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Celsius's reliance on Costco has dropped to 11% of sales due to its expanding distribution partnership with Pepsi, which is also integrating Alani and Rockstar. The recent 6.57% share price decline overestimates the threat of Kirkland energy drinks, creating a mispricing as Celsius's growth in convenience stores outpaces the category. The dip presents a buying opportunity because Celsius is highly insulated from the new Costco competition. Kirkland could aggressively capture broader market share, or the Pepsi distribution integration could face delays.