Jones Soda Co (OTCPK:JSDA)

Q1 2026 Jones Soda Co Earnings Call Transcript

May 14, 2026 / 08:30 PM GMT

Release Date Price: $0.2971 (+4.08%)

Transcript 10-K/A10-Q

Key Points

Positve

Jones Soda Co (JSDA) reported a significant revenue increase of 194% to $12.4 million for Q1 2026, exceeding guidance.
The company achieved net income profitability on a GAAP basis, marking a meaningful inflection point.
Strong performance was driven by successful partnerships and branded collaborations, particularly with Fallout.
Expansion into 650 top-volume Walmart locations with new Jones Soda four-packs increased brand visibility.
Jones Soda Co (JSDA) secured a $2.5 million private placement, enhancing liquidity and financial flexibility.

Negative

HC9 sales declined significantly due to regulatory uncertainties surrounding hemp-derived products.
Gross margin decreased slightly to 31.3% from 32.9% due to a decline in higher-margin HD9 product sales.
Higher freight expenses are expected in the latter part of 2026 due to increased oil prices.
SG&A expenses increased by 53% due to higher broker and royalty payments, despite a decrease as a percentage of revenue.
The company faces challenges in the highly competitive modern soda category, requiring optimization of retail strategies.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

JSDA.PK - Jones Soda Co
Q1 2026 Jones Soda Co Earnings Call
May 14, 2026 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, everyone.

Thank you for participating in today's conference call to discuss Jones Soda's financial results for the first quarter ended March 31, 2026.

Before we begin, let me remind everyone of the company's Safe Harbor disclaimer.

Certain portions of our comments today will concern future expectations, plans and prospects of the company that constitute forward-looking statements for purposes of the Safe Harbor provisions under the Private Securities Litigation Reform Act of 1,995.

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

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