Jones Soda (JSDA) Investor presentation summary

Strategic evolution and growth focus

• Transitioning from a craft soda brand to a multi-category beverage portfolio, targeting high-growth segments such as reduced-sugar, better-for-you, co-branded partnerships, and ready-to-drink beverages.

• Leveraging strong brand equity, award-winning taste, and disciplined financial management to capture market share.

• Experienced consumer packaged goods (CPG) leadership team driving growth and long-term value.

• Innovation investments completed, with new management prioritizing financial discipline and market opportunities in modern and adult beverage categories.

Financial performance and market position

• Achieved $25.3 million in net revenue for 2025, representing over 60% year-over-year growth, with 2026 guidance indicating further acceleration.

• Share price as of June 2026 was $0.28, with a market capitalization of $34.5 million and enterprise value of $36.3 million.

• Cash position of $4.4 million and debt of $6.2 million as of early 2026.

• Top shareholders include SOL Global Investments Corp. and Heavenly Rx Ltd.

Product and portfolio strategy

• Core soda line remains foundational, with low- and zero-sugar options appealing to health-conscious consumers.

• Modern soda category targeted for rapid growth, with innovative launches like Pop Jones.

• Adult beverages, including Spiked Jones, prioritized for long-term growth, with a disciplined approach to hemp-derived products.