Latest news with #NationalBeverage
Forbes
09-07-2025
- Business
- Forbes
National Beverage Banks On Innovation And Marketing To Boost Volumes
LaCroix, National Beverage's flagship product, a leader in the sparking water category (Photo by ... More Smith Collection/Gado/Getty Images) National Beverage Corp. (NASDAQ: FIZZ) stock price rallied to almost $47 per share, up 5% last week when the company posted better-than-expected 4Q 2025 and full year 2025 performance. The market reacted positively to the news of volume gains in both the company's flagship Power+ Brands and carbonated portfolio during 4Q, breaking its declining volume streak over the last two quarters. The company posted 4Q revenue at $313.6 million, up 5.5% y-o-y because of volume gains from the newly launched LaCroix flavors during the quarter. The full year revenue came in at $1.2 billion, marginally higher compared to last year as the price increase was largely offset by volume declines during the period. However, the reduction in shipping and handling costs and lower marketing spend resulted in higher annual earnings at $2.00 per share, up from $1.89 per share a year ago. The FIZZ Story National Beverage is a leading non-alcoholic beverage company in the U.S. catering to active and health-conscious consumer (Power+ Brands) through sparkling waters, energy drinks and juices. Its portfolio offers sparkling water products under the LaCroix brand, energy drinks and shots under the Rip It brand, juices and juice-based products under the Everfresh brand and carbonated soft drinks (CSDs) under the Shasta and Faygo brands. The company changed gears in 2010 when it started focusing on the needs of the health-conscious consumers that are moving away from high-sugar sodas towards zero or low-calorie alternatives. Accordingly, FIZZ pioneered into the sparkling water category with its LaCroix brand, which is now its flagship product, accounting for more than 80% of its revenue. The company has 26 refreshing flavors under its LaCroix brand with creative names and modern bold tastes that appeal to the younger consumers. The beverage company rolled out some new variants of LaCroix in Q4 2025 – Sunshine, Cherry Lime, Blackberry Cucumber – that received very encouraging response from the customers, hinting at the brand loyalty that the company has built over the years. At the end of FY 2025, FIZZ had operating lease liabilities of $72 million against a cash balance of $194 million. Its operating cash flow for the year increased to $207 million, from $198 million a year ago. Also, the company, through its subsidiary, maintains an unsecured revolving credit facility with banks aggregating to $100 million, most of which remains available for borrowing. For FY 2025, the company's return on equity, which demonstrates the efficient utilization of shareholder's capital, was 42%, up from 32% in FY 2024. The return on invested capital (excluding short-term liabilities), a ratio that tells about the company's financial health, was around 35%, higher than 28% compared to last year. Industry leading margins and returns, coupled with an asset-light zero debt balance sheet, validate that the company's ability to preserve or rather grow shareholder value. Besides, one cannot rule out the possibility of a special dividend in FY 2026, similar to the one paid in FY 2025 at $3.25 per share, or $304.1 million. This serves as another potential upside for the shareholders. Innovation: A Key Differentiator The Florida-based company's key differentiator is its ability to innovate while maintaining its brand uniqueness and authenticity. The company has been consistently launching new flavors of LaCroix and has tapped into newer categories to capitalize on the changing trends in the beverage industry. However, the company's high-margins and returns have enticed the 'cola giants' as well as private labels to enter the sparkling water and healthier beverage market. As a result, FIZZ is now facing stiff competition for shelf space from large conglomerates such as PepsiCo and Coca Cola. Due to large-scale operations, these companies enjoy economies of scale and can easily manipulate prices to stifle competition. However, FIZZ has control over most of its production, distribution and marketing, which provides flexibility to quickly adapt to the evolving tastes of its customers, unlike the bigger players who have legacy production and distribution channels and complex cost structures. Further, the company has been prudent in allocating its resources towards innovation and marketing focused on its flagship product, unlike big conglomerates who despite having deep pockets are unable to focus on a particular niche. Marketing: The Game Changer FIZZ continues to develop healthier beverages that are tailored to dynamic consumer habits and is consistently investing in innovative marketing, packaging and consumer engagement. The company's primary focus market continues to be the US, while it is exploring possibilities of expansion in some international markets. As part of its marketing campaign, FIZZ recently launched a multi-city bus tour showcasing vibrant and captivating graphics of LaCroix's Sunshine flavor that rolled through Austin, Nashville, and Miami. Meanwhile, the company has also cemented strategic sports partnerships to further amplify LaCroix's visibility among sports-centric consumers. The company has signed a multi-year partnership with the Indiana Fever Women's National Basketball Association (WNBA) team. More recently, it has also become a sponsor for Dallas Wings WNBA team as part of its broader strategy to engage with sports fans and promote its diverse portfolio of beverages. Furthermore, National Beverage's partnership with the Florida Panthers has been fruitful in enhancing its brand awareness with the LaCroix logo being prominently displayed on their winning jerseys (Stanley Cup) for two consecutive years. Lastly, FIZZ has several ongoing promotional campaigns such as creative in-store BrandED tasting and MerchCMX representatives that help in optimizing shelf space, building displays, placing point-of-sale materials to promote sales. The Way Forward Building on its innovative flavors and unique packaging, National Beverage Corp has established itself as a leading healthy refreshment company over the last decade. However, the beverage industry is a cyclical one and is vulnerable to dynamic consumer needs. Thus, the ability to innovate, a flexible cost structure and a loyal customer base are important for a company's success. National Beverage has been on top of product innovation and marketing initiatives to maintain its brand identity. However, higher input prices and contraction of volumes due to rising competition could pressure the company's margins in the coming quarters. Hence, its innovation capabilities and execution on the newly launched products will be crucial in driving its growth in the competitive beverage market. Also, the company's cost management efforts and return on the ongoing marketing campaigns will be instrumental in maintaining its margins and in turn its financial advantage over its competitors.
