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National Beverage Corp. Innovation Fuels Optimism . . . Reports Improved Operating Profit

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National Beverage Corp. (NASDAQ: FIZZ) reported its third quarter results ending January 25, 2025, showing mixed performance with some positive financial metrics despite challenging conditions. Operating profit increased 5% to $51 million, with quarterly net sales at $267 million and earnings per share at $.42.

For the trailing twelve months, the company achieved stronger results with net sales reaching $1.2 billion, operating profit up 8% to $231 million, and net income increasing 10% to $186 million. Earnings per share grew by $.18 to $1.99.

The company faced challenges from severe winter weather patterns and Southern California fires affecting their largest markets. LaCroix's marketing strategy includes in-store displays, consumer engagements, and sports sponsorships. The company also announced testing of a new innovation in the sparkling water category at Natural Products Expo West, which is reportedly exceeding expectations.

National Beverage Corp. (NASDAQ: FIZZ) ha riportato i risultati del terzo trimestre che si è concluso il 25 gennaio 2025, mostrando una performance mista con alcuni indicatori finanziari positivi nonostante le condizioni sfavorevoli. Il profitto operativo è aumentato del 5% raggiungendo i 51 milioni di dollari, con vendite nette trimestrali pari a 267 milioni di dollari e utili per azione a $.42.

Negli ultimi dodici mesi, l'azienda ha ottenuto risultati più solidi con vendite nette che hanno raggiunto 1,2 miliardi di dollari, il profitto operativo è aumentato dell'8% a 231 milioni di dollari, e il reddito netto è cresciuto del 10% a 186 milioni di dollari. Gli utili per azione sono aumentati di $.18 a $1.99.

L'azienda ha affrontato sfide a causa di severe condizioni invernali e incendi nel sud della California che hanno colpito i loro mercati principali. La strategia di marketing di LaCroix include esposizioni nei negozi, coinvolgimento dei consumatori e sponsorizzazioni sportive. L'azienda ha anche annunciato di aver testato una nuova innovazione nella categoria delle acque frizzanti al Natural Products Expo West, che sembra superare le aspettative.

National Beverage Corp. (NASDAQ: FIZZ) reportó sus resultados del tercer trimestre que finalizó el 25 de enero de 2025, mostrando un desempeño mixto con algunos indicadores financieros positivos a pesar de las condiciones desafiantes. El beneficio operativo aumentó un 5% a 51 millones de dólares, con ventas netas trimestrales de 267 millones de dólares y ganancias por acción de $.42.

En los últimos doce meses, la empresa logró resultados más sólidos con ventas netas alcanzando 1.2 mil millones de dólares, el beneficio operativo subió un 8% a 231 millones de dólares, y el ingreso neto aumentó un 10% a 186 millones de dólares. Las ganancias por acción crecieron en $.18 a $1.99.

La empresa enfrentó desafíos debido a severos patrones climáticos invernales y los incendios en el sur de California que afectaron sus mercados más grandes. La estrategia de marketing de LaCroix incluye exhibiciones en la tienda, compromisos con los consumidores y patrocinios deportivos. La empresa también anunció que está probando una nueva innovación en la categoría de agua con gas en el Natural Products Expo West, que aparentemente está superando las expectativas.

내셔널 음료 주식회사 (NASDAQ: FIZZ)는 2025년 1월 25일 종료된 3분기 결과를 발표했으며, 도전적인 조건에도 불구하고 일부 긍정적인 재무 지표를 보여주며 혼합된 실적을 기록했습니다. 영업 이익은 5% 증가하여 5,100만 달러에 이르렀고, 분기 순매출은 2억 6,700만 달러, 주당 순이익은 $.42입니다.

지난 12개월 동안 회사는 순매출이 12억 달러에 도달하고, 영업 이익이 8% 증가하여 2억 3,100만 달러에 이르며, 순이익이 10% 증가하여 1억 8,600만 달러에 도달하는 등 더 강력한 결과를 달성했습니다. 주당 순이익은 $.18 증가하여 $1.99에 이릅니다.

회사는 심각한 겨울 날씨 패턴과 남부 캘리포니아의 화재로 인해 가장 큰 시장에 영향을 받는 도전에 직면했습니다. LaCroix의 마케팅 전략에는 매장 전시, 소비자 참여 및 스포츠 후원이 포함됩니다. 회사는 또한 Natural Products Expo West에서 탄산수 카테고리의 새로운 혁신을 테스트하고 있으며, 이는 기대를 초과하고 있는 것으로 보고되고 있습니다.

