Celsius Holdings (CELH)

• Market cap: $6.03B
• 1 day: -4.72%
• 5 days: -11.97%
• 1 month: -24.88%
• 3 months: -38.30%
• 6 months: -72.66%
• Year to date: -56.53%
• 1 year: -50.26%
• 5 years: 1,904.69%
• 10 years: 1,800.74%
• Sector: Consumer Staples
• Industry: Bottled & Canned Soft Drinks & Carbonated Waters

About: Celsius Holdings plays in the energy drink subsegment of the global nonalcoholic beverage market, with 96% of revenue concentrated in North America. Celsius' products contain natural ingredients and a metabolism-enhancing formulation, appealing to fitness and active lifestyle enthusiasts. The firm's portfolio includes its namesake Celsius Originals beverages (including those that are naturally caffeinated with stevia), Celsius Essentials line (containing aminos), and Celsius On-the-Go powder packets. Celsius dedicates its efforts to branding and innovation, while it utilizes third parties for the manufacturing, packaging, and distribution of its products. In 2022, Celsius forged a 20-year distribution agreement with PepsiCo, which holds an 8.5% stake in the business.

Employees: 765

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

21% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 158

10% less call options, than puts

Call options by funds: $576M | Put options by funds: $639M

8.56% less ownership

Funds ownership: 71.94% [Q2] → 63.38% (-8.56%) [Q3]

11% less funds holding

Funds holding: 556 [Q2] → 495 (-61) [Q3]

39% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 155

52% less capital invested

Capital invested by funds: $9.57B [Q2] → $4.63B (-$4.94B) [Q3]

83% less funds holding in top 10

Funds holding in top 10: 6 [Q2] → 1 (-5) [Q3]

Research analyst outlook

17 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $26 1% upside
• Avg. target: $45 76% upside
• High target: $68 165% upside

17 analyst ratings

• positive: 12 71%
• neutral: 4 24%
• negative: 1 6%

Stifel Mark Astrachan 52% 1-year accuracy 16 / 31 met price target	75% upside $45	Buy Maintained	7 Nov 2024
B. Riley Securities Jeff Van Sinderen 59% 1-year accuracy 13 / 22 met price target	71% upside $44	Buy Maintained	7 Nov 2024
UBS Peter Grom 38% 1-year accuracy 6 / 16 met price target	75% upside $45	Buy Maintained	7 Nov 2024
Roth MKM Sean McGowan 24% 1-year accuracy 7 / 29 met price target	56% upside $40	Buy Maintained	7 Nov 2024
B. Riley Securities Jeff Van Sinderen 59% 1-year accuracy 13 / 22 met price target	83% upside $47	Buy Maintained	4 Nov 2024