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Sep 30, 2025
Celsius Q3 2025 Earnings Report
Celsius reported strong top-line growth in Q3 2025 but posted a net loss driven by acquisition-related distributor termination expenses.
Key Takeaways
Celsius Holdings delivered substantial revenue growth in Q3 2025, driven by the acquisitions of Alani Nu and Rockstar Energy. However, the quarter ended in a net loss due to significant distributor termination costs related to integration with PepsiCo.
Revenue rose to $725.1M, up 173% year-over-year.
Net loss of $70.7M driven by $246.7M in distributor termination costs.
Adjusted EPS reached $0.42 despite GAAP EPS being negative.
Alani Nu contributed significantly with $332M in sales during its first full quarter post-acquisition.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Celsius is focused on long-term growth through brand consolidation, PepsiCo distribution integration, and international expansion.
Positive Outlook
- Strengthened partnership with PepsiCo to drive global distribution.
- Alani Nu performance exceeded expectations with 114% YoY growth.
- Improving retail scanner trends for CELSIUS brand.
- Successful limited-time offerings highlighted innovation pipeline.
- Leadership additions strengthen execution capability for global scale.
Challenges Ahead
- Significant distributor termination costs impacted profitability.
- Inventory movements and transition may cause future volatility.
- Rockstar Energy posted a 9% YoY decline in retail sales.
- Short-term margin impact from newly acquired brands.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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