Celsius (CELH): FY25 Q3 earnings call, Nov 6, 2025
On its Nov 6, 2025 earnings call (FY25 Q3), Celsius said 5 of the 12 words Kalshi and Polymarket listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 5 settled yes · our count agreed on 12 of 12- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| PepsiCo | Yes | 16 | 17 | ✓ | 65%transcripts from the transcript model | – |
| Tariff | Yes | 9 | 10 | ✓ | 68%transcripts from the transcript model | – |
| Vibe | Yes | 4 | 4 | ✓ | 65%transcripts from the transcript model | – |
| Essential | Yes | 1 | 1 | ✓ | 70%transcripts from the transcript model | – |
| Recall | Yes | 1 | 1 | ✓ | 26%transcripts from the transcript model | – |
| Amazon | No | 0 | 0 | ✓ | 80%transcripts from the transcript model | – |
| Competition | No | 0 | 0 | ✓ | 54%transcripts from the transcript model | – |
| Influencer | No | 0 | 0 | ✓ | 48%transcripts from the transcript model | – |
| Input Cost | No | 0 | 0 | ✓ | 39%transcripts from the transcript model | – |
| NFL | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – |
| Alcohol | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| High Noon | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
10 matches for “Tariff”; 5 quoted, at least 25 words apart.
…and scale benefits on raw materials from higher volume, partially offset by tariffs and the impact of Alani Nu and Rockstar Energy's lower margin profiles.…
…cash management from our larger customers, along with some incremental freight and tariff pressure. We are looking at the potential for more pressure on our…
…had, we talked about some of the headwinds we're seeing, especially with tariff impacts, higher cost of commodities and then the investments behind these brands.…
…margins moving forward. Maybe remind us of the impact, if any, from tariffs and then how big of an impact was the inflation we're seeing…
…on our radar. So more to come on that. In regards to tariff, we're seeing greater tariff impacts. We started to see it slightly in…
Where the listed words were said
…in April and our ongoing international expansion, we've deepened our partnership with PepsiCo, added Rockstar Energy to create a total energy portfolio and strengthened our…
Yes. So I mean, John kind of covered the tariffs. We talked about last quarter that we'd see a little bit in Q3. It would…
…velocity. In October, we launched our first Celsius limited time offering, Spritz Vibe, and we are seeing strong consumer response from U.S. and Canada retailers.…
…for something clear and inspirational. Celsius, fitness and lifestyle performance. Celsius Essentials, high performance energy; Alani Nu, female-focused lifestyle energy; and Rockstar Energy,…
…lot of activity at the very end of December. Also, if you recall, when we went in, we were replacing Bang. So it was a…
Agents: this page as TSV at /api/v1/appearances/celsius:2025-11-06:earnings_call · words: /api/v1/brief?appearance=celsius:2025-11-06:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP