Jones Soda (JSDA)

[NewJerichoMan]

JSDA did $15M last year. I doubt $500K was from Lemoncocco. It's part of the battle of small beverage companies, limited scale and limited distribution.

In an Amazon world, if Lemoncocco can reach a certain scale it can obtain Amazon Prime status, and Amazon will ship on its dime. That's a big IF and it wouldn't happen before 2018. Since Jones Soda is primarily in bottles, it'll probably never obtain Prime status. Just too expensive to ship glass, even for Amazon.

In the meantime, JSDA (Lemoncocco) can still differentiate itself because Pepsi = 60 more calories per 12, it has HFCS (versus cane sugar), and none of the purported benefits of coconut water. It's a niche product design as a "treat", i.e., a once-in-a-while product. Is $2 per can expensive? Yes. But, it's still only $2.

If Lemoncocco can eclipse $3M per year in revenues, it's a win. I'd give that a 50/50 by 2019. If Lemoncocco can eclipse $10M per year, that's be a huge win. I'd give that a 10% chance, max.