National Beverage (FIZZ) Return on Assets [ROA] (2011 - 2026)
National Beverage (FIZZ) recorded Return on Assets [ROA] of 24.39% in fiscal Q1 2027 (quarter ended Aug 1, 2026), down 1.95 percentage points from 26.34% a year earlier but up 2.05 percentage points from the prior quarter.
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Analysis
National Beverage (FIZZ) Return on Assets [ROA] (2011 - 2026) Analysis & Trends
For FY2026 (ended May 2, 2026), National Beverage reported Return on Assets [ROA] of 24.09%, down 1.80 percentage points from FY2025.
- Annual Return on Assets [ROA] has declined for four straight fiscal years, with a five-year change of -4.79 percentage points (FY2021 to FY2026).
- Across earlier fiscal years, Return on Assets [ROA] came in at 25.89% in FY2025 (-0.40 pp), 26.29% in FY2024 (-0.99 pp), 27.28% in FY2023 (-3.65 pp) and 30.93% in FY2022 (+2.05 pp).
- Quarterly Return on Assets [ROA] has ranged from 22.34% in fiscal Q4 2026 to 35.38% in fiscal Q4 2022 over the past five years.
- On a year-over-year basis, Return on Assets [ROA] has declined for five consecutive quarters, with an average year-over-year change of -0.66 percentage points over the last eight quarters.
- Peak year-over-year performance for Return on Assets [ROA] in the last five years was a gain of 9.41 percentage points in fiscal Q2 2025, against a drop of 9.55 percentage points in fiscal Q4 2023 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at 22.34% (Q4 2026), 24.40% (Q3 2026) and 25.09% (Q2 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Coca Cola | 394.76 Bn | 381.23 Bn | 8.42 Bn | 13.58% |
| 2 | Coca Cola Femsa Sab De Cv | 193.90 Bn | 193.90 Bn | 2.06 Bn | - |
| 3 | Pepsico | 175.24 Bn | 133.00 Bn | 13.75 Bn | 9.78% |
| 4 | Monster Beverage | 88.77 Bn | 77.03 Bn | 1.42 Bn | 19.15% |
| 5 | Diageo | 52.19 Bn | 32.26 Bn | - | - |
| 6 | Ambev | 50.68 Bn | 35.97 Bn | 2.06 Bn | 11.74% |
| 7 | Coca-Cola Europacific Partners | 50.06 Bn | 42.72 Bn | - | - |
| 8 | Keurig Dr Pepper | 46.50 Bn | 42.54 Bn | 3.07 Bn | 1.86% |
| 9 | Constellation Brands | 22.07 Bn | 21.62 Bn | 1.39 Bn | 9.06% |
| 10 | National Beverage | 3.21 Bn | 2.17 Bn | 115.79 Mn | 24.39% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 1, 2026 | 24.39% |
| May 2, 2026 | 22.34% |
| Jan 31, 2026 | 24.40% |
| Nov 1, 2025 | 25.09% |
| Aug 2, 2025 | 26.34% |
| May 3, 2025 | 29.49% |
| Jan 25, 2025 | 32.27% |
| Oct 26, 2024 | 34.39% |
| Jul 27, 2024 | 28.45% |
| Apr 27, 2024 | 23.72% |
| Jan 27, 2024 | 24.31% |
| Oct 28, 2023 | 24.99% |
| Jul 29, 2023 | 25.74% |
| Apr 29, 2023 | 25.83% |
| Jan 28, 2023 | 27.32% |
| Oct 29, 2022 | 28.65% |
| Jul 30, 2022 | 30.36% |
| Apr 30, 2022 | 35.38% |
| Jan 29, 2022 | 30.70% |
| Oct 30, 2021 | 27.07% |
API Access
National Beverage Return on Assets [ROA] 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=return-on-assets-%5Broa%5D&ticker=FIZZ&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "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=return-on-assets-%5Broa%5D&ticker=FIZZ&period=max&api_key=YOUR_API_KEY");
const data = await res.json();