National Beverage (FIZZ) Return on Capital Employed [ROCE] (2011 - 2026)
National Beverage (FIZZ) reported Return on Capital Employed [ROCE] of 37.55% for fiscal Q1 2027 (quarter ended Aug 1, 2026), down 4.84 percentage points from 42.39% a year earlier but up 4.05 percentage points from the prior quarter.
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Analysis
National Beverage (FIZZ) Return on Capital Employed [ROCE] (2011 - 2026) Analysis & Trends
For FY2026 (ended May 2, 2026), National Beverage posted Return on Capital Employed [ROCE] of 36.70%, down 3.83 percentage points from FY2025.
- Return on Capital Employed [ROCE] has declined for four consecutive fiscal years, with a five-year change of -13.29 percentage points (FY2021 to FY2026).
- By fiscal year, Return on Capital Employed [ROCE] came in at 40.53% in FY2025 (-0.37 pp), 40.89% in FY2024 (-8.66 pp), 49.55% in FY2023 (-7.05 pp) and 56.61% in FY2022 (+6.62 pp).
- Five-year quarterly Return on Capital Employed [ROCE] spans a low of 33.50% in fiscal Q4 2026 and a high of 68.66% in fiscal Q4 2022.
- Year over year, Return on Capital Employed [ROCE] has now declined in each of the last five quarters, with an average year-over-year change of -1.85 percentage points over the last eight quarters.
- The high point for year-over-year Return on Capital Employed [ROCE] in five years was fiscal Q2 2025 (a gain of 14.49 percentage points); the low point was fiscal Q4 2023 (a drop of 22.69 percentage points).
- Per Business Quant data, the three fiscal quarters before Q1 2027 came in at 33.50% (Q4 2026), 36.61% (Q3 2026) and 37.68% (Q2 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROCE (Qtr) |
|---|---|---|---|---|---|
| 1 | Coca Cola | 394.76 Bn | 381.23 Bn | 8.42 Bn | 18.37% |
| 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 | 19.41% |
| 4 | Monster Beverage | 88.77 Bn | 77.03 Bn | 1.42 Bn | 28.61% |
| 5 | Diageo | 52.19 Bn | 32.26 Bn | - | - |
| 6 | Ambev | 50.68 Bn | 35.97 Bn | 2.06 Bn | 23.52% |
| 7 | Coca-Cola Europacific Partners | 50.06 Bn | 42.72 Bn | - | - |
| 8 | Keurig Dr Pepper | 46.50 Bn | 42.54 Bn | 3.07 Bn | 5.38% |
| 9 | Constellation Brands | 22.07 Bn | 21.62 Bn | 1.39 Bn | 14.56% |
| 10 | National Beverage | 3.21 Bn | 2.17 Bn | 115.79 Mn | 37.55% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 1, 2026 | 37.55% |
| 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% |
API Access
National Beverage Return on Capital Employed [ROCE] 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-capital-employed-%5Broce%5D&ticker=FIZZ&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-capital-employed-[roce]", "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-capital-employed-%5Broce%5D&ticker=FIZZ&period=max&api_key=YOUR_API_KEY");
const data = await res.json();