General
Double Shot of Growth: Celsius and Alani Nu Deliver Big
Celsius Holdings Just Crushed Expectations 🚀
Celsius Holdings (CELH) delivered a massive Q2 2025 earnings beat, sending the stock soaring over 20% in early trading. Revenue came in at $739.3 million, an 84% year-over-year jump, with much of that growth driven by their acquisition of Alani Nu, which alone contributed over $300 million. Adjusted EPS hit $0.47, blowing past analyst expectations of ~$0.23, while GAAP EPS landed at $0.33. Even with the integration of Alani Nu, Celsius maintained a solid 51.5% gross margin and reported nearly $100 million in net income.
On the retail side, Celsius saw a 29% YoY sales boost in U.S. tracked channels and now holds a 17.3% share of the energy drink market. Alani Nu’s performance was especially strong, with 129% retail sales growth and a 6.3% dollar share. International revenue also climbed 27%, showing strong momentum in Europe and Oceania. With institutional interest rising and the brand's growing market share, this was a breakthrough quarter that cements Celsius as a serious force in the energy drink game.
Looking ahead, Q3 could be even bigger, historically Q3 is the strongest quarter for beverage companies as summer sales peak. If Celsius can sustain revenue growth through acquisitions while holding its competitive edge, it will further cement its position as one of the fastest-growing players in the functional beverage space.