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Jones Soda Projects 196% Q3 Revenue Growth on Strong Club and Direct Sales

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Jones Soda Co. (OTC:JSDA) announced preliminary net revenues of $13.3 million for the third quarter of 2026, representing a 196% increase from the $4.5 million recorded in the same period last year. For the nine months ending September 30, 2026, the craft soda manufacturer expects net revenues to reach $36 million, a 164% rise compared to $13.6 million in the first nine months of 2025. Shares of the company rose 3.22% to $0.269 following the update.

The substantial revenue growth was driven primarily by strong consumer demand through the company's club and direct-to-consumer distribution channels. Increased digital marketing efforts and customer engagement across social media platforms also expanded brand visibility. These channels have enabled the beverage maker to broaden its customer base while maintaining momentum heading into the final quarter of the year.

Looking forward, the company plans to expand its retail footprint in the fourth quarter of 2026 by entering new retail outlets and establishing commercial partnerships to support distribution in 2027. Management also reiterated its previously issued sales and EBITDA guidance for the full year. However, these figures remain preliminary and unaudited, pending final quarter-end accounting reviews.

Key points

  • Jones Soda Co. expects preliminary Q3 2026 net revenues of $13.3 million, a 196% increase year-over-year.
  • Year-to-date revenues for the first nine months are projected to reach $36 million, up 164% from 2025.
  • Top-line growth was primarily driven by high demand in club and direct-to-consumer sales channels.
  • The company is planning further retail expansion and new commercial partnerships in the fourth quarter of 2026.
  • Management reiterated its full-year 2026 sales and EBITDA targets, though current results are still unaudited.

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Questions and answers

Why did Jones Soda experience high revenue growth in Q3 2026?

The revenue growth was primarily driven by strong demand across the company's club and direct-to-consumer sales channels, alongside increased customer engagement on digital platforms.

What are Jones Soda's expected sales figures for the first nine months of 2026?

The company anticipates net revenues of $36 million for the first nine months ended September 30, 2026, which is a 164% increase compared to the $13.6 million recorded in the same period of 2025.

What is Jones Soda's strategy for the fourth quarter of 2026?

Jones Soda plans to expand its retail footprint by placing products with additional retailers and establishing new commercial partnerships to support its distribution network into 2027.