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Beverage Industry News 22 October 2025 - 6 November 2025

Celsius Holdings (CELH) Q3 2025: Revenue Jumps 173% to $725.1M; GAAP Loss on Distribution Charges as PepsiCo Partnership Deepens

Celsius Holdings (CELH) Q3 2025: Revenue Jumps 173% to $725.1M; GAAP Loss on Distribution Charges as PepsiCo Partnership Deepens

At a glance (Q3 2025) Earnings headline: Big top‑line, accounting headwinds on the bottom line Celsius Holdings reported $725.1 million in Q3 sales, up 173% year over year, as the company’s broadened energy portfolio and expanded distribution powered growth. GAAP results swung to a $(0.27) diluted loss per share, primarily due to $246.7 million in distributor termination costs tied to moving Alani Nu into the PepsiCo system—costs that PepsiCo will fund in cash but which must be expensed up‑front under GAAP (with reimbursements amortized over the life of the agreement). On a non‑GAAP basis, adjusted EPS was $0.42. Business Wire
Diageo Stock on the Rocks After 30% Slide – Is a Comeback Brewing for LSE: DGE?

Diageo Stock on the Rocks After 30% Slide – Is a Comeback Brewing for LSE: DGE?

Diageo Shares Slump Then Steady in Late 2025 Diageo’s share price has had a turbulent 2025, plunging nearly one-third year-to-date amid repeated disappointments. As of October 30, 2025, the stock traded around 1,755–1,760 pence, roughly flat with the prior day’s close after a modest mid-week uptick. That leaves the maker of Johnnie Walker whisky and Guinness beer down over 30% for the year – a stark contrast to the broader market upswing. In fact, Diageo has been one of the FTSE 100’s laggards, having lost about 30% of its value in 2025 alone. Investors who cheered a brief 6.5% share
Pepsi Bottler Goes Boozy: Varun Beverages Surges on Carlsberg Beer Deal & Q3 Profit Jump

Pepsi Bottler Goes Boozy: Varun Beverages Surges on Carlsberg Beer Deal & Q3 Profit Jump

Varun Beverages’ Big Pivot: From Colas to Carlsberg After decades of selling PepsiCo sodas and bottled water, Varun Beverages is making a bold pivot into booze. The company’s board on Wednesday approved adding alcoholic drinks to its business scope, a strategic move to diversify beyond soft drinks. “In response to the growing popularity of Ready To Drink (RTD) and [a] variety of alcoholic beverages, VBL sees an opportunity for expansion into [this] business… including beer, wine, liquor, brandy, whisky, gin, rum, [and] vodka in India & abroad,” the company said in a statement ndtvprofit.com. In other words, the Pepsi bottler will now
Will SBEV Pop or Flop? Splash Beverage Group Stock Surges on Big Deals – Analysts Weigh In

Will SBEV Pop or Flop? Splash Beverage Group Stock Surges on Big Deals – Analysts Weigh In

Stock Price and Performance Splash Beverage Group (NASDAQ: SBEV) stock has seen dramatic swings in 2025. After trading under $1 for much of early 2025, the shares climbed steeply in the spring, peaking above $13.50. By late October however, SBEV sits around $1.9, down significantly from the highs. Year-to-date it’s up roughly 70%, but this masks wild volatility: for example, a single day move of -22% on April 7 (when NYSE compliance issues hit) and a +38% jump on June 26 (when the Costa Rica water deal was announced) can be seen in the trading record. Chart snippet: FinViz data
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