Celsius Holdings

Let’s Geaux. Just got in with a hundo shares last week. I don’t know why I hadn’t heard of the stock before. Been drinking them for a year but never thought to think if they had stock til recently. After some research decided to jump in

They are just now expanding internationally and gaining market share on monster. I’m in long. Plenty of room for long term growth

CELH trading at a third of the enterprise value of Monster Beverage despite having a quarter of the revenue and 20% operating margins vs 27% for Monster. Seems like something has to give between the two soon.

They need to continue to see velocity improvements to maintain the space and display activity they have garnered in recent years. Domestically, they also need their No Fizz and 16oz can extensions to resonate.

Similar to the hydration category and BODYARMOR going after Gatorade, this will be a long battle and journey in the energy category to get where Red Bull and Monster are. BODYARMOR has hit a wall and looks very unlikely to take out the champ Gatorade. Sales for BODYARMOR have stalled. The question is will Celsius hit a wall and stall out too?

Well Coke owns body armor, so if someone bought out Celsius that would still be a win

Yeah I’m just saying, if stock ends with a buy out, you still earn a lot on return. Usually rises prior to sale… then either paid out or convert to new company stock. I wouldn’t care what happened to it if bought out by a bigger company. I’d probably just take my earnings and move on elsewhere.

I had Whole Foods stock and made some money. When it was bought out..It didn’t convert to Amazon, I didn’t buy any amazon

Meh. Buy Kelvin, sell Fahrenheit.

Bump.

Meh, going up against Red Bull and Monster. Great run so far, but brands in a very competitive landscape like this usually stall as the giants win the war (Red Bull and Monster).