Jones Soda (JSDA) AI Stock Analysis

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Jones Soda

(CNQX:JSDA)

Rating:―N/A

Action:N/A

Date:―

No summary available

Positive Factors

Revenue Growth and Operating TurnaroundThe sharp increase in revenue alongside quarterly profitability and positive adjusted EBITDA indicates improving operating leverage and stronger demand. If sustained beyond the current period, this progress can strengthen earnings power, support reinvestment, and improve the company’s competitive position.

Negative Factors

Profitability Remains UnprovenDespite substantial improvement, the company remains unprofitable on a trailing basis and still reported a nine-month net loss. Until positive earnings persist across periods, Jones Soda has less financial resilience and less internally generated capital for growth or unexpected operating pressure.

Jones Soda (JSDA) vs. iShares MSCI Canada ETF (EWC)

Market Cap: CAD 31.48M
Dividend Yield: ―
Average Volume (3M): 13.12K
Price to Earnings (P/E): -13.3
Beta (1Y): 2.12
Revenue Growth: 183.59%
EPS Growth: 49.32%
Country: Canada
Employees: 27
Sector: Consumer Defensive
Sector Strength: 62
Industry: Beverages - Non-Alcoholic

Jones Soda Business Overview & Revenue Model

Company Description

Jones Soda Co., along with its subsidiaries, is engaged in the creation, production, marketing, and distribution of beverages, primarily serving markets in the United States, Canada, and other international regions. The company's product lineup featu...

Jones Soda Earnings Call Summary

Earnings Call Date:Nov 10, 2026(Q3-2026)|% Change Since:17.46%|Next Earnings Date:May 15, 2025

Earnings Call SentimentPositive

The call was strongly positive overall, supported by record third-quarter revenue, a return to quarterly profitability, substantial adjusted EBITDA improvement, expanding gross margins, growing distribution and reaffirmed full-year guidance. Management also highlighted DTC growth, Zero Sugar expansion, new partnerships and a functional health and nutrition pipeline. The main challenges were the nine-month net loss, increased working-capital balances, ongoing quarterly margin variability, discontinued product lines and the absence of 2027 financial guidance.

Positive Updates

Record Third-Quarter Revenue and Profitability

Third-quarter revenue increased 204% to a record $13.7 million from $4.5 million a year ago. The company reported net income from continuing operations of $471,000 and adjusted EBITDA of $869,000, compared with a $1.4 million net loss and an $897,000 adjusted EBITDA loss in the prior-year quarter.

Negative Updates

Nine-Month Net Loss from Continuing Operations

For the first nine months of 2026, the company reported a net loss from continuing operations of approximately $64,000 compared with net income of $132,000 in the prior period. Management noted that the prior-year result included a one-time $3.7 million gain on the disposition of the cannabis business.

Company Guidance

The company reaffirmed full year 2026 revenue of more than $45 million, representing growth of more than 80%, and positive adjusted EBITDA for the year; direct-to-consumer revenue is expected to reach approximately $5 million this year, gross margin is viewed as having an “upper 30s” realistic target with the possibility of getting it into the 40s, the redesigned website and direct-to-consumer platform are on track to launch in January 2027, initial functional health and nutrition product testing is expected to begin in the first quarter of 2027, new partnership announcements are expected by the end of this year or early next year, the company is not putting out an outlook for '27 today but expects to announce updated guidance early in '27, and it is targeting either NYSE or NASDAQ for a possible uplisting in the first quarter of '27.

Jones Soda Risk Analysis

Jones Soda disclosed 11 risk factors in its most recent earnings report. Jones Soda reported the most risks in the "Finance & Corporate" category.

Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy

Latest Risks Added

0 New Risks

Jones Soda Peers Comparison

Overall Rating

UnderperformOutperform

Sector (62)

Financial Indicators

TSE:JSDA against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
COCO	75Outperform	$3.76B	31.00	31.84%	―	25.97%	72.99%
Sector *	62Neutral	$20.33B	14.63	-3.31%	3.23%	1.93%	-12.26%
ZVIA	56Neutral	$84.35M	-9.57	-18.64%	―	8.88%	46.53%
BNKK	48Neutral	$7.80M	-0.05	-196.39%	―	2362.36%	-27.64%
OTLY	45Neutral	$259.13M	-2.77	675.83%	―	12.01%	61.83%
BRFH	39Underperform	$7.99M	-2.27	-295.15%	―	82.08%	-12.26%

* Consumer Defensive Sector Average

Performance Comparison

TSE:JSDA and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
TSE:JSDA	Jones Soda Co.	0.37	0.10	39.62%
BRFH	Barfresh Food Group Inc.	0.52	-2.54	-83.17%
BNKK	Bonk, Inc.	1.00	-5.09	-83.60%
OTLY	Oatly Group Ab	7.96	-4.93	-38.25%
ZVIA	Zevia Pbc Class A	1.18	-1.40	-54.26%
COCO	Vita Coco Company, Inc.	65.31	22.18	51.43%

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.

Jones Soda AI Stock Analysis