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Celsius just bought half your energy drink aisle. Now what?

Celsius just bought half your energy drink aisle. Now what?

KAHROS Team

TL;DR

Quick Summary

  • Celsius’s Q3 2025 revenue jumped 173% to about $725M, boosted by acquisitions and inventory timing, with adjusted EPS of $0.42.
  • The company now controls Celsius, Alani Nu, and Rockstar under a beefed-up Pepsi distribution partnership, effectively owning big slices of the energy aisle.
  • The stock sold off on accounting noise, integration worries, and Rockstar weakness, setting up 2026 as a “show me real organic growth” year.

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Celsius turns into an energy drink empire with Pepsi at its back | KAHROS