Latest revenue
$264.6M
as of 2026-01-31
Latest net income
$41.2M
as of 2026-01-31
Net margin
15.6%
as of 2026-01-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $3.30B
- Enterprise value
- $3.30B
- P/E (trailing)
- 17.7×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $47.89
- 52-wk low
- $31.21
- Beta
- —
- Shares out
- 93.6M
5-year trend
dashed bar = fiscal Q4 derived from 10-K annual − Q1 − Q2 − Q3 (SEC requires only three 10-Qs per year).
What this company does
ITEM 1. BUSINESS GENERAL Celebrating its 40th anniversary in November 2025, National Beverage Corp. innovatively refreshes America with a distinctive portfolio of sparkling waters, juices, energy drinks and, to a lesser extent, carbonated soft drinks. We believe our creative product designs, innovative packaging and imaginative flavors, along with our corporate culture and philosophy, make National Beverage unique as a stand-alone entity in the beverage industry. Points of differentiation include the following: Healthy Transformation – We focus on developing and delighting consumers with healthier beverages in response to the global shift in consumer buying habits and lifestyles. We believe…
AI summary unavailable — showing raw filing excerpt
Generated from FIZZ's filing dated 2025-07-02
Key risks
ITEM 1A. RISK FACTORS In addition to other information in this Annual Report on Form 10-K, the following risk factors should be considered carefully in evaluating the Company’s business. Our business, financial condition, results of operations and cash flows could be materially and adversely affected by any of these risks. Additional risks and uncertainties, including risks and uncertainties not presently known to the Company, or that the Company currently deems immaterial, may also impair our business, financial position, results of operations and cash flows. Brand image and consumer preferences. Our beverage portfolio is comprised of a number of unique brands with reputations and consumer…
AI summary unavailable — showing raw filing excerpt
Generated from FIZZ's filing dated 2025-07-02
Profitability
Gross margin
37.0%
2.8%Operating margin
19.6%
6.9%Net margin
15.6%
4.9%Return on equity
42.1%
11.3%Return on assets
27.8%
21.0%Leverage
Debt / equity
0.52×
51.7%Long-term debt / equity
0.00×
100.0%Debt / assets
34.0%
34.1%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-01-31 | $264.6M | -0.9% | $41.2M | +3.9% | 15.6% |
Q4 2025 2025-11-01 | $288.3M | -1.0% | $46.4M | +1.6% | 16.1% |
Q3 2025 2025-08-02 | $330.5M | +0.3% | $55.8M | -1.8% | 16.9% |
Q2 2025 2025-05-03 | $313.6M | +5.5% | $44.8M | +2.4% | 14.3% |
Q1 2025 2025-01-25 | $267.1M | -1.1% | $39.6M | +0.1% | 14.8% |
Q4 2024 2024-10-26 | $291.2M | -3.0% | $45.6M | +4.2% | 15.7% |
Q3 2024 2024-07-27 | $329.5M | +1.6% | $56.8M | +14.4% | 17.2% |
Q2 2024 2024-04-27 | $297.3M | — | $43.7M | — | 14.7% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Bottled & Canned Soft Drinks & Carbonated Waters · SIC 2086
Your notes
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Insider activity
No insider transactions on file for FIZZ in the last 12 months.
Source: SEC Form 4 filings. Backfill runs nightly.
Who owns FIZZ
Institutional value
$388.4M
Total shares held
12.0M
Distinct holders
145
-85 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.1M | $137.3M | +141.2K (+3.6%) | Added |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.6M | $54.0M | — | New |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1.6M | $53.3M | +138.4K (+9.6%) | Added |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.0M | $35.2M | — | New |
| 5 | DENALI ADVISORS LLC | 236.5K | $8.0M | +13.8K (+6.2%) | Added |
| 6 | TEACHER RETIREMENT SYSTEM OF TEXAS | 197.2K | $6.6M | +24.7K (+14.3%) | Added |
| 7 | Invesco Ltd. | 191.2K | $6.4M | -698 (-0.4%) | Trimmed |
| 8 | Bank of New York Mellon Corp | 171.0K | $5.8M | -1.4K (-0.8%) | Trimmed |
| 9 | VANGUARD FIDUCIARY TRUST CO | 163.9K | $5.5M | — | New |
| 10 | Creative Planning | 161.0K | $5.4M | +68.6K (+74.2%) | Added |
| 11 | WELLS FARGO & COMPANY/MN | 160.6K | $5.4M | -49.0K (-23.4%) | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 141.4K | $4.8M | +42.8K (+43.4%) | Added |
| 13 | UBS Group AG | 133.1K | $4.5M | +88.7K (+199.5%) | Added |
| 14 | BNP PARIBAS FINANCIAL MARKETS | 128.9K | $4.3M | +68.3K (+112.8%) | Added |
| 15 | PRINCIPAL FINANCIAL GROUP INC | 114.5K | $3.9M | +2.6K (+2.3%) | Added |
| 16 | Public Sector Pension Investment Board | 83.8K | $2.8M | +2.6K (+3.2%) | Added |
| 17 | RHUMBLINE ADVISERS | 78.4K | $2.6M | -293 (-0.4%) | Trimmed |
| 18 | NEW YORK STATE COMMON RETIREMENT FUND | 69.9K | $2.4M | +3.7K (+5.6%) | Added |
| 19 | STIFEL FINANCIAL CORP | 64.2K | $2.2M | -3.5K (-5.1%) | Trimmed |
| 20 | Assenagon Asset Management S.A. | 62.8K | $2.1M | -787 (-1.2%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once FIZZ's latest filing finishes processing.