Celsius Holdings CEO John Fieldly: Biggest opportunity for us is the convenience channel

Celsius reported 117% sales growth and a huge earnings beat, but the stock fell 20% last week because the war with Iran broke out, causing energy prices to surge and crushing consumer stocks. The recent 20% haircut in the stock price is entirely driven by external macroeconomic factors, not fundamental business weakness. Because the underlying business is actually accelerating—gaining 17% more shelf space, expanding internationally, and integrating the Alani Nu brand—the macro-driven selloff provides a discounted entry point for a hyper-growth asset. You are getting the spectacular quarter "for free." LONG. The fundamental growth story remains fully intact and is accelerating, making the macro-induced dip a clear buying opportunity for packaged goods investors. Continued macroeconomic pressure on consumer discretionary spending; execution risks associated with rapid international expansion and scaling the workforce.

We are the category captain of the energy category for Pepsi. We transitioned over to the Pepsi distribution network December 1st with Alani, brought in Cherry Bomb, and now we're launching Lime Slush. PepsiCo is utilizing high-growth, culturally relevant brands like Celsius and Alani Nu to dominate the energy drink category, specifically targeting the highly profitable convenience store channel. As Celsius and Alani capture market share from legacy competitors and bring new demographics (like a 50/50 male-to-female split) into the energy space, PepsiCo directly benefits through increased distribution volumes, higher margin product mix, and strengthened leverage with retailers. LONG. PepsiCo's strategic distribution partnership with the Celsius portfolio provides it with a massive high-growth vector in the lucrative energy drink market, helping to offset slower growth in its legacy snack and beverage lines. Slower than expected consumer off-take in convenience channels; potential friction or cannibalization in managing multiple competing energy brands within its broader distribution network.