National Beverage Corp. (NASDAQ: FIZZ) a publié ses résultats pour le troisième trimestre se terminant le 25 janvier 2025, montrant des performances mitigées avec certains indicateurs financiers positifs malgré des conditions difficiles. Le bénéfice d'exploitation a augmenté de 5 % pour atteindre 51 millions de dollars, avec des ventes nettes trimestrielles de 267 millions de dollars et un bénéfice par action de $.42.

Au cours des douze derniers mois, l'entreprise a obtenu de meilleurs résultats avec des ventes nettes atteignant 1,2 milliard de dollars, le bénéfice d'exploitation en hausse de 8 % à 231 millions de dollars, et le revenu net augmentant de 10 % à 186 millions de dollars. Le bénéfice par action a augmenté de $.18 pour atteindre $1.99.

L'entreprise a été confrontée à des défis dus à des conditions météorologiques hivernales sévères et à des incendies dans le sud de la Californie affectant leurs plus grands marchés. La stratégie marketing de LaCroix comprend des présentations en magasin, des engagements des consommateurs et des parrainages sportifs. L'entreprise a également annoncé tester une nouvelle innovation dans la catégorie des eaux gazeuses lors du Natural Products Expo West, qui, selon les rapports, dépasse les attentes.

National Beverage Corp. (NASDAQ: FIZZ) hat seine Ergebnisse für das dritte Quartal, das am 25. Januar 2025 endete, veröffentlicht und zeigt eine gemischte Leistung mit einigen positiven finanziellen Kennzahlen trotz herausfordernder Bedingungen. Der Betriebsgewinn stieg um 5% auf 51 Millionen Dollar, die vierteljährlichen Nettoumsätze betrugen 267 Millionen Dollar und der Gewinn pro Aktie lag bei $.42.

In den letzten zwölf Monaten erzielte das Unternehmen stärkere Ergebnisse mit Nettoumsätzen, die 1,2 Milliarden Dollar erreichten, der Betriebsgewinn stieg um 8% auf 231 Millionen Dollar, und der Nettogewinn erhöhte sich um 10% auf 186 Millionen Dollar. Der Gewinn pro Aktie wuchs um $.18 auf $1.99.

Das Unternehmen sah sich Herausforderungen durch schwere Winterwetterbedingungen und Brände in Südkalifornien gegenüber, die ihre größten Märkte beeinträchtigten. Die Marketingstrategie von LaCroix umfasst Verkaufsdisplays im Geschäft, Verbraucherengagement und Sportpatenschaften. Das Unternehmen gab auch bekannt, dass es auf der Natural Products Expo West eine neue Innovation in der Kategorie Sprudelwasser testet, die Berichten zufolge die Erwartungen übertrifft.

Positive
  • Operating profit increased 5% to $51M in Q3
  • TTM net income up 10% to $186M
  • TTM operating profit grew 8% to $231M
  • TTM net sales reached $1.2B
  • Strong cash position of $149M
Negative
  • Sales volumes impacted by severe weather and California fires
  • Challenging Q3 performance due to seasonal factors

Insights

National Beverage Corp's Q3 report demonstrates resilience with operating profit rising 5% to $51 million despite significant headwinds. The company achieved this growth while navigating difficult winter weather patterns and Southern California fires that impacted their largest markets.

The trailing twelve-month results show even stronger momentum with operating profit increasing 8% to $231 million and net income climbing 10% to $186 million, pushing EPS up $0.18 to $1.99. This 9.9% year-over-year EPS improvement indicates effective operational efficiency and cost management.

What deserves attention is FIZZ's healthy cash position of $149 million, providing substantial flexibility for future marketing initiatives and product innovation. The company's focus on expanding brand awareness through experiential marketing, sports sponsorships, and social media appears to be yielding tangible financial benefits.

Most intriguing is the company's reference to a potential category-changing innovation being tested at Natural Products Expo West. While details remain , management's characterization as a "game changer" comparable to their past aluminum can innovation suggests significant potential impact on future revenue streams. The sparkling water category continues to be highly competitive, making meaningful product differentiation particularly valuable for maintaining market position.

FIZZ's latest results reveal an important trend in premium beverage competition – the ability to expand margins even when volume growth is constrained. The 5% quarterly and 8% TTM operating profit improvements, despite challenging sales environments in key markets, demonstrate effective execution in a notoriously difficult category.

The company's marketing evolution merits attention. FIZZ is deploying a multi-channel strategy combining traditional in-store merchandising with experiential marketing and sports sponsorships. This approach aligns with successful premium beverage playbooks that build cultural relevance beyond mere product attributes. Their specific emphasis on women's soccer sponsorships is strategically aligned with LaCroix's core demographic and the growing popularity of women's sports.

