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
DateValue
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