Amazon Leaves Celsius in the Dust

Amazon and Celsius are two consumer stocks with different growth paths for investors in 2026. Amazon dominates the global cloud and e-commerce markets, leveraging its massive scale to drive profitability. The company's revenue reached nearly $716.9 billion in FY 2025, representing a 12.4% increase over the prior year. This resulted in a net income of close to $77.7 billion for the same period.

Celsius is disrupting the energy drink market with functional, health-conscious beverages and a powerful distribution network. However, the company faces risks from its revenue concentration with PepsiCo, which accounted for nearly 43.2% of total net revenue in 2025. Celsius' net income was close to $108.0 million in FY 2025, leading to a net margin of about 4.3%, a significant decrease from the 10.7% net margin seen in FY 2024.

American Amazon is a better buy than Celsius according to The Motley Fool's analysis. The core Celsius brand is struggling with sales declining sharply year over year in the most recent quarter, and management is not expecting a return to growth until the end of the year. In contrast, Amazon just delivered a blowout quarter, with revenue crossing a major milestone, AWS growth accelerating for the fifth consecutive quarter, and the advertising business continuing to expand.