Jun. 7 at 1:15 AM
$CELH $CELH sitting in the high 20s right now, basically pinned to its 52 week lows after the Costco Kirkland scare, and I keep landing on the same read: this is a quality name on sale, not a broken one. Q1 revenue ran 138 percent higher to 782M with Alani already throwing off 368M a quarter, Pepsi just pushed its stake up to 11 percent, and the street is still parked around 91 percent buy ratings with a consensus target near 59. The Kirkland overhang is real and Costco is roughly 11 percent of revenue, so I am not pretending the risk is fake, but a private label can lean on one channel and still never touch the full brand loop across grocery, convenience, Amazon, gyms, and an international ramp that is barely off the ground. Next thing on my radar: they present at the 2026 Jefferies Consumer Conference on June 16 at 8 AM ET, and that is exactly the kind of stage where management can reset the story on margins and the Costco noise.
