Jones Soda, Bethesda Softworks' highly sought after Vault-Tec Supply Packs are dropping at Costco Clubs across the United States just in time to make gamers' holidays

Rhea-AI Summary

Jones Soda (JSDA) announced nationwide availability of its Fallout-themed Vault-Tec Supply Packs at Costco clubs across the United States on Dec. 4, 2025.

The initial Northeast run sold out within days; national shipments started arriving last week after strong early demand. Jones also reported an unprecedented six-week ecommerce surge for its Sunset Sarsaparilla 4-packs, which set single-day, week, and month online sales records for the company.

Product details: the 12-packs include three game-inspired flavors and collectibles; one in 12 Sunset Sarsaparilla caps is a Blue Star Cap that enters a themed sweepstakes. Jones plans online sales of the Nuka-Cola Quantum “Rocket Bottle” in December, with broader distribution beginning in Q1.

News Market Reaction

-0.61%

1 alert

-0.61% News Effect

On the day this news was published, JSDA declined 0.61%, reflecting a mild negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Online sales boom: 6 weeks Sweepstakes odds: 1 in 12 caps Rocket Bottle rollout: Q1

3 metrics

Online sales boom 6 weeks Duration of unprecedented ecommerce surge for Sunset Sarsaparilla 4-packs

Sweepstakes odds 1 in 12 caps Chance a Sunset Sarsaparilla cap is a Blue Star Cap

Rocket Bottle rollout Q1 Planned start of broader distribution for Nuka-Cola Quantum Rocket Bottle

Market Reality Check

Price: $0.2994 Vol: Volume 403,193 is 1.32x t...

normal vol

$0.2994 Last Close

Volume Volume 403,193 is 1.32x the 20-day average of 304,909, signaling elevated interest ahead of this news. normal

Technical Shares at $0.33 are trading above the $0.19 200-day MA, reflecting a pre-existing uptrend into the Costco/Fallout rollout.

Peers on Argus

JSDA gained 21.43% with strong Fallout-branded demand, while peers showed mixed ...

JSDA gained 21.43% with strong Fallout-branded demand, while peers showed mixed single‑stock moves (e.g., REED +12.74%, WTER +31.25%, others flat). The momentum scanner flagged no coordinated sector move, pointing to company-specific drivers.

Historical Context

5 past events · Latest: Dec 09 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 09	Leadership & credit	Positive	+11.1%	New COO/CMO hires and revolving loan cap increase to support growth.
Dec 04	Retail expansion	Positive	-0.6%	Nationwide Costco rollout and ecommerce records for Fallout-themed products.
Nov 20	Product launch	Positive	+2.1%	Launch of Rocket Bottles tied to Nuka-Cola Quantum at Fallout fan event.
Nov 17	Earnings update	Positive	+2.9%	Q3 2025 revenue growth, margin improvement, and guidance on Q4 gross sales.
Nov 10	Earnings call setup	Neutral	+2.6%	Scheduled Q3 2025 conference call with management Q&A details.

Pattern Detected

Recent news around Fallout collaborations, revenue growth, and management/financing upgrades generally saw positive price reactions, with only one mild divergence on a prior Costco/Fallout update.

Recent Company History

Over the last two months, Jones Soda has highlighted growth from Bethesda Fallout collaborations, broader distribution, and improving fundamentals. Q3 2025 results showed revenue of $4.5M and narrowing losses, followed by the initial Vault‑Tec/Costco run and the Rocket Bottle launch. A Dec. 9 update added senior hires and expanded credit capacity to $10M. Today’s Costco-wide Vault‑Tec expansion and ecommerce records extend this same growth and brand-partnership narrative.

Market Pulse Summary

This announcement underscored strong consumer response to Jones Soda’s Fallout-themed lineup, includ...

Analysis

This announcement underscored strong consumer response to Jones Soda’s Fallout-themed lineup, including a nationwide Costco rollout of Vault‑Tec Supply Packs and a six‑week ecommerce surge for Sunset Sarsaparilla 4‑packs. It extends a recent run of product launches and growth updates following Q3 2025 revenue of $4.5M. At the same time, recent filings highlighted financing and operating risks, making future demand trends and execution on broader Rocket Bottle distribution key metrics to watch.

AI-generated analysis. Not financial advice.

SEATTLE, Dec. 4, 2025 /PRNewswire/ - Jones Soda Co. (CSE: JSDA) (OTCQB: JSDA) ("Jones Soda" or the "Company"), - The Fallout™-themed Vault-Tec Supply Pack's first run sold out just days after pallets first hit the floor at select Costco Warehouse Clubs in the United States' Northeast in October. The multi-flavored 12-packs include three game-inspired soda flavors and are bundled with the kind of Fallout collectibles that the franchise's fans love.

