Suja Life Q2 Earnings Call Highlights

Suja Life Q2 Earnings Call Highlights

Q2 sales rose 11.6% to $83.9 million , while adjusted EBITDA jumped 50% to $14.6 million and the margin expanded to 17.5%. Growth was led by cold-pressed juices, wellness shots and the emerging Slice brand.

Suja lowered its full-year sales outlook to $360 million–$369 million after a “sizable shift” toward softer grocery bookings, though it maintained adjusted EBITDA guidance of $70 million–$72 million. Management plans to respond with more promotions, value-oriented packaging and expanded club and mass retail distribution.

The company held $20.6 million in cash against $163 million of debt and expects to complete a refinancing this quarter to reduce borrowing costs. The quarter’s $27.8 million net loss included $25.1 million in IPO-related costs and a $2.3 million debt-extinguishment loss.

Suja Life NASDAQ: SUJA reported second-quarter net sales growth of 11.6% as demand for cold-pressed juices, wellness shots and emerging products supported results, while management flagged softer recent bookings in the grocery channel and lowered its full-year sales outlook. For the quarter ended June 29, 2026, net sales rose to $83.9 million from the prior-year period. Adjusted EBITDA increased 50% to $14.6 million, representing a 17.5% margin, compared with $9.8 million, or a 13% margin, a year earlier.

Chief Executive Officer Maria Stipp said the company outperformed the natural healthy beverage category, gained share and widened its performance gap against its primary cold-pressed juice competitor. However, she said recent consumer behavior and retail conditions have created uncertainty heading into the third quarter.

Suja revised its full-year net sales guidance to a range of $360 million to $369 million, down from its prior forecast of $367 million to $371 million. The new range represents year-over-year growth of 10.2% to 13% from 2025 net sales of $326.6 million. The company maintained its adjusted EBITDA forecast of $70 million to $72 million, which would represent an increase of 72.8% to 77.7% from $40.5 million in 2025.

Stipp said the company began seeing a “sizable shift” in grocery bookings in early July. She attributed the pressure primarily to consumer compression at retail, grocery foot-traffic pressures, channel shifting and value-seeking behavior. Grocery represented roughly one-third of Suja’s sales mix in the second quarter, compared with about 12% for mass channels. “We’re still growing our grocery business,” Stipp said during the question-and-answer session. “It’s just not growing as fast as we had planned.”

Chief Financial Officer Jeff Pedersen said the company’s latest estimate calls for approximately $71 million in third-quarter net sales, a gross margin of about 47.8% and an adjusted EBITDA margin of approximately 15.2%, each at the midpoint of its updated full-year outlook. He noted that Suja’s sales are typically weighted more heavily toward the first and fourth quarters.

Management said it is increasing its focus on lower-funnel marketing intended to drive near-term consumer purchases, while maintaining its overall marketing investment level at about 10% of net sales. The company also plans to expand distribution through second-half shelf resets and new product launches. Stipp said Suja will compete more aggressively on promotions where necessary, supported by its position as the lowest-cost producer in its product set. The company is also adding value-pack formats, targeted promotions and expanded distribution with club and mass retailers as consumers seek lower-cost options.