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Upturn AI SWOT - About
FIZZ 
National Beverage Corp (FIZZ)
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Upturn Advisory Summary
08/28/2025: FIZZ (1-star) is a SELL. SELL since 4 days. Profits (-9.06%). Updated daily EoD!
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 $45
1 Year Target Price $45
| 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 SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.94B USD | Price to earnings Ratio 21.13 | 1Y Target Price 45 |
Price to earnings Ratio 21.13 | 1Y Target Price 45 | ||
Volume (30-day avg) 1 | Beta 0.78 | 52 Weeks Range 38.25 - 50.51 | Updated Date 08/29/2025 |
52 Weeks Range 38.25 - 50.51 | Updated Date 08/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.99 |
Earnings Date
Report Date 2025-09-04 | When - | Estimate 0.6135 | Actual - |
Profitability
Profit Margin 15.55% | Operating Margin (TTM) 18.33% |
Management Effectiveness
Return on Assets (TTM) 20.4% | Return on Equity (TTM) 37.23% |
Valuation
Trailing PE 21.13 | Forward PE 20.66 | Enterprise Value 3819851356 | Price to Sales(TTM) 3.28 |
Enterprise Value 3819851356 | Price to Sales(TTM) 3.28 | ||
Enterprise Value to Revenue 3.18 | Enterprise Value to EBITDA 14.91 | Shares Outstanding 93620200 | Shares Floating 23691539 |
Shares Outstanding 93620200 | Shares Floating 23691539 | ||
Percent Insiders 74.69 | Percent Institutions 25.48 |
Upturn AI SWOT
National Beverage Corp
Company Overview
History and Background
National Beverage Corp. was founded in 1985 and is headquartered in Fort Lauderdale, Florida. It has grown through acquisitions and the development of innovative beverage brands, focusing on healthier alternatives to traditional soft drinks. The company has focused on flavored sparkling water and energy drink segment.
Core Business Areas
- Carbonated Soft Drinks: Manufactures and sells a variety of carbonated soft drinks.
- Flavored Sparkling Water: Manufactures and sells flavored sparkling water.
- Energy Drinks: Manufactures and sells energy drinks.
- Juices: Manufactures and sells juices.
Leadership and Structure
The company is led by Chairman and CEO Nick A. Caporella (as of 2023). The organizational structure is relatively centralized, with a strong emphasis on brand management and distribution.
Top Products and Market Share
Key Offerings
- La Croix: La Croix is a leading brand of flavored sparkling water. Competitors include Perrier, Spindrift, and Bubly. Market share data is difficult to pinpoint exactly, but it's estimated to be substantial within the sparkling water category.
- Shasta: Shasta is a brand of carbonated soft drinks. Competitors include Coca-Cola, Pepsi, and other regional soft drink brands. Market share is lower than Coca-Cola and Pepsi. Market share is lower than La Croix
- Faygo: Faygo is a brand of carbonated soft drinks primarily in the Midwest. Competitors include Coca-Cola, Pepsi, and other regional soft drink brands. Market share is small
Market Dynamics
Industry Overview
The beverage industry is highly competitive, with increasing consumer demand for healthier options and innovative flavors. Trends include lower sugar content and natural ingredients.
Positioning
National Beverage Corp. is positioned as a provider of unique and healthier beverages, particularly in the sparkling water and flavor-enhanced beverage segments. Their competitive advantage lies in brand differentiation and product innovation.
Total Addressable Market (TAM)
The global beverage market is valued at hundreds of billions of dollars. National Beverage Corp. is targeting a segment of the market with healthier sparkling and carbonated drinks, which gives them a good position in TAM
Upturn SWOT Analysis
Strengths
- Strong brand recognition (La Croix)
- Innovative product development
- Efficient distribution network
- Focus on healthier beverage options
Weaknesses
- Reliance on a few key brands
- Limited international presence
- Potential vulnerability to changing consumer tastes
- Higher price points than generic soda
Opportunities
- Expansion into new markets (international)
- Development of new beverage categories
- Partnerships with health and wellness companies
- Capitalize on the shift towards healthier beverages
Threats
- Intense competition from larger beverage companies
- Changing consumer preferences
- Regulatory pressures regarding sugar content
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- PEP
- KO
- MNST
- SBUX
- FIZZ
Competitive Landscape
National Beverage Corp. competes with larger beverage companies. Its advantage lies in its niche focus on flavored sparkling water and innovative brands. The disadvantage is that these larger companies control the market
Growth Trajectory and Initiatives
Historical Growth: National Beverage Corp. has experienced growth driven by the popularity of La Croix and other brands.
Future Projections: Future growth is dependent on factors such as product innovation, market expansion, and competition.
Recent Initiatives: Recent initiatives include new flavor launches and marketing campaigns.
Summary
National Beverage Corp. demonstrates moderate fundamental strength, driven by its key brand, La Croix, and its focus on healthier beverage options. While the company benefits from a strong brand recognition and product innovation, it faces threats from larger competitors, regulatory pressures, and changing consumer preferences. The company is doing well in the niche segment but needs to look out for the big players taking over this new segment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Market Research Reports
- Company Press Releases
- Analyst Reports
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions can change rapidly, and 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.
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