FIZZ NATIONAL BEVERAGE CORP

company

SEC Filings & Insider Trading Activity 2026

Management Discussion & Analysis

• • Revenue $1,180.6M, down $20.8M YoY from $1,201.4M; impacted by one less selling week and 6.7% decline in case volume
• • Gross margin flat at 37.0% for both Fiscal 2026 and 2025, gross profit $437.3M vs $443.9M, higher costs offset by price increase
• • Best segment: Power+ Brands stable price per case up 5.2%, worst: overall volume decline 6.7% including carbonated soft drinks
• • Operating cash flow $181.3M vs $206.7M, capex $25.1M down from $36.3M, share repurchase $0.7M, no borrowings on $150M revolver
• • Forward risks: inflation, supply chain disruptions, consumer spending caution, geopolitical/regulatory uncertainties, climate and cybersecurity risks

Business Overview

• • Core business model: Innovative beverage company focused on healthier sparkling waters, juices, energy drinks, and select carbonated soft drinks
• • New product emphasis: LaCroix new flavor PineApple CocoNut and continued rollout of Sunshine (2025) and Strawberry Peach, fastest selling LaCroix flavor since late Fiscal 2025
• • Strategic shift: Increased focus on digital/social media marketing and regional experiential engagements over traditional national advertising
• • Notable metric: Workforce approx. 1,677 employees, 63% persons of color, 26% female, supporting diversity and inclusion culture
• • Distinctive fact: LaCroix recognized 4th consecutive year as “Most Trusted Brand in America” by Newsweek in 2026 survey

Risk Factors

• • Regulatory risk from proposed phase-out of synthetic dyes and removal of sweetened products from U.S. nutrition assistance program affecting costs and demand
• • Supply chain exposure to price volatility and disruptions in raw materials like aluminum, resin, corn, and transportation energy costs linked to tariffs and trade policy changes
• • Operational risk from adverse weather and climate change causing water use restrictions and disruptions in agricultural commodity supply and pricing
• • Competitive pressure from larger beverage companies with greater resources impacting revenue sustainability amid intense industry competition
• • Key-person dependency on executive officers and experienced employees critical to operations, with difficult replacement risks

Risk Factors

• • No new or modified risk factors reported this quarter compared to the 2025 10-K
• • Continued operational risk from competitive beverage market dynamics and consumer preference shifts
• • Ongoing regulatory compliance risk under Sarbanes-Oxley Act Sections 302 and 906 certifications maintained
• • No changes in financial risks regarding liquidity, debt, currency exposure, or customer concentration
• • No director or Section 16 officer adopted, modified, or terminated any Rule 10b5-1 trading plans during quarter

What are the latest FIZZ SEC filings in 2026?

NATIONAL BEVERAGE CORP (FIZZ) has filed a 10-K annual report on July 1, 2026, a 10-Q quarterly report on March 12, 2026, an 8-K current report on July 2, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did FIZZ file its most recent 10-K annual report?

NATIONAL BEVERAGE CORP (FIZZ) filed its most recent 10-K annual report on July 1, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view FIZZ 10-Q quarterly reports?

NATIONAL BEVERAGE CORP (FIZZ)'s most recent 10-Q quarterly report was filed on March 12, 2026. SignalX displays every FIZZ 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has FIZZ filed recently?

NATIONAL BEVERAGE CORP (FIZZ)'s most recent 8-K was filed on July 2, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find FIZZ insider trading activity (Form 4)?

SignalX aggregates every FIZZ Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does FIZZ file with the SEC?

NATIONAL BEVERAGE CORP (FIZZ) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new FIZZ filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for NATIONAL BEVERAGE CORP (FIZZ).

What is FIZZ's SEC CIK number?

NATIONAL BEVERAGE CORP (FIZZ)'s SEC CIK (Central Index Key) number is 69891. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 69891 to look up all FIZZ filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find FIZZ return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from NATIONAL BEVERAGE CORP (FIZZ) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.