Celsius Holdings Inc (CELH)

[NewJerichoMan]

$CELH's TTM sales are ~$33.3M or about a quarter of one percent of the energy drink market.

Energy Drink market = $12,123,107,328 over the TTM per BevNet's channel check in those most recent magazine.

I know Celsius views themselves as a "lifestyle drink" but it's a decent proxy.

Basically a $40M run-rate. Reminds me of SUJA.

https://www.bevnet.com/news/2015/coke-investing-90-million-in-suja


It's a lot easier to pay 5x FTM revenues when the revenue stream is $40M versus $400M.

What I'm saying, Celsius has now achieved sufficient mass to be on Big Soda's radar. If Big Soda comes calling within the next 12 months, and follow their typical M.O. of an "equity starter position", it's a grand slam for Celsius.

The downside is if someone other than Big Soda comes calling, say a company like Abbott Laboratories (PediaLyte) or Budweiser (ABI), and don't follow that "dipping one's toes in the water" approach, they might buy the whole thing outright. It would still be lucrative but the longer the company grows before 100% acquisition, it should ultimately lead to a higher price tag (caveat: Vita Coco, gotta maintain that growth rate).