Following the overwhelmingly positive response from early purchasers and fans demanding broader distribution, Jones Soda has worked around the clock, in partnership with Costco, to expand nationally. Shipments started arriving last week and will continue to make their way into clubs in the coming days.

The in-store return follows an unprecedented six-week boom in online sales of Jones' 4-packs of the new soda, Sunset Sarsaparilla. Bundled with a custom carrier, and four "in-universe" postcards, fans logged in to the Jones Soda website to show their love for the franchise and the new root beer-like soda, setting single-day, week, and month ecommerce records for Jones. Excitement escalated among fans with the reveal that one in 12 caps of Sunset Sarsaparilla is a "Blue Star Cap," offering entry to a real world sweepstakes which pays homage to a soda promotion in Fallout: New Vegas™.

Additionally, Jones Soda recently announced the "Rocket Bottle." The bottles are branded Nuka-Cola Quantum - the fictional Flagship product of the Nuka-Cola Corporation in the popular game. Online sales start in December and distribution will begin in Q1.

"The enthusiasm from Fallout fans has been incredible," said Scott Harvey, CEO at Jones Soda Co. "From the start, we knew the Vault-Tec Supply Pack and custom 4-Pack were something special. The sales further demonstrate that. Now, excitement around the Rocket Bottle seems to be even more intense. All of this consumer response only reinforces why we do what we do — creating products that fans genuinely get excited about and taste great."

About Bethesda Softworks

Bethesda Softworks LLC, part of the ZeniMax Media Inc. group of companies, is a worldwide publisher of interactive entertainment software. Titles published under the Bethesda label include such blockbuster franchises as The Elder Scrolls™, Fallout™, DOOM™, QUAKE™, Wolfenstein™, Dishonored™, The Evil Within™, Prey™, RAGE™, DEATHLOOP™, Ghostwire™: Tokyo and Starfield™. Titles are registered trademarks or trademarks of the ZeniMax group of companies in the US and other jurisdictions. All rights reserved. For more information on Bethesda Softworks's products, visit www.bethesda.net.

About Jones Soda

Jones Soda Co.^® (CSE: JSDA, OTCQB: JSDA) is a leading craft soda manufacturer. The company markets and distributes premium craft sodas under the Jones^® Soda brand. Jones' mainstream soda line is sold across North America in glass bottles, cans and on fountain through traditional beverage outlets, restaurants and alternative accounts. The company is headquartered in Seattle, Washington. For more information, visit www.jonessoda.com or www.myjones.com.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 as well as applicable securities legislation in Canada. Forward‐looking statements are typically identified by words such as: "believe", "expect", "anticipate", "intend", "estimate", "postulate" and similar expressions, or are those, which, by their nature, refer to future events. The Company cautions readers that any forward‐looking statements provided by the Company are not a guarantee of future results or performance and that such forward‐looking statements are based upon a number of estimates and assumptions of management in light of management's experience and perception of trends, current conditions and expected developments, as well as other factors that management believes to be relevant and reasonable in the circumstances, as of the date of this news release, including, without limitation, that the Company will realize the expected benefits of the divestiture of its cannabis business, and that the sale of the Company's cannabis business will enable the Company to sharpen its strategic priorities and accelerate investment in its core soda, functional beverage, and adult beverage categories. Forward‐looking statements involve known and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievements of the Company to differ materially from any future results, performance or achievements expressed or implied by the forward‐looking statements. Readers are cautioned not to place undue reliance on these forward-looking statements. For a discussion of additional risks and uncertainties, please refer to the Company's filings with the Securities and Exchange Commission, including its most recent Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. The forward‐looking statements contained in this news release are made as of the date of this news release. The Company disclaims any intention or obligation to update or revise any forward‐ looking statements, whether as a result of new information, future events or otherwise, except as required by law.

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SOURCE Jones Soda Co.

FAQ

When did Jones Soda (JSDA) start national shipments of the Vault-Tec Supply Packs?

Shipments started arriving the week prior to Dec. 4, 2025 and will continue into clubs in the coming days.

What sold out in the initial Jones Soda (JSDA) Vault-Tec Supply Pack release?

The first run at select Northeast Costco clubs sold out just days after pallets hit the floor.

What is the Blue Star Cap promotion for Jones Soda (JSDA) Sunset Sarsaparilla?

One in 12 Sunset Sarsaparilla caps is a Blue Star Cap that provides entry to a themed sweepstakes.

When will Jones Soda (JSDA) sell the Nuka-Cola Quantum Rocket Bottle online and in stores?

Online sales begin in December 2025 with wider distribution starting in Q1 (2026).

What did Jones Soda (JSDA) report about ecommerce performance for Sunset Sarsaparilla?

Jones logged an unprecedented six-week ecommerce boom that set single-day, single-week, and single-month online sales records.

Where can shoppers find the Vault-Tec Supply Packs from Jones Soda (JSDA)?

The packs are rolling out to Costco Warehouse Clubs across the United States following the expanded national distribution.