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妙新银BoomBust周期
 · 北京  

$Celsius Holdings(CELH)$ 炸裂啊
Celsius Holdings Q2'25 Earnings Highlights
🔹 Revenue: $739.3M (Est. $654.3M); +84% YoY
🔹 Adj EPS: $0.47 (Est. $0.24); +68% YoY
🔹 U.S. RTD Energy Market Share: 17.3% (⬆️ +180bps YoY)
Segment Revenue:
🔹 North America: $714.5M; UP +87% YoY
🔹 International: $24.8M; UP +27% YoY
🔹 CELSIUS® Brand: +9% YoY
🔹 Alani Nu: ~$301M (boosted by LTO innovation & core flavors)
Retail & Market Share
🔹 U.S. RTD Energy Market Share: 17.3% (+180bps YoY)
🔹 CELSIUS brand share: 11%; DOWN -130bps YoY
🔹 Alani Nu brand share: 6.3%; UP +310bps YoY
🔹 CELSIUS retail sales: +3% YoY; +17.6% sequential
🔹 Alani Nu retail sales: +129% YoY; +39% sequential
🔹 Combined portfolio retail sales: +29% YoY; +25% sequential