Celsius Holdings, Inc. (CELH) Earnings Call Transcripts
Celsius Holdings, Inc.'s Latest Earnings Call - June 2, 2026
In the Q1 2026 earnings call for Celsius Holdings, Inc. (CELH:US), management highlighted a strategic shift towards a multi-brand portfolio, which includes Celsius, Ilani, and Rockstar. Revenue for the quarter showed resilience, with Celsius capturing '1 in 5 energy drinks' sold in the U.S. However, growth for the Celsius brand has slowed, prompting management to focus on rationalization and integration within the PepsiCo distribution network. They expect to see stabilization and a return to growth by the end of 2026, with a commitment to driving brand equity and expanding market share.
Reported metrics
| Metric | Value |
|---|---|
| Market Share | 20% (positive) |
| Integration Completion | June 2026 (positive) |
| Synergy Savings | $50 million (positive) |
| ACV Growth in Paris | 66% (positive) |
| Consumer Engagement | 33% (positive) |
| Expected Margin Improvement | Low 50s (neutral) |
Guidance from management
Management expects to stabilize the Celsius brand and return to growth by the end of 2026, with ongoing integration efforts and strategic marketing initiatives planned for the second half of the year.
What management said
Yes. And I think also on the expansion, a lot of times, when you're expanding into new markets, they were really strong in the center of the country. But as it's scaled, as Jarrod mentioned, some of these pockets where it's just gained availability I mean it's getting trial. And the good news is when we launched it, and we launched it with an LTO strategy. So I had a lot of great retail theater that we call it, and t...
And that's what's really exciting about managing a portfolio. As we said, from a singular brand, offers you additional levers. You have additional tools in the tool belt to compete at the highest level within the category. So it gets us really excited about that. And then the synergy savings, we haven't talked about that and the Alani integration. We did capture and secure over $50 million in synergy savings as -- ...
What analysts pressed on
Analysts expressed concerns regarding the slowed growth of the Celsius brand and the potential for Alani to face similar challenges in the future. There were questions about the effectiveness of the integration with PepsiCo and how it would impact brand performance moving forward.
Main topics on the call
- Multi-Brand Strategy — Celsius is transitioning into a multi-brand energy drink company with the integration of Ilani and Rockstar. CEO John Fieldly stated, 'We are the last Q&A section here. We'll bring in the energy. And we're really excited...
- Celsius Brand Growth Challenges — The Celsius brand has experienced slowed growth due to a focus on integrating Alani and rationalizing its portfolio. Fieldly acknowledged, 'Celsius was considered prior as a gym wrap brand. We couldn't penetrate into the...
- Integration with PepsiCo — Celsius has successfully integrated Alani into the Pepsi distribution system, with plans to complete Rockstar's integration soon. CFO Jarrod Langhans noted, 'We expect the majority of the resets to be done before the end...
- International Expansion — Celsius is expanding its international footprint, with notable growth in markets like Paris, where it has increased its market share from '2 share' to 'over a 5 share today.' Management is methodically planning to introd...
Read the full Celsius Holdings, Inc. transcript (June 2, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Celsius Holdings, Inc.
Celsius Holdings, Inc. (CELH) is a publicly listed company in the Beverages industry, within the Consumer Staples sector. It trades on NasdaqCM and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 65 calls on record spanning March 5, 2020 to June 2, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 65 Celsius Holdings, Inc. earnings call transcripts on record, spanning March 5, 2020 to June 2, 2026. Based on this history, Celsius Holdings, Inc. reports quarterly. The most recent call on file is dated June 2, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- CELH
- Exchange
- NasdaqCM
- Country
- US
- Sector
- Consumer Staples
- Industry
- Beverages
- Calls on record
- 65
- First call
- March 5, 2020
- Most recent
- June 2, 2026
- Reporting cadence
- quarterly