National Beverage (FIZZ) Tax Rate (2010 - 2026)
National Beverage's Tax Rate came in at 23.77% for fiscal Q1 2027 (quarter ended Aug 1, 2026), up 0.14 percentage points from 23.63% a year earlier but down 0.04 percentage points from the prior quarter.
National Beverage (FIZZ) Tax Rate (2010 - 2026) Analysis & Trends
Over the trailing twelve months to Aug 1, 2026, National Beverage reported Tax Rate of 23.70%, down 0.06 percentage points year-over-year; for FY2026 (ended May 2, 2026), it came in at 23.66%, up 0.05 percentage points from FY2025.
- Tax Rate carries a five-year change of 0.00 percentage points (FY2021 to FY2026).
- Going back by fiscal year, Tax Rate was 23.61% in FY2025 (+0.50 pp), 23.11% in FY2024 (-0.64 pp), 23.75% in FY2023 (+0.10 pp) and 23.64% in FY2022 (-0.02 pp).
- The five-year range for quarterly Tax Rate is 21.05% (fiscal Q3 2024) to 24.56% (fiscal Q4 2023).
- Year-over-year, Tax Rate increased in six of the last eight quarters, with an average year-over-year change of +0.43 percentage points.
- The fastest year-over-year change in Tax Rate over five years came in fiscal Q3 2025 (a gain of 2.68 percentage points), and the weakest in fiscal Q3 2024 (a drop of 2.45 percentage points).
- Business Quant data shows FIZZ's Tax Rate at 23.81% (Q4 2026), 23.60% (Q3 2026) and 23.62% (Q2 2026) in the three fiscal quarters before Q1 2027.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Coca Cola | 394.76 Bn | 381.23 Bn | 8.42 Bn | 18.94% |
| 2 | Coca Cola Femsa Sab De Cv | 193.90 Bn | 193.90 Bn | 2.06 Bn | 29.65% |
| 3 | Pepsico | 175.24 Bn | 133.00 Bn | 13.75 Bn | 21.36% |
| 4 | Monster Beverage | 88.77 Bn | 77.03 Bn | 1.42 Bn | 23.91% |
| 5 | Diageo | 52.19 Bn | 32.26 Bn | - | - |
| 6 | Ambev | 50.68 Bn | 35.97 Bn | 2.06 Bn | - |
| 7 | Coca-Cola Europacific Partners | 50.06 Bn | 42.72 Bn | - | - |
| 8 | Keurig Dr Pepper | 46.50 Bn | 42.54 Bn | 3.07 Bn | 31.15% |
| 9 | Constellation Brands | 22.07 Bn | 21.62 Bn | 1.39 Bn | 20.17% |
| 10 | National Beverage | 3.21 Bn | 2.17 Bn | 115.79 Mn | 23.77% |
Historic Data
| Date | Value |
|---|---|
| Aug 1, 2026 | 23.77% |
| May 2, 2026 | 23.81% |
| Jan 31, 2026 | 23.60% |
| Nov 1, 2025 | 23.62% |
| Aug 2, 2025 | 23.63% |
| May 3, 2025 | 24.30% |
| Jan 25, 2025 | 23.73% |
| Oct 26, 2024 | 23.42% |
| Jul 27, 2024 | 23.13% |
| Apr 27, 2024 | 23.99% |
| Jan 27, 2024 | 21.05% |
| Oct 28, 2023 | 23.20% |
| Jul 29, 2023 | 23.84% |
| Apr 29, 2023 | 24.56% |
| Jan 28, 2023 | 23.50% |
| Oct 29, 2022 | 23.32% |
| Jul 30, 2022 | 23.58% |
| Apr 30, 2022 | 23.87% |
| Jan 29, 2022 | 23.51% |
| Oct 30, 2021 | 23.80% |
National Beverage Tax Rate 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=tax-rate&ticker=FIZZ&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "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=tax-rate&ticker=FIZZ&period=max&api_key=YOUR_API_KEY");
const data = await res.json();