CELSIUS:2Q25 ALANI NU收入同比高增

中金公司
Aug 09

2Q25 收入和调整后EPS 高于市场一致预期公司发布2Q25 业绩。2Q25 公司收入7.4 亿美元,同比+84%;Non-GAAP EPS 为0.47 美元,同比+68%。2Q25 收入和EPS 均超出市场一致预期,主因:1)4 月1 日完成收购交易的Alani Nu 品牌的收入增速超预期,2)毛利率高于市场较低的预期。2Q 收入主要由北美带动,北美2Q 收入7.15 亿美元,同比+87%(...

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