% Thursday.

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Celsius (CELH) shares rose 11.1% intraday after Rockstar Energy founder Russ Savage told CNBC he built a stake of about 12 million shares, or 4.7%, and called for CEO John Fieldly’s ouster. The move followed a Q2 2026 miss: adjusted EPS $0.36 vs $0.43 consensus, revenue $817.9M vs ~$886M. Analysts cut targets/ratings.

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Rockstar Energy founder builds Celsius stake, wants to take over as CEO

According to CNBC, Rockstar Energy founder Russ Savage bought over 12 million shares of Celsius Holdings, about 4.7% of the company, and urged the removal of Celsius CEO John Fieldly and other executives after a Q2 earnings miss. LSEG data cited Celsius EPS of 36 cents vs 43 cents expected, revenue $817.9M vs $870M, and shares fell 18% Thursday.

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Celsius rocked by earnings miss as Pepsi shift backfires

Celsius Holdings’ Q2 results missed Wall Street targets, with EPS of 36 cents on revenue of $817.93m versus consensus of 42 cents and $887.71m, according to Earnings Whispers. The company cited integration of Alani Nu and Rockstar into PepsiCo’s distribution system. Celsius also announced a $300m stock buyback plan, with $124m spent in the first half.

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