2025-09-02 17:02Financial Data and Key Metrics Changes - The company reported record revenues and profits, including gross profits and EBITDA in the second quarter [5] - The energy category has shown a recovery with a growth rate of 17% to 18% year-over-year [24][25] - The company has a 20% market share in the energy category, positioning it strongly against competitors [57][81] Business Line Data and Key Metrics Changes - The Celsius portfolio has seen significant growth, with a market share of approximately 10-11% [2] - The acquisition of Elani Nu, a female-focused brand, is expected to enhance the company's offerings and market reach [3][4] - Rockstar Energy is being integrated into the company's portfolio, with plans to optimize and stabilize its performance [46][50] Market Data and Key Metrics Changes - The energy drink category is experiencing a shift, with more consumers transitioning from coffee to energy drinks [26][31] - The company is seeing an increase in female consumers driving growth in the energy drink category [38] - The convenience channel is identified as a significant opportunity for growth, particularly for the Elani brand [34][36] Company Strategy and Development Direction - The partnership with PepsiCo is a strategic move to enhance distribution capabilities and market presence [6][9] - The company aims to optimize its product placement and availability in retail environments to drive sales [10][12] - A total energy approach is being adopted, targeting different consumer segments with distinct brand identities [18][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the energy category's resilience despite economic challenges in other sectors [27][28] - The integration of Elani and Rockstar is expected to provide additional growth opportunities and enhance operational efficiencies [66][70] - The company is focused on building a strong portfolio that aligns with health and wellness trends in consumer preferences [82] Other Important Information - The company is enhancing its marketing and merchandising teams to better execute its strategies within the Pepsi distribution network [64][65] - The transition to PepsiCo's distribution system is anticipated to be smooth, leveraging past experiences with similar transitions [72][75] Q&A Session Summary Question: What does the agreement with Pepsi mean for Celsius' long-term strategy? - The partnership is critical for distribution and product placement, allowing the company to compete effectively in a highly competitive energy category [9] Question: How does the acquisition of Elani Nu impact the company's market reach? - The acquisition is expected to broaden distribution and enhance the company's ability to serve a diverse consumer base [33] Question: What are the expected financial impacts of the deal with Pepsi? - The deal is anticipated to accelerate growth and improve operational efficiencies, although specific numbers were not disclosed [66][69]