Back to News
Sep 16, 2025 4:00 PM

Celsius Takes Control Of Energy Drink Aisle With PepsiCo Partnership

Celsius Holdings Inc. (NASDAQ:CELH) is tightening its grip on the energy drink aisle as a revamped distribution deal with PepsiCo (NASDAQ:PEP) elevates the company to category captain status, giving it greater control over shelf space and product placement while unlocking new growth opportunities through the addition of Alani Nu and Rockstar to its portfolio.

Piper Sandler analyst Michael Lavery reiterated an Overweight rating on Celsius with a $69 price forecast, citing the deeper PepsiCo partnership, the addition of Alani Nu, and ongoing product innovation as key drivers.

The analyst noted that Celsius previously negotiated shelf space with PepsiCo annually, but the new deal secures guaranteed visibility, giving it control over planograms and SKU prioritization in Pepsi-designated coolers.

Also Read: Goldman Says Celsius Is Brewing Up A Growth Story Worth Watching

Under the agreement, Celsius will gain expanded presence, Alani Nu is expected to ...