Mission Statement, Vision, & Core Values of Zevia PBC (ZVIA)

Mission Statement, Vision, & Core Values of Zevia PBC (ZVIA)

US | Consumer Defensive | Beverages - Non-Alcoholic | NYSE

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Zevia PBC's (ZVIA) foundational Mission and Vision aren't just feel-good corporate language; they are the engine driving their financial reality as a Certified B Corporation, which is why the company is projecting 2025 Net Sales to land between $162 million and $164 million. You're seeing strong top-line momentum, but still, can a commitment to 'zero sugar, zero calorie' beverages truly sustain the growth needed to hit their vision of becoming a 'world's leading beverage company' when they are still projecting an Adjusted EBITDA loss of up to $5.5 million this year? Honestly, the gap between mission and market execution is where the real investment opportunity lies, and we need to defintely map out how their core values translate into tangible market share gains against the giants. What specific strategic actions, beyond the mission, are you underwriting in Zevia's valuation?

Zevia PBC (ZVIA) Overview

You're looking for a clear-eyed view of Zevia PBC, and here it is: the company is a pioneer in the zero-sugar beverage space, and its recent financial momentum shows its strategy is finally hitting its stride, with full-year 2025 net sales projected to hit up to $164 million. They are a Public Benefit Corporation (PBC), meaning their mission-to address global health challenges from excess sugar-is baked into their legal structure, which is a key differentiator in the market.

Zevia PBC was founded in 2007 to offer consumers a truly clean alternative to traditional sugary and artificially sweetened drinks. Their entire portfolio is zero-calorie, naturally sweetened with stevia leaf extract, and free from artificial ingredients. Honestly, that's a simple, powerful value proposition.

The product lineup extends beyond their flagship Zevia Soda to cover multiple categories, ensuring they have a drink for nearly every occasion. This diversification helps them capture more of the health-conscious consumer's wallet.

  • Zevia Soda: Classics like Cola and Ginger Ale, but without the sugar.
  • Zevia Energy: A clean source of caffeine, like their Mango Ginger flavor.
  • Zevia Organic Tea: Ready-to-drink, naturally sweetened teas.
  • Zevia Mixers: For those who want to craft their own zero-sugar cocktails.

2025 Financial Performance: Momentum is Building

The latest financial reports, culminating with the Q3 2025 results released in early November, show Zevia PBC is executing well against its strategic plan. For the first three quarters of 2025 alone, net sales totaled $123.3 million ($38.0 million in Q1, $44.5 million in Q2, and $40.8 million in Q3). That's a solid baseline.

The third quarter was particularly strong, with net sales growing 12.3% year-over-year to $40.8 million, driven by a 12.6% increase in sales volume. The company's gross profit margin for Q3 2025 was 45.6%, demonstrating operational efficiency even with pressures from a packaging refresh and tariffs (a non-GAAP Adjusted EBITDA loss of $1.7 million for Q3 2025 also beat expectations). Here's the quick math on their outlook: management raised the full-year 2025 net sales guidance to a range of $162 million to $164 million, up from a prior range of $158 million to $163 million. Plus, they significantly narrowed the full-year Adjusted EBITDA loss guidance to between $5.0 million and $5.5 million, a clear sign of improved profitability.

This growth isn't just luck; it's coming from clear actions. Expanded distribution at major retailers like Walmart and the Club channel, alongside successful new product launches like Strawberry Lemon Burst, are fueling the sales. You can defintely see the strategy working.

A Leader in the Better-for-You Beverage Market

Zevia PBC has firmly established itself as a leading player in the better-for-you beverage market, a segment that continues to outpace the growth of traditional soft drinks. They were one of the first brands to truly commit to a zero-sugar, naturally sweetened platform, which gives them a strong brand recognition advantage against the slower-moving giants like Coca-Cola and PepsiCo.

The company is a prominent player in this space, and the runway for growth is substantial. The CEO has pointed out that while the overall category has a household penetration rate of about 20%, Zevia PBC's own penetration is still around 5%, suggesting a massive opportunity to convert consumers seeking healthier options. They are positioned to capture a larger share of this market as consumer preferences continue to shift away from sugar. To understand the nuts and bolts of how this translates into shareholder value, I suggest reading Breaking Down Zevia PBC (ZVIA) Financial Health: Key Insights for Investors.

Zevia PBC (ZVIA) Mission Statement

You're looking for the bedrock of Zevia PBC's strategy-the mission statement-and how it translates into real-world performance. The mission is not just a marketing slogan; it's the core directive guiding every investment decision, product innovation, and distribution push. It's what makes the company a Public Benefit Corporation (PBC) and a Certified B Corporation.

Zevia PBC's mission statement is direct and powerful: 'We feel strongly about the global health crisis caused by excessive sugar consumption and are committed to addressing it with a broad portfolio of zero sugar, zero calorie, naturally sweetened beverages.' This statement immediately maps their product strategy to a massive, global problem, which is a smart move. It provides a clear, actionable mandate for the entire organization.

