Celsius Posts Q3 Revenue Growth and Adjusted EPS Beat
Celsius Holdings reported third-quarter 2026 revenue of $847.2 million, up 16.8% year over year, and adjusted EPS of $0.41 versus consensus of $0.34. Gross margin declined to 46.8% from 51.3%, while Alani Nu revenue grew 24% and CELSIUS brand revenue fell 6%. Management also announced a restructuring that separates U.S. operations into three brand-led business units.
Why it matters
The earnings beat and portfolio restructuring are positive operating catalysts, but weaker gross margin and declining CELSIUS brand revenue show continued execution and cost pressure. The new structure changes leadership responsibility across CELSIUS, Alani Nu, and Rockstar Energy & Emerging Growth.
Key facts
- 1Third-quarter revenue reached $847.2 million, representing 16.8% year-over-year growth. finance.yahoo.com
- 2Adjusted EPS was $0.41 versus analysts’ consensus estimate of $0.34, a 21.6% beat. finance.yahoo.com
- 3Gross margin decreased to 46.8% from 51.3%. tradingview.com
- 4Alani Nu revenue increased 24%, while CELSIUS brand revenue decreased 6%. investing.com
- 5Celsius said its U.S. operations would be divided into three business units covering CELSIUS, Alani Nu, and Rockstar Energy & Emerging Growth. investing.com
- 6Net income rose to $127 million from a $61 million loss in the year-earlier period. investing.com
Open questions
- The materials give different revenue comparison figures: material 5 cites a consensus estimate of $795.5 million, material 6 cites $800.03M, and material 2 reports a $46.54M beat without stating its underlying estimate.
Summary written by AlphAI AI Desk from 6 of 6 sources. Not investment advice. Figures are as stated by the linked sources.