The haters are coming out of the woodwork after the PepsiCo and Celsius Holdings deal, but can’t we all be collegial and appreciate just how impressive its growth story has been? Celsius Holdings (NASDAQ: CELH) hit another record quarterly revenue ($154 million - up 137% YoY) and represented its 16th consecutive quarter of sequential growth for the energy drinks brand. While Celsius energy drinks saw massive growth in convenience stores, mass retailers like Walmart, the club channel, and the Amazon marketplace...the big news this quarter was the announced distribution and investment agreement between PepsiCo and Celsius Holdings. Celsius energy drinks were again biggest brand driver of growth to the energy drink category. Add in the PepsiCo deal, and a lot of competitors have gotten chirpy about Celsius Holdings. The category is growing immensely with no signs of stopping anytime soon, as more consumers get over preconceived notions that energy drinks are sugar-filled devil beverages. What Celsius Holdings needs to do is tune out the noise…both the good and the bad and focus on this PepsiCo transition. Celsius needs to build inventory to fill the PepsiCo system. It also needs to over-communicate to all stakeholders from old DSD partners to PepsiCo team members to internal Celsius employees from corporate to the field.  This is its biggest near-term risk and opportunity.

PepsiCo & Celsius Holdings Deal | Energy Drinks Market Potential Impacts

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