Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Suja Life Inc (SUJA)
NASDAQConsumer StaplesBeverages - Non-alcoholicSnapshot 2026-11-04
$10.16-3.79%
Close 2026-11-05 · 1-day change
NASDAQConsumer StaplesBeverages - Non-alcoholicSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Oct 4, 2026.
Next-FY EPS estimate change · 30 days
0.44 → 0.47 EPS · FY ending Dec 31, 2027 · 3 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 3 to 3; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for SUJA yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Mitigate legal risks from ongoing investigations | A supporting condition in Suja Life Inc's published investment case. The stated target is no new legal investigations announced. | Under Pressure | new legal investigations are announced in the next 6 months | New investigations announced (Aug-Sep 2026) vs target of none Rosen and Hagens Berman announced investigations into SUJA following a 70% post-IPO stock crash in August 2026. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 10, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a higher-risk, execution-dependent business rather than a proven durable compounder. The long-term thesis remains insufficiently established because recent financial performance history is limited and management priorities are still being watched.
The available evidence describes SUJA as expensive, but does not provide a peer comparison or specific market expectations. Fragility is rated low because the expensive valuation is not combined with weak fundamentals and turbulence in the stated assessment.
Over the near term, results depend on whether management can reduce operating losses, grow revenue through product and market expansion, and maintain capital discipline. Recent items include a CEO transition and a credit agreement; an additional capital-allocation item was flagged as negative, while earnings surprises have been erratic.
Over the next few quarters, improving jobs data and continued strong results from sector leaders such as KO, PEP, and MNST could support the sector backdrop. A weaker jobs trend or misses and lower guidance from those companies could remove that support, while SUJA’s own progress on profitability, growth, and credit management remains central to the multi-year thesis.
For the 1-to-3-year view, the evidence is too limited to confirm a durable thesis, and elevated risk makes management execution important to watch. The sector backdrop is supportive for now, but does not resolve SUJA’s business-level uncertainties. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| If they manage to reduce operating losses, profitability could improve significantly. |
| Under Pressure |
| operating income remains negative next fiscal year |
Operating income: $-20.543M FY2026-Q2; GAAP. Published target: operating income becomes positive. Target period is not explicitly aligned with this observation. Aug 4, 2026-20,543,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue growth through product and market expansion | A primary condition in Suja Life Inc's published investment case. The stated target is >=10% YoY. | Intact | falls below 10% YoY growth next fiscal year | Revenue growth: 11.56% FY2026-Q2; GAAP. Published target: >=10% YoY. Target period is not explicitly aligned with this observation. Aug 4, 202611.562716 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Oct 4, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.47 → $0.47 · observed estimates
$0.41B → $0.41B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-09-07 | $0.47 | $411,852,540 | 2 / 3 |
| 2026-09-08 | $0.47 | $411,852,540 | 2 / 3 |
| 2026-09-09 | $0.44 | $410,940,675 | 2 / 3 |
| 2026-09-10 | $0.44 | $410,940,675 | 2 / 3 |
| 2026-09-11 | $0.44 | $410,940,675 | 2 / 3 |
| 2026-09-12 | $0.44 | $410,940,675 | 2 / 3 |
| 2026-09-13 | $0.44 | $410,940,675 | 2 / 3 |
| 2026-09-14 | $0.44 | $410,940,675 | 2 / 3 |
| 2026-09-15 | $0.44 | $410,940,675 | 2 / 3 |
| 2026-09-16 | $0.44 | $410,940,675 | 2 / 3 |
| 2026-09-17 | $0.44 | $410,940,675 | 2 / 3 |
| 2026-09-18 | $0.44 | $410,940,675 | 2 / 3 |
| 2026-09-19 | $0.44 | $410,940,675 | 2 / 3 |
| 2026-09-20 | $0.44 | $410,940,675 | 2 / 3 |
| 2026-09-21 | $0.44 | $410,940,675 | 2 / 3 |
| 2026-09-22 | $0.44 | $410,940,675 | 2 / 3 |
| 2026-09-23 | $0.44 | $410,940,675 | 2 / 3 |
| 2026-09-24 | $0.44 | $410,940,675 | 2 / 3 |
| 2026-09-25 | $0.44 | $410,940,675 | 2 / 3 |
| 2026-09-26 | $0.44 | $410,940,675 | 2 / 3 |
| 2026-09-27 | $0.44 | $410,940,675 | 2 / 3 |
| 2026-09-28 | $0.44 | $410,940,675 | 2 / 3 |
| 2026-09-29 | $0.44 | $410,940,675 | 2 / 3 |
| 2026-09-30 | $0.44 | $410,940,675 | 2 / 3 |
| 2026-10-01 | $0.44 | $410,940,675 | 2 / 3 |
| 2026-10-02 | $0.44 | $410,940,675 | 2 / 3 |
| 2026-10-03 | $0.44 | $410,940,675 | 2 / 3 |
| 2026-10-04 | $0.44 | $410,622,740 | 3 / 3 |
| 2026-10-05 | $0.44 | $410,622,740 | 3 / 3 |
| 2026-10-06 | $0.44 | $410,622,740 | 3 / 3 |
| 2026-10-07 | $0.44 | $410,622,740 | 3 / 4 |
| 2026-10-08 | $0.44 | $410,622,740 | 3 / 4 |
| 2026-10-09 | $0.44 | $410,622,740 | 3 / 4 |
| 2026-10-10 | $0.44 | $410,622,740 | 3 / 4 |
| 2026-10-11 | $0.44 | $410,622,740 | 3 / 4 |
| 2026-10-12 | $0.44 | $410,622,740 | 3 / 4 |
| 2026-10-13 | $0.44 | $410,622,740 | 3 / 4 |
| 2026-10-14 | $0.44 | $410,622,740 | 3 / 4 |
| 2026-10-15 | $0.44 | $410,622,740 | 3 / 4 |
| 2026-10-16 | $0.47 | $407,302,283 | 3 / 4 |
| 2026-10-17 | $0.47 | $407,302,283 | 3 / 4 |
| 2026-10-18 | $0.47 | $407,302,283 | 3 / 4 |
| 2026-10-19 | $0.47 | $407,302,283 | 3 / 4 |
| 2026-10-20 | $0.47 | $407,302,283 | 3 / 4 |
| 2026-10-21 | $0.47 | $407,302,283 | 3 / 4 |
| 2026-10-22 | $0.47 | $407,302,283 | 3 / 4 |
| 2026-10-23 | $0.47 | $407,302,283 | 3 / 4 |
| 2026-10-24 | $0.47 | $407,302,283 | 3 / 4 |
| 2026-10-25 | $0.47 | $407,302,283 | 3 / 4 |
| 2026-10-26 | $0.47 | $407,302,283 | 3 / 4 |
| 2026-10-27 | $0.47 | $407,302,283 | 3 / 4 |
| 2026-10-28 | $0.47 | $407,302,283 | 3 / 4 |
| 2026-10-29 | $0.47 | $407,302,283 | 3 / 4 |
| 2026-10-30 | $0.47 | $407,302,283 | 3 / 4 |
| 2026-10-31 | $0.47 | $407,302,283 | 3 / 4 |
| 2026-11-01 | $0.47 | $407,302,283 | 3 / 4 |
| 2026-11-02 | $0.47 | $407,302,283 | 3 / 4 |
| 2026-11-03 | $0.47 | $407,302,283 | 3 / 4 |
| 2026-11-04 | $0.47 | $407,302,283 | 3 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 4 Buy / Strong Buy · 3 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.