Celsius: 3 Key Takeaways for Long-Term Investors

Celsius reported Q3 2026 revenue of $847 million, up 17% year-over-year, driven by acquired brand Alani Nu which grew 24% to $410 million. The company restructured into three dedicated brand units and is implementing a multi-year portfolio strategy focused on pricing discipline to address margin pressure from elevated aluminum and fuel costs, which squeezed gross margins to 46.8%. International markets showed strong momentum with non-U.S. revenue rising 56% year-over-year.