The significance here is that the company's financial goals are inextricably linked to its social purpose. For the full year 2025, Zevia PBC has raised its net sales guidance to a range of $162 million to $164 million, and significantly improved its Adjusted EBITDA loss outlook to between $5.0 million and $5.5 million. This growth shows that their mission-driven focus on health is resonating with consumers and driving financial results. You can dive deeper into the investor profile here: Exploring Zevia PBC (ZVIA) Investor Profile: Who's Buying and Why?

Component 1: Addressing the Global Health Crisis

The first core component is the commitment to alleviating the global health crisis tied to excessive sugar intake. This isn't just a nod to wellness; it's a strategic positioning against the traditional soda industry. By framing their existence this way, Zevia PBC taps into a massive, irreversible consumer trend toward 'better-for-you' products. That's a huge tailwind.

This commitment is the reason Zevia PBC is structured as a Public Benefit Corporation (PBC), legally requiring them to consider the impact of their decisions on society and the environment, not just shareholders. For example, the company's Q3 2025 net sales grew 12.3% to $40.8 million, driven by volume growth of 12.6%, which indicates a strong consumer preference for their zero-sugar alternative. That's a clear signal that the market is voting for the mission.

  • Map product to a global health problem.
  • Structure the business as a Public Benefit Corporation.
  • Drive volume growth by offering a clear, healthy alternative.

Component 2: Building a Broad Portfolio of Zero-Sugar, Zero-Calorie Beverages

The second pillar is the commitment to a 'broad portfolio.' It's not enough to have one product; you need variety to capture market share and drive household penetration. Zevia PBC is focused on product innovation to ensure they offer a zero-sugar option for every beverage category a consumer might want.

This strategy is paying off in distribution. The company expanded its presence from 800 to more than 4,300 Walmart locations, a significant jump that increases accessibility. Plus, their product innovation is hitting the mark. The new variety pack, for instance, became the best-selling Zevia PBC SKU at Walmart in Q1 2025, demonstrating that the enhanced taste profile and new flavors like Strawberry Lemon Burst are resonating with customers. You need variety to own the shelf.

Here's the quick math on the near-term opportunity: Expanded distribution at major retailers like Walmart and the Club channel drove the volume growth in Q3 2025. The company is defintely capitalizing on its strengthened market position in the natural soda and 'better for you' beverage categories.

Component 3: Commitment to Clean-Label, Naturally Sweetened Quality

The final, crucial component is the dedication to 'naturally sweetened' and clean-label quality. In a world of artificial sweeteners and complex ingredients, Zevia PBC keeps it simple. All their beverages are made with simple, plant-based ingredients, contain no artificial sweeteners, and are Non-GMO Project verified, gluten-free, Kosher, and vegan.

This commitment to quality is what earns them the 'Certified B Corporation' designation-a third-party verification of their commitment to social and environmental performance, accountability, and transparency. This clean-label focus is a competitive moat, especially as consumers become more sophisticated about ingredients. While their Q3 2025 gross profit margin was 45.6%, the company has shown a strong ability to manage costs through productivity initiatives, achieving a record high gross margin of 50.1% in Q1 2025. This shows they are balancing premium quality with operational efficiency, which is a tough tightrope walk.

What this estimate hides is the ongoing pressure from aluminum tariffs and packaging refresh costs, which slightly reduced the Q3 gross margin. Still, their strategic focus on quality and cost-savings is expected to drive a significant improvement in their 2025 Adjusted EBITDA outlook compared to the prior year.

Zevia PBC (ZVIA) Vision Statement

You're looking for the fundamental drivers of Zevia PBC's strategy, and the core takeaway is simple: the company's vision is a dual mandate, linking consumer health with environmental stewardship. They are a Delaware public benefit corporation, and that designation isn't just marketing; it legally ties their financial decisions to a positive societal impact, specifically addressing the global health crisis caused by excess sugar consumption.

This commitment is a key differentiator in the crowded beverage market, and it's why their net sales are projected to be between $158 million and $163 million for the full 2025 fiscal year, even as they manage an expected Adjusted EBITDA loss of $7 million to $9 million. That expected loss reflects a deliberate reinvestment in marketing and growth, not a failure of the model. That's a realist's view of a growth-stage public benefit corporation.

If you want to understand the full scope of their operation, including how they generate revenue, you can read more here: Zevia PBC (ZVIA): History, Ownership, Mission, How It Works & Makes Money.

Pioneering Better-for-You Flavor

The first pillar of the Zevia PBC vision is a commitment to 'better-for-you flavor,' which means uncompromising on taste while eliminating sugar and artificial ingredients. This isn't just a product line; it's a strategic platform across multiple categories-Soda, Energy Drinks, and Organic Tea drinks. This platform approach hedges against single-category market shifts.

Their products are made with simple, plant-based ingredients and are Non-GMO Project verified. The market is defintely rewarding this clean-label focus. In the second quarter of 2025 alone, Zevia PBC's net sales grew by 10.1% to $44.5 million, largely driven by a 14.3% increase in volume. That volume jump shows consumers are actively choosing clean ingredients, not just zero sugar.

  • Focus on plant-based, clean ingredients.
  • Maintain zero sugar and zero calories.
  • Expand product platform beyond soda.

