Better Buy for the Second Half: Celsius Down 36% or a 50/50 Split of Coca-Cola and Pepsi?

Celsius is framed as a high-risk, high-reward setup as it integrates multiple energy drink brands while trying to revive growth in its flagship product. The note provides no specific financial figures, but highlights execution risk around brand integration and re-accelerating growth.

Analysis

Celsius is framed as a high-risk, high-reward setup as it integrates multiple energy drink brands while trying to revive growth in its flagship product. The note provides no specific financial figures, but highlights execution risk around brand integration and re-accelerating growth.