𝐂𝐞𝐥𝐬𝐢𝐮𝐬: 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 𝐁𝐞𝐚𝐭, 𝐀𝐝𝐣. 𝐄𝐏𝐒 𝐁𝐞𝐚𝐭, 𝐑𝐞𝐜𝐨𝐫𝐝 𝐐𝟏

$CELH

📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬

• Revenue: $782.6M (Est. $760.63M) ✅

• Adj. Diluted EPS: $0.41 (Est. $0.29) ✅

• Diluted EPS: $0.33

• Adjusted EBITDA: $195.5M (+181% YoY)

• Gross margin: 48.3% vs. 52.3% YoY

• North America revenue: $747.3M (+144% YoY)

• International revenue: $35.3M (+55% YoY)

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📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬

• Record Q1 revenue driven by Alani Nu and Rockstar integration

• Celsius portfolio contributed 45% of total U.S. zero-sugar energy category growth

• U.S. energy drink dollar share reached ~20.9%

• Alani Nu sales doubled YoY with strong PepsiCo distribution momentum

• Margin pressure from lower-margin acquired brands partially offset by supply chain optimization

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💬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐂𝐨𝐦𝐦𝐞𝐧𝐭𝐚𝐫𝐲

“The first quarter of 2026 was a defining period for Celsius Holdings as we delivered record first-quarter revenue of $783 million.”