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โข Adjusted EPS: $0.36 (Est. $0.42) โ
โข Revenue: $817.9M (Est. $870.07M) โ
โข Gross Profit: $393.7M, +3% YoY.
โข Gross Margin: 48.1%, down 340 bps YoY.
โข Net Income: $55.3M, -45% YoY.
โข Adjusted EBITDA: $184.2M, -12% YoY.
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โข Total revenue increased 11% YoY, driven by record Alani Nu sales of $364.4M and Rockstar Energy contributing $66.5M.
โข CELSIUS brand revenue declined approximately 12% YoY as SKU optimization, inventory rebalancing, softer club channel demand and higher promotional activity weighed on results.
โข The portfolio contributed approximately 30% of the zero-sugar U.S. energy category's $640M growth and now represents roughly one in five energy drinks sold in the U.S.
โข Repurchased $100.4M of common stock during the quarter while completing the Rockstar Energy integration.
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"We delivered a double-digit increase in second quarter revenue, completed the Rockstar integration, and maintained gross margin near first-quarter levels despite a challenging commodity environment. With CELSIUS, Alani Nu, and Rockstar Energy, we're building a scaled Modern Energy portfolio with distinct roles, attracting new consumers and expanding consumption occasions."