New York, February 20, 2026, 05:46 EST — Premarket
- Celsius shares looked set for a roughly 7% jump in premarket trading, adding to Thursday’s 1.6% gain.
- At the CAGNY investor conference, management talked up plans for larger shelf space and broader distribution.
- Next up for investors: Feb. 26 results, seen as a tougher test for 2026 demand and margin outlook.
Celsius Holdings Inc shares jumped 7.3% in early Friday premarket action, trading at $47.36 and setting up the energy drink maker for a notable gap higher when the New York session kicks off. On Thursday, the stock had finished at $44.13. (Investing)
This is a key point for Celsius, which wants investors to see better store execution even as the energy drink aisle fills up with challengers. Much of the real jockeying happens out of public view: think cooler spots, shelf resets, and the fight for which new brands even get a shot at shelf space.
Celsius told investors it presented at the Consumer Analyst Group of New York (CAGNY) conference on Thursday. The company plans to release its fourth-quarter and full-year 2025 results ahead of the opening bell on Feb. 26, with a conference call set for 8 a.m. ET. (Celsius Holdings)
The company, during its CAGNY presentation, pegged its energy-drink market share at roughly 20%. Broad retail reach and scale across its full lineup got a mention too. Annual U.S. retail sales? $5.2 billion. The presentation also highlighted a 99.5% ACV—short for “all-commodity volume,” a measure that reflects just how extensively a product makes it onto shelves, factoring in store sales. (MarketScreener)
Chief executive John Fieldly told the conference the company had “never been more excited about our business today,” framing Celsius as shifting from just a single brand to what he called a “total energy portfolio.” According to Celsius, shelf space increased over 25%, and the company anticipates distribution and shelf gains topping 17% once retail resets wrap up. Alani Nu is projected to see a shelf space surge of more than 100%, much of that in convenience store channels. (Investing)
Convenience is where the squeeze is. Celsius puts that channel at about 60% of total energy drink sales. The company calls it a “white space”—room left to grab.
Traders want to see if this premarket pop sticks after the bell, and if volume points to real institutional interest or just short-term chasing. When the space gets moving, Monster Beverage and its competitors usually draw focus right back to pricing and promos.
On Thursday, a filing revealed that Alkidas Jacoby Chrysso, just appointed as a director, filed his first beneficial ownership report, indicating he holds no Celsius securities. (SEC)
Celsius has been riding its partnership with PepsiCo, which took a bigger role in August 2025. That deal bumped PepsiCo’s stake up to roughly 11% after conversion, handing Celsius oversight of a joint U.S. energy drinks lineup that now covers Rockstar across the U.S. and Canada. (Reuters)
The story investors hear at conferences doesn’t always show up in the quarterly numbers. Shelf gains vanish if product velocity slows—that’s when retailers move quickly to reclaim space, especially if rivals ramp up promotions or roll out deeper discounts.
