Revenue for the third quarter of 2025 reached $725.1 million, up 173% from $260.5 million a year earlier and exceeding the consensus estimate of roughly $715.7 million. The jump was driven by Alani Nu’s record $332.0 million in sales and a 44% increase in the core CELSIUS brand, which together accounted for more than 70% of total revenue. The strong mix and higher‑margin product lines helped lift the adjusted earnings‑per‑share to $0.42, a $0.14 beat over the $0.28 estimate, as the company maintained disciplined promotional spending and leveraged sourcing efficiencies.
Gross profit margin expanded to 51.3% from 46.0% a year earlier, a 5.3‑percentage‑point lift that reflects a shift toward higher‑margin products and lower promotional spend. The margin improvement also benefited from cost‑saving initiatives in the supply chain, including renegotiated raw‑material contracts and a more efficient distribution network under the expanded PepsiCo partnership.
International revenue grew 24% to $23.1 million, with the Nordics, United Kingdom, Ireland, France, Australia, New Zealand, and Benelux markets showing the strongest gains. The partnership with PepsiCo continues to expand shelf space and distribution reach, supporting the combined portfolio’s 20.8% share of the U.S. energy‑drink category.
Despite the headline‑beat, the company posted a GAAP net loss of $61.0 million, a sharp reversal from the $6.4 million net income reported in Q3 2024. The loss is largely attributable to one‑time integration costs, including distributor termination fees related to Alani Nu’s transition to PepsiCo’s distribution system and restructuring charges. These charges offset the operating gains and underscore the short‑term impact of the acquisitions.
Segment analysis shows Alani Nu contributed $332.0 million in sales, while the core CELSIUS brand grew 44% year‑over‑year. Rockstar Energy sales declined, indicating integration challenges and a need for further brand positioning. Management noted that “the third quarter marked another important step in Celsius Holdings’ transformation in a year full of growth catalysts,” emphasizing the company’s focus on cost discipline and strategic investments.
Investors reacted cautiously, citing concerns about near‑term margin pressures, the GAAP net loss, and a decline in the core CELSIUS brand’s U.S. market share. Management reiterated its confidence in the long‑term strategy, stating that the company remains committed to scaling the diversified portfolio while maintaining profitability through disciplined cost management.
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