Reed's, Inc. (REED)
XASE:REED
Earnings Data
Report Date
May 18, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.29Last Year’s EPS
-0.24Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Negative
The call presented a mix of strategic and operational progress (uplisting and $10M offering, sizeable reductions in delivery and SG&A, digital and channel initiatives, and top-SKU growth) but was overshadowed by material year-over-year declines in net sales, gross profit and gross margin and a worsening EBITDA. Management framed results as early-stage stabilization with a clear action plan, but the near-term financial picture remains challenged.Company Guidance
Leadership Transition and Capital Raise / Uplisting
Completed a $10.0 million underwritten public offering and uplisted to the NYSE American, strengthening the balance sheet, improving visibility and broadening access to institutional investors.
Material Reductions in Logistics and SG&A
Delivery and handling costs declined 35% year-over-year to $1.1M in Q4 2025 (14% of net sales; $2.46 per case vs $3.00 prior year). Selling, general and administrative expenses decreased 19% year-over-year to $4.0M.
Stabilization Indicators and Improved Net Loss
Net loss improved to $3.8M (negative $0.44 per share) in Q4 2025 from $4.1M (negative $1.33 per share) a year ago, a roughly 7.3% improvement in absolute net loss. Cash used in operations modestly improved to $3.8M from $3.9M year-over-year.
Top SKU Growth
Core product Reed's Ginger Ale remains the #1 premium ginger ale in the U.S., with dollar sales up 13.7% over the past 52 weeks.
Channel, Digital and International Expansion
Sequential sales improvements reported across natural specialty, grocery, mass and e-commerce with traction at Sprouts, Costco, Walmart, Amazon and Shopify. Went live on Instacart, walmart.com and albertsons.com reaching over 4 million targeted shoppers monthly; launched social media strategy (targeting 100k viewers/month) and pursuing Asian expansion (trade show in Chengdu) and new product debuts (Reed's U Oxygen).
Operational and Supply Chain Optimization Plans
Active initiatives to optimize manufacturing network, improve plant productivity, renegotiate supplier relationships, implement packaging/freight/SKU rationalization and rebalance inventory placement to reduce costs and improve service levels.
REED Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
REED Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 24, 2026 | $4.41 | $3.63 | -17.69% |
Nov 03, 2025 | $7.50 | $7.30 | -2.67% |
Aug 12, 2025 | $6.30 | $6.66 | +5.73% |
May 13, 2025 | $10.50 | $7.50 | -28.57% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Reed's, Inc. (REED) report earnings?
Reed's, Inc. (REED) is schdueled to report earning on May 18, 2026, After Close (Confirmed).
What is Reed's, Inc. (REED) earnings time?
Reed's, Inc. (REED) earnings time is at May 18, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is REED EPS forecast?
REED EPS forecast for the fiscal quarter 2026 (Q1) is -0.29.