Celsius Q2 2025 Earnings Call Highlights: Strong Retail Sales and Volume Growth, Alani Nu Contributes to 84% Revenue Surge

Celsius Holdings reported Q2 2025 earnings, with retail sales up 29% and volume increasing 31%. CEO John Fieldly highlighted strong execution at retail and broad-based consumer demand. The company expects a low 50s gross margin outlook for H2 2025, driven by Alani Nu's 84% revenue surge.

Celsius Holdings (NASDAQ:CELH) has released its second-quarter 2025 earnings report, showcasing robust performance driven by strong retail sales and increased volume. The company's retail sales grew by 29%, while volume increased by 31% compared to the same period last year. CEO John Fieldly highlighted the company's strong execution at retail and broad-based consumer demand, which have been key drivers of this growth [1].

The company's revenue reached a record $793.3 million, an 84% increase from the previous year, driven primarily by the acquisition of Alani Nu and rising demand for its energy drink portfolio [2]. Alani Nu's 129% increase in sales was a significant contributor to this revenue surge. The company's market share in the U.S. energy drink category rose to 17.3%, reflecting its growing dominance in the market [3].

Despite the strong revenue growth, Celsius Holdings experienced a slight decrease in gross margin, which was attributed to the inventory costs associated with Alani Nu's rapid growth. The company's gross margin compressed by 50 basis points to 51.5% [2]. However, the company expects a low 50s gross margin outlook for the second half of 2025, driven by Alani Nu's 84% revenue surge [1].

Celsius Holdings' net income increased by 25% for the quarter, reflecting strong operational performance and strategic execution in a rapidly evolving market. The company's adjusted EBITDA more than doubled from a year ago, reaching $210.3 million [2].

The company's stock has been on an upward trajectory, with shares closing at $42.74 on August 5, 2025, up 61% year-to-date. Investors will closely watch how effectively Celsius integrates Alani Nu and whether recent shelf-space wins translate into stronger sell-through. The company's partnership with PepsiCo (NASDAQ:PEP) will also be scrutinized, as investors seek to understand if the partnership is delivering sustained shelf space gains and increased product velocity [1].

Celsius Holdings' Q2 report will need to reaffirm that underlying demand and brand equity remain strong to sustain investor confidence. A strong quarter would help sustain momentum and reinforce the company's ability to take market share from industry giants like Monster (MNST) and Red Bull. A tame report could further rattle investor confidence and put pressure on the stock [1].

References:

[1] https://finance.yahoo.com/news/celsius-q2-preview-alani-nu-125802763.html
[2] https://seekingalpha.com/news/4481245-celsius-sweet-success-without-the-sugar-explosive-q2-fuels-rally
[3] https://www.tipranks.com/news/company-announcements/celsius-holdings-reports-record-q2-2025-revenue-growth