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FIZZNational Beverage Corp.Sell4.9·$32.10-1.09%
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 HeadwindsImproving
  • High Quality Core BusinessStable
  • Earnings Delivery ConcernsImproving
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

National Beverage Corp. (FIZZ) Stock Analysis

SellVALUE-TRAP 1/5QualityShortModerate Confidence

Consumer Defensive · Beverages - Non-Alcoholic

Earnings in 6 days (2026-09-10). Expect elevated volatility around the report — consider waiting for post-earnings price action before new entries.

Sell if holding. Analyst target reached at $32.10 — A.R:R is negative (-2.2) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Earnings in 6 days (event risk).

National Beverage Corp., celebrating its 40th anniversary in 2025, produces and distributes sparkling waters, juices, energy drinks, and carbonated soft drinks under brands including LaCroix, Clear Fruit, Rip It, Everfresh, Mr. Pure, Shasta, and Faygo. The company operates... Read more

$32.10-12.9% A.UpsideScore 4.9/10#12 of 13 Beverages - Non-Alcoholic
QualityF-score7 / 9FCF yield3.49%
Stop $30.32Target $32.82(resistance)A.R:R -2.2:1
Analyst target$33.00+2.8%1 analysts
Range unavailable (1 analysts)

Sell if holding. Analyst target reached at $32.10 — A.R:R is negative (-2.2) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Earnings in 6 days (event risk). Chart setup: No clear chart pattern; technical signals are mixed. Score 4.9/10, moderate confidence.

Passes 5/8 gates (positive momentum, clean insider activity, no SEC red flags, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio and earnings proximity 6d<=7d. Suitability: aggressive.

10-K grounded · weekly refresh

About National Beverage Corp.

About National Beverage Corp.

National Beverage's portfolio splits between its Power+ Brands — LaCroix sparkling water, Rip It energy drinks, and Everfresh and Mr. Pure juices — and its carbonated soft drink brands Shasta and Faygo, with LaCroix standing as the company's most significant single brand and the top-selling premium domestic sparkling water. The company operates twelve vertically integrated production facilities across the continental United States, its primary market, and employed approximately 1,681 people as of May 3, 2025.

National Beverage sells nationally branded volume rather than private-label or contract-manufactured product, distributing through three channels — take-home (grocery, club, mass-merchandiser, and e-commerce accounts, served mainly via warehouse distribution), convenience (served by its own direct-store-delivery fleet and independent distributors), and food-service (hospitals, schools, and military bases via specialized distributors). Production runs through vertical integration: the company crafts a substantial portion of its own flavors and concentrates and purchases the remaining raw materials — including aluminum, resin, corn, linerboard, and fruit juice — from multiple suppliers, using multi-year supply agreements and derivative instruments to partially hedge commodity price swings. Innovation runs on a fast internal cycle: concept creation, packaging, and design stay in-house, which the company says speeds time-to-market versus competitors reliant on independent third-party bottlers, and recent launches include new LaCroix flavors such as Sunshine and Strawberry Peach and Zero Sugar variants of Shasta and Rip It.

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National Beverage's 10-K flags a structural shift in bargaining power rather than a single named retailer risk: the filing states that its retail customer base has been consolidating over many years, leaving fewer customers with greater purchasing power that can limit the company's ability to raise prices with certain accounts. That dynamic compounds a packaging exposure specific to its aluminum-can-heavy portfolio — more than 80% of National Beverage's products ship in aluminum cans — since retailer pricing pressure and aluminum commodity costs can squeeze margins from both directions at once, a risk the filing does not quantify by customer name or percentage.

See also: Consumer Defensive · Beverages - Non-Alcoholic

From National Beverage Corp.'s most recent 10-K filing, extracted August 30, 2026.

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

Recent developments

updated 2026-09-04
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Sep 10, 20266d to earnings· next earnings call

Thesis

Rewards
V7 quality resilience bonus: +0.2 (Q=7.3 in RISK_OFF)
Sector modifier (Consumer Defensive): +0.8
High-quality business
Risks
Analyst target reached - limited upside remaining
Earnings in 6 days (event risk)
Consecutive earnings misses (2)

Key Metrics

P/E (TTM)16.4
P/E (Fwd)15.8
Mkt Cap$3.0B
EV/EBITDA10.9
Profit Mgn15.6%
ROE34.0%
Rev Growth-5.3%
Beta0.76
DividendNone
Rating analysts7

Quality Signals

Piotroski F7/9MoatNarrow

Options Flow

P/C0.50bullish
IV55%elevated
Max Pain$35+9.0% vs spot

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

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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

2 floor-breakers

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

Revenue Growth
1.2
Earnings Growth
2.7
Declining revenue: -5%

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
5.0
Earnings concerns: 0B/2MEarnings in 6 days
GatesA.R:R -2.2=NEGATIVEEARNINGS PROXIMITY 6d<=7dMomentum 5.2<5.5 (soft — BUY_NOW allowed but watch)Momentum 5.2>=4.5Insider activity: OKNo SEC red flagsSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
61 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $30.38Resistance $33.49

Price Targets

$30
$33
A.Upside-12.9%
A.R:R-2.2:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Target reached (-12.9% upside)
! News modifier -2: HOLD_IF_HOLDING → SELL_IF_HOLDING
! Negative risk/reward — downside exceeds upside

Earnings

M
M
M
M
0/4 beats
Next Earnings2026-09-10 (6d)

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. Analyst target reached at $32.10 — A.R:R is negative (-2.2) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Earnings in 6 days (event risk). Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $30.32. Score 4.9/10, moderate confidence.

What is the FIZZ stock price target?

Take-profit target: $32.82 (-12.9% upside). Prior stop was $30.32. Stop-loss: $30.32.

What are the risks of investing in FIZZ?

Analyst target reached - limited upside remaining; Earnings in 6 days (event risk); Consecutive earnings misses (2).

Is FIZZ overvalued or undervalued?

National Beverage Corp. trades at a P/E of 16.4 (forward 15.8). TrendMatrix value score: 6.1/10. 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., celebrating its 40th anniversary in 2025, produces and distributes sparkling waters, juices,...

National Beverage Corp., celebrating its 40th anniversary in 2025, produces and distributes sparkling waters, juices, energy drinks, and carbonated soft drinks under brands including LaCroix, Clear Fruit, Rip It, Everfresh, Mr. Pure, Shasta, and Faygo. The company operates twelve vertically integrated production facilities across the continental United States and distributes through take-home, convenience, and food-service channels via a hybrid warehouse and direct-store-delivery system. National Beverage employed approximately 1,681 people as of May 3, 2025, with 384 covered by collective bar

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