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Suja Life, Inc. Class A
(NASDAQ:SUJA)
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Rating:49Neutral
Price Target:
$11.50
▲(0.88% Upside)
Action:Reiterated
Date:08/05/26
The score is held back primarily by weak financial quality—ongoing losses, high leverage relative to equity, and deteriorating cash-flow trends (negative 2025 free cash flow). Technicals are modestly supportive with price above key short-term averages, but momentum is not strong enough to offset fundamentals. The earnings call was constructive on operating performance and EBITDA outlook, though near-term grocery softness and promotional intensity add execution risk, and valuation remains constrained by negative earnings.
Positive Factors
Revenue Growth & Gross Margin
Sustained top-line growth with a ~48% gross margin indicates strong unit economics and healthy product pricing. Growing revenue and high gross profitability create room to invest in marketing and distribution while supporting margin expansion and eventual conversion of scale into durable operating profits and cash flow.
Negative Factors
High Leverage & Shrinking Equity Base
Elevated leverage and a materially reduced equity base constrain financial flexibility and increase refinancing risk. High debt amplifies interest expense and limits capacity to absorb demand or margin shocks; until refinancing completes and deleveraging occurs, capital structure limits strategic optionality and raises funding risk.
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Positive Factors
Negative Factors
Revenue Growth & Gross Margin
Sustained top-line growth with a ~48% gross margin indicates strong unit economics and healthy product pricing. Growing revenue and high gross profitability create room to invest in marketing and distribution while supporting margin expansion and eventual conversion of scale into durable operating profits and cash flow.
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Suja Life, Inc. Class A (SUJA) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$409.04M
Dividend YieldN/A
Average Volume (3M)994.82K
Price to Earnings (P/E)―
Beta (1Y)-1.17
Revenue GrowthN/A
EPS GrowthN/A
CountryUS
Employees590
SectorGeneral
Sector StrengthN/A
IndustryBeverages - Non-Alcoholic
Share Statistics
EPS (TTM)0.19
Shares Outstanding23,788,700
10 Day Avg. Volume994,821
30 Day Avg. Volume994,821
Financial Highlights & Ratios
PEG Ratio-8.73
Price to Book (P/B)4.41
Price to Sales (P/S)1.26
P/FCF Ratio-70.68
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$19.00Price Target Upside66.67% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering5
EPS Forecast (FY)0.09
Revenue Forecast (FY)$369.56M
Suja Life, Inc. Class A Business Overview & Revenue Model
Company Description
Suja Life, Inc. stands out as a leading innovator in the health-conscious beverage market, spearheading the revolution of functional and beneficial drinks. The company's core mission is to redefine the beverage landscape by delivering delightful a...
Suja Life, Inc. Class A Earnings Call Summary
Earnings Call Date:Aug 04, 2026
(Q2-2026)
| Next Earnings Date:Jun 15, 2027
Earnings Call Sentiment Positive
The call conveyed materially positive underlying operating performance—double-digit net sales growth in Q2, a 50% increase in adjusted EBITDA and clear product/ distribution momentum—alongside a candid acknowledgment of near-term headwinds concentrated in the grocery channel. Management presented a concrete action plan (promotional investment, lower-funnel marketing, shelf resets, club/mass value programs, manufacturing scale and cost discipline) to mitigate Q3 softness and pursue the high end of guidance. The most significant negatives were transitory (inventory absorption timing) or one-time (IPO costs, debt extinguishment) and management emphasized structural strengths (vertical integration, operating efficiencies, strong SKU performance) and confidence in execution. Given the strong financial and commercial wins that materially outweigh the near-term channel softness and one-time charges, the overall tone is constructive and forward-looking.Positive Updates
Robust Top-Line Growth in Q2
Net sales increased 11.6% year-over-year to $83.9 million in Q2 2026; company expects full-year net sales of $360.0M to $369.0M (implying ~10.2% to 13.0% growth vs. 2025).
Negative Updates
Near-Term Grocery Softness Impacting Bookings
Management noted recent softness concentrated in the grocery channel (customer bookings weakened in early July), prompting an expectation of near-term Q3 softness. Latest Q3 estimate is ~ $71M net sales with ~47.8% gross margin and ~15.2% adjusted EBITDA margin (midpoint).
