Celsius Holdings’ expanding energy drink portfolio accounted for approximately 30% of the $640 million of growth generated by the zero-sugar U.S. energy category during the second quarter of 2026 as the combination of CELSIUS, Alani Nu and Rockstar continues reshaping the company’s scale.
Retail sales across the three-brand Celsius Holdings portfolio increased 31% in U.S. tracked channels during the 13 weeks ended June 28. The combined portfolio held approximately 20.1% dollar share of the U.S. ready-to-drink energy category.
Alani Nu remained a particularly strong growth driver. Retail sales for the brand increased 55.7% year-over-year, supported by new consumers, expanded distribution and continued product innovation. Alani Nu captured approximately 8.7% dollar share of the U.S. energy category.
The core CELSIUS brand experienced a different trend as the company continues optimizing its assortment. CELSIUS retail sales declined 2%, while its dollar share stood at approximately 9.5%. But despite having approximately 7% fewer points of distribution, dollars generated per distribution point increased approximately 16% sequentially.
Celsius Holdings reported record second-quarter revenue of $817.9 million, up 11% year-over-year. North American revenue increased 11% to $790.7 million, while international revenue increased 10% to $27.2 million.
Alani Nu generated approximately $364.4 million of Q2 sales, benefiting from consumer demand, increased orders during its transition into PepsiCo’s distribution system and the launch of its Purple Cotton Candy flavor. Rockstar contributed approximately $66.5 million during the quarter.
For the first half of 2026, Alani Nu generated record sales of approximately $732.4 million, while Rockstar contributed $133.1 million. Total Celsius Holdings first-half revenue increased nearly 50% to $1.6 billion.
Profitability faced pressure from promotions, channel mix and commodity inflation. Q2 gross margin declined to 48.1% from 51.5%, and Adjusted EBITDA declined 12% to $184.2 million. Celsius nevertheless repurchased approximately $100.4 million of shares during the quarter.
KEY QUOTE:
“With CELSIUS, Alani Nu, and Rockstar Energy, we’re building a scaled Modern Energy portfolio with distinct roles.”
John Fieldly, Chairman and CEO of Celsius Holdings
