Celsius Holdings, Inc. (CELH) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript

SA Transcripts 162.13K Followers Follow Celsius Holdings, Inc. ( CELH ) Barclays 19th Annual Global Consumer Staples Conference September 8, 2026 2:15 PM EDT Company Participants John Fieldly - CEO & Chairman Jarrod Langhans - Chief Financial Officer Presentation Unknown Analyst We're going to get started. It's a pleasure to welcome Celsius CEO, John Fieldly; and CFO, Jarrod Langhans, to the stage. Last year, we were here, we were discussing the potential of a much broader energy platform. And today, Alani and Rockstar are integrated. The portfolio has roughly a 20% share of the U.S. energy drink category and the focus has shifted from assembling the platform to now proving what it can deliver. Question-and-Answer Session Unknown Analyst So I wanted to start, kind of, at the same, sort of, high level and knowing that a year ago, the investment case was largely about the strategic opportunity by having this rebrand portfolio. After running that full portfolio through PepsiCo's route to market now for a few quarters, what would you say you understand today about the business that you didn't fully appreciate when you first expanded the partnership? John Fieldly CEO & Chairman Yes. It's a really exciting time right now, just really finalizing the integration of all 3 brands. The biggest opportunity we have today is the amount of consumers we can touch with this portfolio. When you look at Alani, very female-focused. It's treats in a can. It's guilt-free indulgence. You have Celsius with its fitness lifestyle position, and we have Rockstar. So we have 3 distinct brands going after 3 distinct consumers and the amount of opportunities with touch points on where we can take these brands through the Pepsi partnership and as we continue to invest in our internal teams, the white space is just massive. Alani has done an amazing job