Every material Form 8-K National Beverage has filed with the SEC since June 29, 2023, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
National Beverage reported first-quarter results for the period ended August 1, 2026, with net sales of $331 million, essentially unchanged from a year earlier. Net income fell to $47 million from $55.8 million, and earnings per share dropped to $0.50 from $0.60, as higher aluminum, tariff, fuel and freight costs pressured gross margin, which was 35%. Shareholders also saw cash fall to $107 million after a $304 million special dividend of $3.25 per share paid July 30, 2026.
Net sales were $330.7 million for the three months ended August 1, 2026, versus $330.5 million a year earlier.
Net income was $47.0 million, or $0.50 per diluted share, compared with $55.8 million, or $0.60 per diluted share, a year earlier.
Gross margin was 35%; the company said aluminum costs alone reduced gross margin by almost 600 basis points.
The company paid a $304 million special dividend ($3.25 per share) on July 30, 2026, and reported cash of $107 million afterward.
National Beverage Corp. declared a special cash dividend of $3.25 per share, with a record date of July 13, 2026 and payment on or before July 30, 2026. Fiscal 2026 net sales, net income and diluted earnings per share were each slightly lower than in fiscal 2025, though the fiscal 2025 year had 53 weeks compared with 52 weeks in fiscal 2026.
Fiscal 2026 net sales were $1,180,552 thousand ($1.18 billion), down from $1,201,354 thousand in fiscal 2025.
Net income was $183.6 million, down from $186.8 million; diluted earnings per share were $1.96, down $0.04 from $2.00 in the prior year.
Special dividend of $3.25 per share: record date July 13, 2026; payable on or before July 30, 2026.
The company said the special dividend is its thirteenth cash payment in 22 years, with $19.78 per share (over $1.8 billion) distributed in total across those payments.
National Beverage reported results for its third fiscal quarter ended January 31, 2026. Net income rose to $41.2 million from $39.6 million, and diluted earnings per share increased 5% to $0.44, while net sales fell slightly to $264.6 million from $267.1 million. For shareholders, profit grew on slightly lower sales, with gross margin up 60 basis points year over year.
Net sales were $264.6 million, compared with $267.1 million in the prior-year quarter.
Net income was $41.2 million, compared with $39.6 million a year earlier; diluted EPS was $0.44 versus $0.42.
Gross profit was $100 million, reflecting a 60 basis point year-over-year margin improvement.
Operating cash flow was $136 million, and quarter-end cash was $314 million.
National Beverage reported second-quarter results for the period ended November 1, 2025. Net sales fell to $288.3 million from $291.2 million a year earlier, while net income rose to $46.4 million from $45.6 million, and basic earnings per share were $0.50 versus $0.49. The company attributed the sales decline to inflation, commodity costs, tariffs and the recent federal government shutdown, and said price/mix improvements lifted operating profit and net income.
Q2 net sales were $288.3 million, down from $291.2 million in the prior-year period
Q2 net income was $46.4 million, up from $45.6 million; operating income increased to $58 million
Basic EPS was $0.50 versus $0.49; diluted EPS was $0.49 in both periods
Trailing twelve-month net sales were $1.2 billion and EPS was $1.99; the company repurchased 20,000 shares in the quarter
At its October 3, 2025 Annual Meeting, shareholders elected Glenn J. Waldman and re-elected Stanley M. Sheridan as Class II directors for three-year terms. Director Cecil D. Conlee, on the board since 2009, is retiring effective as of the Annual Meeting after deciding not to stand for reelection.
Annual Meeting of Shareholders held October 3, 2025
Glenn J. Waldman elected with 90,079,258 shares for and 142,952 withheld
Stanley M. Sheridan re-elected with 83,106,244 shares for and 7,115,966 withheld
Cecil D. Conlee, director since 2009, retires effective as of the Annual Meeting; he advised the board on or about August 25, 2025
National Beverage Corp. (FIZZ) reported first-quarter results for the period ended August 2, 2025, with net sales of $330.5 million, up slightly from $329.5 million a year earlier, which the company called a record. Net income fell to $55.8 million from $56.8 million, and diluted earnings per share were $.60 versus $.61, so shareholders saw higher sales but slightly lower profit.
Net sales $330.5 million vs. $329.5 million for the period ended July 27, 2024; the company describes this as a record.
Net income $55.8 million vs. $56.8 million; diluted EPS $.60 vs. $.61.
Gross profit rose 80 basis points to $125 million; operating income was $71 million.
Interest income fell $2.1 million after the July 2024 dividend payment of $304 million; total cash was $250 million.
National Beverage reported results for its fourth quarter and fiscal year ended May 3, 2025, in a press release furnished under Item 2.02. Fourth-quarter net sales rose 5.5% to $314 million and net income rose to $44.8 million, while fiscal year net income reached $186.8 million and operating income rose 7.8% to $235 million. The fourth quarter and fiscal year contained 14 and 53 weeks, respectively, which the filing notes but does not quantify.
Fourth-quarter net sales rose 5.5% to $314 million; net income rose to $44.8 million and diluted EPS was $.48, up from $.47.
Fiscal year net sales were $1.2 billion, up from $1.19 billion; gross margin rose to 37.0% of sales.
Fiscal year operating income rose 7.8% to $235 million; diluted EPS was $1.99, up from $1.89.
