Earnings summaries and quarterly performance for Zevia PBC.
Executive leadership at Zevia PBC.
Board of directors at Zevia PBC.
Research analysts who have asked questions during Zevia PBC earnings calls.
Sarang Vora
Telsey Advisory Group
3 questions for ZVIA
Also covers: BRCC, COUR, VITL +2 more
Andrew Strelzik
BMO Capital Markets
2 questions for ZVIA
Also covers: ADM, BG, BLMN +17 more
Daniel Gold
BMO Capital Markets
2 questions for ZVIA
James Salera
Stephens Inc.
2 questions for ZVIA
Also covers: BRBR, CAKE, CELH +20 more
Bonnie Herzog
Goldman Sachs
1 question for ZVIA
Also covers: CASY, CCEP, CELH +21 more
Eric Des Lauriers
Craig-Hallum Capital Group LLC
1 question for ZVIA
Also covers: AGFY, COCO, CURLF +17 more
Eric Serotta
Morgan Stanley
1 question for ZVIA
Also covers: CCEP, CELH, COCO +5 more
Ethan Huntley
Goldman Sachs
1 question for ZVIA
Also covers: COCO
Jim Salera
Stephens Inc.
1 question for ZVIA
Also covers: BRBR, CAKE, CELH +21 more
Recent press releases and 8-K filings for ZVIA.
Zevia discusses product innovation, distribution expansion, and path to profitability for FY 2026
ZVIA
Product Launch
Revenue Acceleration/Inflection
New Projects/Investments
- Zevia is rolling out a breakthrough taste profile in 2026, offering a more sugar-like taste with reduced aftertaste, and plans to introduce Orange Creamsicle as a hero flavor.
- Following national distribution in Walmart in 2025, Zevia is expanding into other major grocers and sees significant long-term upside in convenience and food service channels.
- Zevia realized approximately $15 million in annualized cost savings by the end of 2025 and expects an additional $5 million in savings starting Q2 2026, totaling $20 million. These efforts are driving the company towards profitability on an annual basis for 2026, aiming for slightly positive Adjusted EBITDA.
- The company has only 4% household penetration and significant distribution white space, particularly in food service and convenience, indicating a massive runway for growth beyond 2026, including potential expansion in the energy drink category.
Jan 12, 2026, 1:00 PM
Zevia Outlines Path to Profitability and Growth Drivers for 2026 and Beyond
ZVIA
Guidance Update
Product Launch
Revenue Acceleration/Inflection
- Zevia is approaching profitability in 2026, following a business re-engineering over the past 18-24 months.
- The company achieved $15 million in annualized cost savings by the end of 2025, with an additional $5 million expected in 2026, primarily from COGS and selling/warehousing. These savings support reinvestment in promotion and brand marketing.
- National distribution into Walmart in 2025, anchoring the "Modern Soda" set, marks a significant expansion, with further long-term upside seen in convenience and food service channels.
- Product innovation, including a breakthrough in taste profile and new flavors like Orange Creamsicle for 2026, is driving growth, with new products outperforming the legacy portfolio.
- With only 4% household penetration and substantial distribution white space, Zevia anticipates a significant runway for sustainable growth beyond 2026, including potential from energy drinks.
Jan 12, 2026, 1:00 PM
Zevia Outlines Path to Profitability and Growth in 2026
ZVIA
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Zevia has realized approximately $15 million in annualized cost savings by the end of 2025, with an additional $5 million expected in 2026, contributing to a target of slightly positive Adjusted EBITDA on an annualized basis for 2026.
- The company has made significant product taste breakthroughs, including a more sugar-like experience with no aftertaste, and plans to launch Orange Creamsicle as a key new flavor in 2026.
- Zevia achieved national distribution in Walmart's "Modern Soda" set in 2025, with other major grocers adopting "Better For You" aisles, indicating continued mainstream distribution expansion.
- With only 4% household penetration and significant white space in distribution channels like convenience and food service, Zevia sees a massive runway for growth, including potential mainstream expansion of its energy drink portfolio.
Jan 12, 2026, 1:00 PM
Zevia PBC Discusses 2026 Profitability Outlook, Productivity Savings, and Growth Initiatives
ZVIA
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Zevia PBC anticipates demonstrating profitability in 2026.
- The company has realized $15 million of $20 million in productivity savings by the end of 2025, with an additional $5 million identified for Q1 2026 to offset tariff exposure and contribute to margin recovery. Gross margins, currently around 47%, are expected to trend back up to the upper 40s/low 50s starting in Q1 2026.
- Zevia aims to increase its household penetration from the current 5% to 20%, supported by new packaging, expanded distribution, and marketing investments, which are currently at 13% of sales.
- Early results for the new packaging indicate a 60% increase in purchase intent and positive feedback from retailers, with a full rollout expected by summer 2026.
Nov 18, 2025, 5:00 PM
Zevia Discusses 2026 Profitability Outlook and Growth Strategies
ZVIA
Guidance Update
Product Launch
Revenue Acceleration/Inflection
- Zevia anticipates realizing $15 million of $20 million in productivity savings by the end of 2025, with an additional $5 million identified for Q1 2026, aiming to restore gross margins to the upper 40s/low 50s starting in Q1 2026.
