Celsius Holdings Inc at UBS Global Consumer and Retail Conference Transcript

Mar 16, 2023 / 12:00PM GMT
Peter K. Grom - UBS Investment Bank, Research Division - Director of Equity Research & Analyst

All right. Good morning, everyone, and welcome to the UBS Global Consumer Retail Conference here in New York City. My name is Peter Grom, I'm the UBS beverages and household products analyst. And we are very excited to have joining us from Celsius this morning, Jarrod Langhans, Chief Financial Officer; and Executive Vice President, Toby David. So over the last few years, the energy category has seen a pretty meaningful fragmentation just since the emergence of Performance Energy and a lot of brands have seen outsized growth, but it does seem as if a Celsius is kind of leading the pack here.

And it seems as you're clearly becoming a competitive threat to kind of the incumbents of Red Bull and Monster. And more recently, you transitioned your distribution to the Pepsi system, which should add fuel to the company's growth profile. So I have a lot of ground to cover here today. I have a number of questions that I plan to ask the team. If you do want to ask -- or want me to ask a question on your behalf,

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