FIZZ at a glance
NATIONAL BEVERAGE CORP (FIZZ, SEC CIK 69891) filed its latest 10-K annual report on July 1, 2026, a 10-Q quarterly report on September 10, 2026, an 8-K current report on October 5, 2026 and Form 4 insider filings as recently as July 29, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended May 2, 2026 (FY2026), NATIONAL BEVERAGE CORP (FIZZ) reported revenue of $1.2 billion (down 1.7% from FY2025) and net income of $183.6 million. Diluted EPS was $1.96.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding NATIONAL BEVERAGE CORP (FIZZ) shares worth $495.7 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Waldman Glenn J. on July 20, 2026 of 250 shares at $31.78 per share.
- In the last 90 days, FIZZ insiders reported 1 open-market purchase ($8K) and 0 open-market sales ($0) on Form 4, a net purchase of $8K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $1.2B
- −1.7% vs prior year
- Insiders · 90 days
- 1 buy · 0 sells
- Net +$8K
- 13F holders
- 30 funds
- $495.7M · −1 vs prior quarter
- Latest 8-K
- Sep 11, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended May 2, 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
AI summary of the FIZZ 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Aug 1, 2026
Management Discussion & Analysis
- Revenue $330.7M vs $330.5M YoY, essentially flat; case volume down 6.4%
- Gross margin 35.0% vs 38.0% YoY; aluminum costs reduced margin approximately 600 basis points
- SG&A $57.3M vs $54.7M; SG&A margin 17.3% vs 16.5% YoY
- Operating cash flow $64.9M vs $59.1M YoY; cash position decreased $242.4M after $304.2M special dividend
- Fiscal 2027 capital expenditures expected comparable to fiscal 2026; packaging and efficiency projects ongoing
Risk Factors
- No material changes in risk factors from the May 2, 2026 Form 10-K
- No new regulatory or legal risks identified for the quarter
- Carried-forward operational, competitive, and market risks unchanged from the 10-K
- Carried-forward liquidity, debt, currency, and concentration risks unchanged from the 10-K
AI summary of the FIZZ 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal results for period ended August 1, 2026 announced September 10, 2026
- Financial details contained in the accompanying press release referenced by the filing
Item 2.02: Results of Operations and Financial Condition
- Fiscal-year results cover the period ended May 2, 2026
- Press release furnished as Exhibit 99.1 contains the financial results and operating details
Item 8.01: Other Events
- Special cash dividend of $3.25 per share announced
- July 13, 2026 record date; payment due on or before July 30, 2026
AI summaries of FIZZ 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for FIZZ
Don't miss the next FIZZ filing
- Alerts as it files. A push when FIZZ files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut FIZZ, by share count.
- Ask anything. An AI agent that reads every FIZZ filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Waldman Glenn J. | Buy | Jul 20, 2026 | 250 | $31.78 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | $1.2B | $1.2B | $1.2B |
| Gross Profit | - | $443.9M | $437.3M |
| Operating Income | - | $235.5M | $230.1M |
| Net Income | - | $186.8M | $183.6M |
| Gross Margin | - | 37.0% | 37.0% |
| Op. Margin | - | 19.6% | 19.5% |
| Net Margin | - | 15.6% | 15.6% |
| Balance Sheet | |||
| Total Assets | - | $672.9M | $851.6M |
| Equity | - | $444.0M | $635.7M |
| ROE | - | 42.1% | 28.9% |
| Per Share | |||
| EPS | - | $1.99 | $1.96 |
| Cash Flow | |||
| Operating CF | - | $206.7M | $181.3M |
| CapEx | $30.3M | $36.3M | $25.1M |
Source: XBRL data in NATIONAL BEVERAGE CORP (FIZZ)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate FIZZ share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $495.7M |