The fourth quarter and fiscal year consisted of 14 and 53 weeks, respectively, compared with the prior-year periods.
National Beverage reported results for its third quarter ended January 25, 2025. Quarterly net sales were $267 million, down from $270 million a year earlier, while operating profit rose 5% to $51 million and EPS was flat at $0.42. For the trailing twelve months, net income rose 10% to $186 million and diluted EPS reached $1.98, up from $1.81, which shows a stronger full-year picture despite the softer quarter.
Q3 net sales were $267.05 million versus $270.07 million in the prior-year quarter.
Q3 operating profit increased 5% to $51 million; Q3 net income was $39.6 million, flat with the prior year.
Trailing twelve-month net income was $185.8 million, up from $169.3 million; diluted EPS was $1.98 versus $1.81.
Management cited Southern California fires and severe Midwest and Northeast winter weather as adverse factors on volumes.
National Beverage Corp. reported results for the second quarter and six months ended October 26, 2024. Second-quarter net sales fell 3% to $291 million, while operating income rose 7% to $58 million and earnings per share rose to $0.49 from $0.47. The mixed picture matters to shareholders because profit grew even as sales declined.
Q2 net sales were $291 million, down from $300 million a year earlier, due to volume shortfalls in August and September
Q2 operating income grew 7% to $58 million, and gross margin improved to 38% of net sales
Q2 diluted EPS was $0.49 versus $0.47; six-month net income rose 10% to $102 million, or $1.09 per share
Record storms in the Southeastern US caused supply-chain disruptions and multi-day customer store closures during the quarter
National Beverage reported results for the first quarter ended July 27, 2024, with record net sales of $329 million and record net income of $57 million, up 14% from a year earlier. Diluted earnings per share rose to $0.61 from $0.53. The company also paid a $3.25 per share special cash dividend in July, a $304 million payment after which cash exceeded $77 million.
Net sales rose to a record $329 million from $324 million a year earlier.
Operating profit increased 10% to $70 million; net income increased 14% to a record $57 million.
Diluted EPS was $0.61 versus $0.53; a $3.25 per share special cash dividend ($304 million) was paid in July, leaving cash above $77 million.
National Beverage reported results for the fourth quarter and fiscal year ended April 27, 2024. Fourth-quarter net sales rose $11 million to $297 million, and net income rose 20% to $44 million, or $.47 per share, with both figures described as fourth-quarter records. For the full year, net income rose 24% to $177 million, or $1.89 per share, on net sales of $1.2 billion, which means higher per-share earnings for shareholders; the filing gives no forward guidance.
Fourth-quarter net sales rose $11 million to $297 million, and gross margin grew 100 bps to 36.7% of sales.
Fourth-quarter net income rose 20% to $44 million, or $.47 per share, versus $.39 a year earlier.
Fiscal year net income rose 24% to $177 million, or $1.89 per share, versus $1.52 a year earlier.
Cash increased $169 million to $327 million for the fiscal year.
National Beverage Corp. reported results for its third quarter ended January 27, 2024, with net sales of $270 million, up from $268 million a year earlier, and net income of $39.6 million, up from $34.4 million. Diluted earnings per share rose 14% to $.42, and operating income reached a record $48 million, which shows higher profit on nearly flat sales for shareholders.
Net sales rose to $270.1 million for the quarter, compared with $268.5 million a year earlier, a company record
Net income was $39.6 million, up from $34.4 million; diluted EPS was $.42 versus $.37
Gross profit reached $97 million, with gross margin at 36% of sales; cash grew to $277 million
National Beverage reported record second-quarter net sales of $300.1 million for the three months ended October 28, 2023, up from $299.6 million a year earlier. Quarterly net income rose to $43.8 million from $36.0 million, and earnings per share increased 21% to $0.47, showing profit growth on a flat sales base for shareholders.
Q2 net sales of $300.1 million versus $299.6 million in the prior-year quarter
Q2 net income of $43.8 million versus $36.0 million; EPS of $0.47 versus $0.39
Gross margin improved 250 basis points to 36% of net sales in the quarter
Six-month net income of $93.4 million, or $1.00 per share, versus $71.5 million and $0.76 diluted a year earlier
National Beverage reported fiscal first-quarter results for the period ended July 29, 2023, with net sales rising to a record $324 million and net income reaching $49.6 million, up from $35.5 million a year earlier. Management said margins improved on price increases and easing raw material costs, despite a slight volume decrease, and that the quarter has historically been a preview of the full fiscal year.
Net sales increased to $324 million, a record, from $318 million in the prior-year quarter.
Operating profit rose 36% to $63 million; diluted EPS rose 39% to $0.53 from $0.38.
Cash generated by operations increased $30 million to $70 million.
Management cited a slight volume decrease and a seventh consecutive quarterly increase in gross profit per case.
National Beverage reported results for the fourth quarter and fiscal year ended April 29, 2023. Fourth-quarter net sales rose to a record $287 million and net income increased 6% to $36 million, while fiscal-year net sales reached a record $1.2 billion with net income of $142 million. Both headline measures improved over the prior year, and the company said gross margin grew to 36% of sales.
Q4 net sales $286.7 million vs. $284.2 million a year earlier; net income $36.3 million vs. $34.3 million
Fiscal-year net sales increased $35 million to a record $1.2 billion; net income $142 million; diluted EPS $1.52
Fiscal-year net cash from operations was $162 million
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