Jones Soda Co. has expanded its Costco program to Canada, launching the first of several large‑scale shipments to select Costco warehouse locations across the country. The move marks a key milestone in the company’s strategy to broaden its retail footprint and accelerate sales momentum into the first half of 2026.
The expansion follows a record preliminary fourth‑quarter 2025 performance, in which net sales surged 329% to $11.0‑$11.3 million and gross profit margin improved to 32‑34% from a negative 36% in the fourth quarter of 2024. These results demonstrate the company’s ability to scale its core and modern soda lines while maintaining disciplined margin execution.
Jones Soda’s focus on high‑velocity SKUs—products that sell quickly and generate strong unit economics—aligns with the Costco partnership. By leveraging Costco’s extensive distribution network, the company can increase volume, improve operating leverage, and generate additional revenue streams beyond its traditional craft‑soda channels.
Financially, the company has bolstered its resilience by expanding its revolving credit facility from $5 million to $10 million in December 2025, providing greater liquidity to support growth initiatives and manage cash‑flow volatility.
The expansion also offers a buffer against regulatory headwinds surrounding the company’s hemp‑derived beverage line. California authorities have warned about mislabeled hemp‑infused sodas containing prohibited THC isolate ingredients, creating uncertainty for that product segment. A stronger presence in Costco Canada diversifies revenue sources and mitigates the impact of potential regulatory restrictions in the United States.
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