JSDA JONES SODA CO.

NEUTRAL Impact: 2/10 10-K/A
Horizon immediate Filed May 22, 2026 Processed 18d 9h ago SEC 0001493152-26-025082
Amended annual report (potential restatement)
Latest settled — T+5d
JSDA ▼ -3.14% at T+5d
NEUTRAL call ✗ call lost -3.14% · α vs SPY -4.35% · entry $0.2870 → $0.2780
Next anchor: T+20d in 13d
Last close $0.2900 (close Jun 8) · +1.05% from $0.2870 entry
Entry anchored
May 22, 2026
via day open
T+1d
-3.83%
call -3.83% · α -3.85%
$0.2760
settled 15d ago
T+5d
-3.14%
call -3.14% · α -4.35%
$0.2780
settled 9d ago
T+20d
call — · α —
in 13d
T+60d
call — · α —
in 2mo

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Executive Summary

Jones Soda Co. filed Amendment No. 2 to its 2025 Form 10-K solely to correct two administrative deficiencies: (i) furnish the inadvertently omitted audit report of former auditor Berkowitz Pollack Brant for FY2024 (reaudited and consented to by the successor auditor), and (ii) correct a typo in the PCAOB ID number of current auditor Davidson & Company LLP. No restatements of financial statements or changes to previously reported results were made. The amendment is purely a compliance cleanup with zero financial impact.

Actionable Insight

No trading implications. Zero material news. The amendment fixes missing auditor consents and a PCAOB ID typo. Continue to focus on the company's core beverage revenue trajectory ($25.3M in FY2025, up 42% YoY) and its ability to manage its $3M+ Two Shores revolver (13.75% interest) and negative working capital position (-$0.5M) as the primary trading drivers.

Key Facts

  • Amendment No. 2 corrects the omission of Berkowitz Pollack Brant's audit report for FY2024 and corrects Davidson & Company LLP's PCAOB ID.
  • No financial restatements, no revisions to previously reported revenue, earnings, or balance sheet items.
  • Original 10-K filed March 31, 2026; Amendment No. 1 filed April 30, 2026; this is a second administrative amendment.
  • All previously filed sections (Items 1-7, 9-14) are unchanged.
  • New consent letters from both auditors (Exhibits 23.1, 23.2) and updated 302/906 certifications (Exhibits 31.1, 31.2, 32.1, 32.2) are included.
  • The FY2024 audit opinion was unqualified; the FY2025 audit opinion includes a going concern emphasis-of-matter paragraph.

Financial Impact

None — this is an administrative correction with no effect on any financial figure.

Risk Factors

  • No new risks introduced by this amendment; existing going-concern risk from recurring losses and accumulated deficit of $94.7M remains unchanged.
  • Continued reliance on the Two Shores credit facility (up to $10M at 13.75%) for working capital.

Market Snapshot

Exchange
OTC
Sector
Beverages

Documents Analyzed

This report is based on 10 SEC documents filed with EDGAR.

DocumentAccession Number
10-K/A Filing (Primary)0001493152-26-025082
Exhibit: ex31-1.htm0001493152-26-025082
Exhibit: ex31-2.htm0001493152-26-025082
Exhibit: ex32-2.htm0001493152-26-025082
Exhibit: ex32-1.htm0001493152-26-025082
Exhibit: ex23-1.htm0001493152-26-025082
Exhibit: ex23-2.htm0001493152-26-025082
Document: 0001493152-26-025082-index-headers.html0001493152-26-025082
Document: 0001493152-26-025082-index.html0001493152-26-025082
Document: 0001493152-26-025082.txt0001493152-26-025082
4 reports for JSDA
Performance horizon

Track record builds as more directional reports settle.

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Type Now
May 22, 2026
18d ago
10-K/A
NEUTRAL ★ 2/10
$0.2870 $0.2780▼ −3.14%▼ −4.35%$0.2900 (+1.05%)
Apr 30, 2026
5w ago
10-K/A
NEUTRAL ★ 2/10
$0.2680 $0.2950▲ +10.07%▲ +8.35%$0.2900 (+8.21%)
Apr 2, 2026
9w ago
8-K
NEUTRAL ★ 3/10
$0.2620 $0.2590▼ −1.15%▼ −4.76%$0.2900 (+10.69%)
Apr 1, 2026
9w ago
8-K
BULLISH ★ 8/10
$0.2630 $0.2510▼ −4.56%▼ −8.33%$0.2900 (+10.27%)
Showing 4 of 4

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