Celsius Holdings (Nasdaq: CELH). Energy drinks. First write-up June 2026.
A very busy earnings week across the names from past write-ups. The market mostly traded the headline while the filings told a more specific story.
A record $783M quarter, a first-ever buyback, and open-market buys from the CEO, COO, and a director, all built on the Alani Nu and Rockstar acquisitions. But flagship CELSIUS slowed to 6% and gross margin slipped to 48.3%