$CELH investors: How do you view the Pepsi relationship long term?
$Pepsi represented 60.2% of Q2 revenue. Their distribution is clearly accelerating scale, but the dependency is becoming significant.
If $CELH keeps taking energy share, who ultimately gains more leverage: $CELH or $Pepsi?
Competitive moat or concentration risk — or both?
Did a little spying at my local CVS for $ELF & $CELH 👀
$ELF: +36% YoY net sales last quarter, 30 straight quarters of growth.
$CELH: $818M Q2 revenue, +11% YoY. Portfolio now includes Celsius, Alani Nu & Rockstar.
Always interesting seeing the companies you own in the wild.
@Bryan_edward19 Exactly! It’s made me look at retail completely differently. Now I’m paying attention to shelf space, placement, pricing, and what people are actually reaching for.