{"podcast":{"title":"Charged Alpha Stock Encyclopedia","slug":"charged-alpha-stock-encyclopedia-7819792","podcast_index_feed_id":7819792,"rss_url":"https://feed.podbean.com/chargedalpha/feed.xml","website_url":"https://chargedalpha.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22241603/charged_alpha_logo_2048.png","author":"Colton Thomas","episode_count":1034,"summary":"Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.","last_synced_at":"2026-07-18T10:20:29.083898+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792"},"episode":{"title":"FIZZ Stock: The LaCroix Company Just Paid a Huge Special Dividend — Is It a Buy? (FY2026)","slug":"fizz-stock-the-lacroix-company-just-paid-a-huge-special-dividend-is-it-a-buy-fy2026","published_at":"2026-07-08T02:50:27+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/fizz-stock-the-lacroix-company-just-paid-a-huge-special-dividend-is-it-a-buy-fy2026","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/fizz-stock-the-lacroix-company-just-paid-a-huge-special-dividend-%e2%80%94-is-it-a-buy-fy2026/","audio_url":"https://mcdn.podbean.com/mf/web/lmx6qler1e1sq4jn/audio.mp3","summary":"National Beverage (FIZZ) FY2026 — Shares popped double digits after National Beverage declared a $3.25/share special dividend — roughly 10% of the stock — even as case volumes fell 6.7%. The maker of LaCroix is one of the most under-covered stocks on the market: founder Nick Caporella owns ~73%, management holds no earnings calls, and almost no Wall Street analyst follows it. Sales were flat, volumes fell, and yet a fat special dividend sent shares flying. THE CALL: HOLD (3/5, FAIR VALUE) — base-case value ~$32 vs ~$32 today. KEY METRICS: - Net sales: $1.18B (~flat YoY); EPS $1.96 (vs $2.00); net income ~$184M - Special dividend: $3.25/share — roughly 10% of the share price - Case volume −6.7%, offset by +5.2% price per case → ~flat revenue - Gross margin ~37%; operating margin ~20% — elite for a beverage company - Free cash flow ~$156M; cash ~$350M (+$156M YoY); essentially debt-free - Net cash ~$290M — roughly 10% of the ~$3.0B market cap - Founder Nick Caporella controls ~73%; no earnings calls, minimal analyst coverage - Stock ~$32.48, near its 52-week low ($30.75–$47.85); P/E ~16.6x What to watch: case-volume trends, functional-soda competition (Poppi/Olipop), and the next special dividend Also on YouTube: @ChargedAlpha DISCLAIMER: For informational and educational purposes only. Not financial advice. Do your own research before any investment decision.","meta_description":"National Beverage (FIZZ) FY2026 — Shares popped double digits after National Beverage declared a $3.25/share special dividend — roughly 10% of the stock —…","key_points":[],"chapters":[],"topics":[],"duration_seconds":557,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/fizz-stock-the-lacroix-company-just-paid-a-huge-special-dividend-is-it-a-buy-fy2026/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/fizz-stock-the-lacroix-company-just-paid-a-huge-special-dividend-is-it-a-buy-fy2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}