National Beverage (FIZZ) Return on Capital Employed (2011 - 2026)

National Beverage (FIZZ) posted Return on Capital Employed of 33.5% for Q2 2026, down 8.49% sequentially from 36.61% in Q1 2026, and down 1426.0% YoY from 2.53% in Q2 2025.

National Beverage (FIZZ) Return on Capital Employed (2011 - 2026) Analysis & Trends

National Beverage has reported Return on Capital Employed for 16 years, with the latest figure at 33.5% in Q2 2026.

  • Quarterly Return on Capital Employed fell 1426.0% year-over-year to 33.5% in Q2 2026, while the trailing twelve-month figure through May 2026 was 33.5% (down 1426.0% YoY) and the FY2026 annual result came in at 36.7%, down 383.0% from the prior year.
  • Return on Capital Employed slipped to 33.5% in Q2 2026 per FIZZ's latest filing, from 36.61% in the prior quarter.
  • Over five years, Return on Capital Employed peaked at 68.66% in Q2 2022 and troughed at 33.5% in Q2 2026.
  • A 5-year average of 46.29% and a median of 45.55% in 2023 frame the typical range for Return on Capital Employed.
  • The sharpest annual moves came in 2023 and 2024: Return on Capital Employed slumped 2269 bps in 2023, then surged 1449 bps in 2024.
  • Over 5 years, Return on Capital Employed stood at 54.33% in 2022, then fell by 25 bps to 40.98% in 2023, then surged by 35 bps to 55.47% in 2024, then plunged by 32 bps to 37.68% in 2025, then dropped by 11 bps to 33.5% in 2026.
  • According to Business Quant data, Return on Capital Employed over the past three periods registered 33.5%, 36.61%, and 37.68% for Q2 2026, Q1 2026, and Q4 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROCE (Qtr)
1 Coca Cola Femsa Sab De Cv 1,843.31 Bn 1,843.31 Bn 2.06 Bn -
2 Coca Cola 372.49 Bn 358.34 Bn 8.42 Bn 18.37%
3 Pepsico 189.07 Bn 178.35 Bn 13.11 Bn 18.82%
4 Coca-Cola Europacific Partners 48.55 Bn 47.38 Bn - -
5 Monster Beverage 44.54 Bn 41.12 Bn 1.42 Bn 28.61%
6 Keurig Dr Pepper 39.68 Bn 38.78 Bn 2.10 Bn 6.50%
7 Andina Bottling 22.49 Bn 22.49 Bn 319.18 Bn 115,361.52%
8 Coca-Cola Consolidated 10.27 Bn 10.10 Bn 778.41 Mn 31.65%
9 Primo Brands 8.56 Bn 8.20 Bn 548.70 Mn 5.21%
10 National Beverage 2.89 Bn 2.54 Bn 103.01 Mn 33.50%

Historic Data

Download Data
DateValue
May 2, 2026 33.50%
Jan 31, 2026 36.61%
Nov 1, 2025 37.68%
Aug 2, 2025 42.39%
May 3, 2025 47.77%
Jan 25, 2025 50.62%
Oct 26, 2024 55.47%
Jul 27, 2024 45.08%
Apr 27, 2024 35.99%
Jan 27, 2024 38.07%
Oct 28, 2023 40.98%
Jul 29, 2023 45.13%
Apr 29, 2023 45.98%
Jan 28, 2023 47.22%
Oct 29, 2022 54.33%
Jul 30, 2022 55.83%
Apr 30, 2022 68.66%
Jan 29, 2022 51.89%
Oct 30, 2021 45.73%
Jul 31, 2021 53.63%