The Incredible Rise of the Celsius Energy Drink | Odd Lots
发布时间 2023-12-29 00:32:26 来源
摘要
For awhile, it was Red Bull that was synonymous with energy drinks. Then Monster Energy came along and turned into one of the best performing stocks of all time. And now there’s another company showing explosive growth along with a surging stock, and that’s Celsius Holdings. But where did Celsius come from? Why do some drink makers manage to make it in such a crowded field? And why is the energy drink space such a seemingly hot category? On this episode of the Odd Lots podcast, we speak with Mark Astrachan, an analyst at Stifel Nicholaus, who specializes in the energy drink space. We discuss the keys to winning and the broader competitive landscape of the industry.
Intro -- 00:00
How long has Celsius made energy drinks for? — 07:23
How do beer and legacy soft drink distributors find innovative products to stock on their trucks? — 08:02
Bang replaces Monster, Pepsi goes after Celsius — 10:37
Who decides which drinks get stocked and distributed? — 13:31
The energy drink category at retail approaches $11 to $12 billion — 19:45
Are energy drinks taking share from more more traditional soft drinks? — 21:20
What’s the process for a new flavor or brand to enter the market? — 28:24
What's the biggest disruption threat to the energy drink space? — 30:09
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