National Beverage (FIZZ) Return on Equity [ROE] (2011 - 2026)
National Beverage's Return on Equity [ROE] came in at 34.86% for fiscal Q1 2027 (quarter ended Aug 1, 2026), down 4.33 percentage points from 39.19% a year earlier but up 4.92 percentage points from the prior quarter.
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Analysis
National Beverage (FIZZ) Return on Equity [ROE] (2011 - 2026) Analysis & Trends
For FY2026 (ended May 2, 2026), National Beverage's Return on Equity [ROE] was 34.02%, down 3.22 percentage points from FY2025.
- Return on Equity [ROE] has declined in each of the last four fiscal years, with a five-year change of -9.07 percentage points (FY2021 to FY2026).
- Going back by fiscal year, Return on Equity [ROE] was 37.23% in FY2025 (-0.69 pp), 37.93% in FY2024 (-8.54 pp), 46.46% in FY2023 (-6.78 pp) and 53.24% in FY2022 (+10.15 pp).
- The five-year range for quarterly Return on Equity [ROE] is 29.94% (fiscal Q4 2026) to 71.13% (fiscal Q4 2022).
- Year-over-year, Return on Equity [ROE] has declined for five consecutive quarters, with an average year-over-year change of -1.75 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Equity [ROE] over five years came in fiscal Q4 2022 (a gain of 19.30 percentage points), and the weakest in fiscal Q4 2023 (a drop of 31.20 percentage points).
- Business Quant data shows FIZZ's Return on Equity [ROE] at 29.94% (Q4 2026), 32.93% (Q3 2026) and 35.35% (Q2 2026) in the three fiscal quarters before Q1 2027.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Coca Cola | 412.98 Bn | 401.46 Bn | 8.45 Bn | 37.96% |
| 2 | Diageo | 237.65 Bn | 219.80 Bn | - | - |
| 3 | Coca Cola Femsa Sab De Cv | 195.53 Bn | 195.53 Bn | 2.15 Bn | - |
| 4 | Pepsico | 194.08 Bn | 152.04 Bn | 13.75 Bn | 49.01% |
| 5 | Monster Beverage | 95.50 Bn | 83.75 Bn | 1.42 Bn | 23.52% |
| 6 | Coca-Cola Europacific Partners | 52.02 Bn | 45.24 Bn | - | - |
| 7 | Keurig Dr Pepper | 50.06 Bn | 50.30 Bn | 3.07 Bn | 5.12% |
| 8 | Ambev | 43.66 Bn | 28.57 Bn | 2.14 Bn | 17.93% |
| 9 | Constellation Brands | 24.61 Bn | 24.16 Bn | 1.39 Bn | 22.96% |
| 10 | National Beverage | 3.52 Bn | 2.48 Bn | 115.79 Mn | 34.86% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 1, 2026 | 34.86% |
| May 2, 2026 | 29.94% |
| Jan 31, 2026 | 32.93% |
| Nov 1, 2025 | 35.35% |
| Aug 2, 2025 | 39.19% |
| May 3, 2025 | 44.26% |
| Jan 25, 2025 | 48.87% |
| Oct 26, 2024 | 55.71% |
| Jul 27, 2024 | 42.46% |
| Apr 27, 2024 | 33.04% |
| Jan 27, 2024 | 34.65% |
| Oct 28, 2023 | 36.90% |
| Jul 29, 2023 | 39.35% |
| Apr 29, 2023 | 39.93% |
| Jan 28, 2023 | 44.19% |
| Oct 29, 2022 | 48.97% |
| Jul 30, 2022 | 55.67% |
| Apr 30, 2022 | 71.13% |
| Jan 29, 2022 | 50.01% |
| Oct 30, 2021 | 39.51% |
API Access
National Beverage Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=FIZZ&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=FIZZ&period=max&api_key=YOUR_API_KEY");
const data = await res.json();