Ascend Research

CELH earnings

Analysis, not advice
Next print
2026-11-05
cons 0.37 EPS / 0.80B rev
What the desk is testing

Explicit conditions that would change the desk's view — graded after the call.

Bull condition triggered: Organic CELSIUS-brand North America revenue visibly re-accelerating toward ≥15% YoY (even mid-single-digits with clean upward slope suffices) AND Alani Nu contribution tracki
Bull condition triggered: Management discloses initial quantified Alani Nu synergies — even partial ($30-50M annualized) — with a credible roadmap to the $150M FY27 target. This alone would compress t
1 more criteria on the deskfree trial · no card
From the desk's pre-read

CELSIUS Holdings ( CELH) is scheduled to report Q2 2026 earnings on 2026-08-06; FMP consensus sits at $0.42 EPS · $0.87B revenue.

1 more — the full pre-read is on the deskfree trial · no card
The desk's graded verdict
wobblinggraded 2026-08-06
FAILRevenue vs $0.87B consensus

revenue totaled approximately $817.9 million... representing growth of 10.6%

FAILOrganic CELSIUS-brand NA growth

CELSIUS brand revenue decreased by approximately 11.7% in the second quarter of 2026 compared to the same period last year

2 more resolved criteria + the full narrative on the deskfree trial · no card

Educational analysis, not a personalised recommendation. See all covered names on the earnings calendar · part of our public track record.