#USA #Seattle #Mary Jones #Jones Soda #Fallout

Jones Soda Reports Strong Third Quarter 2025 Results

Overview
Jones Soda Co., a leading craft soda manufacturer, revealed its financial performance for the third quarter ending September 30, 2025. The company reported a 15% increase in revenue year-over-year, reaching $4.5 million compared to $3.9 million in the same quarter last year. This growth reflects successful strategic initiatives and effective cost management within its operations.

Financial Highlights
The quarter showcased improved performance as the net loss narrowed to $1.4 million, equating to $(0.01) per share, a significant improvement compared to the net loss of $2.6 million or $(0.02) per share from the same period last year. Moreover, the Adjusted EBITDA also highlighted favorable trends, showing an improvement of 62%, moving from $(2.2) million to $(0.9) million over the year, effectively demonstrating enhanced operational efficiency.

Distribution Growth and Innovations
During the third quarter, Jones Soda expanded its distribution footprint by entering three additional club and direct store delivery (DSD) networks, resulting in a total of 36 DSD networks. The company also streamlined its MyJones and e-commerce operations under one fulfillment partner, thereby reducing costs and boosting efficiency. Furthermore, supplier renegotiations have streamlined the cost of goods, which bodes well for the overall profitability.

Among the notable product developments, Jones Soda launched the Mary Jones ZERO, a zero-sugar beverage that aims to cater to health-conscious consumers without sacrificing flavor. This reflects the company's commitment to innovation and adaptation to changing consumer preferences.

Additionally, the company collaborated with Bethesda Softworks to release the Bethesda Fallout Vault-Tec Supply Pack featuring Sunset Sarsaparilla 4-packs—aiming at gaming enthusiasts and collectors alike, complementing their product offerings and establishing a unique market presence.

Management Insights
CEO Scott Harvey indicated that the expansion of the Zero Sugar lineup and the introduction of new distribution channels were pivotal in driving sales momentum. Furthermore, he expressed optimism for future initiatives that promise to enhance the brand's market position and sales trajectories. The company's recent partnerships have been instrumental in creating significant sales opportunities underscored by cultural relevance.

Harvey also remarked on the ongoing interest in the Fallout-themed products, with substantial customer purchase orders indicating strong sales potential looking forward into the fourth quarter. He reassured stakeholders that the expected sales from the HD9 products would not significantly affect the company’s financial outlook despite recent legislative developments regarding hemp-derived products set to take effect in November 2026.

Guidance and Outlook
Looking ahead, Jones Soda aims to leverage its momentum and further drive growth across its core, modern, and adult beverage categories. The target is to foster innovation through strategic partnerships, enhancing marketing initiatives, and launching new products designed to expand the Jones Soda brand. As of mid-November 2025, Jones Soda anticipates gross sales in the fourth quarter to surpass $8 million, bolstered by prior purchase orders from clients in its core soda segment.

Company Profile
Jones Soda Co., headquartered in Seattle, Washington, is renowned for its premium craft sodas marketed under the Jones® brand. Selling in both conventional and alternative channels, the company is strategically poised to continue its growth trajectory fueled by innovative approaches to product offerings and distribution.