Celsius Holdings reported slowing core business growth in line with management expectations, prompting UBS Securities and other firms to reassess their views while maintaining constructive coverage. Many analysts view the deceleration as temporary and optimization-related rather than structural, trimming fair value estimates only modestly. The company posted US$782.6 million in sales and US$110.1 million in net income for the first quarter of 2026, showing meaningful scale despite the slowdown. Concentration risk in key distribution partners and mounting competitive pressure remain concerns for investors.
Celsius Holdings IncAnalysts reframe slow core growth as timing issue, trimming fair value estimates modestly but maintaining constructive coverage.