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FIZZ 
National Beverage Corp (FIZZ)
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Upturn Advisory Summary
10/31/2025: FIZZ (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $39
1 Year Target Price $39
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -26.78% | Avg. Invested days 35 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/31/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.21B USD | Price to earnings Ratio 17.31 | 1Y Target Price 39 |
Price to earnings Ratio 17.31 | 1Y Target Price 39 | ||
Volume (30-day avg) 1 | Beta 0.59 | 52 Weeks Range 32.21 - 50.51 | Updated Date 11/2/2025 |
52 Weeks Range 32.21 - 50.51 | Updated Date 11/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.98 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 15.45% | Operating Margin (TTM) 21.41% |
Management Effectiveness
Return on Assets (TTM) 23.48% | Return on Equity (TTM) 45.84% |
Valuation
Trailing PE 17.31 | Forward PE 18.48 | Enterprise Value 3350642476 | Price to Sales(TTM) 2.67 |
Enterprise Value 3350642476 | Price to Sales(TTM) 2.67 | ||
Enterprise Value to Revenue 2.79 | Enterprise Value to EBITDA 17.7 | Shares Outstanding 93620246 | Shares Floating 23689667 |
Shares Outstanding 93620246 | Shares Floating 23689667 | ||
Percent Insiders 74.69 | Percent Institutions 25.46 |
Upturn AI SWOT
National Beverage Corp
Company Overview
History and Background
National Beverage Corp. was founded in 1985 through the acquisition of Shasta Beverages. Initially focused on value-priced soft drinks, it strategically shifted towards premium brands and healthier alternatives, achieving significant growth through innovation and targeted marketing.
Core Business Areas
- Carbonated Soft Drinks: Production and distribution of a wide range of carbonated soft drinks, including flavored sparkling waters, traditional sodas, and energy drinks.
- Juice Products: Manufacturing and marketing of juices, fruit drinks, and related beverages.
Leadership and Structure
The company is led by Chairman and CEO Nick A. Caporella. Its organizational structure is relatively centralized, with a focus on brand management and operational efficiency.
Top Products and Market Share
Key Offerings
- LaCroix: LaCroix is a leading sparkling water brand known for its variety of flavors and calorie-free composition. It has a significant market share in the sparkling water segment. Competitors include Perrier (Nestle), Bubly (PepsiCo), and Spindrift.
- Shasta: Shasta is a brand offering a variety of carbonated soft drinks. It competes with other mainstream soda brands like Coca-Cola and Pepsi.
- Faygo: Faygo is a regional soft drink brand known for its wide array of flavors. Competitors include Coca-Cola, Pepsi, and other regional soda brands.
Market Dynamics
Industry Overview
The beverage industry is highly competitive and constantly evolving, driven by changing consumer preferences, health trends, and regulatory pressures. Key trends include the growth of sparkling water, functional beverages, and low-sugar options.
Positioning
National Beverage Corp. is positioned as a premium beverage company with a focus on innovation and distinctive branding. Its competitive advantages include strong brand recognition (particularly for LaCroix) and a differentiated product portfolio.
Total Addressable Market (TAM)
The global beverage market is estimated to be worth hundreds of billions of dollars annually. National Beverage Corp is positioned within the premium and healthy beverage segments of this market, which are experiencing strong growth. A reasonable estimate for the total beverage market is $1 Trillion. National Beverage is positioned well to grow within it's niche of the overall beverage market
Upturn SWOT Analysis
Strengths
- Strong brand recognition (LaCroix)
- Innovative product development
- Efficient distribution network
- Premium brand positioning
- High operating margins
Weaknesses
- Reliance on a few key brands
- Sensitivity to changing consumer preferences
- Intense competition
- Potential for negative publicity
- Limited international presence
Opportunities
- Expanding into new beverage categories
- Increasing international sales
- Acquiring complementary brands
- Capitalizing on health and wellness trends
- Developing new distribution channels
Threats
- Intense competition from larger players (KO, PEP)
- Changing consumer preferences
- Economic downturns
- Regulatory changes (e.g., sugar taxes)
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- PEP
- KO
- MNST
Competitive Landscape
National Beverage Corp. faces intense competition from larger beverage companies with greater resources and broader product portfolios. Its advantages include its innovative products, strong brand recognition in the sparkling water segment, and efficient distribution network. It's disadvantages are limited marketing budget compared to the larger players and a narrow product portfolio.
Growth Trajectory and Initiatives
Historical Growth: National Beverage Corp.'s growth has been driven by the success of LaCroix and its focus on healthy beverage options. Revenue growth has fluctuated, but overall, the company has demonstrated strong growth in recent years.
Future Projections: Analyst projections for National Beverage Corp's future growth vary, but generally anticipate continued growth in the sparkling water segment and expansion into new beverage categories. To get detailed information, refer to analyst estimates from various financial data providers.
Recent Initiatives: Recent strategic initiatives include product innovation (e.g., new LaCroix flavors), marketing campaigns, and efforts to optimize its distribution network.
Summary
National Beverage Corp. has built a strong brand, LaCroix, within the sparkling water space, but faces increasing competition from larger beverage conglomerates. Their operational efficiency and product innovation are working well. They need to broaden product offering to compete in the full beverage market, while maintaining focus on margin and brand recognition. The key risks are intense competition and changing consumer tastes.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Yahoo Finance
- Company SEC Filings
- Industry Reports
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market share data is approximate and may vary based on source and methodology. Financial performance data and ratings are based on publicly available information and subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About National Beverage Corp
Exchange NASDAQ | Headquaters Fort Lauderdale, FL, United States | ||
IPO Launch date 1991-09-06 | Chairman & CEO Mr. Nick A. Caporella | ||
Sector Consumer Defensive | Industry Beverages - Non-Alcoholic | Full time employees 1681 | Website https://www.nationalbeverage.com |
Full time employees 1681 | Website https://www.nationalbeverage.com | ||
National Beverage Corp., through its subsidiaries, develops, produces, markets, and sells a portfolio of sparkling waters, juices, energy drinks, and carbonated soft drinks in the United States and Canada. The company's Power+ brand portfolio offers sparkling water products under the LaCroix brands; non-carbonated water under the Clear Fruit; energy drink and shots under the Rip It brand; juice and juice-based products under Everfresh, Everfresh Premier Varietals, and Mr. Pure brands; and carbonated soft drinks under Shasta and Faygo brands. It serves retailers, as well as various smaller up-and-down-the-street accounts through the take-home, convenience, and food-service distribution channels. The company was incorporated in 1985 and is headquartered in Fort Lauderdale, Florida. National Beverage Corp. is a subsidiary of IBS Partners, Ltd.
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