National Beverage (FIZZ) Invested Capital (2013 - 2026)
National Beverage's (FIZZ) quarterly Invested Capital came in at $602.5 million in Q1 2026, up 50.49% year-over-year from $400.3 million in Q1 2025, and up 6.69% on a QoQ basis from $564.7 million in Q4 2025.
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Analysis
National Beverage (FIZZ) Invested Capital (2013 - 2026) Analysis & Trends
National Beverage (FIZZ) has 13 years of Invested Capital data on file, last reported at $602.5 million in Q1 2026.
- On a quarterly basis, Invested Capital rose 50.49% year-over-year to $602.5 million in Q1 2026; TTM through Jan 2026 was $602.5 million, a 50.49% increase from a year earlier, with the FY2025 full-year figure at $445.0 million, changed N/A from the prior year.
- Invested Capital for Q1 2026 stood at $602.5 million, up from $564.7 million in the prior quarter.
- Across five years, Invested Capital topped out at $602.5 million in Q1 2026 and bottomed at $256.2 million in Q1 2022.
- Historically, Invested Capital has averaged $402.5 million across 5 years, with a median of $400.3 million in 2025.
- The widest annual swing landed in 2022, when Invested Capital tumbled 35.52%; it then soared 63.45% in 2025.
- Year by year, Invested Capital stood at $295.1 million in 2022, then jumped by 59.69% to $471.3 million in 2023, then tumbled by 34.54% to $308.5 million in 2024, then jumped by 83.04% to $564.7 million in 2025, then increased by 6.69% to $602.5 million in 2026.
- Per Business Quant data, the three most recent Invested Capital figures were $602.5 million in Q1 2026, $564.7 million in Q4 2025, and $504.2 million in Q3 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Coca Cola | 379.05 Bn | 367.07 Bn | 8.42 Bn | 81.86 Bn |
| 2 | Diageo | 209.58 Bn | 209.63 Bn | - | 11.82 Bn |
| 3 | Coca Cola Femsa Sab De Cv | 185.97 Bn | 185.19 Bn | 2.06 Bn | - |
| 4 | Pepsico | 177.68 Bn | 167.14 Bn | 13.11 Bn | 86.09 Bn |
| 5 | Monster Beverage | 86.02 Bn | 82.60 Bn | 1.42 Bn | - |
| 6 | Ambev | 46.18 Bn | 42.67 Bn | 2.06 Bn | 17.78 Bn |
| 7 | Coca-Cola Europacific Partners | 44.77 Bn | 44.20 Bn | - | 22.23 Bn |
| 8 | Keurig Dr Pepper | 43.22 Bn | 45.90 Bn | 3.07 Bn | 59.21 Bn |
| 9 | Andina Bottling | 28.97 Bn | -301.93 Bn | 698.26 Mn | 3,578.80 Bn |
| 10 | National Beverage | 2.87 Bn | 2.76 Bn | 115.79 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jan 31, 2026 | 602.46 Mn |
| Nov 1, 2025 | 564.66 Mn |
| Aug 2, 2025 | 504.23 Mn |
| May 3, 2025 | 445.00 Mn |
| Jan 25, 2025 | 400.34 Mn |
| Jul 27, 2024 | 308.50 Mn |
| Jan 27, 2024 | 511.62 Mn |
| Oct 28, 2023 | 471.27 Mn |
| Jul 29, 2023 | 426.98 Mn |
| Apr 29, 2023 | 377.09 Mn |
| Jan 28, 2023 | 341.10 Mn |
| Oct 29, 2022 | 295.12 Mn |
| Jul 30, 2022 | 264.11 Mn |
| Apr 30, 2022 | 269.44 Mn |
| Jan 29, 2022 | 256.25 Mn |
| Jul 31, 2021 | 409.59 Mn |
| May 1, 2021 | 356.00 Mn |
| Jan 30, 2021 | 319.42 Mn |
| Oct 31, 2020 | 560.28 Mn |
| Aug 1, 2020 | 987.51 Bn |
API Access
National Beverage Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=FIZZ&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "FIZZ", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=FIZZ&period=max&api_key=YOUR_API_KEY");
const data = await res.json();