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NATIONAL BEVERAGE (FIZZ) SEC Filings

FIZZ NASDAQ

National Beverage Corp. files SEC reports that document financial results, capital actions, governance matters and shareholder votes for its common stock. Recent Form 8-K filings report Item 2.02 earnings releases, including quarterly and fiscal-year operating results, and Item 8.01 disclosures related to the company’s stock buyback activity and market commentary.

The company’s proxy and governance filings cover annual meeting matters, director elections, board changes, executive compensation and related shareholder disclosures. These filings provide formal records for a beverage issuer whose brands include LaCroix, Rip It, Everfresh, Shasta and Faygo.

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National Beverage Corp. (FIZZ) held its annual shareholder meeting on October 2, 2026. Shareholders re-elected Nick A. Caporella as a Class III director for a three-year term, with 78,408,439 shares for and 8,071,691 withheld. They approved executive compensation in a non-binding advisory vote, with 74,150,169 shares for, 12,261,186 against and 68,775 abstaining; there were no broker non-votes on the proposals.

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National Beverage Corp. (FIZZ) reported first-quarter results for the three months ended August 1, 2026, with Net Sales of $330.7 million, essentially flat versus $330.5 million a year earlier. Net income declined to $47.0 million from $55.8 million, and diluted EPS fell to $0.50 from $0.60.

Management attributed softer net sales and lower margins to weaker consumer sentiment, tariffs and significantly higher aluminum, packaging, fuel and freight costs, noting aluminum costs reduced gross margin by almost 600 basis points. The company highlighted a rebound in orders during August and expects pricing actions and operational discipline to support performance. It also paid a first-quarter special dividend of $3.25 per share, its thirteenth special cash dividend, bringing cumulative special dividends to $19.78 per share, or over $1.8 billion returned to shareholders.

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National Beverage Corp. (FIZZ) reported essentially flat first‑quarter fiscal 2027 net sales of $330.7 million, compared with $330.5 million a year earlier, but profitability declined as rising input costs compressed margins. Net income fell to $47.0 million from $55.8 million, and diluted EPS was $0.50 versus $0.60.

Gross margin decreased to 35.0% from 38.0%, driven by a 12.4% increase in cost of sales per case and aluminum costs that reduced margin by about 600 basis points. Case volume declined 6.4%, largely offset by a 7.1% increase in average selling price per case, affecting both Power+ Brands and carbonated soft drinks.

The company paid a special cash dividend of $3.25 per share, totaling $304.2 million, which lowered cash and cash equivalents to $107.1 million from $349.5 million and reduced working capital to $190.6 million. National Beverage carries no borrowings under its $150 million credit and loan facilities, generated $64.9 million of operating cash flow, and remained in compliance with loan covenants. Management reports no material changes in risk factors and states that disclosure controls and internal control over financial reporting were effective.

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National Beverage Corp. (FIZZ) calls its 2026 annual shareholders meeting for October 2, 2026 at The Ritz-Carlton, Fort Lauderdale. Holders of common stock at the August 17, 2026 record date may vote.

Shareholders will vote on electing founder/CEO Nick A. Caporella as the sole Class III director for a new three-year term and on a non-binding advisory proposal to approve executive compensation. Caporella beneficially owns 73.2% of the company’s 93,615,302 outstanding shares, making FIZZ a NASDAQ “controlled company.” A long-standing management agreement with Corporate Management Advisors, Inc. (CMA), wholly owned by Caporella, pays CMA an annual fee equal to 1% of consolidated net sales, totaling $11.8 million in fiscal 2026 and reported as his compensation per SEC guidance. A 2023 clawback policy allows recovery of incentive pay after restatements. For fiscal 2026, net income was $183.6 million on net sales of $1.18 billion, the CEO pay ratio was 175:1, and no new equity awards were granted to executive officers.

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National Beverage Corp director Glenn J. Waldman reported an open-market purchase of 250.0000 shares of Common Stock on 2026-07-20 at 31.7800 per share. Following this transaction, he directly owns 2000.0000 shares. The trade was not reported as executed under a Rule 10b5-1 trading plan.

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National Beverage Corp. reported fiscal 2026 results and declared a special cash dividend. For the year ended May 2, 2026, net sales were $1,180,552,000 and net income was $183,647,000, with diluted earnings per share of $1.96.

The board declared a special cash dividend of $3.25 per share to shareholders of record on July 13, 2026, payable on or before July 30, 2026. This is the company’s thirteenth cash payment in 22 years, totaling $19.78 per share, or over $1.8 billion returned to shareholders over that period.

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National Beverage Corp. reported Fiscal 2026 net sales of $1,180.6 million, slightly below $1,201.4 million in Fiscal 2025 as case volume fell 6.7% but average selling price per case rose 5.2%. Gross profit was $437.3 million and gross margin held steady at 37.0% despite higher packaging and ingredient costs.

Selling, general and administrative expenses were $207.2 million, essentially flat year over year, and other income, mainly interest, increased to $10.5 million. Net income was $183.6 million compared with $186.8 million, with diluted earnings per share of $1.96 versus $1.99. The effective tax rate was 23.7%.

Cash from operations was $181.3 million, funding $25.1 million of capital expenditures focused on capacity, sustainability and packaging. Cash and cash equivalents grew to $349.5 million, and the company had no borrowings under $150 million of revolving credit facilities. Working capital rose to $457.8 million and the current ratio improved to 4.4. The board had previously authorized repurchases of up to 3.2 million shares; 20,000 shares were bought in Fiscal 2026. National Beverage continues to emphasize its LaCroix and other Power+ Brands, a U.S.-focused distribution network, and hedging strategies to manage aluminum can costs.

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National Beverage Corp. reported third-quarter results for the period ended January 31, 2026, showing slightly lower sales but higher profit. Net sales were $264,586 thousand compared with $267,050 thousand a year earlier, while net income increased to $41,208 thousand from $39,643 thousand.

Basic and diluted earnings per share rose to $0.44 from $0.42, indicating improved margins despite modestly softer quarterly volume. Trailing twelve‑month net sales were $1,197,061 thousand and net income was $188,093 thousand, or $2.01 per basic and diluted share, supported by innovation and new flavor launches.

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National Beverage Corp. reported slightly lower sales but higher profits for the quarter and first nine months ended January 31, 2026. Quarterly net sales slipped 0.9% to $264.6 million, while net income rose to $41.2 million as gross margin improved to 37.6% on higher pricing per case.

For the first nine months, net sales edged down 0.5% to $883.4 million, but net income increased to $143.3 million with gross margin at 37.8%. Cash and cash equivalents climbed to $313.9 million, there were no borrowings under $150 million of credit facilities, and working capital expanded to $416.0 million. The company repurchased 20,000 shares for about $0.7 million and continues to operate without material changes in risk factors or market risks.

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FAQ

How many NATIONAL BEVERAGE (FIZZ) SEC filings are available on StockTitan?

StockTitan tracks 18 SEC filings for NATIONAL BEVERAGE (FIZZ), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for NATIONAL BEVERAGE (FIZZ)?

The most recent SEC filing for NATIONAL BEVERAGE (FIZZ) was filed on October 5, 2026.