Core Insights - Zevia is launching a new national campaign titled "Real Soda for Real Humans" that critiques artificial ingredients and aligns with consumer fatigue towards AI, positioning itself as a healthier alternative in the beverage market [2][6][8] Marketing Strategy - The campaign features a humorous portrayal of a robot coworker confronting employees about their beverage choices, highlighting Zevia's natural ingredients [3][8] - Zevia's marketing efforts include a CAPTCHA-inspired activation at the SXSW conference and a digital sweepstakes to engage consumers [4][8] - The brand's marketing is expected to account for 12% to 13% of revenue by 2026, reflecting a strategic investment in brand awareness and cultural relevance [6][7] Industry Context - The campaign coincides with increased competitive marketing in the beverage industry, particularly among major players like Pepsi and Coca-Cola [5] - Zevia's focus on natural ingredients and authenticity contrasts with the use of AI in marketing by competitors, reinforcing its brand positioning [6][8] - The overall market for better-for-you beverages is growing, with Zevia's net sales rising 4% to $161.3 million, aided by expanded distribution [6]

Financial Data and Key Metrics Changes - For 2025, the company achieved net sales growth of 4% and improved adjusted EBITDA threefold to -$4.7 million [4][20] - In Q4 2025, net sales decreased 4% to $37.9 million, impacted by a shift in Costco rotation and lapping the pipeline fill to Walmart from the previous year [4][16] - Adjusted EBITDA for Q4 reached break even, exceeding expectations [4] - Gross margin for Q4 was 47.7%, a decline of 150 basis points from 49.2% in the same quarter last year [17] - Net loss improved significantly to $1.3 million from $6.8 million in the prior year [19][20] Business Line Data and Key Metrics Changes - The company introduced new flavors such as Strawberry Lemon Burst and Orange Creamsicle, which resonated well with consumers [6][10] - The new Costco national rotation program is expected to drive trial and visibility, particularly in regions where Zevia was previously underrepresented [27][44] - The company plans to discontinue its tea line, which is expected to impact growth by 1-1.5 percentage points [22] Market Data and Key Metrics Changes - The company is expanding its presence in Walmart Canada and aims to win distribution at Walmart's top competitor in the U.S. [12] - E-commerce sales are accelerating, with the introduction of a smaller eight-count option expected to drive further sales [12] - The company is seeing strong growth in its DSD markets, particularly in grocery channels [49] Company Strategy and Development Direction - The company is focused on three strategic pillars: amplified marketing, product innovation, and expanded distribution [4][8] - In 2026, the company aims to broaden its consumer base through strategic investments and improved cost structure [22] - The company is leveraging its unique position as a zero sugar, clean label offering at an accessible price point to stand out in a competitive market [14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to capitalize on favorable trends in the better-for-you beverage category [25] - The company anticipates net sales for 2026 to be in the range of $169 million to $173 million, reflecting a growth of 6% at the midpoint [22] - Management highlighted the importance of packaging changes and improved taste as key drivers for future growth [73] Other Important Information - The company announced the appointment of Andy Ruben as Chair of the Board and welcomed Suzanne Ginestro as a new Director [14][15] - The company is focused on balancing brand and performance marketing to drive awareness [18] Q&A Session Summary Question: Can you explain the Costco rotation program? - The Costco program is a national rotation that enhances brand visibility and penetration in previously unserved regions, with strong initial velocities expected to continue [27] Question: How is the company mitigating tariff exposure? - The company is implementing a price increase and expects to realize savings from productivity initiatives to offset increased aluminum costs [32] Question: What is the expected impact of the new packaging rollout? - The new packaging is being introduced gradually, with a significant marketing campaign planned to support its launch [38] Question: What are the expectations for gross margins throughout the year? - Gross margins are expected to dip in Q1 due to the Costco program but should improve in Q2 with the implementation of price increases and cost mitigation strategies [59] Question: How is the company performing in the DSD market? - The company is seeing improved performance in grocery channels through DSD partnerships, with a focus on driving trial and singles success [49]

Zevia PBC (NYSE:ZVIA) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsAmy Taylor - President and CEOGirish Satya - CFO and Principal Accounting OfficerJean Fontana - Senior Managing DirectorConference Call ParticipantsAndrew Strelzik - Senior AnalystDara Mohsenian - Managing Director and Senior Equity AnalystEric DesLauriers - Senior Research AnalystJim Salera - Research AnalystSarang Vora - AnalystAmy TaylorGreetings. Welcome to the Zevia PBC fourth quarter and full year 2025 earnin ...

