National Beverage 2026 Q2 Earnings Mixed Performance with EPS and Net Income Growth

National Beverage (FIZZ) reported fiscal 2026 Q2 earnings on December 11, 2025, with earnings per share (EPS) rising 2.0% to $0.50, outperforming the $0.49 consensus, while revenue declined 1.0% to $288.33 million, missing estimates by $4.33 million. The company maintained profitability for over two decades, with net income up 1.6% to $46.36 million.

Revenue

Total revenue for Q2 2026 fell to $288.33 million, a 1.0% decrease from $291.20 million in the prior-year period. The decline reflects broader economic challenges, including inflation and shifting consumer spending patterns.

Earnings/Net Income

Earnings per share increased to $0.50, a 2.0% year-over-year rise, while net income grew to $46.36 million, a 1.6% increase. The results highlight the company’s operational resilience and sustained profitability.

Post-Earnings Price Action Review

The stock price of National Beverage fell 2.18% during the latest trading day, though it rebounded with a 0.63% gain over the preceding week and a robust 6.55% rise month-to-date. The mixed post-earnings reaction underscores market skepticism about revenue trends but optimism regarding margin expansion and strategic initiatives.

CEO Commentary

National Beverage’s CEO emphasized the company’s ability to navigate macroeconomic headwinds, stating, “Our unique brands and long-standing retail partnerships have enabled us to maintain profitability despite challenging conditions.” The CEO highlighted plans to launch LaCroix Pineapple Coconut in early 2026, signaling confidence in product innovation to drive growth.

Guidance

The company did not provide explicit forward-looking guidance in the report but reiterated its focus on cost management and brand innovation. Recent share repurchases of 20,000 FIZZ shares and the new LaCroix flavor launch indicate management’s commitment to shareholder value.

Additional News

1. Product Innovation: National Beverage announced the launch of LaCroix Pineapple Coconut in early 2026, aiming to capitalize on the sparkling water trend.

2. Share Buybacks: The company repurchased 20,000 shares during Q2, reflecting management’s confidence in its fundamentals.

3. Partnerships: A new multi-year partnership with the WNBA’s Dallas Wings was unveiled, expanding LaCroix’s presence in sports sponsorships.

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National Beverage’s Q2 results reflect a blend of resilience and caution, with strong earnings growth offset by revenue challenges. The company’s strategic focus on innovation and cost efficiency positions it to navigate ongoing economic uncertainties.