# Suja Life, Inc. (SUJA)

> Source: Nexqual · https://nexqual.com/SUJA · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Suja Life, Inc. (SUJA), nexqual.com/SUJA" · informational, not investment advice.

**Price:** USD 9.71 (+0.62% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 9.65 · day 9.55–9.97 · 52w 5.59–18.48 · market cap $375M · NMS

## Key facts
- Insider open-market purchases, last ~7 months: 8 Form 4 filings, $29.0M; 0 by opportunistic insiders, 0 by routine insiders.
- Total return with dividends: 1Y -45.6% vs S&P 500 +14.9%; 5Y -45.5% vs S&P 500 +80.3%.
- Next earnings: 2026-11-10, EPS estimate USD -0.11, revenue estimate $71.3M.

## Valuation (price ÷ last four quarters, through Jun 29, 2026)
P/B 2.0x · Net debt $143M · EV $518M

## Insider purchases (SEC Form 4, open-market, last ~7 months)
8 purchases, $29.0M. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-09-03…2026-09-08 | Paine Schwartz Food Chain Fund V Gp, Ltd. |  | 300,000 | $3.1M | 10.42 | Too little history (no open-market trades in 2023–2025) |
| 2026-08-31…2026-09-02 | Paine Schwartz Food Chain Fund V Gp, Ltd. |  | 525,000 | $5.4M | 10.27 | Too little history (no open-market trades in 2023–2025) |
| 2026-08-26…2026-08-28 | Paine Schwartz Food Chain Fund V Gp, Ltd. |  | 652,248 | $6.1M | 9.35 | Too little history (no open-market trades in 2023–2025) |
| 2026-08-21…2026-08-25 | Paine Schwartz Food Chain Fund V Gp, Ltd. |  | 656,548 | $5.7M | 8.72 | Too little history (no open-market trades in 2023–2025) |
| 2026-08-18…2026-08-20 | Paine Schwartz Food Chain Fund V Gp, Ltd. |  | 567,900 | $4.1M | 7.16 | Too little history (no open-market trades in 2023–2025) |
| 2026-08-13…2026-08-17 | Paine Schwartz Food Chain Fund V Gp, Ltd. |  | 399,043 | $2.6M | 6.41 | Too little history (no open-market trades in 2023–2025) |
| 2026-08-10…2026-08-12 | Paine Schwartz Food Chain Fund V Gp, Ltd. |  | 332,298 | $2.1M | 6.22 | Too little history (no open-market trades in 2023–2025) |
| 2026-08-10 | Box Michael | Chief Operations Officer | 2,500 | $16K | 6.43 | Too little history (no open-market trades in 2023–2025) |
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Analysts
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-15 | Needham | Initiated | Hold |  |
| 2026-10-02 | Roth Capital | Initiated | Buy | $20 |
| 2026-08-05 | William Blair | Downgrade | Outperform → Market Perform |  |
| 2026-08-05 | Evercore ISI Group | Target lowered | Outperform | $24 → $15 |

## Total return (dividends reinvested)
|  | 1Y (from 2026-05-07) | 5Y (from 2026-05-04) |
|---|---|---|
| Total return | -45.6% | -45.5% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | — | — |
| Volatility (annualized) | 129.6% | 116.2% |
| Max drawdown | -67.1% (May 2026→Aug 2026) | -64.8% (May 2026→Aug 2026) |

## Peers (Beverages - Non-Alcoholic)
COCO (The Vita Coco Company, Inc.) USD 59 -7.09% · FIZZ (National Beverage Corp.) USD 37.07 +6.43% · AKO-B (Embotelladora Andina S.A.) USD 30.01 +0.07% · CELH (Celsius Holdings, Inc.) USD 28.36 +0.18% · PRMB (Primo Brands Corporation) USD 20.14 +0.55% · COKE (Coca-Cola Consolidated, Inc.) USD 214.93 +2.50%

## More
Full page: https://nexqual.com/SUJA · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Revenue by business segment (quarter ended 2026-06-29)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| Suja Core | $80.8M | 96.4% | +10.3% |
| Emerging Brands | $3.0M | 3.6% | +61.2% |
| Total revenue | $83.9M | 100% | — |

## Customer concentration

Period ended 2026-06-29: 24%, 10% of revenue from unnamed direct customers (10-Q, filed 2026-08-04).

## Company outlook (8-K filed 2026-08-04)

- "The Company is updating its outlook for the full fiscal year 2026 ending December 28, 2026, reflecting near-term softness concentrated in the grocery channel."
- "The Company now expects: • Net sales of $360 million to $369 million, reflecting growth of 10.2% to 13.0% compared to $326.6 million in fiscal 2025, and • Adjusted EBITDA of $70 million to $72 million, reflecting growth of 72.8% to 77.7% compared to $40.5 million in fiscal 2025, which is consistent with prior expectations."
- "The Company now expects a base tax rate of 26.1%, compared to the prior expectation of 27.4%, and interest expense to be approximately $19.0 million for the year ending December 28, 2026, as previously communicated."
- "Outlook is based on information available as of today, August 4, 2026, and may be impacted by factors outside the Company's control."

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $-0.11 | $0.00 | — | $71.3M | 2 |
| Next quarter (ends 2026-12-31) | $0.06 | $0.00 | — | $99.4M | 2 |
| Current fiscal year (ends 2026-12-31) | $0.27 | $0.00 | — | $361.7M | 2 |
| Next fiscal year (ends 2027-12-31) | $0.42 | $0.00 | — | $407.3M | 3 |