Celsius Holdings, Inc. provided a business update highlighting record first-quarter 2026 financial results and significant market share gains, primarily driven by the recent acquisitions of Alani Nu and Rockstar. The company detailed progress on brand integration and outlined key growth metrics in a presentation for the Deutsche Bank Global Consumer Conference.
Key Details
- Q1 2026 Financials: Revenue reached a record $782.6 million, a 138% year-over-year increase. Net income grew 148% to $110.1 million, with Adjusted EBITDA up 181% to $195.5 million.
- Market Share Growth: The company's total U.S. energy drink portfolio share reached 20.9% in Q1 2026, an increase of 1,000 basis points compared to Celsius' standalone share in Q1 2025.
- Acquisition Integration: The integration of Alani Nu is complete, with approximately $50 million in synergies captured. The integration of the Rockstar brand is on track for completion in the first half of 2026.
- Retail Expansion: Recent retail resets are driving significant shelf space gains, with an approximate +17% increase for the CELSIUS brand and +100% for Alani Nu.