Zevia PBC Q2 Earnings Call Highlights

Key Points

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• Q2 income accrued 1.1% to $45 million, portion adjusted EBITDA improved to astir $0.5 cardinal from $0.2 cardinal a twelvemonth earlier. Gross borderline edged up to 48.9%, though higher aluminum costs are expected to unit results successful the 2nd half.

• Zevia is prioritizing its singles business, estimating an astir $80 cardinal opportunity if it achieves multipack-level marketplace share. The institution plans to statesman executing a revised singles go-to-market strategy successful aboriginal 2027, expanding organisation and improving retail activation.

• The institution maintained full-year 2026 guidance of $170 cardinal to $175 cardinal successful income and a $2 cardinal to $4 cardinal adjusted EBITDA loss. Zevia expects continued outgo unit from substance and aluminum, but anticipates $3 cardinal to $5 cardinal successful annualized savings opening successful Q1 2027.

Zevia PBC (NYSE:ZVIA) reported second-quarter 2026 nett income of $45 million, up 1.1% from the prior-year period, arsenic pricing actions helped offset comparisons affected by prior-year lawsuit load-ins and changes successful shipment timing.

The institution said adjusted EBITDA was astir $0.5 million, compared with $0.2 cardinal a twelvemonth earlier. President and Chief Executive Officer Alexandre Ruberti, who was making his archetypal earnings-call quality successful the role, said the institution is operating from a stronger fiscal presumption and is processing a strategical program intended to accelerate maturation and amended profitability.

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"We judge that Zevia's genuinely chiseled marketplace presumption presents a tremendous accidental that we person yet to capture," Ruberti said. He said the institution would outline the plan, including measurable milestones, successful the coming months.

Sales, Margins and Expenses

Chief Financial Officer and Principal Accounting Officer Girish Satya said quarterly gross maturation was chiefly driven by pricing. Results besides reflected the lapping of load-ins to Walgreens and Albertsons during the 2nd 4th of 2025, arsenic good arsenic a displacement successful income cadence that the institution expects to favour the archetypal and 3rd quarters of 2026.

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For the archetypal fractional of 2026, nett income roseate 10.4% to $91.1 million. That effect includes the effect of Zevia's determination to discontinue its beverage offering, which began during the 2nd quarter.

Gross borderline accrued 20 ground points to 48.9%, supported by terms realization but partially offset by higher aluminum costs. Satya said elevated aluminum costs are expected to person a greater interaction during the 2nd fractional of the year.