Jones Soda raises fiscal 2026 revenue growth outlook, guides positive EBITDA
Jones Soda reported Q2 2026 revenue of $10.2 million, said full-year fiscal 2026 revenue growth is now expected at approximately 80% from 60%, and introduced positive adjusted EBITDA guidance.
On Thursday, Jones Soda (OTC: JSDA ) discussed second-quarter financial results during its earnings call.
The full transcript is provided below.
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The full earnings call is available at Summary Jones Soda Co. reported a revenue increase of 108% year-over-year to $10.8 million for Q2 2026, driven by higher sales volumes, particularly of Fallout branded products.
The company raised its full-year fiscal 2026 revenue growth expectation from 60% to approximately 80% and introduced guidance for positive adjusted EBITDA.
Strategic initiatives include expanding the Zero Sugar Craft Soda lineup, enhancing direct-to-consumer channels, and forming branded collaborations such as the partnership with Rap Snacks.
Operational highlights include improved freight cost management, resulting in significant reductions in freight lane costs, and an increase in revenue per employee.
Management acknowledged underperformance in the modern soda and adult beverage segments but emphasized focus on core beverages and high-potential partnerships.
The company plans to further improve distribution and expand retail presence, particularly for Jones Soda Zero Sugar products.
Jones Soda Co. plans to pursue an uplisting to NASDAQ or NYSE, with an S-1 filed and expected capital raise in the $10 to $15 million range.
Full Transcript Sherry, Investor Relations Forward-looking statements include all statements containing verbs such as aims, anticipates, estimates, expects, believes, intends, plans, predicts, will, may, continue, projects or targets, and negatives of these words and similar words and expressions.
Forward-looking statements are subject to certain risks and uncertainties that could cause actual results to differ materially from those indicated by forward-looking statements.
Factors that could affect our actual results include, among other things, those that are discussed under the heading Risk Factors in our most recently filed reports with the SEC, including our annual report on Form 10-K, our quarterly reports on Form 10-Q, and our current reports on Form 8-K.
In addition, this call includes discussions of certain non-GAAP financial measures, including adjusted EBITDA.
The most directly comparable GAAP measures and reconciliations for non-GAAP measures are available in the earnings release and other documents posted on the company's website under Investor Relations.
A telephone replay will be available after the call through August 27, 2026, and a webcast replay of today's webinar will also be available for one year via the link provided in today's press release as well as on the company's website.
I would now like to turn the call over to Jones Soda CEO Scott Harvey.
Thank you, sir.
You may begin.
Scott Harvey, CEO Thank you, Sherry.
Good morning, everyone.
Thank you for joining our second quarter 2026 earnings call.
During the second quarter, we continued to make strong progress through discipline and improved execution across the business while remaining focused on the areas we believe will drive sustainable growth and improve profitability.
That progress, combined with the performance we're seeing across the business, gives us confidence to increase our full-year fiscal 2026 revenue growth expectation from 60% to approximately 80%.
In addition, we're introducing a full-year adjusted EBITDA guidance and expect to deliver positive adjusted EBITDA for fiscal 2026.
Turning to the second quarter, we reported revenue of 10.2 million, representing a growth of more than 100%.
While the timing of certain shipments impacted second quarter revenue, the underlying strength of our business and commercial pipeline continued to build throughout the quarter.
Brian will take you through the financials in a few minutes, but before he does, I want to spend some time on what's driving the business, where we're seeing opportunities, and what we're focused on for the balance of the year.
Our focus over the past 18 months has been pretty straightforward: improve execution, grow our core business, and make Jones Soda a stronger and more profitable company.
Our craft soda business remains the foundation of Jones Soda.
At the same time, we're looking for smart ways to expand where we can compete, whether that's through Zeros, new channels, or partnerships that can introduce Jones Soda to new consumers.
One area that's becoming increasingly important to our growth is branded collaborations.
After the quarter ended, we announced a new collaboration with Rap Snacks, and we're really excited about what these two brands can do together.
When you look at Jones Soda and Rap Snacks, there's a lot of similarities.
Both brands have been around for decades.