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Core Viewpoint - Reed's, a beverage manufacturer known for its ginger drinks, has filed for an initial public offering (IPO) with the SEC, aiming to raise up to $10 million [1][2] Group 1: IPO Details - The company plans to issue 1.3 million shares at a price of $7.54 per share, which would result in a market capitalization of $77 million [1] - The IPO is being managed exclusively by A.G.P. [2] Group 2: Company Overview - Founded in 1991 and headquartered in Norwalk, Connecticut, Reed's reported revenue of $36 million for the twelve months ending September 30, 2025 [2] - The company operates under two main brands, Reed's and Virgil's, offering a product line of 50 natural, premium, and functional beverages [1] Group 3: Market Presence - Reed's products are available in over 32,000 retail locations across the U.S. and have a distribution network that includes Canada, the UK, South Africa, the Caribbean, the EU, and the Asia-Pacific region [1] - The company competes in the $45 billion U.S. carbonated soft drink market with its organic ginger beers and other functional beverages [1]

Overview - The company reported a strong performance in Q3, achieving $200 million in EBITDA, driven by significant growth in Celsius and Alani brands [1]. Company Performance - The company experienced strong growth rates, particularly in the Celsius brand, which contributed to the overall positive financial results [1]. - Alani brand continued its rapid growth trajectory, indicating strong market demand and brand recognition [1]. Market Dynamics - There were differing perspectives between buy-side and sell-side analysts regarding the company's performance and future expectations [1]. - The company emphasized the importance of the "LIVE. FIT. GO." marketing campaign launched in June, which played a crucial role in driving sales and brand engagement [1].

Summary of Celsius Holdings Conference Call Company Overview - **Company**: Celsius Holdings - **Industry**: Beverages, specifically energy drinks Key Points and Arguments Q3 Performance - Celsius reported a strong Q3 with **$200 million in EBITDA** and a **13% year-over-year growth rate** as per Circana data [2][4] - Alani Nu brand is projected to reach a **$1.2 billion run rate** by the end of Q3, capturing over **20% market share** in its category [4][34] Marketing and Promotions - The company emphasized the success of the **Live Fit Go campaign**, which has been a significant driver of growth since its launch in June [2][4] - Promotional activities included participation in **Amazon Prime Day** and various promotions at **Costco**, which contributed to revenue recognition timing discrepancies between Q2 and Q3 [3][4] Transition to PepsiCo - The transition of Alani Nu into the Pepsi system is underway, with expectations for a smooth integration [5][6] - Management indicated that the transition may not result in the typical large inventory fill due to cash management practices at large CPG companies [6][7] Market Dynamics - The energy drink category is experiencing healthy growth, with Celsius and Alani Nu attracting new consumers, particularly among females and those seeking sugar-free options [13][14][17] - The company anticipates continued growth in the energy drink sector, albeit at a more sustainable rate than the mid-teens growth seen recently [14] Competitive Landscape - Celsius is positioned as a leader in the female and sugar-free segments, with a strong brand identity that takes time to build [27][28] - The company acknowledges increased competition, particularly from Monster, which is launching a female-focused product [27][28] Future Outlook - The management is optimistic about Q4 and 2026, expecting improvements in gross margins and EBITDA as integration with Pepsi progresses [48][49] - The company plans to continue investing in marketing, with **23%-25% of revenue** allocated to sales and marketing in Q4 [50] Capital Allocation and M&A Strategy - Celsius announced a buyback program to address perceived undervaluation and is open to future M&A opportunities, particularly in vertical integration [54][55] - The company is also focusing on enhancing its manufacturing capabilities to drive efficiencies [56] Protein Product Opportunities - While the primary focus of the Alani Nu acquisition was energy drinks, there is potential for growth in the protein category, although no immediate plans are in place [57][59] International Expansion - Celsius aims to expand its international footprint, currently at about **5% international sales**, with plans to evaluate new markets [63][64] - The company is building a robust international team to support this growth [65] Conclusion - Celsius Holdings is positioned for continued growth in the energy drink market, with strong brand identities, a successful transition to Pepsi, and a focus on marketing and international expansion. The management remains optimistic about future performance despite current market challenges and competition.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 AMENDMENT NO. 3 TO FORM S-1 As filed with the Securities and Exchange Commission on November 12, 2025. Registration No. 333-289874 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 BUDA JUICE, LLC (State or other jurisdiction of incorporation or organization) Delaware 2080 46-4069365 (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification No.) 4030 Black Gold Drive, Dallas, Texas 75247 (214) 308 50 ...

Core Insights - Keurig Dr Pepper Inc. (KDP) shows strong performance in its Refreshment Beverages segment, with double-digit sales growth in Q3 2025 driven by demand for carbonated soft drinks, energy, and sports hydration [1][8] - The U.S. Coffee segment faces challenges, with a 4% decline in volume/mix due to lower brewer shipments and cautious inventory management, although pricing has supported modest revenue growth [2][8] - KDP is navigating a difficult cost environment with elevated green coffee prices and supply chain inflation, but efficiency initiatives and strategic pricing actions are helping to mitigate these pressures [3][8] Financial Performance - KDP's Refreshment Beverages segment achieved double-digit sales growth, while the U.S. Coffee unit experienced a 4% volume/mix decline [1][8] - The company maintains a long-term growth outlook of mid-single-digit net sales and high-single-digit adjusted EPS growth, supported by innovation and category diversification [4] - KDP's stock trades at a forward P/E ratio of 12.42X, which is lower than the industry average of 17.74X and the sector average of 16.96X, indicating a modest discount [9] Strategic Initiatives - KDP's strategic moves, including the acquisition of Dyla Brands and the planned integration of JDE Peet's, are expected to unlock further value and enhance its market position [5] - The company is focused on profitable growth and has a resilient brand portfolio, which positions it well to navigate short-term challenges [5]

