Zevia (ZVIA) Q2 2025 Earnings Call Transcript

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DATE

Wednesday, August 6, 2025 astatine 4:30 p.m. ET

CALL PARTICIPANTS

• Chief Executive Officer — Amy E. Taylor

• Chief Financial Officer — Girish Satya

Full Conference Call Transcript

Amy E. Taylor: Thank you, Jean. Good afternoon, everyone, and convey you for joining our 2nd 4th 2025 net league call. We are precise pleased with our show successful the 2nd quarter. Net income and adjusted EBITDA exceeded our outlook, and we made notable advancement crossed our strategical initiatives. Over the past year, we've executed against our 3 strategical maturation pillars to sharpen the Zevia marque and laic the instauration for growth. Zevia's presumption arsenic the radically existent enactment is clear, we are Soda Made Better. Our distinctive selling is driving engagement, merchandise innovation is resonating some with caller and existing consumers, and we are expanding our organisation with beardown sell- done crossed channels.

All of this is successful portion fueled by our productivity initiatives that yielded $15 cardinal successful annualized savings, with much to come. I'm incredibly arrogant of what the squad has accomplished implicit the past year. We are energized by a beardown commencement to the summer, and I'm much excited than ever astir our future. So concisely highlighting our fiscal results. For the 2nd quarter, nett income grew 10.1% to $44.5 million. Adjusted EBITDA improved by $4.6 cardinal to $0.2 million, marking our archetypal profitable 4th arsenic a nationalist company. Turning to highlights connected our advancement crossed each of our strategical maturation pillars from the quarter. Let's commencement with our archetypal one, marketing.

Our distinctive marque was brought to beingness done our nationalist campaign, Get the Fake Outta Here successful Q2, featuring household sanction crossover creator Jelly Roll. The run delivered grounds net impressions and the astir shared and engaging contented successful Zevia's history, which contributed to double-digit maturation successful the quarter. And past implicit Memorial Day weekend, we launched Get the Fake Out of Summer, showcasing 1 of our newest flavors, Strawberry Lemon Burst, and our playful summertime interruption nutrient date. The summertime refreshment run features societal and editorial media activations successful conjunction with mega influencer posting and user content.

Strawberry Lemon Burst is simply a leader spirit of the summertime and a large objection of the much sugar-like sensation acquisition that Zevia is delivering successful our caller flavors. So this is simply a bully segue into our 2nd strategical maturation pillar, merchandise innovation. Our caller spirit launches featuring our enhanced sensation illustration are generating excitement and engagement and are delivering top-performing velocity. We are complementing our bequest classical soda flavors and much nostalgic launches with caller on-trend nutrient flavors. Strawberry Lemon Burst and Orange Creamsicle person been our astir palmy launches to date.