Jones Soda Co. (JSDA)
OTHER OTC:JSDA
Earnings Data
Report Date
Apr 30, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
>-0.01Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly positive operational and commercial turnaround: strong top-line growth (42% FY, 450% Q4), margin expansion, sharply reduced losses and healthier liquidity, driven by successful IP partnerships and operational discipline. Notable challenges remain — primarily a $1.2M HD9 inventory write-down and ongoing regulatory uncertainty for hemp-derived products, the need to reposition Spiked Jones, Q4 SG&A uptick tied to licensing/brokers, and manufacturing/scale constraints for specialty SKUs. On balance, the momentum (revenue, margins, cash, partnerships, and cost cuts) substantially outweighs the headwinds, though regulatory risks and execution on scale remain watch items.Company Guidance
Strong Revenue Growth (FY and Q4)
Full year 2025 revenue of $25.3M versus $17.8M prior year, a 42% increase. Fourth quarter 2025 revenue reached $11.7M (company record) versus $2.6M prior period, a 450% increase.
Positive Near-Term Guidance
Company expects Q1 2026 revenues to exceed $12M (a ~260% increase vs prior year Q1) and forecasts full-year 2026 revenue growth to exceed 60% over 2025.
Improved Profitability Metrics and Margin Expansion
Adjusted gross margin improved to 32% in 2025 vs 27% prior year (+5 percentage points). Fourth quarter adjusted gross margin was 32% vs 10% prior year quarter. COGS as a percentage of gross sales in Q4 improved from 71% to 54%.
Operating Expense Discipline
SG&A reduced 14% year-over-year; excluding higher broker and licensing costs, SG&A decreased ~20%. Management removed $2.4M from SG&A (consulting, travel, marketing, rent, utilities, legal).
Substantial Reduction in Losses and Better EBITDA
Net loss improved to $1.8M for 2025 from $9.9M prior year (an $8.1M or ~82% improvement). Adjusted EBITDA loss narrowed to -$2.0M from -$7.2M (72% reduction). Q4 adjusted EBITDA was positive $0.5M vs -$2.7M prior year quarter.
Stronger Liquidity and Capital Flexibility
Cash on hand increased to $3.6M (from $1.3M at year-end 2024). Line of credit expanded from $5M to $10M (with $3M outstanding at year-end). Subsequent sale of promissory note generated ~$1.4M cash.
Commercial Wins and Consumer Demand
Successful IP partnerships (Fallout/Bethesda, Crayola, Folds of Honor) drove record purchase orders and visibility. Crayola packs generated ~$275k and sold out in hours; Fallout rocket bottles sold out in days. Fallout club shipments expanded nationwide and into Canada.
Distribution and Product Expansion Progress
Core and modern soda distribution expanded: Pop Jones entered ~1,500 retail doors and combined Pop/Fiesta footprint is ~1,700 stores. New flavors and multipack initiatives planned for 2026 including relaunch of core flavors and test markets tied to a 4-walls, 4-blocks, 4-miles local activation strategy.
Operational Improvements
Company centralized warehousing, optimized logistics, implemented just-in-time inventory, improved forecasting and multi-SKU shipping, and reduced freight & warehousing costs (freight/warehouse improved from 17% to 16% of sales full year; Q4 improved from 20% to 18%).
Strategic Portfolio Simplification
Divestiture of cannabis business produced a $3.9M gain and allowed focus on scalable beverage operations while strengthening the balance sheet.
JSDA 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
JSDA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 31, 2026 | $0.30 | $0.26 | -12.91% |
Nov 17, 2025 | $0.17 | $0.18 | +2.86% |
Aug 15, 2025 | $0.19 | $0.19 | +0.54% |
May 15, 2025 | $0.21 | $0.23 | +6.98% |
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 Jones Soda Co. (JSDA) report earnings?
Jones Soda Co. (JSDA) is schdueled to report earning on Apr 30, 2026, TBA (Confirmed).
What is Jones Soda Co. (JSDA) earnings time?
Jones Soda Co. (JSDA) earnings time is at Apr 30, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is JSDA EPS forecast?
Currently, no data Available