Yahoo
02-07-2025
- Business
- Yahoo
National Beverage: Fiscal Q4 Earnings Snapshot
FORT LAUDERDALE, Fla. (AP) — FORT LAUDERDALE, Fla. (AP) — National Beverage Corp. (FIZZ) on Wednesday reported earnings of $44.8 million in its fiscal fourth quarter. On a per-share basis, the Fort Lauderdale, Florida-based company said it had net income of 48 cents. The soft drink and seltzer maker posted revenue of $313.6 million in the period. For the year, the company reported profit of $186.8 million, or $1.99 per share. Revenue was reported as $1.2 billion. _____ This story was generated by Automated Insights ( using data from Zacks Investment Research. Access a Zacks stock report on FIZZ at
Yahoo
02-07-2025
- Business
- Yahoo
National Beverage Corp. Reports Fourth Quarter and Year-End Results . . . Innovation Accelerates Growth
FORT LAUDERDALE, Fla., July 02, 2025--(BUSINESS WIRE)--National Beverage Corp. (NASDAQ: FIZZ) today announced positive results for its fourth quarter and fiscal year ended May 3, 2025. Fourth Quarter * Net sales increased 5.5% to $314 million; Operating income increased 8.6% to $57.5 million; Net income increased to $44.8 million; and Earnings per share increased to $.48. Fiscal Year * Net sales increased to $1.2 billion; Gross margin increased to 37.0% of sales; Operating income increased 7.8% to $235 million; and Earnings per share increased to $2.00. "We are very pleased to report strong fourth-quarter results, with net sales, operating profit and net income reaching record highs and both Power + Brands and carbonated soft drinks posting volume increases. LaCroix's recent innovations, Sunshine, Cherry Lime and Blackberry Cucumber, began shipping in the fourth quarter, providing a growth stimulus in a challenging consumer environment," stated a company spokesperson. "We have initiated various LaCroix Summer marketing campaigns, including a multi-city bus tour featuring the captivating graphics of LaCroix Sunshine. Moreover, we have partnered with men's and women's professional soccer teams and WNBA teams, including the Indiana Fever and, most recently, the Dallas Wings. Our partnership with the Florida Panthers continues to enhance brand awareness with the LaCroix logo prominently displayed on the jerseys of the Stanley Cup winners for the second consecutive year." "We inspire our team members to think creatively in all areas, including marketing, social media, BrandED (our unique in-store tasting experience), MerchMx (teams that build creative, themed displays), targeted social media 'creators', and numerous consumer events. From our appealing flavor names to unique taste and award-winning graphics, no new flavor is released until . . . it's perfect. The love and emotional connection that goes into the birth of every new flavor is the result of the imagination and foresight of who we are." "The current confluence of events is unprecedented in recent times. The last few years have clearly demonstrated the resilience of the U.S. consumer as well as Team National's deliberate, long-term operational focus. We begin our new fiscal year with optimism and confidence that our innovative brands are well-positioned to deliver a 'healthy' future to our consumers and shareholders," concluded the spokesperson. "Patriotism" – If Only We Could Bottle It! National Beverage Corp. Consolidated Results for the Periods Ended May 3, 2025 and April 27, 2024 (in thousands, except per share amounts) Fourth Quarter Ended * Fiscal Year Ended * May 3, 2025 April 27, 2024 May 3, 2025 April 27, 2024 Net Sales $ 313,629 $ 297,315 $ 1,201,354 $ 1,191,694 Net Income $ 44,761 $ 43,721 $ 186,821 $ 176,732 Earnings Per Common Share Basic $ .48 $ .47 $ 2.00 $ 1.89 Diluted $ .48 $ .47 $ 1.99 $ 1.89 Average Common Shares Outstanding Basic 93,620 93,550 93,607 93,429 Diluted 93,684 93,666 93,685 93,630 *The Fourth Quarter and Fiscal Year Ended May 3, 2025 consisted of 14 and 53 weeks, respectively. This press release includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements involve risks, uncertainties and other factors described in the Company's Securities and Exchange Commission filings which may cause actual results or achievements to differ from the results or achievements expressed or implied by such statements. The Company disclaims an obligation to update or announce revisions to any forward-looking statements. View source version on Contacts Office of the Chairman, Grace Sign in to access your portfolio
Yahoo
02-07-2025
- Business
- Yahoo
Should You Think About Buying National Beverage Corp. (NASDAQ:FIZZ) Now?