What's particularly significant is the company's commitment to packaging innovation. Their cryptic reference to a potential "game changer" for the category follows a historical pattern – FIZZ previously led the category transition from glass to aluminum containers. Packaging innovations in beverages can create significant competitive advantages by enhancing consumer convenience, extending shelf life, improving sustainability metrics, or creating distinctive shelf presence.

The company's explicit connection between health-conscious consumer trends and their product positioning reinforces that FIZZ understands the core drivers of the sparkling water category's growth. Their $149 million cash reserves provide substantial runway for both marketing investments and commercializing innovations at scale – critical for defending market share against both established competitors and emerging challenger brands in this high-margin beverage segment.

FORT LAUDERDALE, Fla.--(BUSINESS WIRE)-- National Beverage Corp. (NASDAQ: FIZZ) today announced results for its third quarter ended January 25, 2025.

For the Three Months:

  • Net sales were $267 million.
  • Operating profit increased 5% to $51 million.
  • Earnings per share were $.42.
  • Cash was $149 million.

For the Trailing Twelve Months ended January 25, 2025:

  • Net sales increased to $1.2 billion.
  • Operating profit increased 8% to $231 million.
  • Net income was $186 million, an increase of 10%.
  • Earnings per share increased $.18 to $1.99.

“Historically, our performance in the third quarter has been challenging given the unknown predictability of winter weather patterns. This year we also witnessed disastrous Southern California fires and their aftermath that also adversely impacted volumes in our largest and better-performing markets. In addition to those fires, the severe winter weather in the Midwest and Northeast affected consumers’ ability to purchase and consume our products,” stated a spokesperson.

“Our marketing strategy and execution continues to reinforce brand awareness in many ways. Our delightful and theme-oriented in-store displays, consumer ‘experiential’ engagements with selected retail partners coast-to-coast, and social media posts provide wonderful testimony to the ‘Wonderfulness of La Croix!’ We are proud to be in our first full year of sponsoring both local and national women’s soccer teams, youth sports and other sports-related franchises. Additionally, the media’s increasing focus on improving the health of America supports our quest to hydrate and invigorate consumers with delicious and innocent refreshment.”

“Recently LaCroix announced that a new creativity was ‘in the works’ that could improve the sparkling water category, similar to what aluminum cans replacing glass containers did years ago for sparkling water beverages (and we did it). As this paragraph is being written, that novel method is being tested at Natural Products Expo West in Anaheim, California. Innovation is often accomplished in steps of trial and error. Thus far, this new concept is exceeding expectations. Thumbs up for a game changer,” the spokesperson smiled.

“Patriotism” – If Only We Could Bottle It!

National Beverage Corp.
Consolidated Results for the Periods Ended
January 25, 2025 and January 27, 2024
 
(in thousands, except per share amounts)
Three Months Ended Trailing Twelve Months Ended
Jan. 25, 2025 Jan. 27, 2024 Jan. 25, 2025 Jan. 27, 2024
 
Net Sales

$

267,050

$

270,065

$

1,185,040

$

1,181,078

 
Net Income

$

39,643

$

39,592

$

185,781

$

169,314

 
Earnings Per Common Share
Basic

$

.42

$

.42

$

1.99

$

1.81

Diluted

$

.42

$

.42

$

1.98

$

1.81

 
Average Common Shares Outstanding
Basic

 

93,617

 

93,454

 

93,590

 

93,380

Diluted

 

93,691

 

93,640

 

93,680

 

93,618

This press release includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements involve risks, uncertainties and other factors described in the Company's Securities and Exchange Commission filings which may cause actual results or achievements to differ from the results or achievements expressed or implied by such statements. The Company disclaims an obligation to update or announce revisions to any forward-looking statements.

 

Office of the Chairman, Grace Keene

877-NBC-FIZZ

Source: National Beverage Corp.

FAQ

What were National Beverage Corp's (FIZZ) key financial metrics for Q3 2025?

FIZZ reported Q3 net sales of $267M, operating profit up 5% to $51M, and EPS of $.42, with a cash position of $149M.

How did FIZZ perform in the trailing twelve months ending January 2025?

FIZZ achieved net sales of $1.2B, operating profit up 8% to $231M, net income increased 10% to $186M, and EPS grew by $.18 to $1.99.

What challenges did FIZZ face during Q3 2025?

FIZZ faced challenges from severe winter weather in the Midwest and Northeast, plus Southern California fires affecting their largest markets.

What new development is LaCroix testing at Natural Products Expo West?

LaCroix is testing a new innovation in sparkling water category packaging, similar to their previous transition from glass to aluminum cans.
National Beverage Corp

NASDAQ:FIZZ

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3.81B
23.68M
74.71%
24.72%
2.63%
Beverages - Non-Alcoholic
Bottled & Canned Soft Drinks & Carbonated Waters
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United States
FT. LAUDERDALE