Q4 2025 Zevia PBC Earnings Call Transcript
Key Points
- Zevia PBC (ZVIA) achieved a net sales growth of 4% for the full year 2025, indicating a positive trajectory in revenue.
- The company improved its adjusted EBITDA threefold to negative $4.7 million, showing significant progress in financial performance.
- Zevia PBC (ZVIA) successfully expanded its distribution, achieving a nationwide presence in Walmart and increasing shelf space at Albertson's.
- The introduction of new fruity flavors and retailer-exclusive products resonated well with consumers, contributing to product innovation success.
- The company launched a national Costco rotation program, enhancing brand visibility and reaching new markets.
- Net sales for the fourth quarter decreased by 4% to $37.9 million, impacted by the shift of Costco rotation and lapping of Walmart pipeline fill.
- Gross margin declined to 47.7% in Q4 2025 from 49.2% in Q4 2024, affected by channel mix and higher tariff costs.
- Selling and marketing expenses were high at $11 million or 29.1% of net sales in Q4 2025, though reduced from the previous year.
- The company anticipates an adjusted EBITDA loss of between $1 million and $0.5 million for 2026, reflecting ongoing challenges.
- Exposure to increased aluminum costs due to tariffs is expected to impact financials, with mitigation efforts through price increases and cost savings.
Greetings and welcome to the Zevia PBC fourth quarter in full year 2025 earnings call. (Operator Instructions) As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Jean Fontana, Investor relations. Thank you. You may begin.
Thank you and welcome to Zevia's fourth quarter and full year 2025 earnings conference call. On today's caller, Amy Taylor, President and Chief Executive Officer; and Girish Satya, Chief Financial Officer and Principal Accounting Officer. By now, everyone should have access to the company's fourth quarter 2025 earnings press release. An investor presentation made available this afternoon.
This information is available on the investor relations section of Zevia's website at investors.zevia.com. Before we begin, please note that all financial information presented on today's call is unaudited. Certain comments made on this call include forward-looking statements which are subject to the safe harbor provisions of the
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