Celsius Is Winning With Women

TODAY’S STORY

Celsius is getting a major glow-up in its consumer base and stock price.

Celsius Holdings shares rose 7% on Monday after Truist analyst Bill Chappell upgraded his price target by $10 to $45, citing strong appeal among women shoppers.

The market is starting to focus on the long-term benefits of the Alani Nu acquisition.

Alani Nu differentiates itself in the energy drink category by zeroing in on a customer that legacy energy drink makers like Monster and Red Bull have struggled to capture—Millennial and Gen Z women.

As such, Celsius now enjoys that benefit. The two brands combine for 16% of the U.S. energy drink market (per Nielsen) but are heavily indexed to women, likely accounting for ~50% of U.S. female energy drink consumers.

Chappell projects women will generate 110%+ of category growth for Celsius going forward.

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