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Jones Soda Posts 196% Y/Y Revenue Growth in Q3, Eyes Retail Expansion

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Jones Soda Co. (JSDA - Free Report) reported a sharp year-over-year increase in preliminary third-quarter 2026 revenues, supported by strong demand across its club and direct-to-consumer channels. The premium craft soda maker also said that it remains on track to meet its full-year sales and EBITDA targets, reflecting confidence in its business momentum.

The company expects third-quarter net revenues of $13.3 million, indicating a 196% upsurge from the $4.5 million recorded in the year-ago quarter.

For the first nine months ended Sept. 30, 2026, Jones Soda anticipates net revenues of $36 million, suggesting a 164% increase from $13.6 million in the comparable period of 2025. The substantial rise across both reporting periods highlights the company's expanding market reach and improving sales traction.

JSDA Benefits From Strong Sales Channels

Jones Soda's latest revenue performance was primarily driven by robust sales through its club and direct-to-consumer channels. These distribution avenues have helped the company reach a broader consumer base while strengthening relationships with existing customers.

President and CEO Scott Harvey emphasized the contribution of these channels to the company's continued growth. Management expects the positive sales trend to extend into the fourth quarter of 2026, providing support to its revenue performance.

Beyond distribution gains, Jones Soda has benefited from increased consumer interaction across digital platforms. The company's marketing initiatives, combined with active customer participation, have generated millions of social media impressions. This heightened engagement has helped expand brand visibility and strengthen its connection with consumers.

Jones Soda Eyes Retail Expansion & New Partnerships

Looking ahead, Jones Soda intends to build on its sales momentum by expanding its retail presence during the final quarter of 2026. The company plans to introduce its products through additional retailers, complementing its established club and direct-to-consumer businesses.

Management is also working on new commercial partnerships. These initiatives are expected to broaden the company's distribution network and support its growth strategy heading into 2027.

Importantly, Jones Soda reiterated that it remains on track to achieve its previously communicated sales and EBITDA guidance for 2026. Continued strength in its key distribution channels, along with planned retail additions, underpins management's confidence in meeting those objectives.

JSDA's Preliminary Results Await Final Review

Despite the impressive reported rally, Jones Soda clarified that its third-quarter and nine-month 2026 revenue figures are preliminary and unaudited.

The company has yet to complete its customary quarter-end accounting and financial reporting procedures. Consequently, the final revenue figures could differ from the currently disclosed estimates once the review process is completed.

Nevertheless, the preliminary update points to substantial top-line expansion for Jones Soda in 2026. Sustained demand across its core sales channels, increasing consumer engagement and upcoming retail partnerships remain central to the company's efforts to maintain growth through the remainder of the year and into 2027.

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