Jones Soda Shatters Records with 330% Q4 Sales Surge in Turnaround
- 330% Q4 Sales Surge: Jones Soda's net sales projected to increase by 330% year-over-year in Q4 2025, reaching $11.0M–$11.3M (up from $2.6M in 2024).
- Highest Gross Sales Ever: Q4 2025 gross sales expected to hit ~$12M, the highest in company history.
- Profitability Rebound: Gross profit margin projected at 32–34% for Q4 2025, recovering from a -36% margin in Q4 2024.
Experts would likely conclude that Jones Soda's strategic pivot—focusing on core beverage lines, expanding distribution, and improving operational efficiency—has successfully driven a historic turnaround, positioning the company for sustained growth in the craft soda market.
Jones Soda Shatters Records with 330% Sales Surge in Stunning Turnaround
SEATTLE, WA – January 15, 2026 – Jones Soda Co. today announced preliminary financial results that signal a dramatic and historic turnaround, with fourth-quarter net sales projected to skyrocket by approximately 330% year-over-year. The iconic craft soda maker expects to report its highest gross sales for any quarter in its history, a powerful validation of a strategic overhaul initiated in early 2025.
A Financial Reversal of Historic Proportions
The preliminary figures for the fourth quarter ending December 31, 2025, paint a picture of explosive growth. Net sales are expected to land between $11.0 million and $11.3 million, a massive leap from the $2.6 million reported in the same period of 2024. This performance was highlighted by CEO Scott Harvey, who noted, "Preliminary results indicate fourth-quarter gross sales of approximately $12 million which is the highest gross sales Jones has ever delivered in its history."
Even more striking is the rebound in profitability. The company projects a gross profit margin between 32% and 34% for the quarter. This marks a staggering recovery from the negative 36% gross margin reported in the fourth quarter of 2024, a period burdened by a significant $1.2 million inventory impairment charge related to the discontinuation of underperforming product lines.
The positive trend extends across the entire fiscal year. Preliminary full-year 2025 net sales from continuing operations are anticipated to be in the range of $24.0 million to $24.9 million, representing a robust 37% increase over the $17.9 million recorded in 2024. The full-year gross profit margin is also set for a major improvement, expected to be between 30% and 32%, a significant climb from 21.3% in the previous year. These results, while subject to final audit, suggest the company has successfully navigated from a period of significant losses to one of robust and profitable growth.
The Strategy Behind the Surge
This remarkable turnaround is not accidental but the result of a deliberate and aggressive strategic pivot. The shift began in earnest with the appointment of a new leadership team in February 2025, with Scott Harvey taking the helm as CEO. Harvey, a 40-year veteran of the food and beverage industry with experience at brands like Black Rifle Coffee Company and Nathan's Famous, was tasked with transforming Jones into a "full-fledged beverage company" focused on profitable growth.
A key component of this new direction was streamlining the company's focus. In June 2025, Jones divested its marijuana-derived cannabis beverage business, a segment that, while buzzworthy, was complex and accounted for less than 8% of sales in early 2025. This move allowed the company to "sharpen our strategic priorities and accelerate investment in our core soda, functional beverage, and adult beverage categories," according to a statement at the time.
The company has since concentrated its resources on its most promising lines. This includes its classic cane sugar craft sodas, known for their quirky flavors and user-submitted photo labels, as well as newer innovations like 7.5 oz Jones Minis and zero-sugar options. Crucially, while it exited the marijuana business, Jones has continued to develop its fast-growing line of federally legal hemp-derived Delta-9 (HD9) products under the Mary Jones brand, which has seen consistent quarterly revenue growth.
Tapping into New Channels and Consumer Trends
The record sales also reflect a successful push to expand the brand's footprint. CEO Scott Harvey attributed the performance to "improved execution, and increased traction across our core channels." A major part of this was a significant expansion into the convenience store channel in early 2025, placing Jones products in an additional 2,000 stores and giving the brand access to a vast new customer base.
This expansion comes at an opportune time, as Jones' brand ethos aligns perfectly with current consumer trends in the beverage market. The global craft soda market is projected to grow steadily, with some estimates suggesting it will surpass $1 billion by 2030. This growth is fueled by consumers, particularly millennials and Gen Z, who are actively seeking alternatives to mainstream soft drinks. They are drawn to brands that offer authentic experiences, unique flavors, and perceived healthier ingredients like pure cane sugar, all hallmarks of the Jones Soda brand for decades.
While some segments of the beverage industry, such as craft beer and wine, have faced recent headwinds and volume declines, Jones Soda's performance suggests that a well-executed strategy in the craft soda niche can defy broader market challenges. The company's ability to innovate with new flavors and formats while staying true to its core identity has allowed it to capture the attention of this discerning consumer base.
Building an Operation Scaled for Success
Managing a sales increase of over 300% in a single quarter is a monumental operational challenge, and Jones Soda's ability to meet this demand speaks volumes about its internal capabilities. In his comments, Harvey made a point to praise the team's execution. "I would like to call out the impressive performance of the Jones Team who worked tirelessly to plan and deliver such a high sales quarter," he stated. "We have demonstrated that both our team and supply chain are proven, resilient, and capable of scaling efficiently to support meaning growth."
This operational resilience is a critical, if less visible, component of the company's success story. It demonstrates that the strategic pivot is supported by a logistical backbone capable of handling rapid growth, a factor that will be crucial for sustaining momentum. As the company has shed operational complexities from its past ventures, it appears to have built a more nimble and efficient supply chain focused on its core beverage portfolio.
With a revitalized strategy, expanding distribution, and a proven operational model, Jones Soda appears to be entering 2026 on its strongest footing in years. The company has confirmed that the final, audited year-end results will be released by March 31, 2026, which will provide a complete picture of this historic turnaround.
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