Celsius Holdings, Inc.

Earlier calls

What was and wasn't said

• The Q2 2026 release gave brand-level tracked retail sales and dollar shares; the Q3 2026 release gives portfolio tracked sales growth but no equivalent brand-level retail or share figures.
• There is no Q3 2026 call transcript in the inputs, so analyst questions and management responses cannot be assessed.

Change in the business

• The company reported approximately $168.8 million of share repurchases year to date through September 30, 2026, under its $300 million authorization.

Watch next quarter

• Whether CELSIUS brand revenue returns to growth after its Q3 2026 decline.
• Whether gross margin recovers from 46.8% in Q3 2026 as inflation and DSD mix pressures evolve.
• Whether management provides a quantified margin outlook or confirms acquisition-integration milestones.

What the filings can't tell us

• The inputs contain no analyst estimates, so they cannot establish whether results beat or missed market expectations.
• The inputs do not show a Q3 company guide or a current full-year financial outlook to compare with actual results.
• With no call transcript or other nearby 8-K filings, the inputs cannot identify analyst concerns or another filing-driven catalyst.