Financial Data and Key Metrics Changes - For 2025, the company achieved net sales growth of 4% and improved adjusted EBITDA threefold to -$4.7 million [4][19] - In Q4 2025, net sales decreased 4% to $37.9 million, impacted by a shift in Costco rotation and lapping the pipeline fill to Walmart from the previous year [4][15] - Adjusted EBITDA for Q4 reached break even, exceeding expectations [4] - Gross margin for Q4 was 47.7%, a decline of 150 basis points from 49.2% in the previous year [16] - Net loss improved to $1.3 million from $6.8 million in the prior year [18][19] Business Line Data and Key Metrics Changes - The company introduced new flavors such as Strawberry Lemon Burst and Orange Creamsicle, which resonated well with consumers [5][10] - The new Costco national rotation program is expected to drive trial and visibility, particularly in regions where Zevia was previously underrepresented [25][41] Market Data and Key Metrics Changes - The company is expanding its presence in Walmart Canada and is focused on gaining distribution at Walmart's top competitor in the U.S. [12] - E-commerce sales are accelerating, with new smaller packaging options driving sales growth [12] Company Strategy and Development Direction - The company is focusing on amplified marketing, product innovation, and expanded distribution to drive growth [20] - In 2026, the company plans to broaden its consumer base and expects net sales to range from $169 million to $173 million, reflecting a 6% growth at the midpoint [20] - The company is positioned uniquely in the market as a zero sugar, clean label offering at an accessible price point [13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to capitalize on favorable trends in the better-for-you beverage category [23] - The company anticipates a shift in quarterly net sales volumes, with higher volumes expected in the first and third quarters of 2026 [21] - Management highlighted the importance of the Costco program and its potential for future national rotations based on strong initial performance [25] Other Important Information - The company announced the appointment of Andy Ruben as Chair of the Board and welcomed Suzanne Ginestro as a new Director [13][14] - The company is implementing a rolling launch for new packaging and taste improvements, with significant marketing campaigns planned for spring and summer [34] Q&A Session Summary Question: Can you explain the Costco rotation program? - The Costco program is a national rotation that enhances brand visibility and penetration in previously underserved regions, with strong initial velocities expected [25] Question: How is the company mitigating tariff exposure? - The company is implementing price increases and leveraging cost savings from productivity initiatives to offset increased aluminum costs [29] Question: What caused the shortfall in Q4 top line guidance? - The shortfall was primarily due to the timing shift of the Costco program from Q4 to Q1 [32] Question: When will the new packaging be fully in market? - The new packaging is rolling out now, with a significant marketing campaign planned for Q2 [33] Question: What is the expected gross margin trend for the year? - Gross margins are expected to dip in Q1 due to the Costco program but should return to the upper forties range starting in Q2 [57]

4Q & FULL YEAR 2025 FINANCIAL RESULTS FEBRUARY 25, 2026 FORWARD -LOOKING STATEMENTS MISSION… …CREATING A WORLD OF BETTER-FOR-YOUFLAVOR, BETTER FOR PEOPLE 3 SODA MADE BETTER INGREDIENTS COMPARISON This presentation and the related earnings press release contain "forward -looking statements" within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward -looking statements include, without limitation, any statement that may predict, forecast, indicate or ...

(Mark One) Table of Contents ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 WASHINGTON, D.C. 20549 OR FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40630 Delaware 86-2862492 (I.R.S. Employer Identification Number) 15821 Ventura Blvd., Suite 135 Encino, CA 91436 ...

Exhibit 99.1 Zevia Announces Fourth Quarter and Full Year 2025 Results; Appoints Lead Independent Director, Andrew Ruben, to Chair of the Board LOS ANGELES – February 25, 2026 (BUSINESS WIRE) – Zevia PBC ("Zevia" or the "Company") (NYSE: ZVIA), the Company bringing naturally delicious, zero sugar, clean-label beverages, today reported results for the fourth quarter and fiscal year ended December 31, 2025. Fourth Quarter 2025 Highlights Full Year 2025 Highlights "2025 was a pivotal year for Zevia. We gained ...

Core Insights - The consumer staples sector has several oversold stocks that present potential buying opportunities for undervalued companies [1] Group 1: Oversold Stocks - Oddity Tech Ltd (NASDAQ: ODD) has an RSI of 25.3, with a stock price decline of approximately 20% over the past month, closing at $33.80 [3][6] - PMGC Holdings Inc (NASDAQ: ELAB) has an RSI of 16.2, with a significant stock price drop of around 73% over the past month, closing at $3.56 [4][6] - Zevia Pbc (NYSE: ZVIA) has an RSI of 26, with a stock price decrease of about 33% over the past month, closing at $1.68 [5][6] Group 2: Analyst Ratings and Price Targets - Keybanc analyst maintained an Overweight rating for Oddity Tech, lowering the price target from $70 to $50 [6] - Telsey Advisory Group analyst maintained an Outperform rating for Zevia, keeping the price target at $6 [6]

