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Celsius(CELH) - 2025 FY - Earnings Call Transcript
2025-09-02 17:00
Celsius (CELH) FY 2025 Conference September 02, 2025 12:00 PM ET Speaker0It's really exciting, not only what's going on with Celsius, but the energy category as a whole. We've seen great fundamentals within the category. When you look back where we were at this conference last year, the category was in a negative growth rate. It's really, it's stabilized in Q4. We started to see the category come back in Q1 and Q2. It's going double-digit growth rates and even today. Really good to see. Celsius portfolio, w ...
Celsius(CELH) - 2025 FY - Earnings Call Transcript
2025-09-02 17:00
Celsius (CELH) FY 2025 Conference September 02, 2025 12:00 PM ET Speaker0It's really exciting, not only what's going on with Celsius, but the energy category as a whole. We've seen great fundamentals within the category. When you look back where we were at this conference last year, Category was in a negative growth rate. It's really it's stabilized in Q4. We started to see the category come back in Q1 and Q2.It's growing double digit growth rates and even today. So really good to see. Celsius portfolio is ...
X @Investopedia
Investopedia· 2025-09-02 16:30
Constellation Brands cut its outlook as it warned about declining demand for beer and the effect of tariffs. https://t.co/igpByonQYM ...
PepsiCo Eyes Efficiency Gains: Can It Protect Margins Amid Inflation?
ZACKS· 2025-09-02 16:16
Key Takeaways PepsiCo reported Q2 EPS of $2.12, topping estimates, with revenues up 1% y/y to $22.73B.Productivity efforts aim for 70% higher cost savings in 2H 2025 versus the first half.One PepsiCo centers and North America integration target synergies and efficiency gains.PepsiCo, Inc. (PEP) delivered a solid second-quarter 2025, with EPS of $2.12 beating estimates and revenues rising 1% year over year to $22.73 billion. While top-line growth was modest, management placed a sharp focus on productivity an ...
Constellation Brands sinks on new outlook
CNBC Television· 2025-09-02 16:15
Welcome back. Falling consumer spending and this pullback in beer sales causing Constellation brands to cut guidance this morning. Our Brandon Gomez following that story today.Morning Brandon. >> Hey Carl. Good morning.Look, a buzzkill for big booze investors. Carl, with Constellation shares on pace for their worst day since January when the stock fell 17%. Not a surprise, frankly, for anyone who has been tracking the space, cutting comparable EPS by over a dollar.The brewer's beer business, though, the rea ...
Crack Open the Nostalgia with Sparkling Ice Caffeine Cherry Cola at Casey's First
GlobeNewswire News Room· 2025-09-02 16:01
Core Insights - Talking Rain Beverage Company has launched a new product, Sparkling Ice Caffeine Cherry Cola, which features 70mg of caffeine and is marketed as a zero-sugar refreshment [1][5] - The product will be exclusively available at Casey's convenience stores, which is the third largest convenience store chain in the U.S. with over 2,900 locations [2][8] - Casey's Rewards Members can purchase two Sparkling Ice drinks for $3 throughout September, and starting in October, they can enjoy a slice of pizza with the new drink for $4 [2] Company Overview - Talking Rain is a family-owned company based in Preston, Washington, known for its Sparkling Ice brand, which is the number one sparkling water brand in the U.S. [6] - The company focuses on creating full-flavored, better-for-you beverages enriched with vitamins and antioxidants [6] Industry Trends - The caffeinated sparkling water category is experiencing significant growth, with market research predicting sales to reach $600 million by 2027 [5] - The launch of Sparkling Ice Caffeine Cherry Cola taps into ongoing consumer interest in nostalgic flavors and healthier beverage options [5][3]
X @Forbes
Forbes· 2025-09-02 15:47
When it comes to selling coconut water to the health obsessed, New York’s Vita Coco has served up a master class, schooling even giant rivals like Coke and Pepsi. Its next test will be withstanding Trump’s tariff shocks.https://t.co/iWIQ2luESN https://t.co/90bCB0sVFQ ...
Get Paid to Extend Your Summer with Dogfish Head Cocktails
Globenewswire· 2025-09-02 15:30
End-of-summer scaries? Dogfish says, ‘no more!’ Brand celebrates new cocktail recipe by awarding a fan $10K and treating them to a monthlong stay in a beachfront bungalow. Dogfish Head Cocktails “Extend Your Summer” Contest In celebration of its new ready-to-drink Peach Mango Rum Punch cocktail, available exclusively within its Tropical Cocktail Mix Pack, Dogfish Head will pay one lucky drinker to extend their summertime state-of-mind. Dogfish Head is seeking one sunshine-loving fan to drop everything for ...
Pepsi Stock Jumps as Elliott Investment Takes $4 Billion Stake
Schaeffers Investment Research· 2025-09-02 14:23
PepsiCo Inc (NASDAQ:PEP) stock was last seen up 3.6% at $153.97, after the Wall Street Journal reported that activist investor Elliott Investment Management has taken a $4 billion stake in the beverage giant, citing a "rare" and "historic" opportunity for a turnaround. The shares have been underperforming on the charts, while the company cuts costs to improve its margins. Should these gains hold, PEP will mark its largest single-day percentage gain since a 3.8% pop in April. The stock has been chopping high ...
Pepsi shares jump 4% after WSJ reports Elliott planning major activist campaign
CNBC· 2025-09-02 12:07
Shares of PepsiCo climbed 4.5% in premarket trading. The stock is down about 2% this year, significantly lagging the broader market.PepsiCo shares popped Tuesday after the Wall Street Journal reported Elliott Investment Management has taken a significant stake to become the consumer giant's top five active investors excluding index funds.The Paul Singer-founded Elliott's bet in Pepsi is worth about $4 billion, the Journal reported, citing people familiar with the matter. Elliott's plan to push for changes a ...