Description

Celsius Holdings’ Alani Nu Powerhouse — Tracked-Channel Sales Surge 56%!

Celsius Holdings reported second-quarter 2026 revenue of $818 million, up 11% year-over-year across its three-brand energy drink portfolio of CELSIUS, Alani Nu, and Rockstar. The company completed the Rockstar integration and undertook significant CELSIUS SKU rationalization to improve distribution and retail placement. Gross margin remained around 48% despite commodity pressures, supported by supply chain efficiencies and cost management. CELSIUS net sales declined 12% year-over-year, while tracked retail channel sales fell 2%. The difference reflected shipment timing related to inventory rebalancing, higher trade and promotional spending, and weakness in channels including clubs. Management acknowledged that SKU rationalization may have been overly aggressive, while limited innovation during portfolio integration also pressured sales. Dollars per point of distribution improved 16% quarter-over-quarter, indicating higher productivity despite fewer SKUs and distribution points. Alani Nu exceeded $1 billion in annualized tracked-channel retail sales during the first half of 2026.