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

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