Celsius (CELH): FY25 Q4 earnings call, Feb 26, 2026
On its Feb 26, 2026 earnings call (FY25 Q4), Celsius said 4 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
13 words · 4 settled yes · our count agreed on 13 of 13- Kalshi: company speakers + operator
Kalshi
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 | 6 | 6 | ✓ | 86%n=1+tx from settlement history blended with transcripts | – |
| Tariff | Yes | 5 | 5 | ✓ | 83%n=1+tx from settlement history blended with transcripts | – |
| Influencer | Yes | 1 | 1 | ✓ | 32%n=1+tx from settlement history blended with transcripts | – |
| Alcohol | Yes | 1 | 1 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| Vibe | No | 0 | 0 | ✓ | 79%n=1+tx from settlement history blended with transcripts | – |
| Essential | No | 0 | 0 | ✓ | 79%n=1+tx from settlement history blended with transcripts | – |
| Amazon | No | 0 | 0 | ✓ | 52%n=1+tx from settlement history blended with transcripts | – |
| Recall | No | 0 | 0 | ✓ | 48%n=1+tx from settlement history blended with transcripts | – |
| Competition | No | 0 | 0 | ✓ | 40%n=1+tx from settlement history blended with transcripts | – |
| Electrolyte | No | 0 | 0 | ✓ | 25%transcripts from the transcript model | – |
| Input Cost | No | 0 | 0 | ✓ | 24%n=1+tx from settlement history blended with transcripts | – |
| Vitamin | No | 0 | 0 | ✓ | 22%transcripts from the transcript model | – |
| NFL | No | 0 | 0 | ✓ | 20%n=1+tx from settlement history blended with transcripts | – |
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 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
6 matches for “PepsiCo”; 5 quoted, at least 25 words apart.
…and the opportunity to expand distribution. As the brand transitions into the PepsiCo system, we are focused on what is complete, what remains in motion…
…Alani Nu, we are making strong progress moving the business into the PepsiCo system. As of year-end, we are substantially complete on the U.S. DSD…
…distribution of the core SKUs as we complete the transition into the PepsiCo system. International represents a meaningful long-term growth opportunity for us. Today we…
…move the business out of its prior distribution system and into the PepsiCo distribution system. On a pro forma basis, that would equate to growth…
…expansion when we look back on the CELSIUS integration, expansion to the PepsiCo network, and then timing of resets upon that, CELSIUS went in, in…
Where the listed words were said
…from Rockstar Energy, higher cost of product related to integration costs and tariffs, partially offset by improved outbound freight, lower consolidation billbacks as a percentage…
…our social media community building as well as our macro and micro influencer bases, we are building excitement, brand awareness and loyalty to further grow…
…occasions. Big opportunity is social occasions with energy drinks. As we're seeing alcohol and liquor come into some challenges and headwinds, and what we're seeing…
Agents: this page as TSV at /api/v1/appearances/celsius:2026-02-26:earnings_call · words: /api/v1/brief?appearance=celsius:2026-02-26:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP