Celsius Holdings Inc at Evercore ISI Consumer & Retail Conference (Virtual) Transcript

Jun 14, 2023 / 06:45PM GMT
Robert Ottenstein - Evercore ISI - Analyst

Great. Well, we're thrilled today to have the management of Celsius. Celsius, it's no exaggeration to say, has been one of the, if not the most exciting, dynamic growth stories, not in just all of beverages, but all of staples over the last couple of years and continues to have phenomenal prospects.

So coming from Celsius, we have John Fieldly, CEO; and with him, Toby David, who John describes as his right-hand man from day one. So really excited.

So let's get started. So if we look back three or four years ago, there is some case to be made that you were still kind of a little bit operating slightly below the radar screen for many people, call it four or five years ago. Bang Energy came in and banged down the door for what we and others talk about a new wave of energy drinks. Lots of different names, whether you call it clean or functional or any other kind of adjective.

And I think it really demonstrated that there was a consumer need that the legacy drinks did not serve. And I think that's very clear. We now have a second wave of

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