PepsiCo Adds Alani Nu After Celsius Q4 Sales of $721.6M Surge 117%
PepsiCo’s distribution network added Alani Nu after Celsius posted Q4 sales of $721.6 million, up 117% year-over-year, and adjusted EBITDA of $134.1 million, up 113%. Shelf-space gains of 17% in North America and an upgraded Buy rating with a $65 price target signal boost to PepsiCo’s nonalcoholic beverages segment.
1. Partnership Expansion
PepsiCo has integrated the Alani Nu energy drink brand into its North American distribution network, extending its reach across retail and on-premise outlets.
2. Celsius Q4 Performance Driving Move
Celsius delivered Q4 sales of $721.6 million, a 117% increase year-over-year, and adjusted EBITDA of $134.1 million, up 113%, prompting an analyst upgrade to Buy with a $65 price target.
3. Shelf-Space and Margin Implications
Celsius secured 17% additional shelf-space in core North America for 2026, supporting stronger consumption patterns and reinforcing PepsiCo’s gross margins in its nonalcoholic segment.
4. Inventory and Execution Risks
Ongoing inventory fluctuations between Alani Nu and Celsius North America represent a key risk, as uneven stock levels could create short-term sales volatility for PepsiCo.