Financial Data and Key Metrics Changes - The company has achieved approximately $15 million in annualized cost savings by the end of 2025, with a target of an additional $5 million in 2026, bringing the total to $20 million [46][52]. - The path to profitability is expected to be reached with slightly positive Adjusted EBITDA on an annualized basis, driven by cost savings, modest volume growth, and incremental pricing actions [52][61]. Business Line Data and Key Metrics Changes - The company has seen significant improvements in its product portfolio, particularly in taste, with new flavors outperforming the legacy portfolio [12][55]. - The energy drink segment, while currently small, is recognized as a future growth opportunity, with plans to increase focus and resources in this area [55][56]. Market Data and Key Metrics Changes - The company has successfully transitioned from a niche market to mainstream distribution, particularly with its partnership with Walmart, which has led to increased visibility and sales [28][34]. - The company is experiencing a macro trend away from sugar, which is becoming mainstream, allowing for broader distribution opportunities [28][34]. Company Strategy and Development Direction - The company is focused on innovation in product development, with plans for new flavors and limited-time offers to drive consumer interest and sales [15][16]. - Marketing strategies have shifted to emphasize brand storytelling and influencer engagement, aiming to attract new consumers and enhance brand visibility [42][44]. Management's Comments on Operating Environment and Future Outlook - Management believes there is a significant opportunity to capture market share from consumers looking for healthier alternatives to conventional sodas, with less than 5% household penetration currently [63][66]. - The company is optimistic about future growth, citing a strong foundation for marketing investment and a clear value proposition for consumers [59][66]. Other Important Information - The company has re-engineered its cost structure and organizational setup over the past 18 months, setting the stage for accelerated growth [58][59]. - The company is testing distribution in convenience stores, which represents a significant growth opportunity despite current low penetration [38][59]. Q&A Session Summary Question: What are the key strategies for distribution? - The company has successfully gained national distribution through Walmart, which has transformed its business and set a precedent for other retailers to follow [22][28]. Question: How has marketing evolved? - The company has focused on brand storytelling and influencer engagement, with plans to redesign packaging to better communicate its unique selling points [42][44]. Question: What are the long-term growth opportunities? - The company sees significant potential in increasing household penetration and expanding into under-penetrated channels like convenience and food service [59][66].

Financial Data and Key Metrics Changes - The company has achieved approximately $15 million in annualized cost savings by the end of 2025, with an additional $5 million expected in 2026, bringing the total to $20 million [46][52] - The path to profitability is becoming clearer, with expectations of slightly positive Adjusted EBITDA on an annualized basis in 2026 [52][61] Business Line Data and Key Metrics Changes - The company has seen significant improvements in its product taste profile, leading to better performance of new flavors compared to legacy products [12][55] - The energy drink segment, while currently small, is recognized as a future growth opportunity, with plans to increase focus and resources in this area [55][56] Market Data and Key Metrics Changes - The company has successfully transitioned into mainstream distribution channels, particularly with Walmart's Modern Soda set, which has significantly transformed its business [28][33] - There is a noted increase in household penetration, currently at 4%, indicating substantial growth potential in the market [59][65] Company Strategy and Development Direction - The company is focused on innovation, with plans to introduce new flavors and limited-time offers to drive consumer interest and distribution [15][16] - Marketing strategies have shifted to emphasize brand storytelling and influencer engagement, aiming to attract new consumers [42][44] Management's Comments on Operating Environment and Future Outlook - Management acknowledges a macro trend away from sugar, positioning the company to capitalize on this shift as it expands into mainstream markets [28][33] - The company is optimistic about future growth, citing a significant runway for expansion in distribution and product offerings [59][66] Other Important Information - The company has re-engineered its cost structure to improve unit economics, allowing for reinvestment into promotions and brand marketing [46][52] - The company is preparing for a major marketing push in 2026, coinciding with the rollout of redesigned packaging [44][65] Q&A Session Summary Question: What are the key strategies for distribution? - The company has successfully gained distribution in mainstream channels, particularly through partnerships with major retailers like Walmart, which has led to increased visibility and sales [22][28] Question: How does the company plan to drive sustainable growth beyond 2026? - Management highlighted the importance of household penetration, distribution gains, and the potential for growth in the energy drink segment as key drivers for long-term growth [57][59] Question: What are the cost-saving opportunities identified for 2026? - The company plans to achieve an additional $5 million in cost savings primarily from COGS and selling and warehousing expenses, which will support ongoing marketing and customer acquisition efforts [46][51]