🍾 Beverages · Next Month

Celsius Holdings reports Q2 2026 net revenue above USD 850 million (reporting August 11, 2026)

Miss ✦ AI-generated prediction Published on 11. July 2026 · Predicted for 11. August 2026 · Based on: Historical Cycle

Probability

79%

Celsius generated record Q1 2026 revenue of USD 782.6 million (+138% YoY) through full consolidation of Alani Nu (USD 368 million) and Rockstar (since August 2025). Q2 2026 is the first period with both brands for a full quarter and benefits from the seasonal summer energy-drink peak. Q2 analyst consensus: ~USD 910 million. Threshold of USD 850 million is ~6.6% below consensus — a conservative hurdle. Celsius beat Q1 estimates by +2.5% (USD 782.6M vs. USD 763.8M consensus). No Polymarket/Kalshi market available.

Data basis for this prediction

Celsius Q1 2026: 782,6 Mio. USD (+138% YoY); Alani Nu 368 Mio. USD (BusinessWire, 07.05.2026)
Q2 2026 Konsens: ~910 Mio. USD; Reporting 11.08.2026 vor Börseneröffnung (TipRanks)
Celsius FY2025: 2.515 Mio. USD (+85,5%); Rockstar seit August 2025 (SEC 8-K FY2026)

Verdict: Miss

Celsius Holdings meldete für Q2 2026 einen Nettoumsatz von ca. 817,9 Mio. USD – ein neuer Q2-Rekord, aber klar unterhalb der Schwelle von 850 Mio. USD. Auch der Analystenkonsens von ~872 Mio. USD wurde deutlich verfehlt. Hauptgrund: Die Celsius-Kernmarke verlor ca. 11,7 % YoY durch SKU-Optimierung und Lagerbestandsanpassungen im Pepsi-Distributionsnetz. Alani Nu steuerte 364 Mio. USD bei, Rockstar 66,5 Mio. USD – beide solide, aber nicht ausreichend, um den Rückgang der Hauptmarke zu kompensieren. Auch der EPS verfehlte (0,36 USD vs. 0,41 USD Konsens). Quellen: Celsius Holdings IR-Pressemitteilung (ir.celsiusholdingsinc.com), StockTitan (stocktitan.net/news/CELH/...), Yahoo Finance.

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