Jun. 2 at 5:12 PM
$CELH Core Celsius brand outlook: Management expects stability over the next several months, followed by a return to growth. They emphasized being “in a really good space” for Celsius specifically, with “a lot of plans in place to drive growth” and “a lot of great, exciting things going on for this summer around Celsius Brand.”
Foundation building for 2027: Significant work on resets, assortment, and national scale is positioning them for stronger growth heading into next year. They described this period as “really getting the foundation right so we can continue to drive growth on a national level and drive additional scale.”
Retailer engagement is strong: Active meetings with buyers (including a major convenience store retailer visiting their Boca Raton offices today for joint planning). They noted retailers are “really positive about the Celsius portfolio” and that discovery/planning meetings are happening earlier than ever.
