Celsius and What It Takes to Make It in the Crowded Market for Energy Drinks

For awhile, it was Red Bull that was synonymous with energy drinks. Then Monster came along, and turned into one of the best performing stocks of all time. And now there's another company showing explosive growth, with a surging stock and that's Celsius Holdings. But where did Celsius come from? And why do some make it in such a crowded field? And why is energy drinks such a hot category? On this episode of the Odd Lots podcast, we speak with Mark Astrachan, an analyst at Stifel Nicolaus, who specializes in the space. We discuss the keys to winning, and the broader competitive landscape of the industry. This transcript has been lightly edited for clarity.