
Why [Celsius Stock] Isn't Energizing Us
Energized investors are piling into Celsius CELH stock hoping they'll be able to replicate the strong returns the stock has already seen in a crowded energy drink market driven by fickle consumers. Always start at the top, and this thesis is part of the soft drinks market in a category called "alternative beverages" which is extremely crowded. Maybe Celsius is growing so fast because they're spending more than twice of the overhead that Monster is on promoting their drinks with a gross profit margin that's less than their competition. Sure, they have a distribution deal with Pepsi, but that's…
The skinny
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