- The company projects achieving profitability in 2026, driven by new packaging, marketing investments, and taste improvements, with a strategic emphasis on increasing product velocity to strengthen and expand distribution.
- New packaging has demonstrated a 60% increase in purchase intent in proprietary research, supporting Zevia's goal to significantly grow its current 5% household penetration through expanded distribution in mass, club, and singles formats.
- Marketing investment is currently in the low double digits, approximately 13% in 2025, with a focus on reinvesting productivity savings into demand creation.
- Zevia reports strong liquidity, anticipates positive adjusted EBITDA in 2026, and views its at-the-market offering as a tool for future flexibility rather than an immediate need.
Nov 18, 2025, 5:00 PM
Zevia PBC Reports Strong Q3 2025 Results and Raises Full-Year Guidance
ZVIA
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Zevia PBC reported net sales of $40.8 million for Q3 2025, marking a 12% increase year-over-year, with an adjusted EBITDA loss of $1.7 million.
- The company raised its full-year 2025 net sales guidance to $162 million-$164 million (from $158 million-$163 million) and improved its adjusted EBITDA loss guidance to $5 million-$5.5 million (from $7 million-$9 million).
- Growth was primarily driven by expanded distribution at Walmart and incremental regional rotations in the Club channel, alongside successful product innovations and marketing efforts.
- Zevia anticipates achieving positive adjusted EBITDA in 2026, supported by $5 million in incremental productivity savings starting mid-Q1 2026.
Nov 5, 2025, 9:30 PM
ZVIA Reports Q3 2025 Financial Results
ZVIA
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- ZVIA reported Q3 2025 Net Sales of $40.8 million, an increase of 12.3% year-over-year, driven by improved volumes from expanded distribution.
- The company's gross margin for Q3 2025 was 45.6%, a 350 basis point decrease year-over-year, primarily due to higher inventory losses from packaging refresh and increased tariffs.
- ZVIA's Adjusted EBITDA loss for Q3 2025 was $1.7 million, compared to a $1.5 million loss in the prior year, attributed to lower gross profit, higher brand marketing spend, and increased G&A costs.
- Year-to-date Q3 2025, ZVIA achieved Net Sales of $123.4 million, up 6.7% year-over-year, and improved its Adjusted EBITDA loss by $6.5 million to $4.8 million.
- The company's Productivity Initiative has generated $15 million in annual cost savings to date, with an additional $5 million in savings identified for 2026.
Nov 5, 2025, 9:30 PM
Zevia PBC Announces Third Quarter 2025 Results
ZVIA
Earnings
Guidance Update
- Zevia PBC reported net sales of $40.8 million for the third quarter ended September 30, 2025, marking a 12.3% increase compared to the third quarter of 2024.
- The company's gross profit margin for Q3 2025 was 45.6%, a 3.5 percentage point reduction year-over-year, primarily due to higher inventory losses and the full realization of higher tariffs.
- Zevia PBC recorded a net loss of $2.8 million and a loss per share of $0.04 for Q3 2025. The Adjusted EBITDA loss for the quarter was $1.7 million.
- As of September 30, 2025, the company held $26.0 million in cash and cash equivalents and had no outstanding debt.
- For the full year 2025, Zevia PBC now expects net sales to be in the range of $162 million to $164 million, and an Adjusted EBITDA loss between $5.0 million and $5.5 million.
Nov 5, 2025, 9:11 PM
Zevia Announces Third Quarter 2025 Results
ZVIA
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Zevia PBC reported net sales of $40.8 million for the third quarter ended September 30, 2025, representing a 12.3% increase year-over-year and exceeding guidance.
- For Q3 2025, the company recorded a gross profit margin of 45.6%, a net loss of $2.8 million, and an Adjusted EBITDA loss of $1.7 million.
- Zevia updated its full-year 2025 outlook, expecting net sales in the range of $162 million to $164 million and an Adjusted EBITDA loss between $5.0 million and $5.5 million.
- As of September 30, 2025, the company held $26.0 million in cash and cash equivalents and had no outstanding debt.
Nov 5, 2025, 9:05 PM
Zevia PBC Discusses Strategic Growth Initiatives and Q2 Performance
ZVIA
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Zevia PBC, founded in February 2008 , is focused on the "better for you soda" category, with current household penetration at 5.1%, indicating significant runway for growth.
- In its most recent quarter (Q2), the company delivered 10% top-line growth compared to Q2 last year and achieved positive adjusted EBITDA for the first time as a public company. Zevia aims to achieve adjusted EBITDA positivity headed into 2026.
- Key initiatives include increasing marketing spend from 6% to 12% of revenue , launching new flavors and refreshed packaging , and expanding distribution, including re-entry into Costco in Q2 on a rotational basis.
- The company has identified $20 million in cost savings, with $15 million of annualized savings expected to be realized by year-end, partially reinvested into the business.
Aug 27, 2025, 3:35 AM
Quarterly earnings call transcripts for Zevia PBC.
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