One out of every five energy drinks sold in the US in the first quarter of 2026 came from Celsius Holdings’ portfolio, which includes Celsius, Alani Nu and Rockstar Energy, the company reported Thursday.
The Boca Raton, Fla.-based energy drink company dominated the US market for the three months ended March 31, reporting $782.6 million in revenue for a record-breaking 138% year-over-year increase across the portfolio.
The massive revenue growth was driven by Celsius’ 2025 acquisitions of Alani Nu and Rockstar. Celsius paid $1.8 billion for the Alani Nu brand in April and expanded its distribution partnership with PepsiCo in September. The deal with PepsiCo included Celsius’ acquisition of Rockstar.
“Our combined portfolio represents approximately one fifth of the US energy drink market in tracked channels, and that share is expanding,” said Chairman and CEO John Fieldly.
Celsius has two billion-dollar brands in Celsius and Alani Nu, Fieldly said, adding that “the portfolio is giving us more ways to grow with each brand playing a distinct role in helping us participate more fully across channels and usage occasions.”
“As PepsiCo’s energy category captain in the US and with an aligned commercial strategy, we reached an approximate 20.9% dollar share of the US energy drink category in Q1 2026,” Fieldly noted in a prepared statement. “With an evolved operating model and our brand integration firmly on track, we are entering 2026 with positive momentum, scale and confidence in our ability to deliver sustainable, long-term shareholder value.”
Three-legged stool
Alani Nu drove Celsius Holdings revenue for the quarter, reaching sales of $368.1 million. The company’s flagship portfolio, Celsius, trailed slightly at $347.9 million, followed by Rockstar at $66.6 million for the quarter, the company reported.
Fieldly said growth for the quarter was driven by the completion of Celsius Holdings’ integration of Alani Nu into the company’s business model.
“One of the most important areas of progress in the quarter was execution across our integrations,” Fieldly explained, noting that the completed integration of Alani Nu enabled the company to capture $50 million in synergies between the brand and its Celsius portfolio. “That is an important milestone. It simplifies our operating model and creates a more connected commercial structure.”
Limited-time offers
Retailers can expect more limited-time products across Celsius Holdings brands, following the success of Alani Nu Lime Slush, according to Fieldly.
He noted that the new variety rose to become the brand’s top-selling flavor in channels tracked by the company.
“We view that as an important proof point that the brand’s innovation model is durable, and that it is not dependent on any one particular hero flavor,” he said. “Following the success of Cherry Bomb, Lime Slush reinforces that the flavor rotation strategy is working, and we continue to see a lot of new innovations strengthening the connection between the brand and consumers.”
Meanwhile, Celsius’ Fizz-Free four-SKU lineup of non-carbonated drinks is emerging as a “meaningful platform,” according to Fieldly.
Celsius launches in Spain
The company made substantial international inroads during the quarter with the launch of Celsius in Spain through an exclusive sales and distribution agreement with Suntory Beverage & Food Spain in March.
“This builds on our core existing collaboration with Suntory and other international markets, and reflects our approach to focus on key markets, strong local partnerships, disciplined launch plans and sustained marketing and distribution support,” according to Fieldly.
Celsius now turns its attention to Portugal through a further expanded partnership with Suntory, which partnered with Celsius in 2024 for distribution in France, United Kingdom, Ireland, Australia and New Zealand.
Celsius has a long runway for growth in international markets, according to Fieldly. The company’s earnings report noted that international revenue reached $35.3 million in Q1, up 55% year over year for the quarter. International growth was “driven by the Nordics and continued momentum in our expansion markets including the UK, Ireland, France, Australia, New Zealand and Benelux,” the company said.
