Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI SWOT - About
FIZZ 
National Beverage Corp (FIZZ)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
12/03/2025: 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 12/03/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.29B USD | Price to earnings Ratio 17.75 | 1Y Target Price 39 |
Price to earnings Ratio 17.75 | 1Y Target Price 39 | ||
Volume (30-day avg) 1 | Beta 0.48 | 52 Weeks Range 32.21 - 50.51 | Updated Date 12/3/2025 |
52 Weeks Range 32.21 - 50.51 | Updated Date 12/3/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.98 |
Earnings Date
Report Date 2025-12-04 | When - | Estimate 0.5078 | 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 17.75 | Forward PE 17.24 | Enterprise Value 3111910849 | Price to Sales(TTM) 2.74 |
Enterprise Value 3111910849 | Price to Sales(TTM) 2.74 | ||
Enterprise Value to Revenue 2.59 | Enterprise Value to EBITDA 17.7 | Shares Outstanding 93620246 | Shares Floating 23689667 |
Shares Outstanding 93620246 | Shares Floating 23689667 | ||
Percent Insiders 74.69 | Percent Institutions 25.29 |
Upturn AI SWOT
National Beverage Corp
Company Overview
History and Background
National Beverage Corp. was founded in 1985 by Nick A. Caporella. It initially focused on acquiring and revitalizing struggling beverage brands. Through strategic acquisitions and product innovation, it has grown to become a major player in the beverage industry, particularly known for its sparkling water brands.
Core Business Areas
- Carbonated Soft Drinks: This segment includes the production and sale of carbonated soft drinks, which were historically the company's core business. However, its importance has decreased as sparkling water sales have increased.
- Sparkling Waters: National Beverage is best known for its sparkling water brands, including LaCroix, which have driven significant growth in recent years.
- Juice Products: The company also produces and sells juice products under various brand names.
Leadership and Structure
National Beverage Corp. is led by Chairman and CEO Nick A. Caporella. The company has a relatively centralized organizational structure with a focus on brand management and distribution.
Top Products and Market Share
Key Offerings
- LaCroix: LaCroix is National Beverage's flagship product and a leading sparkling water brand. Market share data fluctuates, but it holds a significant share of the sparkling water market. Competitors include Perrier (Nestle), Bubly (PepsiCo), and various store brands. Revenue estimates for LaCroix are not publicly broken out, but it represents the majority of the company's revenue.
- Shasta: Shasta is a brand of carbonated soft drinks with a long history. It caters to value-conscious consumers. Competitors include store-brand sodas and regional soda brands. Shasta revenue is not explicitly provided.
- Faygo: Faygo is a regional soda brand known for its wide variety of flavors. It has strong regional brand loyalty. Competitors include regional soda brands and national brands like Coca-Cola and PepsiCo in specific markets. Faygo revenue data is not publicly broken out.
Market Dynamics
Industry Overview
The beverage industry is highly competitive and constantly evolving, with shifting consumer preferences towards healthier options. The sparkling water segment has experienced rapid growth, driven by health-conscious consumers seeking alternatives to sugary drinks.
Positioning
National Beverage Corp. is positioned as a leader in the sparkling water category, particularly with its LaCroix brand. Its competitive advantage lies in its brand recognition, unique flavor profiles, and perceived health benefits. The company also holds unique market positions by operating niche and long-standing brands such as Faygo
Total Addressable Market (TAM)
The global sparkling water market is estimated to be tens of billions of dollars and is projected to continue growing. National Beverage Corp. is positioned to capture a significant portion of this market through its LaCroix brand, but competition is intensifying, and National Beverage's market capitalization is estimated at about $1.8 Billion
Upturn SWOT Analysis
Strengths
- Strong brand recognition (LaCroix)
- Established distribution network
- Focus on innovation in flavor profiles
- First Mover Advantage in the Sparkling Water market
- Loyal Customer base
Weaknesses
- Reliance on a single brand (LaCroix)
- Inconsistent marketing strategy
- Intense competition in the sparkling water category
- Controversies impacting brand image
- Limited product diversification
Opportunities
- Expansion into new geographic markets
- Development of new product lines (e.g., flavored waters with functional benefits)
- Partnerships with retailers or other beverage companies
- Capitalizing on the growing health and wellness trend
- Increased marketing efforts
Threats
- Increasing competition from larger beverage companies
- Changing consumer preferences
- Negative publicity or brand crises
- Economic downturn affecting consumer spending
- Rising costs of raw materials and packaging
Competitors and Market Share
Key Competitors
- PEP
- KO
- MNST
Competitive Landscape
National Beverage Corp. faces intense competition from larger beverage companies like PepsiCo and Coca-Cola, as well as smaller players in the sparkling water category. Its advantages include its brand recognition (LaCroix) and unique flavor profiles. Disadvantages include its reliance on a single brand and limited resources compared to its larger competitors.
Major Acquisitions
Shasta Beverages
- Year: 1986
- Acquisition Price (USD millions):
- Strategic Rationale: Expanded product portfolio and distribution network. Added an established soda brand targeting value conscious consumers.
Faygo Beverages
- Year: 1987
- Acquisition Price (USD millions):
- Strategic Rationale: Gained a strong regional soda brand in the Midwest with a loyal customer base and a wide variety of unique flavors.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven primarily by the success of LaCroix. However, growth has slowed in recent years as competition has intensified.
Future Projections: Analyst estimates for future growth are mixed, with some projecting continued growth in the sparkling water category and others anticipating further competitive pressures.
Recent Initiatives: Recent initiatives include the introduction of new LaCroix flavors and marketing campaigns aimed at rebuilding brand image. They also expanded distribution networks, but these efforts did not lead to significant revenue growth.
Summary
National Beverage Corp is primarily dependent on the LaCroix brand, a major strength but also a significant weakness due to market competition. The company faces threats from larger competitors and evolving consumer preferences. Although historically volatile, the stock provided returns of over 100% in the last 10 years. Strategic expansion into new markets and the development of innovative product lines could enhance future growth.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Market Research Reports
- Analyst Estimates
- Company Website
- Historical Stock Data (Yahoo Finance)
Disclaimers:
The information provided is for informational purposes only and should not be construed as financial advice. Market data and analyst estimates are subject to change. Past performance is not indicative of future results.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.