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| Date | Value |
|---|---|
| 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% |