NATIONAL BEVERAGE CORP — Form 8-K
Filed September 11, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 52/100
What the filing says
National Beverage reported Q1 FY2026 (ended Aug 1, 2026) net sales of $331M (flat vs. $331M prior year), with gross margin declining to 35% due to elevated input costs, particularly aluminum (600bps impact) and tariffs. EPS fell 17% to $0.50 from $0.60. The company paid a $304M special dividend ($3.25/share) on July 30, 2026, leaving cash of $107M. Management cited soft consumer sentiment and volume declines offsetting pricing, but noted August order rebound.
Why this rating
Flat sales + 17% EPS decline with 600bps margin compression is moderately concerning for an $800M-market-cap company. Material pressure but not existential; strong cash generation and balance sheet intact.
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