- Celsius reported that its North American revenue more than doubled in Q4, rising to $700 million from $312 million, with a similar trend observed in the full-year results as well.
- International revenue registered a 9% YoY rise to $22.1 million from $20.3 million during the same period a year ago.
- Explaining this, the company said that the 2025 revenue growth was primarily driven by $1 billion of revenue from the Alani Nu brand in the second, third, and fourth quarters of 2025.
Celsius Holdings Inc. (CELH) shares surged more than 16% in Thursday’s pre-market trade after the company reported better-than-expected fourth-quarter (Q4) results.
Celsius reported adjusted earnings per share (EPS) of $0.26 on revenue of $722 million, while Wall Street analysts expected an adjusted EPS of $0.19 on revenue of $639 million, according to Koyfin data.
“2025 was a defining year for Celsius Holdings as we delivered record full-year revenue of $2.5 billion, underscoring the power of our brands and the strength of our growth model,” said Celsius CEO John Fieldly.
Retail sentiment on Stocktwits around Celsius Holdings trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels at the time of writing.
North America Revenue More Than Doubles
Celsius reported that its North America revenue more than doubled during Q4, rising to $700 million from $312 million, while international revenue registered a 9% YoY rise to $22.1 million from $20.3 million during the same period a year ago.
A similar trend was also visible in Celsius’ 2025 performance in North America, where its revenue grew at a faster clip than the company’s overall revenue. While Celsius reported a 86% YoY rise in revenue to $2.52 billion in 2025, its North America revenue grew 89% YoY to $2.42 billion during this period.
Explaining this, the company said that the 2025 revenue growth was primarily driven by $1 billion of revenue from the Alani Nu brand in the second, third, and fourth quarters of 2025.
“As PepsiCo’s energy category captain in the U.S. and with an aligned commercial strategy, we reached an approximate 20% dollar share of the U.S. energy drink category in Q4 2025,” said Fieldly.
Celsius announced the acquisition of the energy drink brand Alani Nu in February 2025 for $1.8 billion. The transaction was completed in April 2025, and the company subsequently transitioned Alani Nu into the PepsiCo distribution system.
CELH stock is up 11% year-to-date and 88% over the past 12 months.
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