Core Insights - The Coca-Cola Company's Latin America business experienced a slowdown in Q3 2025, with flat unit case volumes and a 4% revenue decline, impacted by a 3% drop in concentrate sales and 8% currency headwinds, despite a 7% increase in price/mix [1][4] Group 1: Business Performance - The company acknowledged that while interventions like sharper revenue growth management and marketing have shown early signs of improvement, a sustained recovery in Mexico will take time [2] - Coca-Cola gained global value share in the non-alcoholic ready-to-drink beverages category, particularly in Brazil and Argentina, with Brazil's performance driven by Coca-Cola Zero Sugar and innovative packaging strategies [3][4] - Despite short-term growth constraints from inflation and regulatory pressures, Coca-Cola's fundamentals in Latin America remain resilient, supported by a focus on affordability and brand equity investments [4] Group 2: Competitive Landscape - PepsiCo continues to emphasize value leadership, maintaining volume share and value perception through disciplined pricing and broad distribution [6] - Monster Beverage leads in the energy drinks category, maintaining market share through strong brand equity and strategic innovation [7] Group 3: Financial Performance - Coca-Cola's shares have gained 15.3% year-to-date, outperforming the industry's growth of 7.6% [8] - Organic revenues rose 6% in Q3 2025, with a 3% increase in comparable currency-neutral operating income in Latin America [9] - The forward price-to-earnings ratio for Coca-Cola is 22.46X, compared to the industry average of 18.09X [10] Group 4: Earnings Estimates - The Zacks Consensus Estimate for Coca-Cola's EPS implies year-over-year growth of 3.5% for 2025 and 8% for 2026, with recent estimates increasing slightly [11][12]

Core Insights - The company reported a strong Q3 2025 with a 15% growth in EBIT, attributed to solid margin expansion and commercial momentum across key categories [1][4] - Despite soft consumer sentiment in several markets, the company remains on track with its strategic plans, including reducing private-label production in Italy and phasing out low-margin businesses [1][4] - The growth framework now encompasses over 60% of Group revenue, positioning the company for sustainable and profitable growth that exceeds industry averages [1] Financial Performance - Volume increased to 4.9 million hectoliters in Q3 2025, up from 4.7 million hectoliters in Q3 2024, representing a 4.2% year-to-date growth [2] - Net revenue for Q3 2025 was DKK 4,301 million, a 5.3% increase from DKK 4,083 million in Q3 2024, with year-to-date net revenue growth of 4.2% [2] - EBIT reached DKK 777 million in Q3 2025, reflecting a 15.1% increase compared to DKK 675 million in Q3 2024, with a year-to-date EBIT growth of 12.6% [2] - The EBIT margin improved to 18.1% in Q3 2025 from 16.5% in Q3 2024 [2] - Free cash flow increased by 9.5% in Q3 2025, totaling DKK 515 million [2] Outlook - The company maintains its full-year EBIT growth guidance at the high end of the 8-12% range, supported by ongoing efficiency and margin expansion efforts [4][5] - Net revenue growth is expected to be in the range of 5-6% for the full year [5]

Core Insights - Celsius Holdings, Inc. (CELH) shares have declined approximately 27% following the release of its Q3 fiscal 2025 results, despite reporting strong quarterly performance [1][7] - The company's stock has underperformed compared to the industry, Zacks Consumer Staples sector, and the S&P 500 over the past month, with a 28.4% drop in shares against a 5.3% decline in the industry and a 0.6% decline in the sector, while the S&P 500 increased by 3.2% [2] Financial Performance - In Q3 2025, Celsius Holdings achieved a net sales increase of 173% year over year, reaching $725.1 million, driven by strong performance from the CELSIUS brand and contributions from acquired brands Alani Nu and Rockstar [3] - Adjusted earnings per share rose to 42 cents from 30 cents in the previous year, and adjusted EBITDA increased to $205.6 million, indicating ongoing margin expansion and operational efficiency [4] Short-Term Challenges - Management indicated that Q4 will be "noisy" due to the transition of Alani Nu into PepsiCo's direct-store-delivery system and the ongoing integration of Rockstar, which may lead to temporary fluctuations in sales and margins [5][8] - Potential headwinds include increased costs related to freight, scrap, tariffs, and promotional timing shifts, which could create uncertainty around near-term performance [9] Growth Potential - Despite short-term challenges, the underlying momentum for Celsius Holdings remains strong, with retail takeaway data showing a 13% year-over-year increase in CELSIUS brand sales, and Alani Nu continuing its growth trajectory [10] - The partnership with PepsiCo is a significant growth driver, enhancing Celsius' retail reach and market presence [10] Financial Position - After the quarter, Celsius Holdings improved its balance sheet by reducing debt by $200 million, which lowers interest expenses and enhances financial flexibility heading into 2026 [11] - Analysts have raised earnings estimates for Celsius Holdings, indicating confidence in the company's ability to sustain strong growth into 2026 [12] Valuation Concerns - Despite solid fundamentals, CELH's stock is considered pricey, with a forward 12-month P/E ratio of 29.67X, significantly above the industry average of 14.48X [13] - The stock's premium valuation reflects its faster growth trajectory but may lead to volatility if margins or volumes do not meet expectations [15] Summary - Celsius Holdings has demonstrated strong growth in Q3, expanding its revenue and profitability while integrating recent acquisitions. The post-earnings stock decline appears to be driven by short-term transition issues rather than fundamental weaknesses. With upward trending earnings estimates and steady demand for energy drinks, CELH remains a compelling growth story, though investors may prefer to wait for clearer signs of margin stability before making new investments [16]