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Cases Breakdown
Shows how case shipments are distributed across product lines, pack sizes, flavors and sales channels (retail, e‑commerce, foodservice). Reveals which SKUs and channels drive volume and margins, highlights shifts in consumer preference or promo dependence, and flags inventory or distribution issues that can pressure revenue and profitability.
Reed's volumes reflect a resilient core: the flagship Reed's Ginger Ale has held mid-cycle volume with recurring Q3 troughs while delivering outsized dollar growth, implying pricing and mix gains; Vigil's volumes show a secular decline, signaling de‑emphasis or lost distribution and posing a meaningful topline risk if not reversed. Sporadic non‑core and candy spikes align with inventory cleanups/write‑offs—management’s SKU rationalization and supply‑chain fixes should help margins, but near‑term revenue and EBITDA remain exposed until distribution and velocity improvements stick.
REED Cases Breakdown
| Date | Reed's | Non-core | Candy | Virgil's |
|---|---|---|---|---|
| Jun 30, 2026 | 299.00 | 0.00 | 0.00 | 137.00 |
| Mar 31, 2026 | 320.00 | 0.00 | 0.00 | 115.00 |
| Dec 31, 2025 | 316.00 | 0.00 | 0.00 | 120.00 |
| Sep 30, 2025 | 297.00 | 0.00 | 0.00 | 143.00 |
| Jun 30, 2025 | 372.00 | 0.00 | 0.00 | 183.00 |
| Mar 31, 2025 | 340.00 | 0.00 | 0.00 | 180.00 |
| Dec 31, 2024 | 359.00 | 0.00 | 0.00 | 195.00 |
| Sep 30, 2024 | 253.00 | 0.00 | 0.00 | 175.00 |
| Jun 30, 2024 | 413.00 | 0.00 | 0.00 | 239.00 |
| Mar 31, 2024 | 348.00 | 0.00 | 0.00 | 151.00 |
| Dec 31, 2023 | 403.00 | 58.00 | 0.00 | 194.00 |
| Sep 30, 2023 | 402.00 | 0.00 | 0.00 | 238.00 |
| Jun 30, 2023 | 355.00 | 0.00 | 0.00 | 197.00 |
| Mar 31, 2023 | 370.00 | 2.00 | 0.00 | 241.00 |
| Dec 31, 2022 | 400.00 | 118.00 | 18.00 | 252.00 |
| Sep 30, 2022 | 357.00 | 4.00 | 0.00 | 304.00 |
| Jun 30, 2022 | 410.00 | 5.00 | 0.00 | 351.00 |
| Mar 31, 2022 | 415.00 | 4.00 | 0.00 | 302.00 |
| Dec 31, 2021 | 437.00 | 0.00 | 7.00 | 331.00 |
| Sep 30, 2021 | 420.00 | 0.00 | 5.00 | 371.00 |
| Jun 30, 2021 | 353.00 | 2.00 | 8.00 | 347.00 |
| Mar 31, 2021 | 395.00 | 0.00 | 8.00 | 339.00 |
| Dec 31, 2020 | 317.00 | 0.00 | 4.00 | 315.00 |
| Sep 30, 2020 | 314.00 | 0.00 | 5.00 | 319.00 |
| Jun 30, 2020 | 335.00 | 0.00 | 8.00 | 308.00 |
| Mar 31, 2020 | 288.00 | 2.00 | 9.00 | 262.00 |