Celsius Holdings Q2FY26 Results: Revenue rises 11% to $818 million
Celsius Holdings reported Q2 revenue of $818M, up 11% YoY, driven by Alani Nu's 21% growth. Brand Celsius sales fell 12% YoY. Adjusted EBITDA was $184M, down from $210M YoY. The company repurchased $100M in stock and expects international markets to grow. It also partnered with ATHX Games for fitness events.
How this was made
The 30-second read
Why it matters
The earnings release provides fresh data on revenue, margins, and cash allocation, offering traders a basis for short‑term positioning.
Market read
First‑report earnings for a small‑cap consumer discretionary stock; mixed results may drive short‑term price action.
What to watch
The $100M share repurchase and reduced interest expense may support the stock in the near term.
Background
Celsius Holdings reported its Q2 FY26 results, highlighting revenue growth driven by Alani Nu and a decline in core brand profitability.
Ticker impact
Q2 FY26 revenue rose 11% to $818M while adjusted EBITDA fell to $184M, indicating mixed performance.
likely modest downside as investors weigh lower EBITDA against revenue beat
Revenue beat is positive, but a 12% drop in adjusted EBITDA and flat SG&A suggest margin pressure, which typically weighs on price.
Market effects
Energy drink sector may see renewed focus on brand mix and margin management.
U.S. consumer discretionary investors may adjust exposure to beverage stocks.
Limited to U.S. small‑cap consumer discretionary space.
Counterpoint
Despite EBITDA decline, the strong Alani Nu growth could signal a turnaround for the core brand.
Key entities
- companyCelsius Holdings
U.S.-listed energy drink maker (ticker CELH).
- brandAlani Nu
Celsius' fast‑growing brand contributing to revenue growth.
