Celsius posts record Q3 revenue and announces three‑brand restructuring
Celsius Holdings reported third‑quarter 2026 revenue of $847.23 million, a 16.8% year‑over‑year increase that topped consensus. Adjusted diluted earnings were $0.41 per share, while GAAP diluted EPS turned positive at $0.39. The company said Alani Nu revenue rose 24% to $410.1 million, but the legacy CELSIUS brand fell about 6% to $356.8 million, and gross margin narrowed to 46.8%. Celsius also unveiled a reorganization into three business units – CELSIUS, Alani Nu, and Rockstar Energy & Emerging Growth – with new brand presidents appointed.
Why it matters
The revenue beat and brand‑level restructuring could support further top‑line growth, but the margin compression and flat adjusted EPS highlight pressure on profitability (the company flagged commodity costs and channel mix as headwinds). Investors will watch whether the new brand leadership can improve margins and sustain Alani Nu’s growth.
Key facts
- 1Q3 2026 revenue was $847.23 million, up 16.8% YoY. finance.biggo.com
- 2Adjusted diluted EPS was $0.41 per share. finance.biggo.com
- 3GAAP diluted EPS was $0.39 per share, reversing a loss of $0.27 a year earlier. finance.biggo.com
- 4Gross margin fell to 46.8% from 51.3% a year earlier. finance.biggo.com
- 5Alani Nu revenue rose 24% to $410.1 million. finance.biggo.com
- 6The CELSIUS brand revenue declined about 6% to $356.8 million. finance.biggo.com
Summary written by AlphAI AI Desk from 2 of 2 sources. Not investment advice. Figures are as stated by the linked sources.