Celsius Holdings presented at the Barclays Global Consumer Staples Conference on September 8. Management confirmed the completed integration of its three-brand portfolio: Celsius, Alani, and Rockstar. The portfolio holds about 20% of the U.S. energy drink market. PepsiCo distributes these brands.
The company shifts its focus from integration to execution. It aims to leverage its new position as a category captain with retailers. Executives noted near-term weakness for the core Celsius brand. This resulted from a deeper-than-planned SKU rationalization. They expect the brand to stabilize by year-end 2026. Growth is projected to resume in 2027.