Addressing the Global Health Challenge

The mission statement explicitly focuses on 'addressing the global health challenges resulting from excess sugar consumption.' This is the social component of their public benefit corporation status. The company views itself as a direct competitor to the high-sugar incumbents, aiming for improved global health by making their zero-sugar, naturally sweetened beverages accessible and affordable.

The financial impact of this mission is clear in their improving unit economics. Their gross profit margin hit 48.7% in Q2 2025, an improvement of 6.8 percentage points year-over-year. Here's the quick math: higher margins on a product with a clear health benefit mean the mission and the business model are reinforcing each other. They are proving that doing good can be good business, still operating with a net loss of $0.7 million in Q2 2025, but that loss narrowed by 88% from the prior year.

Certified B Corp and Planet Focus

Zevia PBC is a Certified B Corporation, which means they meet high standards of verified social and environmental performance, accountability, and transparency. This is the 'better for the planet' part of their vision. A concrete example of this is their packaging choice: their beverages are never sold in a plastic bottle.

What this commitment hides, however, is the operational complexity. They are distributed in over 39,000 retail locations across the U.S. and Canada, which is a massive logistics network to manage while adhering to strict environmental standards. Despite operating in an uncertain macro environment, their Q3 2025 net sales were $40.84 million, exceeding analyst estimates. Their continued distribution expansion, including growth at major retailers like Walmart, is the real-world action behind the vision.

Zevia PBC (ZVIA) Core Values

You're looking for the bedrock of Zevia PBC's strategy-the core values that drive their financial decisions and market moves. The direct takeaway is that Zevia PBC, as a Certified B Corporation (B Corp), formally embeds social and environmental performance into its legal structure, meaning profit and purpose are inseparable. This focus translates into three key operational themes: a radical Commitment to Healthier Choices, a relentless drive for Continuous Improvement, and a foundation of Business Integrity and respect for stakeholders.

In a tough beverage market, Zevia PBC is defintely putting its money behind these values. For the 2025 fiscal year, the company raised its net sales guidance to a range of $162 million to $164 million, while simultaneously narrowing its Adjusted EBITDA loss guidance to between $5 million and $5.5 million. That's a clear map of growth fueled by their core mission.

Commitment to Healthier Choices and Social Impact

This value is the company's reason for being, encompassing their core mission and the values of passion and living our best. Zevia PBC is a Delaware Public Benefit Corporation, legally committed to addressing the global health crisis caused by excessive sugar consumption. They're not just selling drinks; they're working to make the world a better place.

The commitment is quantified by their product portfolio: zero sugar, zero calorie, naturally sweetened beverages that are Non-GMO Project verified, gluten-free, Kosher, and vegan. This focus on clean-label ingredients is a costly choice, but it's non-negotiable for their brand. The financial impact is visible in their aggressive marketing and distribution efforts to make this healthier option accessible:

  • Expanded distribution to over 37,000 retail locations across the U.S. and Canada.
  • The 'Get The Fake Outta Here' marketing campaign drove a massive 2.4 billion earned impressions, demonstrating a high-impact investment in brand awareness.

This isn't just marketing spend; it's mission-driven investment. If you want to see how this commitment plays out over time, check out Zevia PBC (ZVIA): History, Ownership, Mission, How It Works & Makes Money.

Continuous Improvement and Innovation

Zevia PBC's values of continuous improvement and learning are the engine behind their 2025 operational performance. This is where the rubber meets the road on the P&L statement. The company's strategic growth pillar of 'accelerated product innovation' is a direct action of this value.

The focus here is on efficiency and product-market fit. They executed a Productivity Initiative that yielded $15 million in annualized cost savings, with an additional $5 million in savings identified for 2026. This capital is immediately reinvested into growth initiatives.

  • The first quarter of 2025 saw a record gross profit margin of 50.1%, a 4.4 percentage point improvement year-over-year, driven by lower product costs and improved inventory management.
  • New product innovation, like the Fruity Variety Pack, became the top-selling Zevia SKU at Walmart, proving their ability to capture flavor trends and drive trial.

Here's the quick math: higher margins from efficiency plus successful innovation means they are building a stronger financial foundation for the long term, even while navigating tariff headwinds.

Business Integrity and Teamwork

The foundational values of respect, gratitude, and teamwork underpin Zevia PBC's governance as a public benefit corporation. They explicitly pledge a commitment to business integrity and mutual respect for one another in their Code of Business Conduct.

This value extends to their stakeholder management, which is a key requirement of their B Corp status. The company's actions in 2025 reflect a commitment to its workforce and supply chain stability:

  • Despite restructuring efforts to 'right-size the business,' the Q1 2025 net loss of $6.4 million included $2.1 million in restructuring expenses, primarily for employee-related severance costs, managing the transition with a focus on respect.
  • They actively seek strategic relationships that reflect their diversity and inclusion values, aiming to grow their pipeline of diverse suppliers.

The company's vision is to meet the highest standards of verified social and environmental performance, public transparency, and legal accountability to balance profit and purpose. That is a heavy lift.

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