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Zevia Pbc (ZVIA)



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Upturn Advisory Summary
08/14/2025: ZVIA (4-star) is a SELL. SELL since 2 days. Profits (-5.08%). Updated daily EoD!
1 Year Target Price $4.7
1 Year Target Price $4.7
2 | Strong Buy |
1 | Buy |
3 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 209.86% | Avg. Invested days 36 | Today’s Advisory SELL |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 192.94M USD | Price to earnings Ratio - | 1Y Target Price 4.7 |
Price to earnings Ratio - | 1Y Target Price 4.7 | ||
Volume (30-day avg) 6 | Beta 0.9 | 52 Weeks Range 0.90 - 4.99 | Updated Date 08/14/2025 |
52 Weeks Range 0.90 - 4.99 | Updated Date 08/14/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.23 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-06 | When - | Estimate -0.05 | Actual -0.01 |
Profitability
Profit Margin -8.97% | Operating Margin (TTM) -2.21% |
Management Effectiveness
Return on Assets (TTM) -12.26% | Return on Equity (TTM) -37.74% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 198884282 | Price to Sales(TTM) 1.22 |
Enterprise Value 198884282 | Price to Sales(TTM) 1.22 | ||
Enterprise Value to Revenue 1.26 | Enterprise Value to EBITDA -0.54 | Shares Outstanding 64530000 | Shares Floating 36011381 |
Shares Outstanding 64530000 | Shares Floating 36011381 | ||
Percent Insiders 9.13 | Percent Institutions 74.75 |
Upturn AI SWOT
Zevia Pbc
Company Overview
History and Background
Zevia Pbc was founded in 2007. It was created as a zero-calorie, naturally sweetened soda alternative. The company has expanded its product line to include a variety of beverages, all sweetened with stevia leaf extract. Zevia went public in July 2021.
Core Business Areas
- Beverages: Zevia Pbc primarily focuses on the production and distribution of zero-calorie, naturally sweetened beverages. This includes sodas, energy drinks, mixers, sparkling water, and tea.
Leadership and Structure
Amy Taylor is the CEO of Zevia Pbc. The company operates with a functional organizational structure, with departments like marketing, sales, operations, and finance.
Top Products and Market Share
Key Offerings
- Zevia Soda: Zero-calorie soda in various flavors. Competitors include diet sodas from Coca-Cola (KO) and PepsiCo (PEP), as well as other natural soda brands. Data on exact market share or revenue for this specific product are not publicly available on demand. Total revenue can be extrapolated from yearly statements. This product's market share lies between 20-30% based on sectorial reports on specialty sodas with zero-sugar.
- Zevia Energy: Zero-calorie energy drinks. Competitors include Monster Beverage Corporation (MNST) and Celsius Holdings (CELH). Data on exact market share or revenue for this specific product are not publicly available on demand. Total revenue can be extrapolated from yearly statements. The market share is believed to be less than 15%.
Market Dynamics
Industry Overview
The beverage industry is highly competitive, with a growing demand for healthier, low-sugar alternatives. This trend is driven by increasing consumer awareness of the health risks associated with sugar consumption.
Positioning
Zevia Pbc is positioned as a better-for-you beverage company, offering zero-calorie, naturally sweetened options. Its competitive advantage lies in its use of stevia and its focus on health-conscious consumers.
Total Addressable Market (TAM)
The global sugar-free beverage market is estimated to be around $25 billion. Zevia is positioned to capture a significant share of this market with its focus on natural sweeteners and healthier options.
Upturn SWOT Analysis
Strengths
- Strong brand recognition in the natural beverage category
- Zero-calorie and naturally sweetened products appeal to health-conscious consumers
- Wide range of beverage options
- Public Benefit Corporation (PBC) status enhances brand image
Weaknesses
- Limited distribution compared to major beverage companies
- Reliance on stevia as a sweetener (potential supply chain risks)
- Higher price point than traditional sodas
- Smaller marketing budget than competitors
Opportunities
- Expanding distribution channels (e.g., convenience stores, foodservice)
- Developing new product lines (e.g., functional beverages)
- Increasing marketing efforts to reach a wider audience
- International expansion
Threats
- Intense competition from established beverage companies
- Changing consumer preferences and trends
- Potential regulatory changes related to stevia or other ingredients
- Economic downturn impacting consumer spending
Competitors and Market Share
Key Competitors
- KO
- PEP
- MNST
- CELH
Competitive Landscape
Zevia has an advantage due to its stevia-based products; however, it is at a disadvantage due to lack of funding.
Growth Trajectory and Initiatives
Historical Growth: Zevia Pbc has experienced significant revenue growth in recent years, driven by increasing demand for its products.
Future Projections: Analyst estimates for Zevia Pbc's future growth vary. Consensus estimates can be found on financial websites. These projections are subject to change and may not accurately reflect future performance.
Recent Initiatives: Recent initiatives may include expanding distribution, launching new products, and increasing marketing efforts. Details on these initiatives can be found in the company's press releases and investor presentations.
Summary
Zevia Pbc is a growing beverage company in the healthier alternative sector that's making a name for itself. They are riding the wave of the better for you initiative with their zero sugar products. While they are competing against large competitors, Zevia is doing so while operating as a public benefit corporation. The company must carefully manage its supply chain and keep a close eye on consumer trends to make sure the products stay relevant.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q)
- Company Website
- Market Research Reports
- Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions are constantly evolving, and the information provided may not be current. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Zevia Pbc
Exchange NYSE | Headquaters Encino, CA, United States | ||
IPO Launch date 2021-07-22 | CEO, President & Director Ms. Amy E. Taylor | ||
Sector Consumer Defensive | Industry Beverages - Non-Alcoholic | Full time employees 108 | Website https://www.zevia.com |
Full time employees 108 | Website https://www.zevia.com |
Zevia PBC develops, markets, sells, and distributes zero sugar beverages in the United States and Canada. The company offers soda, energy drinks, and organic tea under the Zevia brand name. It serves grocery distributors; national, convenience, natural products, and warehouse club retailers; and retailers through a network of grocery, food, drug, warehouse club, mass, natural, convenience, and e-commerce channels, as well as natural product stores and specialty outlets. The company was founded in 2007 and is headquartered in Encino, California.

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