Jones Soda Co. reported preliminary net sales of $11.0 million to $11.3 million for the fourth quarter of 2025, a 329‑330% year‑over‑year increase from $2.6 million in Q4 2024. Gross sales reached $12 million, the highest in the company’s history, underscoring a sharp rebound in demand across its beverage portfolio.
The growth was driven primarily by the core and modern soda lines, with the zero‑sugar Mary Jones ZERO and new flavor collaborations capturing significant market share. These product launches offset a decline in legacy offerings, reflecting the effectiveness of the company’s refined product mix strategy.
Gross margin improved dramatically to 32‑34% in Q4 2025, compared with a negative 36% margin in the same quarter of 2024. For the full year, the company projects a gross margin of 30‑32%, up from 21.3% in 2024, driven by higher‑margin product mix and disciplined cost control.
Management highlighted the divestiture of its cannabis business and a focus on high‑margin beverages as key to the turnaround. CEO Scott Harvey emphasized that the company’s supply‑chain resilience and execution have enabled it to scale efficiently and capture early momentum into 2026.
Analysts view the preliminary results as a beat, with revenue exceeding consensus estimates and margin expansion signaling sustainable profitability. The company’s full‑year guidance remains unchanged, but management expressed confidence that it will meet or exceed 2025 targets.
Investors welcomed the results, citing the margin recovery and product‑mix shift as primary drivers of the company’s improved financial health.
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