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FIZZNational Beverage Corp.Sell4.6·$32.30-3.09%
SellModerate Confidence
Investment thesis

Despite high-quality business fundamentals including a 38% return on equity and a Piotroski F-score of 8 out of 9, the stock faces a confirmed death cross, two earnings misses in the last four quarters, negative risk/reward geometry, and a single-commodity concentration risk in aluminum cans — creating a cautious near-term setup.

Thesis pillars

  • Technical Structural HeadwindsStable
  • High Quality Core BusinessStable
  • Earnings Delivery ConcernsStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

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National Beverage Corp. (FIZZ) Stock Analysis

SellModerate Confidence

Consumer Defensive · Beverages - Non-Alcoholic

Sell if holding. Engine safety override at $32.30: Risk below floor (2.3 < 3.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.6/10. Specifically: High short interest: 14%; Elevated put/call ratio: 1.60; Negative price momentum.

National Beverage Corp. makes and markets a portfolio of sparkling waters, juices, energy drinks, and carbonated soft drinks — led by LaCroix, Rip It, Shasta, and Faygo — sold primarily in the United States through take-home, convenience, and food-service channels. The company... Read more

$32.30+15.8% A.UpsideScore 4.6/10#12 of 13 Beverages - Non-Alcoholic
QualityF-score6 / 9FCF yield3.40%
Stop $30.08Target $37.44(resistance)A.R:R -1.1:1
Analyst target$33.00+2.2%1 analysts
Range unavailable (1 analysts)

Sell if holding. Engine safety override at $32.30: Risk below floor (2.3 < 3.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.6/10. Specifically: High short interest: 14%; Elevated put/call ratio: 1.60; Negative price momentum. Chart setup: No clear chart pattern; technical signals are mixed. Score 4.6/10, moderate confidence.

Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 67d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

10-K grounded · weekly refresh

About National Beverage Corp.

About National Beverage Corp.

LaCroix sparkling water leads National Beverage's Power+ Brands portfolio, which also includes Rip It energy drinks, Clear Fruit, and Everfresh juices, alongside legacy carbonated soft drink brands Shasta and Faygo, sold primarily across the United States through take-home, convenience, and food-service channels. The company operates twelve vertically integrated production facilities and employed approximately 1,681 people as of May 3, 2025, with 384 covered by collective bargaining agreements.

National Beverage earns revenue by selling directly to national retailers and smaller regional accounts through a hybrid warehouse and direct-store-delivery network across three channels, supplemented by vending machines and coolers placed at customer locations. Key inputs, including aluminum cans, plastic bottles, high-fructose corn syrup, corrugated packaging, and juice concentrates, are exposed to commodity price swings that the company partially manages through multi-year supply agreements and derivative financial instruments. The company competes against much larger rivals, including The Coca-Cola Company, PepsiCo, and Keurig Dr Pepper, positioning LaCroix and its other Power+ Brands on flavor innovation and packaging rather than the national advertising spend those competitors can afford.

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National Beverage leans on rapid flavor and packaging turnover rather than price competition to defend share against the cola giants: the fiscal 2025 filing cites the LaCroix Sunshine flavor launched in summer 2025 and Strawberry Peach introduced in the back half of the fiscal year as recent additions to a 26-flavor LaCroix lineup, alongside Newsweek naming LaCroix one of its Most Trusted Brands in America for a third consecutive year in 2025. Because the company relies on internal development teams rather than higher-cost national advertising to seed these launches, a slowdown in new-flavor cadence would remove one of the few differentiators it has against larger competitors with far greater marketing budgets.

See also: Consumer Defensive · Beverages - Non-Alcoholic

From National Beverage Corp.'s most recent 10-K filing, extracted July 6, 2026.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-07-07
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Sep 10, 202667d to earnings· next earnings call

Thesis

Rewards
No bull case signals
Risks
Target reached (-13.3% upside)
Risk below floor (2.3 < 3.0)

Key Metrics

P/E (TTM)17.0
P/E (Fwd)15.8
Mkt Cap$3.1B
EV/EBITDA11.2
Profit Mgn15.6%
ROE34.0%
Rev Growth-5.3%
Beta0.76
DividendNone
Rating analysts7

Quality Signals

Piotroski F6/9

Options Flow

P/C1.60bearish
IV68%elevated

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

5 floor-breakers

Volatile — 5.8% daily ATR makes tight stops impractical. Position-size conservatively.static

Days To Cover
0.0
Volatility
0.0
Debt Equity
0.0
Implied Vol
1.9
Put Call
2.7
Short Interest
3.0
Beta
8.5
Elevated put/call: 1.60High IV: 68%

Revenue shrinking — -5.3% YoY. Growth thesis broken unless recovery story develops.static

Revenue Growth
1.2
Earnings Growth
3.5
Declining revenue: -5%

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.0
Obv
1.0
Ma Position
1.0
Rsi
3.5
Volume
8.1
Volume distribution (falling OBV)Below 200-MA, MA slope -3.3%/30d — confirmed downtrend

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Growth Rank
0.0
Value Rank
6.0
Quality Rank
7.3

No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static

Earnings History
0.0
Surprise Avg
0.7
Erm
5.0
Earnings Timing
5.0
News Activity
8.0
Earnings concerns: 0B/2M
GatesMomentum 2.7<4.5A.R:R -1.1=NEGATIVEInsider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 67d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
31 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $30.75Resistance $38.20

Price Targets

$30
$37
A.Upside+15.9%
A.R:R-1.1:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-13.3% upside)
! Risk below floor (2.3 < 3.0)
! momentum at 2.7 (below the engine's 4.5 threshold)

Earnings

M
M
M
M
0/4 beats
Next Earnings2026-09-10 (67d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is FIZZ stock a buy right now?

Sell if holding. Engine safety override at $32.30: Risk below floor (2.3 < 3.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.6/10. Specifically: High short interest: 14%; Elevated put/call ratio: 1.60; Negative price momentum. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $30.08. Score 4.6/10, moderate confidence.

What is the FIZZ stock price target?

Take-profit target: $37.44 (+15.8% upside). Prior stop was $30.08. Stop-loss: $30.08.

What are the risks of investing in FIZZ?

Target reached (-13.3% upside); Risk below floor (2.3 < 3.0).

Is FIZZ overvalued or undervalued?

National Beverage Corp. trades at a P/E of 17.0 (forward 15.8). TrendMatrix value score: 6.5/10. Verdict: Sell.

What do analysts say about FIZZ?

7 analysts cover FIZZ with a consensus score of 2.1/5. Average price target: $33.

What does National Beverage Corp. do?National Beverage Corp. makes and markets a portfolio of sparkling waters, juices, energy drinks, and carbonated soft...

National Beverage Corp. makes and markets a portfolio of sparkling waters, juices, energy drinks, and carbonated soft drinks — led by LaCroix, Rip It, Shasta, and Faygo — sold primarily in the United States through take-home, convenience, and food-service channels. The company operates twelve vertically integrated production facilities across the continental U.S., controlling its own flavor and concentrate formulation rather than relying on independent bottlers, and employed approximately 1,681 people as of May 3, 2025.

Related stocks: CELH (Celsius Holdings, Inc.) · COKE (Coca-Cola Consolidated, Inc.) · AKO-A (Embotelladora Andina S.A.) · COCO (The Vita Coco Company, Inc.) · AKO-B (Embotelladora Andina S.A.)
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