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Calendar quarter Q2 2025Earnings call Aug 7, 2025
FY2025 Q2 in brief
Celsius Holdings posted a strong second quarter with revenue up 84% year-over-year to $739 million, its first full quarter consolidating the Alani Nu brand acquired April 1, which contributed $301.2 million.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Celsius Holdings, Inc. (CELH), FY2025 Q2: 8/10. Scores: Celsius Holdings, Inc.’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: CELH daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $332M | -4.4% | $-0.13 | -176.5% | -5.6% | -5.7% | $70M |
| FY2025 Q1 | $329M | -7.4% | $0.15 | -44.4% | 15.8% | 13.5% | $96M |
| FY2025 Q2Selected | $739M | +83.9% | $0.33 | +17.9% | 19.3% | 13.5% | $35M |
| FY2025 Q3 | $725M | +172.9% | $-0.30 | — | -11.0% | -8.4% | $321M |
| FY2025 Q4 | $722M | +117.2% | $0.04 | +130.8% | 14.8% | 3.4% | $-130M |
| FY2026 Q1 | $783M | +137.7% | $0.33 | +120.0% | 17.8% | 14.1% | $66M |
| FY2026 Q2 | $818M | +10.6% | $0.14 | -57.6% | 9.2% | 4.5% | $205M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Celsius Holdings posted a strong second quarter with revenue up 84% year-over-year to $739 million, its first full quarter consolidating the Alani Nu brand acquired April 1, which contributed $301.2 million. The core Celsius brand returned to growth at +9%, while Alani Nu delivered a breakout quarter with dollar sales up 129%, together lifting the portfolio past $4 billion in trailing 52-week retail sales in a category growing 15.2%. Profitability was a standout: adjusted EBITDA rose 109% to a record $210 million and consolidated gross margin held at 51.5% (down just 50 basis points) despite absorbing Alani's lower-margin mix and one-time acquisition costs, though GAAP diluted EPS of $0.33 was weighed down by purchase-accounting charges and acquisition-related share issuance. Management flagged back-half margin pressure from tariffs and rising aluminum costs and, per its usual practice, provided no formal forward guidance.
Demand | Competitive Dynamics | Revenue Growth | Margin | Geographic Expansion | Inventory | M&A | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 5 | 2 | 2 | 4 | |||
| 2025Q1 | 5 | 4 | 2 | 2 | 1 | 1 | 1 | 2 |
| 2025Q2 | 5 | 1 | 3 | 1 | 1 | 1 | ||
| 2025Q3 | 3 | 1 | 2 | 1 | 1 | 1 | 1 | |
| 2025Q4 | 2 | 2 | 2 | 1 | 1 | 3 | ||
| 2026Q1 | 4 | 3 | 2 | 2 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 5 | 5 | 3 | 2 | 4 |
| Competitive Dynamics | 5 | 4 | 1 | 1 | 2 | 3 |
| Revenue Growth | 2 | 3 | 2 | 2 | 2 | |
| Margin | 2 | 2 | 1 | 1 | 1 | 2 |
| Geographic Expansion | 2 | 1 | 1 | 1 | 1 | |
| Inventory | 1 | 1 | 3 | 1 | ||
| M&A | 4 | 1 | ||||
| Cost Pressure | 2 | 1 | 1 | 1 |
GAAP revenue YoY +83.9% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Gerald Pascarelli | Needham | 6 questions · 33% challenging |
| Andrea Teixeira | JPMorgan | 6 questions · 17% challenging |
| Peter Grom | UBS | 6 questions · 17% challenging |
| Bonnie Herzog | Goldman Sachs | 4 questions · 25% challenging |
| Eric Serotta | Morgan Stanley | 4 questions · 0% challenging |
| Michael Lavery | Piper Sandler | 4 questions · 0% challenging |
| Jim Salera | Stephens | 4 questions · 0% challenging |
| Kaumil Gajrawala | Jefferies | 4 questions · 0% challenging |
| Filippo Falorni | Citigroup | 3 questions · 0% challenging |
| Kevin Grundy | BNP Paribas | 3 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| UBS | 1 analyst | 6 questions · 17% challenging |
| JPMorgan | 1 analyst | 6 questions · 17% challenging |
| Needham | 1 analyst | 6 questions · 33% challenging |
| Goldman Sachs | 1 analyst | 4 questions · 25% challenging |
| Jefferies | 1 analyst | 4 questions · 0% challenging |
| Morgan Stanley | 1 analyst | 4 questions · 0% challenging |
| Stephens | 1 analyst | 4 questions · 0% challenging |
| Piper Sandler | 1 analyst | 4 questions · 0% challenging |
What CELH and other companies said about each other on FY2025 Q2 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Celsius foodservice volume grew 9.8% year-over-year in the second quarter, representing approximately 12% of our North America Celsius brand sales to PepsiCo.”
PepsiCo is Celsius's North American distribution partner; foodservice volume through the PepsiCo system grew 9.8% and represents about 12% of Celsius brand North America sales, pointing to a healthy, expanding distribution relationship.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CELH Celsius Holdings, Inc. | 8 | +83.9% | |
| KDP Keurig Dr Pepper | 6 | +6.1% | |
| KO The Coca-Cola Company | 7 | +1.4% | |
| MNST Monster Beverage | 8 | +11.1% | |
| PEP PepsiCo | 4 | +1.0% |