Tax-loss harvesting alternatives for CELH

Among the 7 Soft Drinks & Non-alcoholic Beverages peers screened, FIZZ (National Beverage Corp.) has tracked CELH most closely over the past year, with a return correlation of 0.28. The strongest fund stand-in is PBJ (Invesco Food & Beverage ETF) at 0.27 over the past year. Correlations are computed from daily closing-price returns aligned by trading day.

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STOCKS

Single-name peers

Ticker	Name	Sub-industry	1Y	3Y	5Y	10Y
FIZZ	National Beverage Corp.	Soft Drinks & Non-alcoholic Beverages	0.28	0.23	0.31	0.18
KDP	Keurig Dr Pepper	Soft Drinks & Non-alcoholic Beverages	0.27	0.21	0.20	0.14
PEP	PepsiCo Inc.	Soft Drinks & Non-alcoholic Beverages	0.22	0.20	0.22	0.22
MNST	Monster Beverage	Soft Drinks & Non-alcoholic Beverages	0.19	0.30	0.39	0.29
COKE	Coca-Cola Consolidated	Soft Drinks & Non-alcoholic Beverages	0.18	0.11	0.18	0.15
KO	Coca-Cola Co.	Soft Drinks & Non-alcoholic Beverages	0.18	0.18	0.20	0.18
COCO	The Vita Coco Company	Soft Drinks & Non-alcoholic Beverages	0.15	0.18	0.24	—

ETFS

Fund stand-ins

An ETF is generally not 'substantially identical' to a single stock, which is why funds are the standard wash-sale-aware replacement.

Ticker	Name	Focus	Match	1Y	3Y	5Y	10Y
PBJ	Invesco Food & Beverage ETF	Food & Beverage	INDUSTRY	0.27	0.31	0.32	0.30
RTH	VanEck Retail ETF	Retail	INDUSTRY	0.26	0.25	0.39	0.32
VDC	Vanguard Consumer Staples ETF	Cons Staples Sector	SECTOR	0.25	0.25	0.30	0.26
FSTA	Fidelity MSCI Consumer Staples	Cons Staples Sector	SECTOR	0.25	0.24	0.29	0.25
IWM	iShares Russell 2000	Small-Cap	BROAD	0.23	0.23	0.40	0.36
XLP	Consumer Staples Select SPDR	Cons Staples Sector	SECTOR	0.23	0.23	0.27	0.23
IYK	iShares US Consumer Staples ETF	Cons Staples Sector	SECTOR	0.22	0.23	0.25	0.27
VTI	Vanguard Total Stock Market	Total US Market	BROAD	0.22	0.24	0.40	0.34
SPY	SPDR S&P 500 ETF	S&P 500	BROAD	0.21	0.24	0.39	0.33
IVV	iShares Core S&P 500	S&P 500	BROAD	0.21	0.24	0.39	0.33
VOO	Vanguard S&P 500 ETF	S&P 500	BROAD	0.21	0.24	0.39	0.33
IWF	iShares Russell 1000 Growth	Large Growth	BROAD	0.19	0.22	0.39	0.34

NEXT STEPS

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Replacement research for CELH's peers

FIZZ KDP PEP MNST COKE KO COCO

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Method: Pearson correlation of daily closing-price returns, Yahoo Finance data, series aligned by trading day, refreshed weekly. A cell is blank when overlapping history covers less than 60% of its window. Correlation is descriptive, not predictive. Wash-sale treatment depends on facts and circumstances — confirm with a tax professional. Not investment advice.