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Suja Life, Inc. Class A (SUJA)
NASDAQ:SUJA
US Market
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Suja Life, Inc. Class A (SUJA) AI Stock Analysis

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SUJA

Suja Life, Inc. Class A

(NASDAQ:SUJA)

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Neutral 44 (OpenAI - Gpt-5.6Sol)
Rating:44Neutral
Price Target:
$7.00
▼(-38.60% Downside)
Action:Reiterated
Date:08/20/26
The score is held down primarily by weak financial quality (ongoing losses, high leverage, and weakening/negative free cash flow) and bearish technical trends. The latest earnings call provides a partial offset due to strong adjusted EBITDA improvement and reiterated profitability guidance, but near-term grocery softness and execution/refinancing risk temper confidence.
Positive Factors
Sustained Revenue and Distribution Growth
Double-digit sales growth combined with broader distribution supports durable brand reach and retailer penetration. Continued expansion of distribution points can provide a foundation for recurring volume growth beyond the current reporting period.
Negative Factors
Ongoing Net Losses and Weak Profitability
Despite healthy gross margins and positive EBITDA, operating and non-operating costs still prevent consistent net profitability. Continued losses constrain internally generated capital and leave execution dependent on a sustained improvement in cost absorption.
Read all positive and negative factors
Positive Factors
Negative Factors
Sustained Revenue and Distribution Growth
Double-digit sales growth combined with broader distribution supports durable brand reach and retailer penetration. Continued expansion of distribution points can provide a foundation for recurring volume growth beyond the current reporting period.
Read all positive factors

Suja Life, Inc. Class A (SUJA) vs. SPDR S&P 500 ETF (SPY)

Suja Life, Inc. Class A Business Overview & Revenue Model

Company Description
Suja Life, Inc. stands out as a leading innovator in the health-conscious beverage market, spearheading the revolution of functional and beneficial drinks. The company's core mission is to redefine the beverage landscape by delivering delightful a...

Suja Life, Inc. Class A Earnings Call Summary

Earnings Call Date:Aug 04, 2026
(Q2-2026)
|
Next Earnings Date:Jun 15, 2027
Earnings Call Sentiment Positive
The call conveyed materially positive underlying operating performance—double-digit net sales growth in Q2, a 50% increase in adjusted EBITDA and clear product/ distribution momentum—alongside a candid acknowledgment of near-term headwinds concentrated in the grocery channel. Management presented a concrete action plan (promotional investment, lower-funnel marketing, shelf resets, club/mass value programs, manufacturing scale and cost discipline) to mitigate Q3 softness and pursue the high end of guidance. The most significant negatives were transitory (inventory absorption timing) or one-time (IPO costs, debt extinguishment) and management emphasized structural strengths (vertical integration, operating efficiencies, strong SKU performance) and confidence in execution. Given the strong financial and commercial wins that materially outweigh the near-term channel softness and one-time charges, the overall tone is constructive and forward-looking.
Positive Updates
Robust Top-Line Growth in Q2
Net sales increased 11.6% year-over-year to $83.9 million in Q2 2026; company expects full-year net sales of $360.0M to $369.0M (implying ~10.2% to 13.0% growth vs. 2025).
Negative Updates
Near-Term Grocery Softness Impacting Bookings
Management noted recent softness concentrated in the grocery channel (customer bookings weakened in early July), prompting an expectation of near-term Q3 softness. Latest Q3 estimate is ~ $71M net sales with ~47.8% gross margin and ~15.2% adjusted EBITDA margin (midpoint).
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Q2-2026 Updates
Negative
Robust Top-Line Growth in Q2
Net sales increased 11.6% year-over-year to $83.9 million in Q2 2026; company expects full-year net sales of $360.0M to $369.0M (implying ~10.2% to 13.0% growth vs. 2025).
Read all positive updates
Company Guidance
Management widened full‑year net‑sales guidance to $360–$369 million (from $367–$371M), implying ~10.2%–13.0% growth versus $326.6M in 2025, and reiterated adjusted EBITDA of $70–$72M (up ~72.8%–77.7% versus $40.5M in 2025); they warned of near‑term Q3 softness concentrated in grocery and provided a Q3 estimate of ~$71M net sales with gross margin ≈47.8% and adjusted‑EBITDA margin ≈15.2% (midpoint). For context, Q2 results were $83.9M net sales (+11.6%), adjusted EBITDA $14.6M (17.5% margin, +50% YoY), gross profit $39.2M (~46.7% of sales), Suja Core sales $81.9M (+9.8%), Emerging Brands $3.0M (+61.2%) with a segment EBITDA loss of $1.3M (improved $4.4M), SG&A $59.7M including $25.1M one‑time IPO costs, net loss $27.8M (incl. $25.1M IPO costs and $2.3M debt‑extinguishment), cash $20.6M and total debt $163M; management expects ~$19M net interest expense, a 26.1% base tax rate (vs. 27.4% prior), and emphasized actions — 10% of net sales marketing discipline, 16% TDP increase in Q2, aggressive promotions, expanded distribution (overall +16%, Slice +94%) and new innovation — aimed at hitting the top end of the range while protecting profitability.

Suja Life, Inc. Class A Financial Statement Overview

Summary
Strong revenue growth and healthy gross margin (~48% in 2025) are positives, but profitability remains weak (negative EBIT and net margins) with elevated leverage (debt-to-equity ~2.0x). Operating cash flow is positive but weakening, and 2025 free cash flow turned negative, increasing funding risk if profitability doesn’t improve.
Income Statement
44
Neutral
Balance Sheet
34
Negative
Cash Flow
41
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023
Income Statement
Total Revenue190.91M326.62M258.93M224.41M
Gross Profit93.28M157.21M128.25M99.81M
EBITDA8.21M10.15M28.94M19.37M
Net Income4.47M-21.26M-20.77M-24.47M
Balance Sheet
Total Assets419.03M425.58M414.21M444.84M
Cash, Cash Equivalents and Short-Term Investments20.59M31.02M16.16M27.82M
Total Debt191.59M189.34M304.71M183.26M
Total Liabilities230.11M240.53M357.00M233.55M
Stockholders Equity188.92M93.30M146.01M279.32M
Cash Flow
Free Cash Flow-18.56M-5.82M158.00K7.01M
Operating Cash Flow-5.15M8.29M10.35M18.41M
Investing Cash Flow-13.92M-14.11M-10.20M-11.40M
Financing Cash Flow8.64M20.96M-11.82M-2.39M

Suja Life, Inc. Class A Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
77
Outperform
$3.64B33.0531.09%26.10%69.15%
56
Neutral
$99.78M-9.68-19.05%7.22%42.48%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
51
Neutral
$452.76M-3.49-3133.06%11.40%36.08%
44
Neutral
$296.64M40.423.89%
44
Neutral
$20.22M-5.46-148.74%82.08%-12.26%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SUJA
Suja Life, Inc. Class A
7.68
-10.17
-56.97%
BRFH
Barfresh Food Group
1.24
-1.66
-57.24%
OTLY
Oatly Group
14.50
-3.78
-20.68%
ZVIA
Zevia PBC
1.29
-1.58
-55.05%
COCO
Vita Coco Company
63.35
29.21
85.56%
BUDA
Buda Juice, Inc.
8.94
0.83
10.28%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 20, 2026