Global Demand for This Consumer Staples Stock May Be About To Soar
Celsius Holdings (NASDAQ: CELH) ended 2025 on a high note, with sales up 117% year over year in the fourth quarter. For the full year, sales rose an impressive 86%. That said, there’s a more granular breakdown of those results that investors need to understand. Demand for Celsius’ products could soar even higher.
The strongest part of Celsius’ business in 2025 was North America. That’s where the brand is most established, so it makes sense. In 2025, North American sales rose 89%, with a jump of 124% in the fourth quarter. What’s notable about this is Celsius’ relationship with global consumer staples giant PepsiCo (NASDAQ: PEP). PepsiCo is an investor in Celsius and distributes the company’s beverages in the United States and Canada.
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The relationship between these two companies deepened in 2025, when PepsiCo sold Celsius the right to market Rockstar in North America. At the same time, Celsius’ Alani Nu brand was brought into the PepsiCo distribution system. Celsius is now PepsiCo’s “strategic energy lead” in the United States. It is highly likely that North America remains a strong point for Celsius given these events.
Working with PepsiCo in North America frees up Celsius to expand its smaller international business. International beverage sales rose 9% in the fourth quarter of 2025 and 24% for the full year. Celsius just hired a former PepsiCo executive to oversee its international expansion. And the company just expanded into Spain in early 2026.
What’s important to note is that, at roughly $93 million in 2025 sales, Celsius’ international business is a fraction of the size of its $2.4 billion in revenue North American operation. It is still early days in the company’s push beyond North America. That suggests growth could be material as the company’s brands expand into new markets and strengthen their presence in existing ones.
With strong growth in North America, backed by PepsiCo’s distribution system, and ongoing overseas expansion, Celsius has a compelling story to tell. And investors have been listening, noting that the stock’s price-to-earnings ratio is a massive 175x. Only the most aggressive growth investors should be looking at Celsius. That said, if you do, pay extra attention to the small, but increasingly important, international business. It looks set to be an important growth driver for years to come.
