Can Celsius Holdings Eventually Take the Energy Drinks "Game of Thrones"? episode artwork

EPISODE · Aug 22, 2021 · 12 MIN

Can Celsius Holdings Eventually Take the Energy Drinks "Game of Thrones"?

from the Joshua Schall Audio Experience · host Joshua Schall

Can Celsius Holdings eventually take the energy drinks "game of thrones"? At over $250 million ARR, with 117% YoY and 30% QoQ growth, Celsius Holdings is starting to fire on all cylinders. They just crossed 100K retail locations and showing 333% YoY in distributor revenues from an extensive overhaul of its DSD distribution network over the last few years. Celsius now has a ~1.6% market share in the energy drink category. In this episode,  I'll take a deeper dive into four specific sales channels (Digital, Fitness, Vending, and Convenience) that will provide additional color to Celsius Holdings growth story. Finally, I will discuss a potential growth accelerate that Celsius Holdings hasn't touched yet and how they are dealing with the supply chain constraints to keep fill rates high. 

Can Celsius Holdings eventually take the energy drinks "game of thrones"? At over $250 million ARR, with 117% YoY and 30% QoQ growth, Celsius Holdings is starting to fire on all cylinders. They just crossed 100K retail locations and showing 333% YoY in distributor revenues from an extensive overhaul of its DSD distribution network over the last few years. Celsius now has a ~1.6% market share in the energy drink category. In this episode,  I'll take a deeper dive into four specific sales channels (Digital, Fitness, Vending, and Convenience) that will provide additional color to Celsius Holdings growth story. Finally, I will discuss a potential growth accelerate that Celsius Holdings hasn't touched yet and how they are dealing with the supply chain constraints to keep fill rates high.

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Can Celsius Holdings Eventually Take the Energy Drinks "Game of Thrones"?

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This episode was published on August 22, 2021.

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Can Celsius Holdings eventually take the energy drinks "game of thrones"? At over $250 million ARR, with 117% YoY and 30% QoQ growth, Celsius Holdings is starting to fire on all cylinders. They just crossed 100K retail locations and showing 333% YoY...

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