Reed's Inc (AMEX:REED)

Q4 2025 Reed's Inc Earnings Call Transcript

Mar 25, 2026 / 12:30 PM GMT

Release Date Price: $3.63 (-17.69%)

Transcript 10-K8-K

Key Points

Positve

Reed's Inc (REED) made significant strides in stabilizing the business and reinforcing the operational framework needed for sustainable growth.
The company saw sequential improvements in net sales, gross margin, and net loss, indicating positive traction from recent actions.
Reed's Inc (REED) is expanding its distribution relationships and strengthening its presence on the shelf, which is expected to support consistent performance.
The company is launching new products, including Reed's Ginger Ale Cranberry and BlackBerry, and expanding into high-growth categories with non-alcoholic mixers.
Reed's Inc (REED) completed a $10 million underwritten public offering and uplisted its shares to the New York Stock Exchange American, enhancing financial flexibility and visibility.

Negative

Net sales for the fourth quarter of 2025 decreased to $7.5 million from $9.7 million in the previous year, primarily due to lower volumes and higher promotional allowances.
Gross profit and gross margin declined, with gross profit at $1.5 million compared to $2.9 million and gross margin at 20% compared to 30% in the previous year.
The decrease in gross margin was driven by inventory write-offs and higher costs of goods sold.
Despite improvements, the company still reported a net loss of $3.8 million for the fourth quarter of 2025.
Reed's Inc (REED) is still in the early stages of its operational improvements, indicating ongoing challenges in achieving consistent profitability.

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

REED.A - Reed's Inc
Q4 2025 Reed's Inc Earnings Call
Mar 25, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to Reed's fourth quarter and full year 2025 earnings conference call for the 3 and 12 months ended December 31st, 2025. My name is Joelle and I will be your conference call operator for today. We will have prepared remarks from Neil Cohane, Reed's interim Chief Executive Officer and Chief Operating Officer, and Doug McCurdy, Reed's Chief Financial Officer. Following their remarks, they will take your questions. Before we begin, please take note of the company's cautionary statements. Today's call will include forward-looking statements, including statements about Reed's business plans. Forward-looking statements inherently involve risks and uncertainties and only reflect management's view as of today, March 25, 2026, and the

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