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    Daniel Gold • BMO Capital Markets

    Daniel Gold is an Equity Research Associate at BMO Capital Markets, specializing in consumer services and finance sector research. Since joining BMO Capital Markets in January 2021, he has contributed to coverage of public companies within these sectors, focusing on data-driven investment analysis and industry insights. Gold began his career after graduating from Baruch College in 2020 and has built a professional network and expertise in equity research, including roles at BMO Capital Markets and related exposure as a mentor in startup environments. He possesses foundational finance credentials and leverages industry analysis and communication skills to support investment decision-making.

    Daniel Gold's questions to Zevia PBC (ZVIA) leadership

    Daniel Gold's questions to Zevia PBC (ZVIA) leadership • Q2 2025

    Question

    Daniel Gold from BMO Capital Markets, on for Andrew Strelzik, inquired about the company's framework for deciding whether to let incremental EBITDA from cost savings improve profitability or be reinvested into marketing.

    Answer

    CFO Girish Satya stated the focus is on long-term brand building, balancing brand equity investments with short-term velocity-driving tactics, while biasing towards investing for top-line growth. President & CEO Amy Taylor added that the company has proven its ability to do both, citing the first profitable quarter as a public company, which was achieved while still investing in the brand, thanks to productivity initiatives.

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    Daniel Gold's questions to Zevia PBC (ZVIA) leadership • Q4 2024

    Question

    Inquired about the expected sales growth cadence for 2025, the reasons for the projected Q1 decline after Q4 growth, and the impact of lapping distribution changes and marketing spend timing.

    Answer

    The Q1 sales decline is due to lapping significant distribution losses in mass and club channels and product discontinuations. Growth is expected to return for the full year, driven by new distribution gains, innovation, and marketing initiatives that will have a greater impact in Q2 and Q3. Scan data is already showing positive momentum.

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