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Costco's Energy Drink Launch Hits Celsius Stock Hard

3/26/2026

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Story summary
  • Costco Wholesale Corporation launched a Kirkland Signature Sparkling Energy Drink at $0.70 per can, causing a nearly 7% drop in Celsius Holdings, Inc.'s stock.
  • The lower price raises concerns that Costco could erode Celsius's market share, despite the company's strong distribution network.
  • Analysts say Celsius's competitive advantages, including partnerships and ongoing innovation, should sustain its growth.
  • Costco's entry may attract budget-conscious consumers, but is unlikely to disrupt Celsius's long-term position.