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Upturn AI SWOT - About
FIZZ 
National Beverage Corp (FIZZ)
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Upturn Advisory Summary
09/17/2025: 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 09/17/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.61B USD | Price to earnings Ratio 19.46 | 1Y Target Price 39 |
Price to earnings Ratio 19.46 | 1Y Target Price 39 | ||
Volume (30-day avg) 1 | Beta 0.68 | 52 Weeks Range 38.04 - 50.51 | Updated Date 09/16/2025 |
52 Weeks Range 38.04 - 50.51 | Updated Date 09/16/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.98 |
Earnings Date
Report Date 2025-09-11 | When - | Estimate 0.61 | Actual 0.6 |
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 19.46 | Forward PE 18.87 | Enterprise Value 3486563280 | Price to Sales(TTM) 3 |
Enterprise Value 3486563280 | Price to Sales(TTM) 3 | ||
Enterprise Value to Revenue 2.9 | Enterprise Value to EBITDA 17.7 | Shares Outstanding 93620200 | Shares Floating 23691539 |
Shares Outstanding 93620200 | Shares Floating 23691539 | ||
Percent Insiders 74.69 | Percent Institutions 25.49 |
Upturn AI SWOT
National Beverage Corp
Company Overview
History and Background
National Beverage Corp. was founded in 1985 by Nick A. Caporella. It has grown through acquisitions and product innovation, focusing on flavored beverages.
Core Business Areas
- Carbonated Soft Drinks: Produces and distributes a variety of carbonated soft drinks, including flavored sparkling waters and traditional soft drinks.
- Juices and Juice Products: Offers a range of juices and juice-based products.
- Energy Drinks: Markets energy drinks under various brand names.
Leadership and Structure
Nick A. Caporella served as Chairman and CEO for many years. The organizational structure is relatively centralized.
Top Products and Market Share
Key Offerings
- LaCroix Sparkling Water: LaCroix is a leading sparkling water brand known for its wide variety of flavors and low-calorie content. Competitors include Perrier (Nestle), Bubly (PepsiCo), and Polar. Market share varies but LaCroix has been a significant player in the sparkling water category, experiencing fluctuation over time due to competitive pressures.
- Shasta: Shasta is a brand offering a range of carbonated soft drinks. Competitors include Coca-Cola and Pepsi. Market share is smaller than LaCroix but it contributes to overall revenue.
Market Dynamics
Industry Overview
The beverage industry is highly competitive and dynamic, with evolving consumer preferences and increasing demand for healthier options.
Positioning
National Beverage Corp. positions itself as an innovator in the beverage industry, with a focus on creating unique and flavorful products.
Total Addressable Market (TAM)
The global beverage market is worth hundreds of billions of dollars. National Beverage Corp's success hinges on capturing a significant portion of the sparkling water and flavored beverage segments.
Upturn SWOT Analysis
Strengths
- Strong brand recognition (LaCroix)
- Innovative product development
- Efficient distribution network
- Lean cost structure
Weaknesses
- Concentration of revenue in a few key brands
- Dependence on consumer trends and preferences
- Litigation exposure
- Volatile stock price
Opportunities
- Expansion into new markets (international)
- Development of new product lines (functional beverages)
- Strategic partnerships and acquisitions
- Capitalizing on growing health and wellness trends
Threats
- Intense competition from larger beverage companies
- Changing consumer preferences
- Economic downturn
- Regulatory changes
Competitors and Market Share
Key Competitors
- PEP
- KO
- MNST
- SBUX
Competitive Landscape
National Beverage Corp faces intense competition from larger, more established beverage companies with greater resources.
Growth Trajectory and Initiatives
Historical Growth: National Beverage Corp. has experienced periods of rapid growth, driven by the success of LaCroix.
Future Projections: Analyst estimates for National Beverage Corp's future growth vary depending on market conditions and competitive pressures.
Recent Initiatives: Recent initiatives have focused on product innovation and marketing efforts to maintain brand relevance.
Summary
National Beverage Corp, spearheaded by LaCroix's success, operates in a competitive beverage market. Strong brand recognition and lean operations are key strengths, but dependence on a few brands and competition pose risks. Future growth hinges on innovation, market expansion, and adapting to evolving consumer tastes. The company faces threats from larger competitors and volatile market conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC), Market Research Reports, Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Data may be 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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