National Beverage (FIZZ) Invested Capital (2011 - 2026)
National Beverage's (FIZZ) quarterly Invested Capital came in at $602.5 million in Q1 2026, up 50.49% year-on-year from $400.3 million in Q1 2025, and up 9504.65% quarter-over-quarter from -$6.4 million in Q4 2025.
National Beverage (FIZZ) Invested Capital (2011 - 2026) Analysis & Trends
National Beverage has disclosed Invested Capital across 16 years of filings, most recently posting $602.5 million for Q1 2026.
- Invested Capital for Q1 2026 came in at $602.5 million, up 50.49% year-over-year; the trailing twelve-month figure through Jan 2026 was $602.5 million (up 50.49% YoY), and the FY2025 annual result was $445.0 million, up 8825.47% from the prior year.
- Invested Capital came in at $602.5 million for Q1 2026 at National Beverage, up from -$6.4 million in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $602.5 million in Q1 2026 to a low of -$19.0 million in Q3 2025.
- The 5-year median for Invested Capital is $39.6 million (2022), against an average of $200.4 million.
- Peak annual rise in Invested Capital reached 8825.47% in 2025, while the deepest fall reached 494.78% in 2025.
- National Beverage's Invested Capital stood at -$9.5 million in 2022, then surged by 4882.46% to $455.9 million in 2023, then tumbled by 98.57% to $6.5 million in 2024, then sank by 198.46% to -$6.4 million in 2025, then surged by 9504.65% to $602.5 million in 2026.
- The last three Invested Capital figures came in at $602.5 million (Q1 2026), -$6.4 million (Q4 2025), and -$19.0 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Coca Cola | 341.39 Bn | 332.40 Bn | 7.85 Bn | 36.07 Bn |
| 2 | Pepsico | 194.25 Bn | 183.58 Bn | 10.73 Bn | 31.69 Bn |
| 3 | Monster Beverage | 89.38 Bn | 86.39 Bn | 1.29 Bn | 8.73 Bn |
| 4 | Coca Cola Femsa Sab De Cv | 87.89 Bn | 86.38 Bn | 1.89 Bn | - |
| 5 | Keurig Dr Pepper | 41.86 Bn | 27.96 Bn | 2.10 Bn | 45.16 Bn |
| 6 | Coca-Cola Consolidated | 10.27 Bn | 10.04 Bn | 727.08 Mn | 1.99 Bn |
| 7 | Primo Brands | 8.82 Bn | 8.54 Bn | 464.90 Mn | 3.03 Bn |
| 8 | Celsius Holdings | 7.92 Bn | 7.37 Bn | 378.07 Mn | 1.93 Bn |
| 9 | Vita Coco Company | 4.80 Bn | 4.59 Bn | 71.81 Mn | 353.09 Mn |
| 10 | National Beverage | 3.40 Bn | 3.09 Bn | 99.60 Mn | 602.46 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jan 31, 2026 | 602.46 Mn |
| Nov 1, 2025 | -6.41 Mn |
| Aug 2, 2025 | -19.03 Mn |
| May 3, 2025 | 445.00 Mn |
| Jan 25, 2025 | 400.34 Mn |
| Oct 26, 2024 | 6.51 Mn |
| Jul 27, 2024 | -3.20 Mn |
| Apr 27, 2024 | -5.10 Mn |
| Jan 27, 2024 | 511.62 Mn |
| Oct 28, 2023 | 455.86 Mn |
| Jul 29, 2023 | -14.23 Mn |
| Apr 29, 2023 | 377.09 Mn |
| Jan 28, 2023 | 339.50 Mn |
| Oct 29, 2022 | -9.53 Mn |
| Jul 30, 2022 | 39.58 Mn |
| Apr 30, 2022 | 30.87 Mn |
| Jan 29, 2022 | 256.25 Mn |
| Oct 30, 2021 | 430.77 Mn |
| Jul 31, 2021 | 392.79 Mn |
| May 1, 2021 | 337.67 Mn |