00:00Every CEO wants to be able to say revenue doubled in the last quarter.
00:03How have you managed to keep the growth going for so long?
00:09No, it's awesome.
00:11I mean, this company operates one of the fastest growing categories in food and beverage,
00:14and the energy category is driving considerable growth in the beverage sector.
00:18And then we have an amazing portfolio.
00:20So we just acquired last year Alani, which is a female-focused wellness brand with great flavors and is approachable.
00:27And our Celsius portfolio as well is our core.
00:30It really goes after that fitness lifestyle.
00:32So it's exciting.
00:33We did $2.5 billion in revenue for 2025 record and over $600 million in EBITDA.
00:38So it's really phenomenal on the results.
00:40And it all comes down to the team.
00:42The team, of course, but the products too.
00:44You mentioned Alani, you have Rockstar Energy, and you have Celsius all under one umbrella.
00:47How do you ensure that each brand serves a distinct consumer and location without cannibalizing each other?
00:54Yeah, no, great question.
00:55And, you know, when you look at the portfolio now, and that's one thing we just went through a transformation,
01:00we were a single brand company, Celsius.
01:02And today we have a total portfolio of modern energy.
01:06So Celsius, it's very unique.
01:09It's a fitness lifestyle.
01:10It helps you accomplish your goals.
01:12It's refreshing energy for everyday life.
01:15I've got a watermelon ready to bring that summer.
01:17I know we're up there, and winter keeps hanging around, but we're ready to bring some summer and bring some
01:22energy.
01:22And then Alani is a female-focused wellness brand.
01:25We have unique teams.
01:27It's going after its DNA.
01:28It's fun.
01:29It's approachable.
01:30And then Rockstar allows us to go after that core energy drink consumer that's out there.
01:34So each of our portfolio, three brands, have a distinct role and a distinct state of the energy drink category
01:41consumer.
01:42They can, well, at least Celsius and Alani, I know, can be used in alcoholic beverages.
01:47And I wonder, you know, with a lot of people turning away from alcohol, have you considered other categories?
01:55Would you introduce, for example, a THC beverage?
01:59Well, you know, opportunities are out there, but we're really focused on this opportunity we have today in the energy
02:04category.
02:04But to your point with alcohol, what we're seeing is the spirit business and the beer business has been impacted
02:10as consumers are moving for alternatives.
02:12And one of those alternatives they're going for is energy drinks.
02:15And what we're seeing is that social occasion is a totally new occasion for the energy drink category.
02:20Also, meals.
02:22We're seeing more consumers have an energy offering like a Celsius, great for refreshing a Celsius or an Alani flavor
02:27with their meals.
02:28So the energy category is evolving.
02:30It's been growing double digits.
02:32People are drinking it out of a variety of different need states, not just in the past.
02:36We went five years ago.
02:37It was male dominated.
02:38And people drank energy drinks for a specific need state that they needed it right now to accomplish a specific
02:43task.
02:43And now people are drinking it in a variety of occasions.
02:46So your fourth quarter revenue jumped more than 100 percent year over year.
02:50So as the company scales, what's the biggest risk to maintaining your pace?
02:54Is it competition, consumer fatigue, people becoming more health conscious or execution?
02:59And how are you looking to address those problems or issues?
03:02Yeah, no, great question.
03:04There's a lot of tailwinds in our favor when you look at our total portfolio.
03:07So when you look at a Celsius and Alani, they're really a multivitamin in a can, really student in health
03:12and wellness.
03:13So all these health and wellness trends really help us out.
03:16Also, the category, as I mentioned, is getting broader with expanded usage occasions.
03:20And, you know, keeping the pace growing 100 percent has got to be difficult.
03:24There's a lot of numbers, but we are gaining more distribution in 2026 with our portfolio.
03:29We have great innovation and new flavors coming out to continue to bring excitement to the category
03:35and take advantage of all the growth opportunities we see.
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