EarningsQ2 2026 Earnings Report
MX:CELH Q2 2026 EPS Results
Actual EPS$6.22
Consensus EPS$7.15
Beat/MissMissed by -$0.93
One Year Ago EPS$5.70
MX:CELH Q2 2026 Revenue Results
Actual Revenue$14.12B
Expected Revenue$15.02B
Beat/MissMissed by -$900.40M
YoY Revenue Growth+10.64%
Earnings Announcement Details
QuarterQ2 2026
Date08/06/2026
TimeBefore Open
Conference CallThursday, August 6, 2026
MX:CELH Upcoming Earnings
Celsius Holdings's next earnings date is estimated for November 5, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
MX:CELH Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a mixture of strong strategic and operational positives — portfolio revenue growth (+11%), breakout performance from Alani Nu (tracked growth ~56% in Q2 and H1 tracked sales >$1B), completed Rockstar integration, resilient gross margins (~48%) and disciplined SG&A — alongside meaningful short‑term execution challenges tied to SKU rationalization, shipment timing/inventory rebalancing, DSD mix and commodity headwinds that pressured reported net sales for brand CELSIUS and reduced Q2 adjusted EBITDA versus prior year. Management framed most issues as transitional with targeted fixes (innovation cadence, moving volume closer to retailers, revenue growth management, manufacturing ramp) and expects recovery into late 2026/2027.Company Guidance
Consolidated Revenue Growth
Second quarter revenue of $818 million, up approximately 11% year‑over‑year as a combined portfolio.
Alani Nu Rapid Scale and LTO Performance
Alani Nu surpassed $1 billion in tracked retail sales in H1. Q2 net sales were approximately $364 million, up ~21% year‑over‑year, while tracked channel dollar growth was roughly 56% in the quarter; limited‑time offers (e.g., Purple Cotton Candy) continue to drive trial and repeat purchases.
Rockstar Integration Completed and Early Stabilization
Rockstar integration completed in June on the planned 9‑month timeline. Q2 net sales were approximately $66 million, assortment rationalization delivered velocity gains, and early market data shows encouraging stabilization ahead of 2027.
Strong Portfolio Dollar Share and Distribution Productivity
Combined portfolio holds roughly 1 in 5 energy drink dollar purchases in the U.S. (~20% dollar share in tracked channels). Dollars per point of distribution for brand CELSIUS improved ~16% from Q1 to Q2 despite fewer points of distribution (~7% fewer).
Gross Margin Resilience
Second quarter gross margin remained approximately 48%, consistent with Q1, reflecting freight improvements and integration benefits offsetting commodity headwinds.
Operating Discipline and SG&A Leverage
SG&A dollars were $238 million (essentially flat year‑over‑year) and declined as a percent of revenue to 29% from 32% a year ago; adjusted SG&A was ~28.6% of revenue while the company continued to invest behind summer selling season.
Adjusted EBITDA and First‑Half Momentum
Q2 adjusted EBITDA was $184 million (~22.5% of revenue). For the first half, adjusted EBITDA was $380 million, up 36% year‑over‑year, representing ~23.7% of revenue, indicating meaningful H1 profitability improvement.
Capital Allocation and Balance Sheet Actions
Repurchased approximately $100 million of stock in Q2 and ~$124 million in H1 under a $300 million authorization; reduced interest rate by 25 basis points in July with opportunity for another 25 bps reduction, emphasizing strong cash‑flow returns and shareholder return priority.
International Traction and Long‑term Opportunity
International execution examples: Sweden delivered the highest 4‑week sell‑through in market history (~3.5 million units). Management targets international (outside U.S.) to represent more than 15% of revenue over the next five years and has an international center of excellence in Dublin.
MX:CELH Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed