Celsius Holdings Acquires Rockstar Energy | Alani Nu & PepsiCo DSD Partnership скачать в хорошем качестве

Celsius Holdings Acquires Rockstar Energy | Alani Nu & PepsiCo DSD Partnership

Did Celsius Holdings and PepsiCo just pull-off the biggest “trade” the U.S. energy drinks market has seen over the past decade? I instantly felt like the beverage industry version of ESPN analyst Adam Schefter reporting on an NFL trade when I started to read the press release titled “Celsius Holdings and PepsiCo Strengthen Long-Term Strategic Partnership.” Essentially, CELSIUS acquired the Rockstar Energy brand (and $585 million in cash considerations), in return for PepsiCo receiving newly issued convertible 5% preferred stock, an additional board of directors seat, and the Alani Nu DSD distribution rights. And it reminded me of the all-time biggest “trade” within the energy drinks market that was announced in August 2014, involving Monster Beverage Corporation and The Coca-Cola Company entering into a long-term strategic partnership to accelerate growth for both companies in the fast-growing, global energy drink category. And beyond swapping brand assets, key terms of their current distribution agreement (like contract length, geographical expansion, and categorical exclusivity) were amended. But speaking of amended distribution agreements…the CELSIUS, PepsiCo, and Alani Nu DSD story likely began sometime in the second half of 2023 (when co-owners of Alani Nu started exploring sale options) but really started to heat up when a distribution agreement revision happened between CELSIUS and PepsiCo in early 2024. But then when the CELSIUS and Alani Nu deal was officially announced in February 2025, I quickly started shouting about this upcoming “short-term reward versus long-term risk” strategic roadmap decision involving Alani Nu distribution. And everyone knew the most obvious decision to optimize for a “short-term reward” was Celsius Holdings transitioning Alani Nu from its current piecemealed national (mostly independent) DSD network to the PepsiCo system. Yet, it’s the question around “timing” that got me fired up! Alani Nu has been an absolute rocket ship brand over the last few years…which had been essentially built off the back of its current DSD distribution network. Though, from my very first content talking about the M&A announcement…I believed the best near-term strategic plan involved Alani Nu distribution network continuity because (1) it would minimize platform “key customer risk,” (2) strengthen focus on other business integration elements, but (3) lowers cannibalization risk significantly. And it’s that last point around cannibalization risk, which (in my opinion) has become even more prominent after quickness of the distribution transition decision. Though, another expected strategic alignment got unlocked when Celsius Holdings took ownership of the Rockstar Energy brand…making them PepsiCo’s strategic energy drink captain. And that essentially means Celsius Holdings will have the opportunity to drive the strategic direction of a unified energy portfolio through seamless planogram design, SKU prioritization, and promotional execution. Nevertheless, the biggest question revolves around whether Rockstar Energy will be net-additive or net-subtractive to the Celsius Holdings portfolio? And then lastly, my first principles thinking content will cover the energy drinks market implications from a new round of the DSD musical chairs game within the energy drinks category to exploring if more large-scale energy drinks market consolidation will happen soon. #energydrink #celsius I appreciate each and every one of you that took even a moment of your time to watch this video. I know your time and attention are your biggest assets and I hope you got adequate value in return from this content. Thank you from the bottom of my heart! ✅ CHECK OUT THE PODCAST ON THE FOLLOWING PLATFORMS: 🍎Apple: https://apple.co/3aPKOOJ 👽Spotify: https://spoti.fi/38N9nur 🔍 Google: https://bit.ly/2vgVTcy ⚓Anchor: https://anchor.fm/joshua-schall FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS ►LINKEDIN   / joshuaschallmba   ►TWITTER   / joshua_schall   ►INSTAGRAM   / joshua_schall   ►FACEBOOK   / jschallconsulting   ►MEDIUM   / joshua-schall   About Joshua Schall of J. Schall Consulting: Joshua is consumer packaged goods (CPG) Strategist and Entrepreneur that focuses on the product categories of value-added (or functional) food, beverage, beauty, and nutritional supplements. He was an early advocate for digital grocery optimization and is an expert at the entrepreneurial ideation to consumerization cycle. Recently, he has shifted that decade of knowledge into early-stage investments, board membership, and public speaking engagements. His YouTube channel is a walk through his daily life and a peek into his business musings. Enjoy a look into his life through the lens! ►EMAIL josh@jschallconsulting.com