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Upturn AI SWOT - About
FIZZ 
National Beverage Corp (FIZZ)
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Upturn Advisory Summary
03/27/2025: 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.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -20.76% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.92B USD | Price to earnings Ratio 21.05 | 1Y Target Price 42 |
Price to earnings Ratio 21.05 | 1Y Target Price 42 | ||
Volume (30-day avg) 220063 | Beta 0.84 | 52 Weeks Range 38.25 - 53.48 | Updated Date 03/30/2025 |
52 Weeks Range 38.25 - 53.48 | Updated Date 03/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.99 |
Earnings Date
Report Date 2025-03-06 | When - | Estimate 0.4321 | Actual 0.42 |
Profitability
Profit Margin 15.68% | Operating Margin (TTM) 18.94% |
Management Effectiveness
Return on Assets (TTM) 21.97% | Return on Equity (TTM) 40.81% |
Valuation
Trailing PE 21.05 | Forward PE 20.37 | Enterprise Value 3828012104 | Price to Sales(TTM) 3.31 |
Enterprise Value 3828012104 | Price to Sales(TTM) 3.31 | ||
Enterprise Value to Revenue 3.23 | Enterprise Value to EBITDA 15.23 | Shares Outstanding 93620200 | Shares Floating 23683114 |
Shares Outstanding 93620200 | Shares Floating 23683114 | ||
Percent Insiders 74.7 | Percent Institutions 24.72 |
Analyst Ratings
Rating 1 | Target Price 46 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
National Beverage Corp
Company Overview
History and Background
National Beverage Corp. was founded in 1985 by Nick A. Caporella. It grew through acquisitions, initially focusing on regional soda brands before pivoting to sparkling water and flavored beverages.
Core Business Areas
- Carbonated Soft Drinks: Production and sale of traditional carbonated soft drinks.
- Sparkling Waters: Production and sale of flavored and unflavored sparkling waters.
- Juices and Other Beverages: Production and sale of juices, energy drinks, and other non-alcoholic beverages.
Leadership and Structure
The leadership team is headed by CEO Nick A. Caporella. The company operates with a relatively centralized structure.
Top Products and Market Share
Key Offerings
- LaCroix: Flavored sparkling water. The market share is estimated to be 10-15% of the sparkling water market. Competitors include Perrier, Sparkling Ice, and Polar Seltzer.
- Shasta: A brand of carbonated soft drinks. Market share is smaller than LaCroix, competing with brands like Coca-Cola and Pepsi.
Market Dynamics
Industry Overview
The beverage industry is highly competitive, with a growing demand for healthier options like sparkling water. The industry is also susceptible to changing consumer preferences and regulatory pressures.
Positioning
National Beverage Corp. positions itself as an innovator in the beverage market, focusing on unique flavors and packaging. Its competitive advantage lies in the LaCroix brand's strong brand recognition.
Total Addressable Market (TAM)
The global non-alcoholic beverage market is estimated to be in the trillions of dollars. National Beverage Corp. is positioned to capture a portion of the growing sparkling water and healthy beverage segments. With TAM in Trillions, National Beverage Corp holds small position.
Upturn SWOT Analysis
Strengths
- Strong brand recognition for LaCroix
- Innovative product development
- Lean operational structure
- Low debt
Weaknesses
- Over-reliance on LaCroix brand
- Limited international presence
- Controversial marketing tactics
- One CEO for long time
Opportunities
- Expansion into new markets
- Development of new product lines
- Increased demand for healthy beverages
- Strategic acquisitions
Threats
- Intense competition from larger beverage companies
- Changing consumer preferences
- Regulatory scrutiny
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- PEP
- KO
- MNST
Competitive Landscape
National Beverage Corp. faces significant competition from larger, more diversified beverage companies like Coca-Cola and PepsiCo. Its advantage lies in its niche sparkling water brand, but it lacks the scale and resources of its larger competitors.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by the popularity of LaCroix, but sales have fluctuated in recent years.
Future Projections: Analyst estimates vary, but projections suggest moderate growth in the sparkling water segment.
Recent Initiatives: Recent initiatives include new flavor launches and marketing campaigns focused on LaCroix.
Summary
National Beverage Corp.'s success is heavily tied to the LaCroix brand, which faces increasing competition. While the company has a lean structure and strong brand recognition, it lacks the scale of larger competitors. It must innovate and expand into new markets to sustain growth and adapt to evolving consumer tastes. Recent fluctuations in sales demonstrate the challenge of maintaining its competitive edge.
Similar Companies
- PEP
- KO
- SBUX
- MNST
Sources and Disclaimers
Data Sources:
- SEC Filings
- MarketWatch
- Yahoo Finance
- Company Press Releases
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance can change rapidly.
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 1559 | Website https://www.nationalbeverage.com |
Full time employees 1559 | 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, LaCroix Cúrate, and LaCroix NiCola 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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