Feb. 21 at 6:48 PM
$ZVIA If Zevia beats the Q4 consensus estimate of -0.03 with a positive quarterly EPS of even +0.01, this will be a sea change event which will set the company and the stock on a new upwards course.
The full-year 2025 results won't even matter much - a profitable future trajectory will be the headline and share price should skyrocket.
In my mind that's the only hope CEO Taylor, CTO Satya, and CMO Suarez to keep their jobs. Otherwise if Q4 is a miss they should be forced out and new top management team installed, which could have the same (positive) effect on share price.
Simply beating -0.03 (say, -0.02) would be a positive share price catalyst but in my opinion not enough of a paradigm shift to keep the current management team.
Since going public Zevia has NEVER had a positive quarterly GAAP EPS, which is why even +0.01 for Q425 would be a phenomenal and transformative game changer.
