Celsius Holdings, Inc. (NASDAQ:CELH) shares rose in Thursday trading after the company delivered an upbeat quarterly update and pointed to continued momentum in its energy portfolio.
Investors also weighed management’s comments on market-share gains and distribution progress, alongside fresh analyst support.
The company reported fourth-quarter adjusted earnings per share of 26 cents, beating the analyst consensus estimate of 20 cents. Quarterly sales of $721.628 million (+117% year over year) outpaced the Street view of $640.834 million.
“As PepsiCo’s energy category captain in the U.S. and with an aligned commercial strategy, we reached an approximate 20% dollar share of the U.S. energy drink category in Q4 2025,” said CEO John Fieldly.
North America sales gained 124% to $699.5 million, while International sales rose 9% to $22.1 million.
Retail Performance
Celsius Holdings’ portfolio retail sales (CELSIUS, Alani Nu and Rockstar Energy) rose 24.4% in U.S. tracked channels.
CELSIUS brand retail sales increased 12.8% year over year for the period.
Alani Nu retail sales jumped 76.9% year over year for the period. Celsius acquired Alani Nu on Apr. 1, 2025.
Rockstar Energy retail sales declined 10.3% year over year for the …