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