| Q1 2026 | 31 | $529.3M |
| Q4 2025 | 29 | $491.2M |
| Q3 2025 | 31 | $562.3M |
| Q2 2025 | 31 | $661.9M |
| Q1 2025 | 28 | $476.3M |
| Q4 2024 | 23 | $448.6M |
| Q3 2024 | 22 | $357.3M |
- BlackRock+183.9K (+5%)
- State Street Corp+69.8K (+8%)
- Two Sigma Investments+67.2K (+11%)
- Millennium Management+65.3K (+97%)
- Dimensional Fund Advisors+57.4K (+4%)
- Renaissance Technologies LLC−106.9K (-4%)
- Goldman Sachs Group−39.1K (-7%)
- Vanguard Portfolio Management LLC−31.6K (-2%)
- FMR LLC (Fidelity)−11.7K (-13%)
- D.E. Shaw & Co−4.5K (-8%)
- Citadel Advisors LLC−151.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 225 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
FIZZ filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 5, 2026 | - | - | - |
| 8-K | Sep 11, 2026 | - | Analysis | - |
| 10-Q | Sep 10, 2026 | Aug 1, 2026 | Analysis | |
| 4 | Jul 29, 2026 | - | - | - |
| 8-K | Jul 2, 2026 | - | Analysis | - |
| 10-K | Jul 1, 2026 | May 2, 2026 | Analysis | |
| 8-K | Mar 13, 2026 | - | Analysis | - |
| 10-Q | Mar 12, 2026 | Jan 31, 2026 | Analysis | |
| 8-K | Dec 12, 2025 | - | - | |
| 10-Q | Dec 11, 2025 | Nov 1, 2025 | Analysis | |
| 10-Q | Sep 11, 2025 | Aug 2, 2025 | - | |
| 10-K | Jul 2, 2025 | May 3, 2025 | Analysis | |
| 10-Q | Mar 6, 2025 | Jan 25, 2025 | - | |
| 10-Q | Dec 5, 2024 | Oct 26, 2024 | - | |
| 10-Q | Sep 5, 2024 | Jul 27, 2024 | - | |
| 10-K | Jun 26, 2024 | Apr 27, 2024 | - | |
| 10-Q | Mar 7, 2024 | Jan 27, 2024 | - | |
| 10-Q | Dec 7, 2023 | Oct 28, 2023 | - | |
| 10-Q | Sep 7, 2023 | Jul 29, 2023 | - | |
| 10-K | Jun 28, 2023 | Apr 29, 2023 | - | |
| 10-Q | Mar 9, 2023 | Jan 28, 2023 | - | |
| 10-Q | Dec 8, 2022 | Oct 29, 2022 | - | |
| 10-Q | Sep 8, 2022 | Jul 30, 2022 | - | |
| 10-K | Jun 29, 2022 | Apr 30, 2022 | - | |
| 10-Q | Mar 10, 2022 | Jan 29, 2022 | - |
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FIZZ SEC filings: frequently asked questions
Are FIZZ insiders buying or selling?
In the last 90 days, NATIONAL BEVERAGE CORP (FIZZ) officers, directors and 10% owners reported 1 open-market purchase worth $7,945 by 1 insider and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold FIZZ stock?
As of June 30, 2026, the largest NATIONAL BEVERAGE CORP (FIZZ) holders among the 13F filers tracked by SignalX were BlackRock ($133.1 million), Renaissance Technologies LLC ($88.6 million), Dimensional Fund Advisors ($51.2 million), Vanguard Portfolio Management LLC ($49.1 million), Vanguard Capital Management LLC ($32.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was FIZZ's revenue in fiscal year 2026?
For the fiscal year ended May 2, 2026 (FY2026), NATIONAL BEVERAGE CORP (FIZZ) reported revenue of $1.2 billion (down 1.7% from FY2025) and net income of $183.6 million. Diluted EPS was $1.96. The figures come from the XBRL data in the 10-K.
What are the main risks in FIZZ's latest 10-K?
In the 10-K filed July 1, 2026, NATIONAL BEVERAGE CORP (FIZZ) flagged: 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. (AI summary of the Risk Factors section.)
What did FIZZ report in its latest 8-K?
NATIONAL BEVERAGE CORP (FIZZ) filed an 8-K on September 11, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal results for period ended August 1, 2026 announced September 10, 2026.
What are the latest FIZZ SEC filings?
NATIONAL BEVERAGE CORP (FIZZ) filed its latest 10-K annual report on July 1, 2026, a 10-Q quarterly report on September 10, 2026, an 8-K current report on October 5, 2026 and a Form 4 insider filing on July 29, 2026.
What is FIZZ's SEC CIK number?
NATIONAL BEVERAGE CORP (FIZZ)'s SEC Central Index Key (CIK) is 69891. EDGAR lists every FIZZ filing under that number.
Ask anything about FIZZ
The research agent reads FIZZ's filings, financials, insider trades and 13F holders, then answers with sources.