Celsius Holdings (CELH)

• Market cap: $7.67B
• 1 day: 27.77%
• 5 days: 41.46%
• 1 month: 21.67%
• 3 months: 12.29%
• 6 months: -20.98%
• Year to date: 19.93%
• 1 year: -46.69%
• 5 years: 1,431.46%
• 10 years: 2,316.30%
• 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, 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 Q4 regulatory filings by fund managers ($100M+ AUM)

300% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 4 (+3) [Q4]

16% more call options, than puts

Call options by funds: $772M | Put options by funds: $664M

6% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 156

6.11% less ownership

Funds ownership: 68.33% [Q3] → 62.22% (-6.11%) [Q4]

13% less funds holding

Funds holding: 505 [Q3] → 437 (-68) [Q4]

23% less capital invested

Capital invested by funds: $4.99B [Q3] → $3.87B (-$1.12B) [Q4]

36% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 131

Research analyst outlook

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

• Low target: $32 2% downside
• Avg. target: $38 18% upside
• High target: $49 50% upside

9 analyst ratings

• positive: 7 78%
• neutral: 2 22%
• negative: 0 0%

Roth MKM Sean McGowan 17% 1-year accuracy 5 / 30 met price target	16% upside $38	Buy Reiterated	21 Feb 2025
B. Riley Securities Jeff Van Sinderen 20% 1-year accuracy 4 / 20 met price target	50% upside $49	Buy Reiterated	21 Feb 2025
Stifel Mark Astrachan 47% 1-year accuracy 15 / 32 met price target	13% upside $37	Buy Maintained	10 Feb 2025
Needham Gerald Pascarelli 15% 1-year accuracy 4 / 26 met price target	16% upside $38	Buy Reiterated	28 Jan 2025
Piper Sandler Michael Lavery 37% 1-year accuracy 22 / 60 met price target	1% upside $33	Overweight Maintained	23 Jan 2025