The Art of Slowing Down

061: Alani Nu's Explosive Growth - What It Means for Celsius and Investors

Celsius Holdings CELH 0.00%↑ is under mounting competitive pressure from Alani Nu, a rapidly growing energy drink brand launched in 2018. Alani Nu has quickly gained traction, with revenue skyrocketing by 271% in 2021, while Celsius grew by 140% in the same period. Alani Nu’s market share rose from 2.9% to 3.5% in 2024, raising concerns that it is outpacing Celsius in growth. Analysts like Robert Moscow from TD Cowen have downgraded Celsius stock, citing Alani Nu's success as a direct threat.