A Seeking Alpha analysis argues Wall Street undervalues Celsius Holdings, stating it has not fully grasped the company's shift from a single-brand entity to a multi-brand powerhouse. Recent acquisitions of Alani Nu and the U.S. and Canadian rights to the Rockstar Energy brand drove this transformation.
The acquisitions expanded Celsius's product portfolio and market reach. The Rockstar deal also includes a strategic partnership with PepsiCo. PepsiCo will manage distribution for the entire Celsius Holdings portfolio across the U.S. and Canada. This arrangement is expected to leverage PepsiCo's extensive network.