Zevia PBC (ZVIA) Earnings Call Transcripts
Zevia PBC's Latest Earnings Call - May 12, 2026
In the first quarter of fiscal year 2026, Zevia PBC (ZVIA:US) reported stronger-than-expected results, prompting management to raise their top-line guidance for the year. Revenue for Q1 was robust, driven by increased volume and pricing, despite a planned reduction in promotional spending. The company anticipates a 5% growth in the second half of the year, supported by new packaging, marketing initiatives, and distribution gains, although Q2 may face some headwinds due to SKU discontinuations and promotional shifts.
Reported metrics
| Metric | Value |
|---|---|
| Q1 Revenue | $12.4M (beat) |
| Gross Margin | 48.4% (miss) |
| Q1 EPS | $0.03 (beat) |
| Full Year Revenue Guidance | $55M (positive) |
| Household Penetration | 5% (positive) |
| Q2 Revenue Guidance | $13.0M (negative) |
Guidance from management
Management expects a 5% growth in the second half of 2026, supported by new packaging and marketing initiatives. They raised full-year revenue guidance to $55 million from $52 million.
What management said
It's really a Q2 rollout such that it will be complete or materially complete start of Q3, which aligns then with increased promotional support and some of our new marketing campaigns.
She definitely has a point of view he's also mentioned . And so we're able to leverage some of her ideas as well as her personal preferences so she can work on something she's really passionate about.
What analysts pressed on
Analysts expressed concerns regarding the impact of SKU discontinuations on Q2 revenue and the potential for continued gross margin pressures due to rising input costs. There is also apprehension about the competitive landscape and how Zevia will maintain its market position amidst increasing competition.
Main topics on the call
- Revenue Growth Acceleration — Zevia's Q1 revenue exceeded expectations, attributed to stronger retail sales and new distribution gains. CEO Amy Taylor noted, "Q1 overdelivered both on volume and price," indicating a healthy base business despite redu...
- Guidance Update — Management raised their full-year revenue guidance, expecting a 5% growth in the second half of 2026. CFO Girish Satya expressed confidence in achieving this growth through continued distribution gains and marketing effo...
- New Packaging and Marketing Initiatives — The rollout of new packaging and marketing campaigns is set to enhance brand visibility and consumer engagement. Taylor mentioned that the new packaging would be "complete or materially complete start of Q3," aligning wi...
- Impact of Discontinuation of SKUs — Management acknowledged that the discontinuation of certain product lines would impact Q2 results. Satya noted, "we knew there'd be a little bit of pressure because of that in Q2," highlighting potential volatility in th...
Read the full Zevia PBC transcript (May 12, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Zevia PBC
Zevia PBC (ZVIA) is a publicly listed company in the Beverages industry, within the Consumer Staples sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 31 calls on record spanning August 12, 2021 to August 5, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 31 Zevia PBC earnings call transcripts on record, spanning August 12, 2021 to August 5, 2026. Based on this history, Zevia PBC reports quarterly. The most recent call on file is dated August 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- ZVIA
- Exchange
- NYSE
- Country
- US
- Sector
- Consumer Staples
- Industry
- Beverages
- Calls on record
- 31
- First call
- August 12, 2021
- Most recent
- August 5, 2026
- Reporting cadence
- quarterly