Q2 2026 Suja Life Inc Earnings Call Transcript

Aug 4, 2026 / 08:30 PM GMT

Release Date Price: $11.4 (-0.52%)

Transcript 10-Q8-K

Key Points

Positve

Suja Life Inc (SUJA) delivered strong second-quarter results with net sales growing 11.6% to $83.9 million and adjusted EBITDA surging 50% to $14.6 million, reflecting a 17.5% margin.
The company outperformed the natural healthy beverage category, gaining 1.1 share points and widening its performance gap in cold-pressed juice versus its primary competitor, with scan dollars up approximately 18%.
Suja Life Inc (SUJA) is reiterating its full-year adjusted EBITDA guidance of $70 million to $72 million, demonstrating confidence in protecting profitability through operational efficiencies and cost discipline.
The company is successfully expanding distribution, with a 16% increase in TDPs in Q2 versus prior year, and its new innovations like Watermelon Love and Slice Dirty Sodas are gaining rapid traction with major retailers.
Suja Life Inc (SUJA) is pursuing a refinancing transaction with commercial banks that is expected to substantially reduce its borrowing spread and benefit free cash flow, without adding leverage.
The Emerging Brands segment, including Slice, showed strong momentum with net sales increasing 61.2% to $3 million, and distribution for Slice is up 94%.

Negative

Suja Life Inc (SUJA) is experiencing near-term softness in the third quarter, concentrated primarily in the grocery channel, which has impacted bookings and led to a widened full-year net sales guidance.
The company lowered its full-year net sales guidance to $360 million to $369 million from the prior range of $367 million to $371 million, reflecting near-term uncertainty in the market.
The total beverage category growth slowed to 2% in the second quarter of 2026 versus prior year, with shoppers leaning into value and shifting channels away from grocery, creating headwinds.
Suja Life Inc (SUJA)'s shot and emerging brand businesses grew double-digits but came in below expectations, requiring incremental investment and commercial initiatives to drive demand in the second half.
The company reported a net loss of $27.8 million for the quarter, impacted by one-time IPO-related transaction costs of $25.1 million and a loss on debt extinguishment of $2.3 million.
Gross margin slightly declined to 46.8% from 47.4% in the prior year period, primarily due to unfavorable absorption timing related to inventory management.

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

SUJA.OQ - Suja Life Inc
Q2 2026 Suja Life Inc Earnings Call
Aug 04, 2026 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day, ladies and gentlemen, and thank you for standing by. Welcome to the SUJA Life Second Quarter 2026 Earnings Conference Call. At this time, all participants are on a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question, you will need to press *11 on your telephone keypad. As a reminder, this conference call is being recorded. At this time, I would like to turn the conference over to Mr. John Mills. Sir, please begin.

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Unidentified_2 [2]
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Good afternoon and welcome to Sujalife's second quarter 2026

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