Growth Metrics

National Beverage (FIZZ) Gains from Investment Securities (2011 - 2026)

National Beverage recorded quarterly Gains from Investment Securities of -$31.3 million in Q1 2026, down 199.57% quarter-over-quarter from $31.4 million in Q4 2025, and down 167.32% year-over-year from $46.5 million in Q1 2025.

National Beverage's Gains from Investment Securities history runs 16 years deep, the most recent figure standing at -$31.3 million for Q1 2026.

  • In Q1 2026, Gains from Investment Securities fell 167.32% year-over-year to -$31.3 million; the TTM figure through Jan 2026 stood at -$44.2 million (down 143.15% YoY), while the FY2024 annual figure was $299900.0, changed N/A from the prior year.
  • Gains from Investment Securities came in at -$31.3 million for Q1 2026 at National Beverage, down from $31.4 million in the prior quarter.
  • In the past five years, Gains from Investment Securities ranged from a high of $56.0 million in Q2 2024 to a low of -$46.0 million in Q2 2025.
  • A 5-year average of $7.7 million and a median of $2.6 million in 2023 frame the typical range for Gains from Investment Securities.
  • On a YoY basis, Gains from Investment Securities climbed as much as 726587.5% in 2025 and fell as far as 182.18% in 2025.
  • National Beverage's Gains from Investment Securities stood at $536600.0 in 2022, then jumped by 904.73% to $5.4 million in 2023, then slumped by 112.82% to -$691000.0 in 2024, then surged by 4650.65% to $31.4 million in 2025, then tumbled by 199.57% to -$31.3 million in 2026.
  • According to Business Quant data, Gains from Investment Securities over the past three periods registered -$31.3 million, $31.4 million, and $1.6 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Coca Cola 339.90 Bn 330.92 Bn 7.85 Bn
2 Pepsico 197.11 Bn 186.43 Bn 10.73 Bn
3 Monster Beverage 86.17 Bn 83.18 Bn 1.29 Bn
4 Coca-Cola Europacific Partners 48.14 Bn 47.52 Bn -
5 Keurig Dr Pepper 40.82 Bn 26.92 Bn 2.10 Bn
6 Coca Cola Femsa Sab De Cv 10.77 Bn 9.26 Bn 1.89 Bn
7 Coca-Cola Consolidated 9.79 Bn 9.56 Bn 727.08 Mn
8 Primo Brands 9.02 Bn 8.73 Bn 464.90 Mn
9 Celsius Holdings 8.55 Bn 8.00 Bn 378.07 Mn
10 National Beverage 3.46 Bn 3.15 Bn 99.60 Mn

Historic Data

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DateValue
Jan 31, 2026 -31.31 Mn
Jan 31, 2026 -31.31 Mn
Nov 1, 2025 31.45 Mn
Nov 1, 2025 31.45 Mn
Aug 2, 2025 1.64 Mn
Aug 2, 2025 1.64 Mn
May 3, 2025 -46.00 Mn
May 3, 2025 -46.00 Mn
Jan 25, 2025 46.51 Mn
Jan 25, 2025 46.51 Mn
Oct 26, 2024 -691,000.00
Oct 26, 2024 -691,000.00
Jul 27, 2024 684,000.00
Jul 27, 2024 684,000.00
Apr 27, 2024 55.97 Mn
Apr 27, 2024 55.97 Mn
Jan 27, 2024 6,400.00
Jan 27, 2024 6,400.00
Oct 28, 2023 5.39 Mn
Oct 28, 2023 5.39 Mn
Jul 29, 2023 3.59 Mn
Jul 29, 2023 3.59 Mn
Apr 29, 2023 3.96 Mn
Apr 29, 2023 3.96 Mn
Jan 28, 2023 5.39 Mn
Jan 28, 2023 5.39 Mn
Jul 30, 2022 536,600.00
Jul 30, 2022 536,600.00
Apr 30, 2022 46.13 Mn
Apr 30, 2022 46.13 Mn
Jan 29, 2022 550,000.00
Jan 29, 2022 550,000.00
Oct 30, 2021 570,600.00
Oct 30, 2021 570,600.00
Jul 31, 2021 924,000.00
Jul 31, 2021 924,000.00
May 1, 2021 266,500.00
May 1, 2021 266,500.00
Jan 30, 2021 569,900.00
Jan 30, 2021 569,900.00
Oct 31, 2020 7,500.00
Oct 31, 2020 7,500.00
Aug 1, 2020 173,045.00
Aug 1, 2020 173,045.00
May 2, 2020 -24.44 Mn
May 2, 2020 -24.44 Mn
Jan 25, 2020 245,645.00
Jan 25, 2020 245,645.00
Oct 26, 2019 305,945.00
Oct 26, 2019 305,945.00
Jul 27, 2019 322,045.00
Jul 27, 2019 322,045.00
Apr 27, 2019 -30.47 Mn
Apr 27, 2019 -30.47 Mn
Jan 26, 2019 322,645.00
Jan 26, 2019 322,645.00
Oct 27, 2018 328,445.00
Oct 27, 2018 328,445.00
Jul 28, 2018 337,945.00
Jul 28, 2018 337,945.00
Apr 28, 2018 500.00
Apr 28, 2018 500.00
Jan 27, 2018 1,300.00
Jan 27, 2018 1,300.00
Oct 28, 2017 900.00
Oct 28, 2017 900.00
Jul 29, 2017 380,995.00
Jul 29, 2017 380,995.00
Jan 28, 2017 399,895.00
Jan 28, 2017 399,895.00
Oct 29, 2016 4,000.00
Oct 29, 2016 4,000.00
Jul 30, 2016 416,995.00
Jul 30, 2016 416,995.00
Apr 30, 2016 3,500.00
Apr 30, 2016 3,500.00
Jan 30, 2016 17,725.00
Jan 30, 2016 17,725.00
Oct 31, 2015 561,615.00
Oct 31, 2015 561,615.00
Aug 1, 2015 2,200.00
Aug 1, 2015 2,200.00
May 2, 2015 276,800.00
May 2, 2015 276,800.00
Jan 31, 2015 636,655.00
Jan 31, 2015 636,655.00
Nov 1, 2014 667,955.00
Nov 1, 2014 667,955.00
Aug 2, 2014 2.85 Mn
Aug 2, 2014 2.85 Mn
May 3, 2014 5,245.00
May 3, 2014 5,245.00
Jan 25, 2014 408,255.00
Jan 25, 2014 408,255.00
Oct 26, 2013 415,110.00
Oct 26, 2013 415,110.00
Jul 27, 2013 3.01 Mn
Jul 27, 2013 3.01 Mn
Apr 27, 2013 2,000.00
Apr 27, 2013 2,000.00
Jan 26, 2013 3.01 Mn
Jan 26, 2013 3.01 Mn
Oct 27, 2012 493,700.00
Oct 27, 2012 493,700.00
Jul 28, 2012 511,420.00
Jul 28, 2012 511,420.00
Apr 28, 2012 3,000.00
Apr 28, 2012 3,000.00
Apr 30, 2011 301,500.00
Apr 30, 2011 301,500.00