Celsius Holdings Reports Powerful Q1 2026 Growth as Revenue Surges 138% to Record $782.6 Million
Celsius Holdings Reports Powerful Q1 2026 Growth as Revenue Surges 138% to Record $782.6 Million
Celsius Holdings, Inc. delivered a strong start to 2026, reporting record first-quarter revenue of $782.6 million, up 138% from $329.3 million in the same period last year. The growth was mainly supported by the company’s expanded energy drink portfolio, including CELSIUS, Alani Nu, and Rockstar Energy.
Acquisitions Drive Major Revenue Expansion
The company said its sharp sales increase reflected the acquisitions of Alani Nu on April 1, 2025, and Rockstar Energy on August 28, 2025. These additions helped Celsius build a larger “modern energy” beverage platform across North America and international markets.
North America remained the company’s largest business, with revenue rising 144% to $747.3 million. International revenue also improved, growing 55% to $35.3 million, helped by momentum in the Nordics, the U.K., Ireland, France, Australia, New Zealand, and Benelux.
Profitability Improves Despite Lower Gross Margin
Celsius reported gross profit of $378.1 million, up from $172.4 million a year earlier. However, gross margin fell to 48.3% from 52.3%. The company explained that Alani Nu and Rockstar Energy had lower margin profiles when acquired.
Management said it is working to improve margins through better purchasing, freight optimization, raw material alignment, and improved product mix. The company also noted that some transition costs from the fourth quarter of 2025 are now largely behind it.
Net Income and EPS Rise Strongly
Net income jumped 148% to $110.1 million, compared with $44.4 million in the prior-year quarter. Diluted earnings per share increased to $0.33, compared with $0.15 last year. Adjusted diluted EPS reached $0.41, up from $0.18.
Retail Sales Show Strong Category Position
In U.S. tracked channels, the Celsius Holdings portfolio increased retail sales by 29.8% for the 13-week period ended March 29, 2026. The company held about 20.9% dollar share of the U.S. ready-to-drink energy category.
The CELSIUS brand grew retail sales by 6%, while Alani Nu retail sales doubled year over year. Alani Nu reached a 9.0% dollar share in the U.S. energy category, showing strong consumer demand and wider distribution. Rockstar Energy retail sales declined 13%, with a 2.0% dollar share.
Management Highlights Portfolio Strategy
Chairman and CEO John Fieldly described the quarter as a defining period for Celsius Holdings. He said the company is using CELSIUS, Alani Nu, and Rockstar Energy to reach different consumers, expand drinking occasions, and strengthen its role in the fast-growing energy drink market.
The company also emphasized its relationship with PepsiCo, saying the broader portfolio is now better positioned inside the PepsiCo distribution system. This is expected to support growth, shelf space, and operating efficiency over time.
Share Repurchases Signal Confidence
During the quarter, Celsius repurchased about $24.1 million of its shares. Management said this reflected confidence in the company’s long-term business outlook and a focus on shareholder value.
Outlook: Integration and Margin Recovery in Focus
Looking ahead, investors are likely to watch how quickly Celsius can integrate Alani Nu and Rockstar Energy, improve margins, and keep growing its core CELSIUS brand. The company’s results show strong scale, but margin recovery and portfolio execution remain key themes for 2026.
Overall, Celsius Holdings began the year with record revenue, stronger earnings, and a much larger presence in the energy drink market. If the company can keep improving costs while growing its brands, it may continue to strengthen its position as one of the most important players in the modern energy beverage category.
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