Celsius Holdings Reports First Quarter 2026 Financial Results Celsius Holdings, Inc. (Nasdaq: CELH) announced its first-quarter 2026 financial results, highlighting significant growth and strategic advancements in its energy drink portfolio. The company reported record revenue of $783 million for the quarter, reflecting its expanding market presence and disciplined growth strategy. This marks a 138% increase compared to the same period in 2025, driven by the integration of acquired brands and strong consumer demand. The financial performance underscores the success of Celsius Holdings’ strategy to build a diversified Modern Energy portfolio, encompassing its core CELSIUS brand, Alani Nu, and Rockstar Energy. The company emphasized its role as the U.S. energy category captain within the PepsiCo system, achieving an approximate 20.9% dollar share of the U.S. energy drink market in Q1 2026. CEO John Fieldly noted that the first quarter was pivotal, with the company delivering robust results and positioning itself for sustainable growth. Revenue for the quarter totaled $782.6 million, up from $329.3 million in the prior-year period. This growth was fueled by the acquisitions of Alani Nu on April 1, 2025, and Rockstar Energy on August 28, 2025. Alani Nu contributed $368.1 million in revenue, driven by increased customer demand and its transition into the PepsiCo distribution system. Rockstar Energy added $66.6 million, while CELSIUS brand revenue rose 6% year over year. International revenue also grew by 55% to $35.3 million, with notable expansion in the Nordics and markets like the UK, Ireland, France, Australia, New Zealand, and the Benelux. Gross profit for the quarter reached $378.1 million, up from $172.4 million in the prior year, though the gross profit margin dipped to 48.3% from 52.3%.#pepsico #celsius_holdings #john_fieldly #alani_nu #rockstar_energy
Lay’s World Cup marketing strategy focuses on ‘scaled intimacy’ with fans Lay’s, the iconic snack brand under PepsiCo, has launched a bold marketing campaign for the FIFA World Cup, emphasizing a concept it calls “scaled intimacy” to foster deeper connections with fans. The campaign, titled “No Lay’s, No Game,” marks Lay’s first global sponsorship of the World Cup and includes a mix of celebrity-driven content, interactive experiences, and a custom-built WhatsApp group designed to engage fans on a personal level. The initiative aims to bridge the gap between the brand and its audience by creating a sense of community and shared excitement around the tournament. Central to the campaign is a star-studded watch party concept, which features prominent soccer figures such as Thierry Henry, Alexia Putellas, and Lionel Messi, alongside actor Steve Carell. The campaign’s creative execution includes a real-world stunt where celebrities gathered in the parking lot of a Florida supermarket, flagging down shoppers to check if their grocery bags contained Lay’s products. Those who had purchased the chips were invited to a virtual watch party, where they could experience authentic moments of interaction and excitement. The event was meticulously planned over several months and leveraged the power of social media to amplify its reach. The campaign’s global scope is evident in its rollout across 90 markets, with the “No Lay’s, No Game” platform running across digital, social, and broadcast channels. Lay’s is also planning in-stadium experiences, localized fan gatherings, and limited-time product launches to capitalize on the World Cup’s widespread appeal. These efforts are part of a broader strategy to position the brand as a cultural participant rather than a mere sponsor.#fifa_world_cup #thierry_henry #lay_s #pepsico #alexia_putellas
