NASDAQ
CELH
7 stories
$6.8B Market cap · 2026-10-08
I cannot reconcile the significant insider buying at $celh w/Bloom’s scanner data, clear shelf space gains, & social momentum. Plus freight headwind Alani LTOs (witches brew) are doing well/slight accel but core CELH doesn’t have accel potential until Q1 Too much risk I think
Buckley Capital @buckleycapital exited Dave after a 100%+ rally from its average cost — on valuation, despite calling it a great business — and substantially cut Root. The proceeds went to Celsius $CELH and Light & Wonder $LNW.AU, where the Fund calls the street's disbelief in management's $2.0bn 2028 adjusted EBITDA target irrational, implying 150%+ upside.
Celsius holds 20% of the U.S. energy-drink market and 40% of sugar-free sales, but its $1.65 billion Alani acquisition complicates…
TSOH Weekly Roundup covers Costco’s $4.99 chicken supply chain, Celsius’s 20% energy-drink share, and California utilities’ wildfire…
$ATD (think Circle K) said on its earnings call that its revenues from energy drinks are now twice that of carbonated sodas (albeit at lower margin). $ATD comped 1.7% on SSS of which a big portion was driven by double digit growth in energy drinks. I look at the charts of $CELH and $MNST and wonder how long the c-store players can count on continued growth in this category. It's energy drinks and Zyn... $CASY $MUSA
$celh https://t.co/apPT4ADdcm https://t.co/kGhsFi95q7
$CELH ugly report https://t.co/ONzrMeYjwF https://t.co/rZCEQKjPk5
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