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Q2-2026 Updates
Positive
Negative
Robust Top-Line Growth in Q2
Net sales increased 11.6% year-over-year to $83.9 million in Q2 2026; company expects full-year net sales of $360.0M to $369.0M (implying ~10.2% to 13.0% growth vs. 2025).
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Company Guidance
Management widened full‑year net‑sales guidance to $360–$369 million (from $367–$371M), implying ~10.2%–13.0% growth versus $326.6M in 2025, and reiterated adjusted EBITDA of $70–$72M (up ~72.8%–77.7% versus $40.5M in 2025); they warned of near‑term Q3 softness concentrated in grocery and provided a Q3 estimate of ~$71M net sales with gross margin ≈47.8% and adjusted‑EBITDA margin ≈15.2% (midpoint). For context, Q2 results were $83.9M net sales (+11.6%), adjusted EBITDA $14.6M (17.5% margin, +50% YoY), gross profit $39.2M (~46.7% of sales), Suja Core sales $81.9M (+9.8%), Emerging Brands $3.0M (+61.2%) with a segment EBITDA loss of $1.3M (improved $4.4M), SG&A $59.7M including $25.1M one‑time IPO costs, net loss $27.8M (incl. $25.1M IPO costs and $2.3M debt‑extinguishment), cash $20.6M and total debt $163M; management expects ~$19M net interest expense, a 26.1% base tax rate (vs. 27.4% prior), and emphasized actions — 10% of net sales marketing discipline, 16% TDP increase in Q2, aggressive promotions, expanded distribution (overall +16%, Slice +94%) and new innovation — aimed at hitting the top end of the range while protecting profitability.Suja Life, Inc. Class A Financial Statement Overview
Summary
Income Statement
44
Neutral
Balance Sheet
34
Negative
Cash Flow
41
Neutral
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 |
|---|---|---|---|---|
Income Statement | ||||
| Total Revenue | 190.91M | 326.62M | 258.93M | 224.41M |
| Gross Profit | 93.28M | 157.21M | 128.25M | 99.81M |
| EBITDA | 8.21M | 10.15M | 28.94M | 19.37M |
| Net Income | 4.47M | -21.26M | -20.77M | -24.47M |
Balance Sheet | ||||
| Total Assets | 419.03M | 425.58M | 414.21M | 444.84M |
| Cash, Cash Equivalents and Short-Term Investments | 20.59M | 31.02M | 16.16M | 27.82M |
| Total Debt | 191.59M | 189.34M | 304.71M | 183.26M |
| Total Liabilities | 230.11M | 240.53M | 357.00M | 233.55M |
| Stockholders Equity | 188.92M | 93.30M | 146.01M | 279.32M |
Cash Flow | ||||
| Free Cash Flow | -18.56M | -5.82M | 158.00K | 7.01M |
| Operating Cash Flow | -5.15M | 8.29M | 10.35M | 18.41M |
| Investing Cash Flow | -13.92M | -14.11M | -10.20M | -11.40M |
| Financing Cash Flow | 8.64M | 20.96M | -11.82M | -2.39M |
Suja Life, Inc. Class A Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
77 Outperform | $3.78B | 34.40 | 31.09% | ― | 26.10% | 69.15% | |
56 Neutral | $130.87M | -16.38 | -13.99% | ― | 9.76% | 67.59% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% | |
51 Neutral | $464.94M | -3.58 | -3133.06% | ― | 11.40% | 36.08% | |
49 Neutral | $409.04M | -11.51 | 3.89% | ― | ― | ― | |
45 Neutral | $26.80M | -10.16 | -148.74% | ― | 56.30% | 22.45% |
* General Sector Average
SUJA
Suja Life, Inc. Class A
6.35
-11.50
-64.43%
BRFH
Barfresh Food Group
1.77
-1.09
-38.11%
OTLY
Oatly Group
13.69
-2.77
-16.83%
ZVIA
Zevia PBC
1.47
-1.84
-55.59%
COCO
Vita Coco Company
64.12
31.23
94.95%
BUDA
Buda Juice, Inc.
8.00
-0.11
-1.36%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.