JONES SODA (JSDA) Company Report

Jones Soda Co. has announced the expansion of its Costco program, with initial large-scale shipments now rolling out to select Costco warehouse locations across much of Canada.
This expansion builds on the company's record fourth quarter and is expected to support continued revenue growth and sales momentum into the first half of 2026.
The program reflects increased retailer commitment following strong prior performance and aligns with Jones Soda's strategy to scale high-velocity SKUs with leading national partners.
CEO Scott Harvey stated that the company is entering 2026 with clear momentum and expects the expanded Costco program to contribute meaningfully to net sales in the first half of 2026, leveraging operational and margin improvements achieved in 2025.

5 days ago

Press Release

Jones Soda Announces Preliminary Fourth Quarter and Full Year 2025 Results

JSDA

Earnings

Guidance Update

Revenue Acceleration/Inflection

Jones Soda expects preliminary fourth quarter 2025 net sales to be between $11.0 million and $11.3 million, an approximate 329% increase year-over-year compared to $2.6 million in Q4 2024. The gross profit margin for Q4 2025 is projected to be between 32% and 34%, a significant improvement from negative 36% in Q4 2024.
For the full year 2025, preliminary net sales from continuing operations are anticipated to be between $24.0 million and $24.9 million, representing an approximate 37% increase from $17.9 million in 2024. The full year gross profit margin is expected to be between 30% and 32%, up from 21.3% in 2024.
CEO Scott Harvey highlighted that preliminary Q4 gross sales of approximately $12 million mark the highest gross sales in Jones Soda's history, indicating strong demand and the early impact of their focused growth strategy.
These preliminary figures are subject to audit and finalization, with the full year-end results expected to be available on March 31, 2026.

Jan 15, 2026, 11:30 AM

Press Release

Jones Soda Co. Bolsters Leadership Team and Expands Credit Facility

JSDA

Management Change

Executive Compensation

Debt Issuance

Jones Soda Co. announced the hiring of Darcey Macken as Chief Operating Officer and Eric Schnabel as Chief Marketing Officer, effective December 8, 2025.
Darcey Macken's compensation includes an annualized base salary of $300,000.00 and eligibility for an annual bonus of up to 35% of her Base Salary. She was also granted non-qualified stock options to purchase 1,200,000 shares of common stock, vesting over four years.
The company increased its revolving credit facility from $5 million to $10 million with Two Shores Capital Corp. to support growth.

Dec 12, 2025, 10:30 PM

8-K

Jones Soda Bolsters Leadership and Expands Credit Facilities

JSDA

Hiring

Management Change

Debt Issuance

Jones Soda Co. announced the hiring of Darcey Macken as Chief Operating Officer and Eric Schnabel as Chief Marketing Officer.
The company increased its revolving credit facility from $5 million to $10 million through an amendment to its Loan Agreement and Revolving Credit Note, effective December 1, 2025.
These expanded credit facilities are anticipated to facilitate additional sales growth for the business in 2026.

Dec 9, 2025, 11:30 AM

Press Release

Jones Soda Expands Fallout-Themed Product Distribution and Launches New Items

JSDA

Product Launch

Revenue Acceleration/Inflection

New Projects/Investments

Jones Soda's Fallout-themed Vault-Tec Supply Pack sold out its initial run in October at select Costco Warehouse Clubs in the Northeast, prompting a rapid national expansion of distribution across the United States.
The company achieved record-setting single-day, week, and month ecommerce sales for its new Fallout-themed Sunset Sarsaparilla 4-packs.
Jones Soda is set to launch a new "Rocket Bottle" branded Nuka-Cola Quantum, with online sales commencing in December and broader distribution planned for Q1.
CEO Scott Harvey noted the "incredible" enthusiasm from Fallout fans and the strong sales performance of the themed products.

Dec 4, 2025, 11:29 AM

Press Release

Jones Soda Reports Q3 2025 Financial Results and Provides Strong Q4 Revenue Guidance

JSDA

Earnings

Guidance Update

Product Launch

Jones Soda reported a 15% increase in net revenue to $4.5 million for Q3 2025, up from $3.9 million in the prior year, with gross profit significantly increasing by 76.7% to $1.3 million and gross margin expanding to 28.9%.
The company provided strong Q4 2025 revenue guidance, expecting more than $8 million in net revenue, primarily driven by higher volumes in its Core Soda category and successful Fallout-related product lines.
Operational efficiencies, including reduced selling, general, and administrative expenses and supply chain strengthening, led to a 20% decrease in total operating expenses to $2.7 million and a 65% improvement in Adjusted EBITDA to negative $0.9 million.
Strategic partnerships, such as with Bethesda for the Fallout series, have driven record-breaking direct-to-consumer sales and significant brand impressions, with plans for continued similar launches.
Jones Soda is closely monitoring new U.S. hemp regulations affecting HD9 products, which are set to take effect one year from the bill signing, and has a contingency plan in place. The company also increased its credit facilities from $2 million to $5 million to support inventory build-up for Q4 sales.

Nov 17, 2025, 1:30 PM

Transcript

Jones Soda Reports Q3 2025 Financial Results and Provides Q4 Revenue Guidance

JSDA

Earnings

Guidance Update

Revenue Acceleration/Inflection

Jones Soda reported net revenue of $4.5 million for Q3 2025, a 15% increase compared to the prior year-to-date period, with gross profit rising 76.7% to $1.3 million and gross margin improving to 28.9%.
The company's Adjusted EBITDA improved 65% to negative $0.9 million, and total operating expenses decreased 20% to $2.7 million, reflecting successful operational efficiencies and cost reduction initiatives.
Jones Soda anticipates Q4 2025 revenue to exceed $8 million, driven significantly by the success of Fallout-related product lines and expanded distribution.
The company is actively tracking new U.S. government regulations concerning HD9 products, which are set to take effect one year from the bill signing, and has a contingency plan in place.

Nov 17, 2025, 1:30 PM

Transcript

Jones Soda Co. Reports Third Quarter 2025 Results

JSDA

Earnings

Guidance Update

Product Launch

Jones Soda Co. reported revenue increased by 15% to $4.5 million for the third quarter ended September 30, 2025, alongside a reduced net loss of $1.4 million, or $(0.01) per share, compared to a net loss of $2.6 million, or $(0.02) per share, in the prior year.
Adjusted EBITDA improved by 62% to $(0.9) million in Q3 2025 from $(2.2) million in the year-ago quarter.
The company anticipates fourth quarter gross sales to exceed $8 million.
Strategic initiatives in Q3 2025 included expanding into 3 additional distribution networks, launching Mary Jones ZERO, and releasing the Bethesda Fallout Vault-Tec Supply Pack.
Management stated that new federal legislation on hemp-derived products is not expected to materially impact HD9 product sales in Q4 2025 and early 2026.

Nov 17, 2025, 11:30 AM

Press Release

Jones Soda Launches Zero Sugar Hemp-Derived THC Beverages Nationwide

JSDA

Product Launch

New Projects/Investments

Revenue Acceleration/Inflection

Jones Soda Co. has launched Mary Jones ZERO Sugar, Zero Calorie craft sodas, which are hemp-derived THC beverages, nationwide.
The company is expanding its distribution by rolling out 800 Mary Jones-branded coolers to top liquor, grocery, chain, and independent retailers across the country, following a successful Q2 pilot program.
This launch aims to capitalize on the global hemp beverages market, which is projected to grow from USD 5.7 billion in 2024 to USD 18.2 billion by 2033.

Nov 4, 2025, 11:30 AM

Press Release