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Upturn AI SWOT - About
ZVIA 
Zevia Pbc (ZVIA)
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Upturn Advisory Summary
10/17/2025: ZVIA (4-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
6 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $4.87
1 Year Target Price $4.87
| 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 PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 146.48M USD | Price to earnings Ratio - | 1Y Target Price 4.87 |
Price to earnings Ratio - | 1Y Target Price 4.87 | ||
Volume (30-day avg) 6 | Beta 0.88 | 52 Weeks Range 0.96 - 4.99 | Updated Date 10/19/2025 |
52 Weeks Range 0.96 - 4.99 | Updated Date 10/19/2025 | ||
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 - | When - | Estimate - | Actual - |
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 159160998 | Price to Sales(TTM) 0.92 |
Enterprise Value 159160998 | Price to Sales(TTM) 0.92 | ||
Enterprise Value to Revenue 1 | Enterprise Value to EBITDA -0.54 | Shares Outstanding 64530000 | Shares Floating 38982821 |
Shares Outstanding 64530000 | Shares Floating 38982821 | ||
Percent Insiders 9.13 | Percent Institutions 70.67 |
Upturn AI SWOT
Zevia Pbc
Company Overview
History and Background
Zevia Pbc was founded in 2007. It pioneered the zero-calorie, naturally sweetened soda category. Significant milestones include expanding product lines and distribution networks, and becoming a publicly traded company in 2021.
Core Business Areas
- Soda: Zevia's core business revolves around its line of zero-calorie, naturally sweetened sodas in various flavors.
- Energy Drinks: Zevia offers zero-calorie energy drinks formulated with natural sweeteners and caffeine sources.
- Mixers: Zevia also provides zero-calorie mixers for cocktails and other beverages.
- Sparkling Water: Zevia offers zero-calorie sparkling water drinks formulated with natural sweeteners.
Leadership and Structure
Amy Taylor is the Chief Executive Officer of Zevia Pbc. The organizational structure consists of departments like marketing, sales, operations, and finance, reporting to the executive leadership team.
Top Products and Market Share
Key Offerings
- Soda: Zevia Soda is the company's flagship product, a zero-calorie soda sweetened with stevia. Market share varies by region, but Zevia holds a significant portion of the natural soda segment. Competitors include other stevia-sweetened soda brands and traditional diet sodas. Not specified revenue from this product.
- Energy Drinks: Zevia Energy is a zero-calorie energy drink line with natural caffeine sources. Market share is smaller than its soda line but growing. Competitors include other natural energy drink brands and traditional energy drinks. Not specified revenue from this product.
- Mixers: Zevia Mixers offer zero-calorie options for cocktails. Not specified revenue from this product. Competitors include traditional mixers and other natural mixer brands.
Market Dynamics
Industry Overview
The beverage industry is highly competitive, with increasing consumer demand for healthier, lower-calorie options. The natural and zero-calorie segment is experiencing strong growth.
Positioning
Zevia Pbc positions itself as a healthy alternative to traditional sugary drinks and diet sodas, focusing on natural sweeteners and zero-calorie formulations. Its competitive advantage lies in its brand recognition and established distribution network within the natural foods market.
Total Addressable Market (TAM)
The total addressable market for healthy beverages is estimated to be worth hundreds of billions of dollars globally. Zevia Pbc is well positioned to capture a growing share of this market as consumer preferences shift towards healthier options.
Upturn SWOT Analysis
Strengths
- Strong brand recognition in the natural beverage market
- Established distribution network
- First-mover advantage in the stevia-sweetened soda category
- Focus on health-conscious consumers
Weaknesses
- Limited product portfolio compared to larger beverage companies
- Higher price point than some competitors
- Dependence on stevia as a sweetener, which some consumers dislike
- Lower marketing budget than larger beverage companies
Opportunities
- Expanding product lines to cater to different consumer preferences
- Increasing distribution channels, including mainstream retailers and foodservice
- Entering new geographic markets
- Capitalizing on the growing demand for healthier beverages
Threats
- Increased competition from larger beverage companies entering the natural segment
- Fluctuations in stevia prices
- Changing consumer preferences
- Negative publicity regarding the health effects of artificial sweeteners or stevia
Competitors and Market Share
Key Competitors
- MNST
- PEP
- KO
Competitive Landscape
Zevia Pbc faces competition from both large beverage companies and smaller natural beverage brands. Its advantages include its established brand and focus on natural sweeteners. Disadvantages include its smaller marketing budget and limited product portfolio compared to larger competitors.
Growth Trajectory and Initiatives
Historical Growth: Discuss Zevia Pbc's growth trends over the past years.
Future Projections: Provide projections for Zevia Pbc's future growth based on analyst estimates.
Recent Initiatives: Highlight recent strategic initiatives undertaken by Zevia Pbc.
Summary
Zevia is a pioneer in the natural, zero-calorie beverage space, which gives it a strong brand identity. Its focus on stevia is a double-edged sword, as some consumers avoid it. To ensure sustainable growth, Zevia needs to expand its product line and distribution network, while facing fierce competition from larger players.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Market Research Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market share data is estimated and may vary.
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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