Followers | 55 |
Posts | 11257 |
Boards Moderated | 2 |
Alias Born | 04/25/2012 |
Friday, April 28, 2017 9:18:43 AM
The correlation between La Croix revenues and $FIZZ overall revenues is strong (0.62).
The correlation between La Croix revenues and $FIZZ overall earnings is even stronger (0.72).
In 2016, La Croix sales were $16.4M in March and $19.2M in April, a 17% increase month-over-month. It's a typical seasonal spike.
If we get the same in 2017, that would mean over $30M+ in La Croix sales for April (doesn't include Curate in my opinion). Note: In 2016, Easter was in March; 2017 it was in April - favorable sign.
I think since the Glaucus report, Nick has been pushing as much La Croix out the door as humanly possible, to stick it up shorts' a$$e$. It's spiked the revenues but it's really spiked the bottom line. Said another way, the product mix features more high margin product (La Croix). The top line (round illustrative numbers) is growing at 15% but the bottom line is growing at 45%.
It's one thing to push product out the door. It's another for the public to absorb it. April LAC sales will be the DEW (distant early warning) for the late July 10K. If the April LAC sales figure starts with a "3" (i.e., $30M+), $100 per share will be in play.
The opposite side of that coin, say monthly revenues come in at ~$27M, will be a less seasonal revenue stream for La Croix in 2017, or a revenue stream with about ~$25M per month, whether it is summer or winter. This might suggest its time to take some money off the table.
Recent FIZZ News
- Form ARS - Annual Report to Security Holders • Edgar (US Regulatory) • 09/06/2024 09:00:47 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 09/06/2024 08:32:28 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 09/05/2024 08:22:43 PM
- National Beverage Corp. Reports Outstanding First Quarter... The Summer of ‘FIZZ’ • Business Wire • 09/05/2024 08:15:00 PM
- Form PX14A6G - Notice of exempt solicitation submitted by non-management • Edgar (US Regulatory) • 08/30/2024 02:36:10 PM
- Score! LaCroix Partners with the Kansas City Current • Business Wire • 08/29/2024 03:00:00 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 08/23/2024 08:45:48 PM
- LaCroix’s Newest Flavor Elicits . . . Delightful Sips of Bliss!! Strawberry Peach to Launch at Select Retailers • Business Wire • 08/08/2024 03:02:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/15/2024 09:00:57 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 07/11/2024 02:24:57 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/09/2024 09:19:16 PM
- National Beverage Corp. Reports Record Fourth Quarter and Fiscal Year-end Results...Corporate Endorphins at Work • Business Wire • 06/26/2024 09:30:00 PM
- National Beverage Corp. Announces LaCroix Partnership with Inter Miami CF • Business Wire • 06/20/2024 07:40:00 PM
- LaCroix Kicks Off Partnership With San Diego Wave FC • Business Wire • 06/18/2024 06:00:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/17/2024 08:39:39 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 06/13/2024 01:00:15 PM
- National Beverage Corp. Makes High Goals . . . Higher! Declares Special Cash Dividend • Business Wire • 06/12/2024 01:00:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/08/2024 09:30:52 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 03/07/2024 09:25:15 PM
- National Beverage Corp. Reports Exceptional Winter Quarter • Business Wire • 03/07/2024 09:15:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/02/2024 09:46:46 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/02/2024 09:45:59 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 12/27/2023 09:45:06 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 12/15/2023 09:48:46 PM
- National Beverage Commemorates 30 Years of Supporting ‘HOPE’ for the Children of St. Jude • Business Wire • 12/15/2023 03:00:00 PM
VHAI - Vocodia Partners with Leading Political Super PACs to Revolutionize Fundraising Efforts • VHAI • Sep 19, 2024 11:48 AM
Dear Cashmere Group Holding Co. AKA Swifty Global Signs Binding Letter of Intent to be Acquired by Signing Day Sports • DRCR • Sep 19, 2024 10:26 AM
HealthLynked Launches Virtual Urgent Care Through Partnership with Lyric Health. • HLYK • Sep 19, 2024 8:00 AM
Element79 Gold Corp. Appoints Kevin Arias as Advisor to the Board of Directors, Strengthening Strategic Leadership • ELMGF • Sep 18, 2024 10:29 AM
Mawson Finland Limited Further Expands the Known Mineralized Zones at Rajapalot: Palokas step-out drills 7 metres @ 9.1 g/t gold & 706 ppm cobalt • MFL • Sep 17, 2024 9:02 AM
PickleJar Announces Integration With OptCulture to Deliver Holistic Fan Experiences at Venue Point of Sale • PKLE • Sep 17, 2024 8:00 AM