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Pounding The Table: Stocks, Options, And Weekly Market News
#97 | Twitter Spaces w/ Jonah Lupton: Celsius | TransMedics | The Trade Desk | Super Micro Computer
Nov 14, 2023
Joining us is Jonah Lupton, discussing topics like Celsius' impressive earnings and international expansion, trading strategies for stocks, the journey and potential of TransMedics, and Shockwave's growth potential and stock performance.
39:22
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Quick takeaways
- Celsius is experiencing strong revenue growth, particularly internationally, with a projected 15-20% of total revenues coming from international markets by 2027.
- TransMedics' Organ Care System (OCS) is proving successful in preserving organs for transplantation, with FDA approvals for multiple organs and plans to expand their transplant services.
Deep dives
Celsius Reports Strong Q2 Earnings and Raises Q3 Guidance
Celsius reported strong Q2 earnings, beating estimates by $50 million and raising Q3 estimates by $50 million overnight. The company has been experiencing triple-digit revenue growth and impressive improvements in margins. While growth in the US is expected to slow down, international growth is projected to increase, with international revenues expected to account for 15-20% of total revenues by 2027. Pepsi's partnership with Celsius has opened up new doors for the brand, including food service and hospitality. The company is also looking to expand its product lineup, with new flavors and different caffeine levels to cater to a broader consumer base.
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