National Beverage Corp. (NASDAQ:FIZZ), might not be a large cap stock, but it received a lot of attention from a substantial price movement on the NASDAQGS over the last few months, increasing to US$46.54 at one point, and dropping to the lows of US$40.18. Some share price movements can give investors a better opportunity to enter into the stock, and potentially buy at a lower price. A question to answer is whether National Beverage's current trading price of US$42.39 reflective of the actual value of the mid-cap? Or is it currently undervalued, providing us with the opportunity to buy? Let's take a look at National Beverage's outlook and value based on the most recent financial data to see if there are any catalysts for a price change. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. Great news for investors – National Beverage is still trading at a fairly cheap price. According to our valuation, the intrinsic value for the stock is $66.68, which is above what the market is valuing the company at the moment. This indicates a potential opportunity to buy low. Another thing to keep in mind is that National Beverage's share price may be quite stable relative to the rest of the market, as indicated by its low beta. This means that if you believe the current share price should move towards its intrinsic value over time, a low beta could suggest it is not likely to reach that level anytime soon, and once it's there, it may be hard to fall back down into an attractive buying range again. View our latest analysis for National Beverage Investors looking for growth in their portfolio may want to consider the prospects of a company before buying its shares. Although value investors would argue that it's the intrinsic value relative to the price that matter the most, a more compelling investment thesis would be high growth potential at a cheap price. Though in the case of National Beverage, it is expected to deliver a relatively unexciting top-line growth of 4.6% in the next few years, which doesn't help build up its investment thesis. Growth doesn't appear to be a main reason for a buy decision for the company, at least in the near term. Are you a shareholder? Even though growth is relatively muted, since FIZZ is currently undervalued, it may be a great time to accumulate more of your holdings in the stock. However, there are also other factors such as financial health to consider, which could explain the current undervaluation. Are you a potential investor? If you've been keeping an eye on FIZZ for a while, now might be the time to enter the stock. Its future outlook isn't fully reflected in the current share price yet, which means it's not too late to buy FIZZ. But before you make any investment decisions, consider other factors such as the strength of its balance sheet, in order to make a well-informed investment decision. So while earnings quality is important, it's equally important to consider the risks facing National Beverage at this point in time. Case in point: We've spotted 1 warning sign for National Beverage you should be aware of. If you are no longer interested in National Beverage, you can use our free platform to see our list of over 50 other stocks with a high growth potential. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Yahoo
08-03-2025
- Business
- Yahoo
Why The 49% Return On Capital At National Beverage (NASDAQ:FIZZ) Should Have Your Attention
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a business will show two trends; firstly a growing return on capital employed (ROCE) and secondly, an increasing amount of capital employed. This shows us that it's a compounding machine, able to continually reinvest its earnings back into the business and generate higher returns. Speaking of which, we noticed some great changes in National Beverage's (NASDAQ:FIZZ) returns on capital, so let's have a look. For those that aren't sure what ROCE is, it measures the amount of pre-tax profits a company can generate from the capital employed in its business. The formula for this calculation on National Beverage is: Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities) 0.49 = US$231m ÷ (US$594m - US$120m) (Based on the trailing twelve months to January 2025). Therefore, National Beverage has an ROCE of 49%. In absolute terms that's a great return and it's even better than the Beverage industry average of 17%. See our latest analysis for National Beverage Above you can see how the current ROCE for National Beverage compares to its prior returns on capital, but there's only so much you can tell from the past. If you'd like, you can check out the forecasts from the analysts covering National Beverage for free. National Beverage has not disappointed with their ROCE growth. More specifically, while the company has kept capital employed relatively flat over the last five years, the ROCE has climbed 53% in that same time. Basically the business is generating higher returns from the same amount of capital and that is proof that there are improvements in the company's efficiencies. On that front, things are looking good so it's worth exploring what management has said about growth plans going forward. As discussed above, National Beverage appears to be getting more proficient at generating returns since capital employed has remained flat but earnings (before interest and tax) are up. And with the stock having performed exceptionally well over the last five years, these patterns are being accounted for by investors. So given the stock has proven it has promising trends, it's worth researching the company further to see if these trends are likely to persist. If you want to continue researching National Beverage, you might be interested to know about the 1 warning sign that our analysis has discovered. National Beverage is not the only stock earning high returns. If you'd like to see more, check out our free list of companies earning high returns on equity with solid fundamentals. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
