The Celsius FIASCO...Explained Simply $CELH

Follow along how those $PEP sales are going here

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I've enjoyed a few of those drinks myself They are tasty for sure

It was disingenuous, at best, for Celsius to attribute the increased sales last year to demand and not mention Pepsi inventory. But I'm a buyer. The brand is strong, its on sale.

Agreed

The $CELH stock is down simply because Morgan Stanley and Bank of America analysts are promoting a misleading narrative that demand for Celsius and energy drinks is down without also providing the context that Pepsi inventory adjustment is disconnected from units sold at register - and the industry growth rate calculation is skewed 90% by companies with negative growth. In all likelihood Celsius in 2025 will enter the white label energy drink market which doesn't even exist today. The margins will be a bit lower but the volume will be enormous. Same drink but with store branding, .i.e Costco Energy drinks, etc. Celsius management is making all the right moves and will grow like crazy in 2025 especially as the economy starts reheating again.

Thanks for the details as usual, Brian!

I tried to explain the $celh sell off this morning as well

Selling $VEEV and other quality companies to buy $CELH? Great job...