Zevia PBC (ZVIA) Investor presentation summary

Market opportunity and positioning

• Positioned in the $270B liquid refreshment beverages market, focusing on the fast-growing better-for-you soda segment with zero sugar, clean-label products at accessible prices.

• Strong consumer loyalty and high repeat purchase rates reflect robust brand affinity and satisfaction.

• Operates a scalable, asset-light business model with a clear path to sustainable profitability by fiscal 2026.

Product innovation and portfolio

• Offers a distinctive soda portfolio and an emerging energy drink line, all with zero sugar, zero artificial sweeteners, and no artificial colors or flavors.

• Enhanced flavor profiles using new stevia sweetener blends and refreshed packaging to highlight value.

• Introduced on-trend flavors and limited-time offerings, such as Orange Creamsicle and Strawberry Lemon Burst, to drive excitement and trial.

• Expanded pack sizes and variety packs to increase trial and provide unique value to consumers.

Distribution and growth strategy

• Distribution spans food, drug, mass, natural, and online channels, with significant presence in Walmart, Kroger, and Whole Foods.

• Retailers are investing heavily in modern soda, expanding shelf space and visibility in major chains like Walmart and Albertsons.

• New distribution opportunities remain significant, with low penetration in drug, warehouse club, convenience, and foodservice channels.

• Growth pillars include amplifying marketing, expanding distribution, driving product innovation, and delivering profitability.