Zevia Global Staples Forum 2026 Key Takeaways

Zevia management remains optimistic about its FY26 outlook and secular growth trends in better-for-you beverages. Despite aluminum cost headwinds, productivity savings and new marketing partnerships are supporting brand expansion.

Key Takeaways

• 1.Management confirmed FY26 net sales guidance of $170M-$175M, reflecting growth of 5% to 9% despite macro volatility.
• 2.Productivity initiatives have realized ~$20M in annualized cost savings over two years, which is being reinvested into marketing.
• 3.Margins face temporary pressure from ~$11M in incremental aluminum costs this year, but long-term gross margin targets remain in the mid-50s%.

Table of Contents

• Global Staples Forum
• Key Takeaways
• Valuation/Risks
• Disclosure Appendix
• GS Factor Profile
• M&A Rank
• Quantum
• Disclosures
• Company-specific regulatory disclosures
• Distribution of ratings/investment banking relationships
• Price target and rating history chart(s)
• Target price history table(s)
• Regulatory disclosures
• Ratings, coverage universe and related definitions
• Global product; distributing entities
• General disclosures

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