Why National Beverage Stock Dropped, Then Popped

Key Points National Beverage missed on earnings last night. Shares of the LaCroix sparkling water company are feeling margin pressure as Trump tariffs eat into profits. 10 stocks we like better than National Beverage › National Beverage (NASDAQ: FIZZ) stock, which owns the popular LaCroix sparkling water brand, tumbled 6.3% in early trading on the Nasdaq Friday before reversing course and rising. As of 10:30 a.m. ET, National Beverage stock is back in the green -- up 1.4%. Image source: Getty Images. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » What happened at National Beverage today The reason, as you might guess, is earnings. National Beverage reported its fiscal Q1 2027 results last night, and the news wasn't great. Analysts had forecast National Beverage to earn $0.59 per share in the quarter, but the most the company could muster up was $0.50. Sales were essentially flat year over year, up less than one-tenth of one percent at $330.7 million. Profits slid nearly 17% to the aforementioned $0.50 per share. Management "blamed elevated input costs" for a steep decline in profit margins, with the gross profit margin in particular slipping to 35%. National Beverage offset higher input costs by raising prices, which depressed demand -- and volumes sold declined. Net-net, this caused total revenue to basically not move at all. What's next for National Beverage Management cited a host of inflationary pressures affecting its results, from "elevated aluminum commodity costs and tariffs" subtracting "600 basis points" from margins to higher fuel and freight costs to higher ingredient costs. Management warned that it's struggling to deal with so many complications at once, and while National Beverage is eating some tariff costs itself (hurting margins), it's also passing some costs on to its customers (hurting sales). At a share price less than 16x earnings, the stock doesn't look particularly expensive right now. But until National Beverage figures out a solution to its woes, falling sales and falling profits mean this stock is probably going nowhere anytime soon. Should you buy stock in National Beverage right now? Before you buy stock in National Beverage, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and National Beverage wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $409,917 !* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,341,724 !* Now, it’s worth noting Stock Advisor’s total average return is 942 % — a market-crushing outperformance compared to 211% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor , and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of September 11, 2026. Rich Smith has no position in any of the stocks mentioned. The Motley Fool recommends National Beverage. The Motley Fool has a disclosure policy .

Shares of the LaCroix sparkling water company are feeling margin pressure as Trump tariffs eat into profits.

National Beverage (NASDAQ: FIZZ) stock, which owns the popular LaCroix sparkling water brand, tumbled 6.3% in early trading on the Nasdaq Friday before reversing course and rising. As of 10:30 a.m. ET, National Beverage stock is back in the green -- up 1.4%.

Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »

The reason, as you might guess, is earnings. National Beverage reported its fiscal Q1 2027 results last night, and the news wasn't great. Analysts had forecast National Beverage to earn $0.59 per share in the quarter, but the most the company could muster up was $0.50.

Sales were essentially flat year over year, up less than one-tenth of one percent at $330.7 million. Profits slid nearly 17% to the aforementioned $0.50 per share. Management "blamed elevated input costs" for a steep decline in profit margins, with the gross profit margin in particular slipping to 35%. National Beverage offset higher input costs by raising prices, which depressed demand -- and volumes sold declined.

Net-net, this caused total revenue to basically not move at all.

Management cited a host of inflationary pressures affecting its results, from "elevated aluminum commodity costs and tariffs" subtracting "600 basis points" from margins to higher fuel and freight costs to higher ingredient costs.