The stock is likely to react positively to the strong revenue growth and improved profitability, particularly the shift to positive Adjusted EBITDA. Monitor the execution of the expanded club program and 2026 revenue guidance for continued momentum.
Price Chart
Executive Summary
Jones Soda reported a 450% year-over-year revenue increase to $11.7 million in Q4 2025, with positive Adjusted EBITDA of $0.5 million, driven by strong club and direct-to-consumer sales of licensed products. Full-year revenue grew 42% to $25.3 million, and the company issued strong 2026 revenue guidance, projecting over $40 million in sales.
Key Financial Metrics
Key Facts
- Q4 2025 revenue: $11.7 million (up 450% YoY)
- Q4 2025 Adjusted EBITDA: $0.5 million (improved from -$2.7 million)
- Full-year 2025 revenue: $25.3 million (up 42% YoY)
- 2026 revenue guidance: exceed $40 million (up 60%+ YoY)
- Cash balance at year-end: $3.6 million
Financial Impact
Revenue grew 450% YoY in Q4 and 42% for full-year 2025, with Adjusted EBITDA turning positive in Q4.
Risk Factors
- Reliance on licensed product sales, which may be volatile
- High growth expectations baked into 2026 guidance
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001493152-26-014523 |
| Document: form8-k.htm | 0001493152-26-014523 |
| Document: 0001493152-26-014523-index-headers.html | 0001493152-26-014523 |
| Document: 0001493152-26-014523-index.html | 0001493152-26-014523 |
| Document: 0001493152-26-014523.txt | 0001493152-26-014523 |
| 8-K Data (Synthetic) | 0001493152-26-014523 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 13, 2026 10w ago | EFFECT | $0.3100 $0.2900 | ▲ +6.45% | ▲ +4.70% | $0.2202 (+28.97%) |
Aug 6, 2026 11w ago | S-1 | $0.3100 $0.3100 | · 0.00% | ▲ +0.40% | $0.2202 (−28.97%) |
Jul 15, 2026 14w ago | 8-K | $0.2970 $0.3200 | ▲ +7.74% | ▲ +5.40% | $0.2202 (−25.86%) |
May 22, 2026 22w ago | 10-K/A | $0.2870 $0.2900 | ▲ +1.05% | ▲ +2.99% | $0.2202 (−23.28%) |
Apr 30, 2026 25w ago | 10-K/A | $0.2680 $0.2840 | ▲ +5.97% | ▲ +1.00% | $0.2202 (−17.84%) |
Apr 2, 2026 29w ago | 8-K | $0.2620 $0.2680 | ▲ +2.29% | ▼ −7.59% | $0.2202 (−15.95%) |
Apr 1, 2026 29w ago | 8-K | $0.2630 $0.2680 | ▲ +1.90% | ▼ −7.82% | $0.2202 (−16.27%) |
US Market Status
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